The Agentic AI Adoption Matrix: Consumer & Travel Agentic AI is the defining buzzword of 2025. Everybody is talking about systems that don’t just answer queries, but that act on our behalf. The problem is that you can’t just apply agentic AI evenly across the world of problems.

When will an AI Agent be able to end-to-end book travel for you? https://t.co/AEk94yS867

My take on the Crescent Nebula (NGC 6888) in HSO palette. Hydrogen glows red, oxygen shines blue, and sulfur weaves into crimson filaments 5,000 light-years away. Over 15 hours of exposure under coastal CA skies now that the marine layer finally went away #astrophotography

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In the transitional period, the value of sponsored listings is also questionable and the margin profile will change a lot. Excellent post that hits at a lot of the issues many marketplaces and RMNs will face in the age of consumer agents...

3/ OTA Metadata vs a Custom MCP Feed It’s worth digging into how the data is provided via OTAs today versus what a hotel could provide via it’s own MCP enabled feed. While the OTAs have extensive databases, the nature of their business forces standardization and limitations on

2/ Scenario: A Boutique Hotel Operator Past, Now, Future To illustrate the impact of this shift let’s walk through a hypothetical scenario for a boutique independent hotel in Tuscany with family focused amenities. I’ll use @BorgoPignano in Volterra to illustrate this because 1)

How Hotels Can Thrive in an Agentic AI World: From SEO to MCP With the launch of GPT 5, operator, and a slew of Agentic AI tools, the age of booking a hotel or flight with an AI Agent is upon us. For the consumer it accelerates the ability to digest information, discover, and

@zoomyzoomm First, really appreciate your interest and enthusiasm for what we do at Shift4 $FOUR. I would have a slightly different take. There are generally two categories of payments companies: 1. Those that simply offer an approval or decline of a transaction--and little else. These

Crazy stat from Instacart that highlights the moat these ZIRP-era companies have: “It took us 100 million orders before we were able to get to positive unit economics” Nobody is going fund a new competitor. The battle will be won by the current players on the field

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White Label Solutions and the Long Tail in an AI Agent First World Beyond the marketplaces and the vertical integrated grocers there is the entire long tail of grocery commerce that is done from local and regional grocers like Safeway, Publix, and $ACI. If you are running one of

Grocery Delivery Marketplaces in an AI Agent First World Although $CART remains the dominant grocery delivery marketplace, you have both DoorDash and Uber Eats aggressively expanding into the segment. These companies excel at on-demand logistics and aggregating supply across a

Vertically Integrated Grocers in an AI Agent First World It’s no surprise that $AMZN and $WMT as the two behemoths in US retail are investing heavily to thrive in an AI agent dominated future. With no middle-men, huge R&D budgets, data capabilities, and strategies that optimize

AI Agents and the Future of Grocery Delivery Imagine never touching a grocery app again, your personal AI agent knows your fridge, your family, your plans, and orders before you realize you’re out. What would that look like and what are the implications for the three strategies

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5/ Grocery Fulfillment Architecture The above diagram illustrates three primary models for how a grocery order travels from inventory to the consumer. . Each of these fulfillment architectures carries different cost structures, speed capabilities, and scalability challenges which

4/ Retailer-Branded + Owned Fulfillment (In-House Model) In the final quadrant, the retailer takes full ownership of the online grocery operation. This is typically pursued by the largest, most resource-rich grocers who view digital grocery as a core, strategic part of their

3/ Retailer-Branded + Third-Party Fulfillment (Outsourced E-commerce) In this quadrant, the retailer maintains the customer interface and brand, but much of the heavy lifting of online fulfillment is outsourced to third-party services. This is a common path for traditional

3/ Aggregator + Owned Fulfillment (Vertically Integrated) This quadrant involves an aggregator or marketplace that operates its own fulfillment infrastructure, essentially playing the role of the retailer by owning inventory and distribution. The prototypical example is $AMZN,