@danier52 @danier52

Joined September 2025

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@danier52 @danier52

5 months ago

@TheStalwart FYI among China's three robotaxi players, locals rank Baidu the worst driver

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@danier52 @danier52

5 months ago

@leixing77 Isn't the NIO brand just the ES8 at this point?

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@danier52 @danier52

7 months ago

@tbpn @jonmcneill when has nio ever been a top 3 chinese oem lmao

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@gbrulte fan of the pod, but nitpicking every non-waymo press release is so clearly bias and a turn off. cities like zagreb are so far down waymo’s priorities, Pony bringing autonomy there should be celebrated. it’s not like waymo is always explicit with timing..

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@danier52 @danier52

7 months ago

@RoadToAutonomy did you ask the tesla team to rebrand when you visited their factories?

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@danier52 @danier52

8 months ago

@MikeFritzell how are there no internet names here…

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@danier52 @danier52

8 months ago

@pitdesi Ignoring the top 5-8 chains, I think agents will initially use Expedia and Booking because no one else has structured data for vast majority of hotel supply in one place. Medium-term, others in the hotel tech stack may become the MCP connector to LLMs, but now sure who.

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@danier52 @danier52

8 months ago

@MartijnSch @pitdesi I think both are true that LLMs will partner with OTAs (at least in near to medium term), while also squeezing their margins

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@danier52 @danier52

8 months ago

@MartijnSch @pitdesi The upside is lower prices, right? Independent hotels pay the large OTAs 15-25% commission, that's a lot of margin to use to incentivize customers/agents to book direct

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@danier52 @danier52

8 months ago

@DrewCohenMoney agree with you. but do think this AI bear case has legs compared to other things being thrown out these days. thought Expedia results were excellent btw, but not enough to matter..

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@danier52 @danier52

8 months ago

@DrewCohenMoney phocuswire.com/google-agentic… I don’t think that either. OTAs will still be used for inventory, booking fulfillment, and handling post-booking journey; similar to dinner reservations on google maps fulfilled by resy/opentable. but this is still a big headwind to OTA take rates

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@danier52 @danier52

8 months ago

@NorthLedger q1 ebitda margin guide

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@danier52 @danier52

8 months ago

@AsifSuria and the underwhelming q1 ebitda guide…?

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@danier52 @danier52

9 months ago

@cardinalcap12 @Thijsbuitenhuis Some price pressure in SEA/Brazil post liberation day after Chinese diverted exports from US. So why did Americas (largely US) have poor Q2 and Q3 if Chinese competition was reduced? Bc customer uncertainty driven destocking matters way more for IMCD than Chinese competition

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@danier52 @danier52

9 months ago

@cardinalcap12 @Thijsbuitenhuis These trends are real but not new, yet IMCD has seen organic GP growth in EMEA every quarter since Q2 '24. Market is exaggerating the China issue. The real issue is tariff driving uncertainty driving destocking. IMCD grows when their customer sentiment improves and restock.

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@danier52 @danier52

10 months ago

@ManuInvests It's also about fleet ownership fragmenting. Waymo is a software company, end goal is to license tech to OEMs—not own tens of thousands of vehicles. Soon Waymo will allow 3P owners, who'll prioritize max utilization, which is most likely on Uber

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@danier52 @danier52

10 months ago

@realroseceline I agree that this may still be a headwind for Uber's take-rate long-term. But worth mentioning OTAs have much more competition and lower barriers to entry, yet Expedia still has a 20% take-rate I think? Uber has 70-80% share of US rideshare demand

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@danier52 @danier52

10 months ago

@realroseceline Even if that happens, we won't get there before AVs are most likely commoditized across five to seven(?) players... which brings us back to the Expedia analogy. Southwest learned this lesson and opened up to OTAs...