Airbnb IncABNB
▼ ネガティブ競争関連度
Meta's Muse can complete bookings itself, bypassing the transaction Airbnb charges for when guests reserve a home.
資産への影響 4
Consumer Discretionary
Airbnb Inc
Booking Holdings IncBKNG
▼ ネガティブ競争関連度
Booking was falling alongside Expedia because Meta's Muse can book flights and stays, the transaction those sites charge for.
Expedia Group Inc.EXPE
▼ ネガティブ競争関連度
Expedia was cited as falling alongside Airbnb and Booking as Muse can book flights and places to stay, the transaction those sites charge for.
Spatial Computing / AR/VR
Meta Platforms Inc.META
▲ ポジティブ技術関連度
Meta's Muse can make bookings itself, a product capability that threatens the booking sites' transaction model.