[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @treiner5 Thomas Reiner Thomas Reiner posts on X about $expe, $bkng, $googl, loyalty the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::19519078/interactions)  - X Week XXXXX -XX% - X Month XXXXXX +219% - X Months XXXXXXX +292% - X Year XXXXXXX -XX% ### Mentions: X [#](/creator/twitter::19519078/posts_active)  - X Week X -XX% - X Month XX -XXXX% - X Months XX +131% - X Year XX +60% ### Followers: XXXXX [#](/creator/twitter::19519078/followers)  - X Week XXXXX +0.16% - X Month XXXXX +0.89% - X Months XXXXX +19% - X Year XXXXX +24% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::19519078/influencer_rank)  ### Social Influence [#](/creator/twitter::19519078/influence) --- **Social category influence** [stocks](/list/stocks) XXXXX% [technology brands](/list/technology-brands) XXXX% [finance](/list/finance) XXXX% **Social topic influence** [$expe](/topic/$expe) #3, [$bkng](/topic/$bkng) #12, [$googl](/topic/$googl) 7.69%, [loyalty](/topic/loyalty) #802, [googl](/topic/googl) 3.85%, [open ai](/topic/open-ai) #3079, [ipo](/topic/ipo) 1.92%, [pricing](/topic/pricing) 1.92%, [$navn](/topic/$navn) 1.92%, [filed](/topic/filed) XXXX% **Top accounts mentioned or mentioned by** [@waymo](/creator/undefined) [@dkhos](/creator/undefined) [@navan](/creator/undefined) [@instacart](/creator/undefined) [@modestproposal1](/creator/undefined) [@davidrisher](/creator/undefined) [@klooktravel](/creator/undefined) [@getyourguide](/creator/undefined) [@viatortravel](/creator/undefined) [@bchesky](/creator/undefined) [@sevenrooms](/creator/undefined) [@theshahrestani](/creator/undefined) [@lyft](/creator/undefined) [@joetimmons79](/creator/undefined) [@doordash](/creator/undefined) [@ubereats](/creator/undefined) [@woltapp](/creator/undefined) [@fidjissimo](/creator/undefined) [@flightcentreau](/creator/undefined) [@fcmtravelca](/creator/undefined) **Top assets mentioned** [Expedia Group Inc (EXPE)](/topic/$expe) [Booking Holdings Inc (BKNG)](/topic/$bkng) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Shopify Inc (SHOP)](/topic/$shop) [Apple, Inc. (AAPL)](/topic/$aapl) ### Top Social Posts [#](/creator/twitter::19519078/posts) --- Top posts by engagements in the last XX hours "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](https://x.com/treiner5/status/1971200748609589661) [@treiner5](/creator/x/treiner5) 2025-09-25T13:10Z 9214 followers, 2092 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](https://x.com/treiner5/status/1975658643384377627) [@treiner5](/creator/x/treiner5) 2025-10-07T20:25Z 9261 followers, XXX engagements "@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](https://x.com/treiner5/status/1975643723607515627) [@treiner5](/creator/x/treiner5) 2025-10-07T19:25Z 9214 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](https://x.com/treiner5/status/1975560410075177359) [@treiner5](/creator/x/treiner5) 2025-10-07T13:54Z 9261 followers, 27.9K 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](https://x.com/treiner5/status/1975964105585607081) [@treiner5](/creator/x/treiner5) 2025-10-08T16:38Z 9214 followers, 5268 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](https://x.com/treiner5/status/1975657379028214046) [@treiner5](/creator/x/treiner5) 2025-10-07T20:19Z 9261 followers, 6809 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](https://x.com/treiner5/status/1975658123278098440) [@treiner5](/creator/x/treiner5) 2025-10-07T20:22Z 9261 followers, 1019 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@treiner5 Thomas Reiner
Thomas Reiner posts on X about $expe, $bkng, $googl, loyalty the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXXXX -XX%
- X Month XXXXXX +219%
- X Months XXXXXXX +292%
- X Year XXXXXXX -XX%
Mentions: X #
- X Week X -XX%
- X Month XX -XXXX%
- X Months XX +131%
- X Year XX +60%
Followers: XXXXX #
- X Week XXXXX +0.16%
- X Month XXXXX +0.89%
- X Months XXXXX +19%
- X Year XXXXX +24%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence stocks XXXXX% technology brands XXXX% finance XXXX%
Social topic influence $expe #3, $bkng #12, $googl 7.69%, loyalty #802, googl 3.85%, open ai #3079, ipo 1.92%, pricing 1.92%, $navn 1.92%, filed XXXX%
Top accounts mentioned or mentioned by @waymo @dkhos @navan @instacart @modestproposal1 @davidrisher @klooktravel @getyourguide @viatortravel @bchesky @sevenrooms @theshahrestani @lyft @joetimmons79 @doordash @ubereats @woltapp @fidjissimo @flightcentreau @fcmtravelca
Top assets mentioned Expedia Group Inc (EXPE) Booking Holdings Inc (BKNG) Alphabet Inc Class A (GOOGL) Shopify Inc (SHOP) Apple, Inc. (AAPL)
Top Social Posts #
Top posts by engagements in the last XX hours
"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, 2092 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 9261 followers, XXX engagements
"@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 9214 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 9261 followers, 27.9K 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 9214 followers, 5268 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 9261 followers, 6809 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 9261 followers, 1019 engagements