Finance

Ask Alibaba, Not Google.200 million. That's how many AI-native orders ran through Alibaba's Qwen app during Spring Festival alone. Fliggy's AI-driven bookings jumped 800% year-over-year in that same window, with attraction-ticket conversion now matching OTAs that have run for two decades.

Google's agentic booking will flourish if its conversational AI collapses hours of travel research into simple, secure Google Pay transactions backed by major hotel and OTA partners. However, it will fizzle if consumer anxiety over high-cost bookings prevents users from trusting an AI agent without traditional visual validation, or if strict global regulations like the EU's DMA permanently limit its market footprint.

I believe “this time is different.” Both “Book on Google” and agentic booking are not MoR and instead route bookings to the end service providers (OTA or direct). So clearly, the question is why would travelers be comfortable “submitting” bookings directly to AI, but not BoG?With BoG, Google tried to close the loop and become a semi-transactional layer.