Visa is becoming a travel company. Mews is restructuring around AI. And Gen Z is already reshaping business travel. Sarah Kopit and Seth Borko explore how new competitors, artificial intelligence, and changing traveler behavior are rewriting the rules for travel companies—and why these seemingly separate stories all point to the same shift happening across the industry. Connect with Skift LinkedIn: https://www.linkedin.com/company/skift/ WhatsApp: https://whatsapp.com/channel/0029VaAL375LikgIXmNPYQ0L/ Facebook: https://facebook.com/skiftnews Instagram: https://www.instagram.com/skiftnews/ Threads: https://www.threads.net/@skiftnews Bluesky: https://bsky.app/profile/skiftnews.bsky.social X: https://twitter.com/skift Subscribe to @SkiftNews and never miss an update from the travel industry. 00:00 AI Layoff Banter 00:48 Delta One Unbundled 02:37 Basic Business Breakdown 03:12 Seat Selection Stories 04:27 Booking Friction Risks 06:43 Muse Cuts Explained 11:00 AI Jobs And Economy 14:55 Visa Travel Portal 17:27 Can Visa Compete 19:16 Ground Game Logistics 19:35 Lotus Hotel Points Find 21:13 Credit Card Hotel Portals 21:36 Visa Luxury Collection 22:49 Gen Z Business Travel Habits 24:17 Corporate Tools Limit Choice 25:01 Gen Z Trip Growth Stats 27:19 Business Trip Anxiety 30:02 Gen Z Workforce Shifts 31:55 World Cup Winners Losers 35:07 Signing Off Next Week
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