The next AI winners may look nothing like Nvidia or Micron: One Big Investment Idea
The article says AI adoption is shifting from infrastructure to measurable business results. It cites Airbnb, Booking, Choice Hotels, and Wyndham, noting improvements such as Airbnb resolving 45% of AI-assistant customer issues without humans and cutting support cost per booking about 16%. Booking reports double-digit lower service costs. Choice and Wyndham report large basis-point gains from AI tools.



