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@treiner5 Avatar @treiner5 Thomas Reiner

Thomas Reiner posts on X about $expe, $bkng, $googl, open ai the most. They currently have XXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

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Mentions: X #

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Followers: XXXXX #

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Social Influence #

Social category influence stocks technology brands finance

Social topic influence $expe #2, $bkng #6, $googl, open ai #3188, doj, $aapl, ipo, pricing, $navn, $172m

Top assets mentioned Expedia Group Inc (EXPE) Booking Holdings Inc (BKNG) Alphabet Inc Class A (GOOGL) Apple, Inc. (AAPL) Shopify Inc (SHOP) DoorDash, Inc. (DASH) Uber Technologies, Inc. (UBER) Dash (DASH) TripAdvisor, Inc. (TRIP)

Top Social Posts #

Top posts by engagements in the last XX hours

"@TheShahrestani @corleonecapital @modestproposal1 1) why kill the golden goose of $BKNG and $EXPE spending billions in ad dollars that's higher margin 2) ITA software DOJ deal on flight search licensing 3) European DMA limitations around $GOOGL None of these are issues for OAI"
X Link @treiner5 2025-10-07T19:25Z 9215 followers, XXX engagements

"I also have to imagine the fairly strict app design guidelines from @OpenAI are a negative for brands in the long run: With $GOOGL search it was mostly referral based and then the brand sucks you into their app or website and you know that you're on for sure maybe you develop some loyalty because you love the UX so much even. But the crux of the information is owned controlled and displayed through that lense. With ChatGPT all of the relevant discovery/information/choice is on ChatGPT and it's controlled by them and their brand guidelines (which minimizes Expedia). So right now just the final"
X Link @treiner5 2025-10-07T20:19Z 9215 followers, 6745 engagements

"And you could make the argument that the $AAPL iOS app store or a $GOOGL search has brand guidelines and minimizes the $EXPE or $BKNG logo and brand sure. But the OTA owns the intermediary step of picking a room looking at pictures checking the location map etc. But the difference is with ChatGPT connectors the OTA brand doesn't even own the intermediary step they're just fulfillment. They're now an aggregator with a booking button charging XX XX XX% to a hotel"
X Link @treiner5 2025-10-07T20:22Z 9214 followers, XXX engagements

"Platform Aeronaut Dispatch No. X Navan IPO Filing Toast Pricing Error Navan $NAVN IPO Filing @Navan filed their S-1 revealing XX% revenue growth in the quarter ending Jul XX 2025 ($172m). The company did $614m in LTM revenue on $7.6B of GBV (a XX% take rate) with XX% gross margins. Although its been mostly loss making theyve jumped to non-gaap operating income profitability in the last two quarters. Reuters is reporting the IPO could value the company above $8B versus the last private round at $9.2B but down round IPOs are a necessary part of the process not a red flag. With the business"
X Link @treiner5 2025-09-25T13:10Z 9214 followers, 2054 engagements

"In this scenario my loyalty and preference to $EXPE may become the same loyalty I have to the $SHOP pay checkout page. Sure it's great I like it it has my credit card saved but what's that worth"
X Link @treiner5 2025-10-07T20:25Z 9212 followers, XXX engagements

"It appears the first run at AI travel distribution will be the app store model I previewed previously. $EXPE and $BKNG are enabled apps & connectors now that are MCP style API plugins that you can query natively within ChatGPT: I'm sure some kinks will be worked out but the biggest challenges are: 1) It's super slow Expedia took X minutes to ask - think - connect - show results which is unacceptable from a conversion perspective. 2) It's not end to end. As a user you still need to click "Book on Expedia" which will inevitably have a ton of fall off. It's a good first run at it but it feels"
X Link @treiner5 2025-10-07T13:54Z 9215 followers, 27.6K engagements

"💳 DoorDash Restaurant POS Remember that $UBER was working on a POS system awhile back that eventually got cancelled and it wouldnt surprise me if $DASH is still doing so. A full POS system would enable DoorDash to push deeper into the stack and capture some of the $12-20k per restaurant economics that other POS systems capture. One big complaint from restauranteurs about DoorDash is that in essence they are being double charged by their POS for facilitating a delivery and then again by DoorDash. Selling a POS system would help collapse and minimize some of this double charging. 🔎 Evidence"
X Link @treiner5 2025-10-03T12:23Z 9214 followers, 3299 engagements

"It makes sense in the short term to partner and engage with the likes of $Z and $BKNG / $EXPE so you get speed to market and they dont turn off data that feeds the models. Longer term the key to success is the same as it was for $GOOGL: a maniacal focus on consumer experience engagement and speed. The next 12mo may be the best it will be ever for the companies partnering with OpenAI before full ownership of consumer migrates to the UX owner"
X Link @treiner5 2025-10-08T16:38Z 9216 followers, 5173 engagements

"I'm kind of combining discovery and information into one part on the top of the funnel. Part of it is pure "where do I want to go" which social and $TRIP do but clunkily hand off to the OTA for the deep informational part of the decision. I go to the OTA to see pictures of the specific hotel the room types the reviews the rates available to compare pricing see cancellation policies and finally to book. The latest LLM models are a lot better about the complex itinerary creation and planning than they were when that was written (and the research was done on o1-preview). Combined with how these"
X Link @treiner5 2025-10-07T20:36Z 9214 followers, XXX engagements