bullish or bearish on travel as an industry over the next 5 years?
neither because im uploading my mind and will be in the simulation soon (tm)
bullish. however, i predict AI-generated trip itineraries will be the next instagram geotags — features that overexpose a city’s hidden gems to be ruined by tourists. if that happens, local knowledge and unwritten secrets of a city will become even more valuable (and perhaps more protected) than they are today.
bullish due to increasing remote work post-covid, boosting demand for travel and tourism
Bullish. Travel is a way to trade money for status across nearly all socio-economic levels. :)
Bullish, increasing globalization and remote work makes the world feel like one big country Also imo young generation can't be tied down they'll be digital nomads
Bullish: Globalization still a trend since forever + airline industry becoming increasingly effective
Bullish on hyper-local, bearish on international except for the top 1% because consumer spending will likely go down as market crashes.
Extra bullish. Although I’m not so optimistic about seating in the airplanes.
Bearish. It's often one of the first things cut from household budgets when belt tightening is required.
Bullish. In a sea of sameness and AI generated world of perfection, personally lived experiences will matter even more. Also potential for AI to shift some norms like 4-day workweeks which will normalize more frequent short trips as well.
Bullish. Loyalty programs moving on chain to become interoperable allowing you to use your miles on more than just flights and vice versa. Ai is also a game changer. Example, Kayak using AI to help find the best proved flights.
I’m bearish on traditional destination travel. It’s been peaking for so many years that wanderlust IG shots, trip to Paris, etc are so common it’s a counter signal. The unanimous bullish comments are another sign. We’re also probably near a local peak of available vacation time and disposable income.
Bullish af. Nation states crumbling, everyone gonna hop around and see if the grass is really greener
all the poor people sitting at home in the US without a passport responding to this cast… weird as hell.
Bullish. Also bullish on flexible living instead of stationary living. Anywhere in the world, paired with async work.
bullish — although it feels like airline experience is getting worse and worse.
Very bullish. Also bullish for crypto usurping the role of foreign currency for more and more travellers. Businesses catering to tourists will likely adopt payment options for stables, ETH, BTC, ZEC (🤞) etc. Not sure it will be in the 1-2y timeframe, but within 5, it’s probable