Delta’s Big Spenders, Airbnb’s AI Future and Canada’s U.S. Travel Slump
Delta’s Ed Bastian said most of the airline’s revenue now comes from households earning $100,000+—a key reason carriers are leaning into premium and international travel even as budget travelers dampen domestic demand. Airbnb CEO Brian Chesky signaled AI could reopen expansion plans (including flights and transportation), with AI-powered search coming to the app next year and simpler listing tools for hosts. Meanwhile, Canadians are skipping U.S. trips in large numbers—August car returns down 34% and air returns down 25% year over year—while domestic bookings in Canada are rising.
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Delta CEO Doubles Down on Premium: 95% of Revenue From $100k Travelers
Canadian Travel to the U.S. Falls Sharply Again
Airbnb’s Brian Chesky: AI Opens New Markets, ‘Everything Is Now Back on the Table’
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