Big risk from LLM Consumer Agents… voice-enabled in particular, use-case to say “hey, I want to get from London to Paris on Saturday at 3pm, can you help me book”… and it proactively books and confirms the ticket.. for multi-step changes where there is a clear ROI on time
Omio’s supply is fragmented but has high online penetration and multiple sales channels
Puts Omio’s biz model at risk, why should the LLM partners with Omio for tickets when there are multiple ticket providers selling directly. Omio is behind on this… they are currently too focused on whether they should do an M&A to expand into Brazil to tap that market... Omio plays in a highly competitive segment.
GYG supply has very low online penetration, often long-tail of suppliers coming online for the first time through GYG… harder to book an experience… more value to aggregate the supply and LLM can communicate with GYG to execute on the supply
So if anything an LLM Consumer Agent becomes a positive for GYG, as it drives more traffic to the platform, but need partnerships and need to be at forefront, interesting to see how it’ll play out
You have to make a deal with an aggregator
Apple and Google have the plumbing, the relationships with aggregators, the payments infra embedded… ability to create consumer-focused personal AIs for certain use-cases
If Consumer LLMs ask consumers their choice of apps to use to book things… it effectively acts as leverage, and for GYG it’s another distribution channel/point-of-entry
