与Booking.com首席执行官格伦·福格尔（Glenn Fogel）一起穿越人工智能的镜头
Travel Through the Lens of AI with with Booking.com CEO Glenn Fogel
No PriorsPodcast2026-07-09
当格伦·福格尔（Glenn Fogel）于2000年加入Priceline时，该业务价值数亿美元。一周后，纳斯达克指数见顶，最终导致其股价跌至每股1美元。但25年多后，Booking Holdings的规模已超过1000倍，成为一家价值超过1000亿美元的全球旅游巨头。Elad Gil与Booking Holdings首席执行官Glenn Fogel一起讨论了他的职业生涯，从法学院和华尔街到在Priceline工作直到互联网泡沫破灭，并帮助该业务发展成为人工智能时代的多方面、充满活力的旅游市场。Glenn解释了如何利用人工智能和Priceline的“Penny”等代理商来改善旅行规划和客户服务，同时强调为一些用户保留一些人力支持的重要性。他还谈到了Booking将超过7亿美元再投资于人工智能和其他技术，同时仍提供股票回购和股息的战略、其规模的持久性以及处理世界各地大型投资组合物理资产的复杂性，以及为什么在担心人工智能驱动的失业问题时，提高技能对员工来说如此重要。'每周注册新播客。通过电子邮件反馈至show@no-priors.com在Twitter上关注我们：@NoPriorsPod| @巨大的|@EladGil| @bookingcom| @priceline章：00：00 -冷开00：05 - Glenn Fogel简介00：41 - Glenn的早期职业生涯06：49 -早期互联网的教训09：24 -退出的决定因素10：56 -通过人工智能的视角旅行13：30 -激进的旅行计划 18：59 -代理人、代币经济学和投资回报率22：46 - Booking的资本投资哲学25：23 -作为耐用资产规模29：40 -目的和明智地选择33：18 -人工智能对就业的影响36：38 -人工智能时代的技能提升38：36 -公众对人工智能的看法40：24 -结论
原文
When Glenn Fogel joined Priceline in 2000, the business was worth a few hundred million dollars. One week later, the Nasdaq peaked, eventually sending its stock down to a dollar a share. But over 25 years later, Booking Holdings has scaled over 1000x into an over $100 billion dollar global travel behemoth. Elad Gil is joined by Booking Holdings CEO Glenn Fogel to discuss his career, from law school and Wall Street to working at Priceline through the dot-com crash, and to helping grow the business into a multifaceted, dynamic travel marketplace in the AI era. Glenn explains how leveraging AI and agents such as Priceline’s ‘Penny’ makes travel planning and customer service better, while emphasizing the importance of preserving some human support for some users. He also talks about Booking’s strategy of reinvesting over $700 million into AI and other technologies while still offering stock buybacks and dividends, the durability of their scale and complexities of dealing with a large portfolio physical properties across the world, and why upskilling is so important for employees amid concerns about AI-driven job displacement. Sign up for new podcasts every week. Email feedback to show@no-priors.com Follow us on Twitter: @NoPriorsPod | @Saranormous | @EladGil | @bookingcom | @priceline Chapters: 00:00 – Cold Open 00:05 – Glenn Fogel Introduction 00:41 – Glenn’s Early Career 06:49 – Lessons from the Early Internet 09:24 – Deciding Factors for Exiting 10:56 – Travel Through the Lens of AI 13:30 – Agentic Travel Planning 18:59 – Agents, Token Economics, and ROI 22:46 – Booking’s Capital Investment Philosophy 25:23 – Scale as Durable Asset 29:40 – Purpose and Choosing Wisely 33:18 – AI’s Impact on Jobs 36:38 – Upskilling in the AI Era 38:36 – Public Perception of AI 40:24 – Conclusion