Gorin将B2B可触达市场定义为超3万亿美元旅游市场剔除供应商直销和最大OTA后的部分。
从最高层面看，我把整体超过3万亿美元的旅游市场，剔除供应商直销和全球最大的几家OTA，剩下的就是B2B的可触达市场。原文 (en)
At the highest level, the way I think about the size of the DVD travel market is you take the overall travel market, which is over $3 trillion you remove from that sort of all of supplier direct. You remove from that couple of the biggest OTAs in the world, and you say, all of the rest is the addressable market for b 2 b.
戈林表示，AI 智能体适合用于旅行灵感和行程规划，但尚未改变用户的实际预订行为。
“这是人们寻找灵感、规划行程的好方式，”戈林在接受 CNBC 采访时说。“但我们还没有看到它改变人们实际预订的方式。”原文 (en)
"It's a great way for people to do inspiration, to do trip planning," Gorin said in an interview with CNBC. "We haven't seen it change the way they're actually doing booking."
戈林认为，AI 智能体能简化比价，但无法取代 Expedia 在预订环节提供的信任、内容准确性和客户服务。
“人们本来就会在多个平台比价，智能体能让这件事更轻松，”戈林说。“但真正到预订环节——要确信内容、设施、价格都正确，出了问题有人帮你解决、接电话、陪着你——我不认为这些智能体能做到，这也是人们信任 Expedia 并选择我们的原因。”原文 (en)
"People were already shopping across a number of places, so the agent can do that in a much easier way," Gorin said. "But when it comes to actually booking — being confident that the content that you're getting is right, the amenities are right, the price is right, if something goes wrong, someone's going to actually either solve it for you, answer the phone, be there for you — I don't think those agents are going to do it for you, and that's why people trust Expedia and come to us."
戈林称 Expedia 正与所有 AI 智能体合作，确保在 AI 结果中的曝光和必要的系统集成。
戈林表示，Expedia 正在“与所有智能体合作”，以确保自己出现在 AI 结果中，了解智能体如何获取信息，并确保具备必要的集成。原文 (en)
Gorin said Expedia is "working with all of the agents" to make sure it surfaces in AI results, to understand how the agents get information and to make sure that the company has the necessary integrations.
戈林将第四季度指引偏弱归因于地缘政治、中期选举和秋季促销提前，而非消费者走弱。
戈林将 Expedia 第四季度指引的“放缓”归因于“中东和欧洲的地缘政治事件”、中期选举，以及公司将秋季促销从第四季度提前至第三季度。原文 (en)
Gorin attributed the "moderation" in Expedia's fourth-quarter guidance to "geopolitical events in the Middle East and Europe," the midterm elections and the company moving its fall sale from the fourth quarter to the third quarter.
Gorin认为即便AI平台分流了旅行发现环节，供给、支付与服务的复杂性仍使信任、规模和可靠性成为Expedia的差异化优势。
我们看到，虽然发现环节正分散到AI助手、搜索和社交平台，但旅行中困难的部分并没有变得更容易：对接全球多业务线供给并保证价格准确、处理预订与支付、为预订负责、在行程变化时解决问题。信任正是在这种复杂性中建立的。原文 (en)
What we are seeing is that while discovery is spreading across AI assistance, search, and social platforms, the hard parts of travel are not getting any easier. Connecting to global supply across multiple lines of business with accurate prices. Handling bookings and payments, standing behind bookings, and fixing problems when plans change. That complexity is where trust is earned.