An Interview with Booking CEO Glenn Fogel About Travel and Aggregation
Good morning,This week’s Stratechery Interview is with Booking Holdings CEO Glenn Fogel. Booking is one of my favorite companies in the world: they are a textbook Aggregator. And, in a fascinating twist, they are also among the best at managing Google, the biggest Aggregator of them all.In this interview we discuss both dynamics, starting from Priceline’s acquisition of Booking, the evolution of their business model, and where the company is going in the future. Along the way we discuss network effects and ...