Disintermediation Revisited: Agentic AI and the Threat to Marketplaces
📌 Agentic AI is advancing LLMs, impacting industries like travel, where companies like Onefinestay (2010), GetYourGuide (2013), TravelPerk (2016), Roadsurfer (2020), and Fora (2021) are on track for over $1 billion in revenue in 2024. These platforms may be challenged by AI's ability to autonomously perform tasks like booking without OTAs, potentially obtaining better rates, upgrades, or discounts directly. However, services requiring immediate fulfillment, like Uber, might remain less affected by AI disintermediation due to the need for real-time, local operations.
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