ChatGPT Checkout Retreat, Expedia Reset & UAE STR Cancellations

On this week's Good Morning Hospitality, A Skift Podcast, Wil Slickers, Brandreth Canaley, and Jamie Lane break down the latest headlines shaping travel and short-term rentals. They start with OpenAI walking back plans for in-chat checkout in ChatGPT, a move that shifts the platform back toward discovery rather than transactions and eases pressure on OTAs like Expedia Group and Booking Holdings (NASDAQ: BKNG). They also unpack comments from Expedia Group’s CFO about how the company has “radically changed the direction” of the business with new performance metrics and strategic priorities. The team then looks at cancellation trends hitting vacation rentals in the United Arab Emirates, where regional instability is beginning to ripple through bookings, before diving into analysis on whether Airbnb may need acquisitions if it truly wants to “own the entire trip.” They also highlight Breezeway’s recent funding news following the bonus interview with Jeremy Gall released earlier last week.