The Skift Travel Podcast
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  • Travel's $100 Billion Opportunity Is Being Overlooked

    Baby boomers and retirees represent a $100 billion annual travel spending opportunity, but are travel companies paying enough attention?

    Sarah Kopit and Seth Borko break down new Skift Research on older travelers, premium spending, and the next decade of retirement travel. They also discuss shifting transatlantic travel demand, why Canadians are choosing Europe over the U.S., and the challenges destinations face in attracting visitors beyond traditional tourism hotspots. Plus, rising airfare costs and the latest airline and hotel trends.

    This episode is brought to you by ZS

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    00:00 Retirees Spend Big

    01:21 Retirement Daydreams

    02:14 Ireland Summit Recap

    03:20 Spooky Ghosts Detour

    06:24 AI Summit Highlights

    07:46 Transatlantic Trends

    08:48 Canada US Split

    12:27 Overtourism Spread Out

    15:04 Heritage Travel Stories

    19:04 Americans Travel Smarter

    22:47 Boomers Fly Business

    24:03 Boomer Research Backlash

    25:09 Silver Tsunami Spending Surge

    27:51 Selling Past Cost Consciousness

    29:30 Gen X Retirement Wave

    30:55 Airplane Barf Bag Debate

    33:00 Wi Fi Nostalgia Ends

    34:30 Travel Pet Peeves List

    35:35 Winners Losers Earnings

    40:08 Fares Fuel and Competition

    42:08 JetBlue Lounge Design Win

    45:25 Wrap Up and Goodbye

    48 min
  • AI Agents Are Here. Travel Isn't Ready.

    Sarah Kopit and Seth Borko test whether AI agents can actually complete everyday purchases, and discover why the next battle in travel distribution may be over who can accept an agent's booking.

    Fresh from Skift's Data and AI Summit Europe, Seth shares why travel companies are still struggling with agentic commerce, trust, loyalty pricing, and AI visibility. They also examine how attacks on Saudi Arabian airports threaten the kingdom's aviation ambitions and why rising airfares may finally be testing travelers' willingness to pay.


    This episode is brought to you by ZS


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    00:00 Coffee Bet Payoff

    01:53 Agentic Commerce Lessons
    02:25 Budget Caps And Pastry
    04:32 Delivery Confusion Moment
    05:21 Which Platform Ordered
    06:51 Login Blocks And Guest Checkout
    08:42 Travel Industry Implications
    11:36 When Agents Feel Exhausting
    13:05 Loyalty Rates And Bot Risk
    15:39 Agents Still Niche
    16:55 Data And AI Summit Recap
    17:45 Agents Arrive Fast
    18:13 Get Found or Skipped
    19:13 Interface Is Disappearing
    19:30 Trust and Guardrails
    20:10 No Clear AI Winner
    21:00 Skift Events Ahead
    22:08 Saudi Airport Attacks
    26:16 Tourism Goals at Risk
    30:04 Winners and Losers
    32:06 Price Shock Reality Check
    34:33 Wrap Up and Farewell

    38 min
  • Andrew Zimmern on Why Travel Needs Trust in the AI Era

    Andrew Zimmern joins Sarah Kopit and Seth Borko to discuss how AI, social media and the creator economy are changing the way travelers discover the world.

    Zimmern argues that travel is entering a “trust economy,” as travelers navigate AI-generated recommendations, faceless travel accounts and millions of people presenting themselves as experts. He also explains why context matters more than bucket-list travel, what the demand for his guided trips says about the appetite for human-led experiences, and why he believes we all need “editors” in our lives.

    The conversation covers food, overtourism, travel media, social discovery, hotels and some of Zimmern’s favorite destinations and travel experiences.

    This episode is brought to you by ZS

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    00:00 Special Guest Intro

    00:55 NYC Pizza Rant

    02:03 Suprema Photo Story

    05:46 Price Value Debate

    08:58 Lines And Hype

    11:43 From Food Lines To Overtourism

    16:00 Elitism And Bucket Lists

    18:44 Curated Tours Done Right

    20:35 Russ And Daughters Lore

    22:55 Whitefish Express History

    24:58 Kayak Fishing Close Call

    26:29 Travel Media In The Phone Era

    31:39 Trust Amid Uncertainty

    32:38 Trust Economy Shift

    35:06 Traditional Media Credibility

    36:43 Creating Without Gatekeepers

    37:34 Why Everyone Needs Editors

    43:41 From Bootstraps to Globalism

    44:40 Inside Zimmern Tours

    49:36 China Travel Obsession

    50:39 Surprisingly Great Cruise

    53:11 Hotel Geek Favorites

    58:02 Travel Prep Through Fiction

    59:16 Final Thanks and Signoff

    1 hr 2 min
  • Growth Under Pressure: The Decisions Hotel Brands Are Making Now

    Recorded live at Skift Global Forum 2026, Jeremy Kressman talks with Heather Balsley, Chief Commercial and Marketing Officer at IHG Hotels & Resorts, and Peter Manoogian, Partner at ZS, about hotel owner profitability, conversions and the changing economics of hotel growth.

    They also discuss how AI is reshaping hotel search, loyalty and distribution, and why machine-readable, accurate and consistent hotel content is becoming a critical demand driver.

    The conversation closes with a look at where hotel companies should focus their technology investments and why AI initiatives need to deliver more than marketing hype.


    This episode is brought to you by ZS


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    00:00 Intro

    00:47 Owner Profitability

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    04:45 Demand Capture

    06:30 Loyalty in the AI Era

    08:45 Tech Investment Priorities

    12:15 Final Takeaways

    18 min
  • AI Is Here. Now Travel Has to Figure Out Who to Trust.

    Recorded live at Skift Global Forum, Sarah Kopit and Seth Borko recap the biggest conversations from three days in New York, including AI agents, autonomous vehicles, Airbnb’s push into hotels, hotel owner economics and Prince Harry’s focus on destination sustainability.

    They also explore the theme that came up repeatedly across the forum: trust. As AI moves from theory into products that can research, book and act on travelers’ behalf, Sarah and Seth discuss what it means to trust machines and who is accountable when things go wrong.


    This episode is brought to you by ZS


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    00:00 Live From Skift Global Forum

    03:00 The Biggest Highlights From Global Forum
    07:00 Prince Harry and the Future of Sustainable Travel
    10:00 Uber, Autonomous Vehicles and the Future of Travel
    13:00 Hotel Owners, Brands and the Franchise Debate
    16:30 The Biggest Theme at Global Forum: Trust
    19:00 AI Is No Longer Theoretical
    22:00 Why the Travel Industry Is Chasing Scale
    24:00 What Does Travel Look Like in 30 Years?
    26:00 Winners, Losers and Space Business Travel
    28:45 The AI Agent Coffee Bet

    33 min
  • The $100 Billion Travel Market Everyone Underestimates

    Sarah Kopit and Seth Borko discuss Skift Research’s new Silver Tsunami report and the nearly $100 billion U.S. retirees are expected to spend on travel in 2026.

    They also preview Skift Global Forum, including Airbnb’s push into hotels, the travel infrastructure companies building around AI, and the growing debate over AI risk. The episode closes with a discussion of rising borrowing costs and what higher interest rates could mean for travel development and supply.

    This episode is brought to you by ZS

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    00:00 Retirees Spend Big

    01:14 Silver Tsunami Explained

    02:32 Gen Z vs Older Travelers

    05:47 Survey Insights on Spending

    07:05 Urgency and Mortality

    09:41 Cruises and Product Fit

    10:09 Retiree Spend Forecasts

    12:07 Hotels Meet Communities

    14:01 Global Forum Preview

    15:41 Airbnb Hotels and AI

    18:48 AI Risk Goes Mainstream

    26:45 Winner Power Rankings

    31:46 Loser Fed Rate Hike

    34:07 Rates Impact Travel Builds

    36:16 Wrap Up and Tickets

    40 min
  • Premium Is Becoming Table Stakes for Travel. Now What?

    Premium travel is booming, but the opportunity is becoming much bigger than luxury.

    In this special episode of the Skift Travel Podcast, brought to you by ZS Associates, Jeremy Kressmann, Vice President, Skift Studio, sits down with Alex Trusca, Associate Principal, ZS Associates, to unpack why premiumization is emerging as a broader commercial strategy across travel.

    They discuss why premium spending can extend well beyond high-income travelers, how brands can use services like late checkout, early check-in, priority access, and personalized offers to create incremental revenue, and why simply charging travelers for something they previously received for free isn’t a premium strategy. The conversation also explores how travel brands can use personalization to capture different willingness-to-pay across the same customer’s trips and occasions.

    Jeremy and Alex also look at the next generation of premium travelers, what luxury brands need to do before younger consumers’ preferences lock in, and the question commercial leaders should be asking as they build their 2027 strategies.

    18 min
  • Travel’s New Access Divide

    Sarah Kopit and Seth Borko reflect on 25 years since 9/11 and how the attacks reshaped modern travel, from TSA and airport security to PreCheck, Clear, and the airport gate experience.

    They also discuss why New York City hotels are so expensive in September, how peak-demand “compression nights” drive hotel pricing, and what Sarah’s experience using Instinct reveals about the next phase of AI-powered travel booking.


    This episode is brought to you by ZS


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    00:00 Remembering 9/11

    01:04 Seth’s 9/11 Story

    04:22 How Flying Changed

    08:40 Travel Resilience Data

    11:12 Airlines Consolidate

    15:08 NYC Travel Now

    17:48 Hotel Rates Explained

    23:12 Instinct AI Agent

    28:05 Reservation Wars

    33:36 Winners and Losers

    39:42 Wrap Up and Plug

    43 min
  • Fake AI Hotel Videos Are Coming for Travel

    Sarah Kopit and Seth Borko break down two travel distribution stories that are really about trust.

    First, Skift found AI-generated TikTok Go videos promoting a Sedona luxury resort with fake amenities, fake-looking creators, and commission tags that did not match the booking reality. Then, they unpack Dennis Schaal’s reporting on a bombshell estimate that Booking may be larger than Expedia in B2B room nights — a finding that could reshape how the industry thinks about OTA competition.


    This episode is brought to you by ZS


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    00:00 AI TikTok Resort Scam

    02:33 Breaking Down TikTok Go

    03:23 Fake Amenities and Synth Creators

    04:58 Cylon Detour

    06:11 Affiliate Incentives Explained

    07:30 Broken Links and Bad Actors

    08:36 Owners and Brand Protection

    13:06 Economics of TikTok Go

    18:51 Trust Crisis for Travel Brands

    23:19 Real World Guest Fallout

    24:22 OTAs Meet TikTok

    25:40 B2B White Label Basics

    27:06 Real World Examples

    29:43 Expedia B2B Dominance

    32:07 Booking Consolidates B2B

    33:35 Jaw Dropping Analyst Note

    35:51 Scale Explains Surprise

    43:27 Product Quality vs Volume

    46:32 Winners and Losers

    48:24 Global Forum Wrap Up

    53 min
  • United’s New Routes Reveal Travel’s Next Bet

    United is adding 10 new international routes, from Ibiza and Slovenia to Okinawa and Sardinia.

    Sarah Kopit and Seth Borko discuss what the expansion says about premium leisure demand, how new long-range narrowbody aircraft are changing route economics, and why Generator’s premium-hostel strategy points to a new opportunity in the squeezed mid-market hotel space.


    00:00 United Adds 10 Routes

    00:54 Which Flights To Book

    02:29 Leisure Travel Targeting

    04:39 Premium Status Signaling

    05:34 A321XLR Explained

    07:19 Long And Skinny Economics

    08:43 Charting Narrowbody Growth

    10:25 Big Plane Nerding

    12:43 More Oddball Nonstops

    15:49 Hostel News And Freehand

    18:46 Generator Goes Premium

    21:55 Luxury Ladder Strategy

    22:34 Generator Hostel Growth

    23:24 Hostel Stigma and Selina

    24:33 Pod Hotels vs Lifestyle

    26:18 Airbnb and Segmentation

    26:49 AI Op Ed Debate

    30:40 Bad Writing and Care

    35:10 AI Detectors and False Positives

    40:17 Winners and Losers

    43:31 NYC BQE Winner

    45:49 Listener Questions and Wrap

    49 min

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