La voce circola insistentemente da un paio di mesi, due ex membri di direzione di Amazon sono ora da Airbnb in posti chiave. Amazon vuole entrare in mercati quali ticketing e gestione vacanze.

Uno dei motivi più interessanti ce lo comunica hotels.com, eccolo quà:

Amazon owns the data: By bridging inventory and supply chain controls with an elaborate distribution system and sophisticated data processing platform, Amazon sits in the center of a data hub to manage, predict and price yield. Hospitality is a seasonal business, and with climate change creating more unpredictable weather patterns, Amazon can predict, supply and price more intelligently than any other combined entity. The data would enable the two companies to basically define the marketplace to upsell the travel customer and prepare the host-hotelier – selling a traveler an umbrella for an upcoming trip and selling umbrella holders to the expecting host.

chiarissima conclusione:

Conclusion: As of today, Amazon has a market cap of over US$800 billion. Airbnb is expected to be valued at US$38 billion  representing a mere 5% of Amazon’s total value. The combined entities can benefit each other and Airbnb can serve as the driver to enter the vertical head on. Not even a group of local activists could stop this