Dear Insider,
The AI bubble will burst, the only question is when. Our author Sarah Douag put this sentence at the beginning of her article today. Why? The AI bubble is now 17 times bigger than the dotcom bubble, warns the International Monetary Fund. Critics also note that far too much money is being invested in the "AI" niche. Investors include tech companies from the hospitality industry such as RateGain and Mews, which have invested in takeovers, but Marriott, Accor, Iberostar and others are also investing in this field.
Everyone is betting on growth, all around the globe. The biggest beneficiary of the massive increase in investment in AI applications and data centres is the American chip giant Nvidia. It was the first company to reach a market capitalisation of $5 trillion in October. By way of comparison: The GDP of Germany as a whole was €4.3 trillion in 2024.
If the global chip manufacturer coughs, the whole bubble wobbles. Fortunately, it was able to report positive Q3 results yesterday. Nevertheless, the heat remains. In this international context, Sarah's brand-new article today is a big win. ... More
Google is now targeting hotels – and wants to further develop AI-driven booking processes together with major US chains and Booking.com. A video shows how Google's AI Mode works: it's frighteningly simple.
Artificial intelligence is rapidly changing tourism – and offers enormous opportunities for hotels that are prepared to use data intelligently. 125 hoteliers, experts and industry representatives needed to talk.
On this week's Wednesday, the European Commission presented proposed amendments to key European digital regulations. This so-called Digital Omnibus affects, among other things, the General Data Protection Regulation (GDPR) and the AI Act. There has been criticism on many fronts.
Accor is preparing its premium brand Pullman Hotels & Resorts for the future. Under the slogan "Pullman xChange", ambitious ideas have been developed that connect global and local communities at the hotel bar or bring them together in think tanks through culture and art
Lufthansa, Ryanair & Co voluntarily scrap their "green" promises. Critics say this is a kind of indulgence trade – they have won.
The Dutch Reclame Code Commissie (RCC) has reprimanded Booking.com for the hotel star ratings displayed on its OTA platform. There is a lack of transparency and control.
You can reach us directly using this orange chat symbol at the bottom right of your screen. Write to us! The next available team member will be happy to take care of your request. If the icon does not appear, please activate gosquared in your privacy settings (yellow icon at the bottom left on your screen).
Hotels Tomorrow, edition 2
****************************
HospitalityInside Think Tank, edition 9 on 11-12 May 2026 in Brussels
The results of the 2025 Investment BAROMETER survey reflect a complex and nuanced mood within the industry. While the outlook for individual companies and the industry as a whole has improved slightly compared to last year, uncertainties remain, particularly regarding hotel revenue development. Accordingly, the Operations Index remains under pressure, while the Development Index has risen significantly, easily offsetting its losses from the previous year.
