GMH Bonus: Vrbo’s Tim Rosolio on AI, Supply Boom, and the End of Easy Money in STRs

Airbnb’s New Design Is Really a Bet on the AI Era

On Monday’s Good Morning Hospitality, A Skift Podcast [https://www.linkedin.com/company/goodmorninghospitality/], Wil Slickers [https://www.linkedin.com/in/wil-slickers/], Michael Goldin [https://www.linkedin.com/in/michaelgoldin1/], Brandreth Canaley, [https://www.linkedin.com/in/brandrethcanaley/] and Jamie Lane [https://www.linkedin.com/in/jamiehlane/] break down what Airbnb [https://www.linkedin.com/company/airbnb/]’s latest product and earnings commentary reveal about the future of travel platforms. The conversation centers on Brian Chesky [https://www.linkedin.com/in/brianchesky/]’s push toward blending hotels, homes, services, and experiences into a more adaptive marketplace, signaling how Airbnb is positioning itself for an AI-driven future of travel discovery and planning. The team also unpacks Airbnb’s expanded partnership with Delta Air Lines [https://www.linkedin.com/company/delta-air-lines/], which now includes Experiences and Services alongside stays, while also touching on what earnings season is revealing about AI adoption and infrastructure across the broader travel industry. This episode is presented by ⁠⁠⁠⁠Plusgrade⁠⁠⁠⁠ [https://www.plusgrade.com/industries/hospitality/demo/?utm_medium=logo&utm_source=SKIFT_Good_Morning_Hospitality&utm_campaign=April_2026] & ⁠⁠⁠⁠Bilt⁠⁠⁠⁠ [https://www.bilt.com/podcast-overview?utm_source=podcast&utm_medium=audio&utm_campaign=podcast__test_awareness_prospecting_growth_gmh___]. Visit ⁠⁠plusgrade.com⁠⁠ [https://www.plusgrade.com/industries/hospitality/demo/?utm_medium=logo&utm_source=SKIFT_Good_Morning_Hospitality&utm_campaign=April_2026] to learn more. And for hotels with restaurants and restaurant owners, Bilt Hospitality is finally here. Go to ⁠⁠⁠⁠joinbilt.com/gmh⁠⁠⁠⁠ [https://www.bilt.com/podcast-overview?utm_source=podcast&utm_medium=audio&utm_campaign=podcast__test_awareness_prospecting_growth_gmh___] to learn more.

GMH Hotels: Hotel Earnings Split & Accor’s Silent Power Play

On today’s GMH Hotels, Katie Cline [https://www.linkedin.com/in/katiecline13/] and Steve Turk [https://www.linkedin.com/in/stevelturk/] unpack mixed earnings from Hyatt [https://www.linkedin.com/company/hyatt/], Wyndham Hotels & Resorts [https://www.linkedin.com/company/wyndhamhotels/], and Choice Hotels International [https://www.linkedin.com/company/choice-hotels-international/], plus growing concerns that World Cup hotel demand is falling short of expectations in host cities. They also discuss Accor [https://www.linkedin.com/company/accor/]’s mysterious activist investor situation and what the $6.3B Amex GBT acquisition says about the next wave of travel consolidation. This episode is presented by ⁠⁠⁠Plusgrade⁠⁠⁠ [https://www.plusgrade.com/industries/hospitality/demo/?utm_medium=logo&utm_source=SKIFT_Good_Morning_Hospitality&utm_campaign=April_2026] & ⁠⁠⁠Bilt⁠⁠⁠ [https://www.bilt.com/podcast-overview?utm_source=podcast&utm_medium=audio&utm_campaign=podcast__test_awareness_prospecting_growth_gmh___]. Visit ⁠plusgrade.com⁠ [https://www.plusgrade.com/industries/hospitality/demo/?utm_medium=logo&utm_source=SKIFT_Good_Morning_Hospitality&utm_campaign=April_2026] to learn more. And for hotels with restaurants and restaurant owners, Bilt Hospitality is finally here. Go to ⁠⁠⁠joinbilt.com/gmh⁠⁠⁠ [https://www.bilt.com/podcast-overview?utm_source=podcast&utm_medium=audio&utm_campaign=podcast__test_awareness_prospecting_growth_gmh___] to learn more.

Does Ubers Move Into Hotels Change Everything?

On Monday’s Good Morning Hospitality, A Skift Podcast [https://www.linkedin.com/company/goodmorninghospitality/], Wil Slickers [https://www.linkedin.com/in/wil-slickers/], Michael Goldin [https://www.linkedin.com/in/michaelgoldin1/], and Brandreth Canaley [https://www.linkedin.com/in/brandrethcanaley/] celebrate the show’s 500th episode and break down how travel platforms are expanding beyond booking and competing for the full traveler relationship. The team starts with Uber [https://www.linkedin.com/company/uber-com/] adding hotel booking through a new partnership with Expedia Group [https://www.linkedin.com/company/expediagroup/], with Vrbo [https://www.linkedin.com/company/vrbo/] rentals expected to follow, marking Uber’s biggest move yet into travel. They also unpack signs that Airbnb [https://www.linkedin.com/company/airbnb/] is pulling more host community engagement onto its platform, reinforcing a shift toward a more integrated ecosystem. The episode also touches on how OTA leaders are thinking about AI, trust, and the evolving role of platforms in shaping how travelers discover and book trips. This episode is presented by ⁠⁠Plusgrade⁠⁠ [https://www.plusgrade.com/industries/hospitality/demo/?utm_medium=logo&utm_source=SKIFT_Good_Morning_Hospitality&utm_campaign=April_2026] & ⁠⁠Bilt⁠⁠ [https://www.bilt.com/podcast-overview?utm_source=podcast&utm_medium=audio&utm_campaign=podcast__test_awareness_prospecting_growth_gmh___]. Visit plusgrade.com [https://www.plusgrade.com/industries/hospitality/demo/?utm_medium=logo&utm_source=SKIFT_Good_Morning_Hospitality&utm_campaign=April_2026] to learn more. And for hotels with restaurants and restaurant owners, Bilt Hospitality is finally here. Go to ⁠⁠joinbilt.com/gmh⁠⁠ [https://www.bilt.com/podcast-overview?utm_source=podcast&utm_medium=audio&utm_campaign=podcast__test_awareness_prospecting_growth_gmh___] to learn more.

GMH Hotels: Hilton’s Platform Play What It Means for Hotels

On this week’s Good Morning Hospitality, A Skift Podcast [https://www.linkedin.com/company/goodmorninghospitality/]: Hotels Edition, Sarah Dandashy [https://www.linkedin.com/in/sarahdandashy/] and Steve Turk [https://www.linkedin.com/in/stevelturk/] break down Hilton [https://www.linkedin.com/company/hilton/]’s latest push into AI with its upcoming ChatGPT [https://www.linkedin.com/company/chatgpt-learn/] app and evolving “Select” deals strategy, and how the company is positioning itself more like a platform that controls pricing, distribution, and guest engagement. They also explore Hilton’s continued expansion of lifestyle and luxury brands across Asia-Pacific, the shift in ultra-luxury hotels toward curated guest communities, and how budget airlines are now in talks over a $2.5 billion bailout as financial pressure builds across the travel sector. This episode is presented by ⁠Vrbo⁠ [https://www.vrbo.com/en-us/list-one-key?utm_source=goodmorninghospitality&utm_medium=podcast&utm_campaign=mid_17405] & ⁠Bilt⁠ [https://www.bilt.com/podcast-overview?utm_source=podcast&utm_medium=audio&utm_campaign=podcast__test_awareness_prospecting_growth_gmh___]. Visit ⁠vrbo.com/goodmorning⁠ [https://www.vrbo.com/en-us/list-one-key?utm_source=goodmorninghospitality&utm_medium=podcast&utm_campaign=mid_17405] to learn more about how you can earn OneKeyCash for each eligible property you list. And for hotels with restaurants and restaurant owners, Bilt Hospitality is finally here. Go to ⁠joinbilt.com/gmh⁠ [https://www.bilt.com/podcast-overview?utm_source=podcast&utm_medium=audio&utm_campaign=podcast__test_awareness_prospecting_growth_gmh___] to learn more.

The Middle of STR Is Dying And Luxury Is Taking Over

On Monday’s Good Morning Hospitality, A Skift Podcast [https://www.linkedin.com/company/goodmorninghospitality/], Michael Goldin [https://www.linkedin.com/in/michaelgoldin1/], Brandreth Canaley [https://www.linkedin.com/in/brandrethcanaley/], Jamie Lane [https://www.linkedin.com/in/jamiehlane/], and Wil Slickers [https://www.linkedin.com/in/wil-slickers/] are joined by Sean O'Neill [https://www.linkedin.com/in/seanfoneill/], Senior Hospitality Editor at Skift, to break down a major strategic shift in the short-term rental space. onefinestay [https://www.linkedin.com/company/onefinestay/] is pulling back from hundreds of urban rentals to focus on ultra-luxury homes and high-end leisure destinations, signaling a broader move toward fewer, higher-quality listings as operators rethink where margins and demand are strongest. The team also unpacks new data out of New York City showing that 27% of approved short-term rental listings are now operating illegally, highlighting the ongoing tension between regulation and enforcement even after strict laws were put in place. The episode wraps with a look at ChatGPT [https://www.linkedin.com/company/chatgpt-learn/] introducing cost-per-click ads, a shift that brings AI platforms directly into the same performance marketing model that powers Google [https://www.linkedin.com/company/google/] and OTAs today, raising new questions about who controls travel discovery and demand. This episode is presented by Vrbo [https://www.vrbo.com/en-us/list-one-key?utm_source=goodmorninghospitality&utm_medium=podcast&utm_campaign=mid_17405] & Bilt [https://www.bilt.com/podcast-overview?utm_source=podcast&utm_medium=audio&utm_campaign=podcast__test_awareness_prospecting_growth_gmh___]. Visit vrbo.com/goodmorning [https://www.vrbo.com/en-us/list-one-key?utm_source=goodmorninghospitality&utm_medium=podcast&utm_campaign=mid_17405] to learn more about how you can earn OneKeyCash for each eligible property you list. And for hotels with restaurants and restaurant owners, Bilt Hospitality is finally here. Go to joinbilt.com/gmh [https://www.bilt.com/podcast-overview?utm_source=podcast&utm_medium=audio&utm_campaign=podcast__test_awareness_prospecting_growth_gmh___] to learn more.