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Travel Through the Lens of AI with with Booking.com CEO Glenn Fogel

No Priors · 2026-07-09

Speaker 1 | 00:00 - 00:13
There is no such thing as a moat. There is no such thing as somewhere you’re gonna be protected against innovation. Today, we have a competitive advantage on areas. Absolutely. But those can go away tomorrow.

Speaker 1 | 00:13 - 00:24
The only one to win long term is to continue to develop new services, new ways to do things. How can we do your business better? What do you need? Where you need more demand? Where are you hurting?

Speaker 1 | 00:24 - 00:36
It’s so much more complex. Complex. If you think you’re just gonna come in and do this business and knock away th…

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🐦 X/Twitter 热点

Swyx (@swyx)

  • if you only learned about jevons paradox primarily wrt software demand in the age of agentic engineering, you may not have fully internalized jevons parodox’s impact under the conditions of:

  • humans who can wield coding agents well*

  • coding agents breaking containment to all other knowledge work

as the efficiency of labor goes up/unit cost of knowledge work goes broadly down, the demand for total work and better knowledge goes up, not down.

what happened to coding isnt the exception; it’s the herald.

*aka AI Engineers [143 ❤️ 9 🔄]

Thibault Sottiaux (@thsottiaux)

  • At different times you complained about speed, code slop, frontend quality, … With each release we improve and GPT 5.6 Sol is

✅Fast and token efficient
✅Hardcore at back-end dev
✅Great at front-end
✅Does not use useEffect everywhere

What is next? [2557 ❤️ 55 🔄]

  • If you aren’t yet bold enough to install the Codex app, you can stay in the presence of your orange crab and point it at GPT 5.6 Sol. Takes 5 minutes. Kudos to Theo for explaining one of the ways to get this done.

Step 1: Install CLIProxyAPI
Step 2: Connect
Step 3: Define following alias and enjoy claudex

alias claudex='CLAUDE_CODE_SUBAGENT_MODEL=gpt-5.6-sol \
CLAUDE_CODE_ALWAYS_ENABLE_EFFORT=1 \
CLAUDE_CODE_MAX_TOOL_USE_CONCURRENCY=3 \
ENABLE_TOOL_SEARCH=false \
claude --model gpt-5.6-sol'

If this gets blocked, I owe you a reset. [3871 ❤️ 243 🔄]

Peter Yang (@petergyang)

  • The score is 3 vs 1 but imo this was a very mixed performance from Argentina.

Not sure how they’ll do against England. [31 ❤️]

  • They’re playing so badly even up one man [20 ❤️ 2 🔄]
  • Well shit [1 ❤️]

Guillermo Rauch (@rauchg)

  • Easy money (Swiss francs) [298 ❤️ 6 🔄]

Aaron Levie (@levie)

  • The job that AI was supposed to replace is experiencing the opposite of the expected outcome. Software job postings are outpacing other fields.

Why is that? If you lower the cost of production of something that has lots of use cases, people want more things produced. We’ve seen this play out in the industrial world constantly, and now we’re finally seeing it in knowledge work.

Because software now is much lower to cost per unit, people want way more of it. So we start to use software for all new things and people and companies light up more software projects than ever before.

But because the job itself is not fully automated (and likely won’t be for as far out as we can see), you still need people that understand these systems to maintain the code, decide what to build, run it over the long run, update it, and more. That all requires people to do work.

The same thing is going to happen in many other fields as well as we bring down the cost of production of previously extremely scarce areas of work. Agents will cause more abundance than replacement. [193 ❤️ 20 🔄]

Garry Tan (@garrytan)

  • If you want to supercharge building in California again, you’re going to need to repeal and reform CEQA

Millions of units of housing are blocked every year using CEQA. Housing should be built by-right, and not require the level of review it does today. [219 ❤️ 15 🔄]

  • So much could go wrong

But the interesting question is always: what happens if things go right? [1612 ❤️ 145 🔄]

Matt Turck (@mattturck)

  • Argentina struggled against the world’s #64, almost got eliminated by the world’s #26, and they’re now in extra time against the world’s #19 which is down to 10 players. [4966 ❤️ 418 🔄]

Zara Zhang (@zarazhangrui)

  • Ok 5.6 Sol is very good at front end 👌 [110 ❤️ 1 🔄]

Nikunj Kothari (@nikunj)

  • Argentina has the mandate of heaven.. what a strike by Alvarez.

England vs. Argentina

France vs. Spain

Pure cinema 💥 [23 ❤️ 1 🔄]

Sam Altman (@sama)

  • there are a lot of benchmarks that suggest 5.6 sol is the best model in the world right now, but the most reliable way to tell is that elon is obsessed with me again [49330 ❤️ 2330 🔄]
  • 30% of the cost was on fable at these levels of usage? [9734 ❤️ 225 🔄]

由 Follow Builders 自动生成 · 2026-07-12