Duff on Hospitality Law

Good Sunday evening from a sunny Seattle . . . Our first Online Travel Update for 2026 is below. This week’s Update features new stories on China’s possible crack down on Trip.com, an update on Airbnb and its plans for hotels and the latest from Google and its rapidly evolving agentic platform. I hope you enjoy.

• • Trip.com Under Investigation for Alleged Monopolistic Practices. Trip.com announced this past week that it had received a notice of investigation from the State Administration for Market Regulations of the People’s Republic of China (“SAMR”). According to the notice, the investigation stems from Trip.com’s alleged abuse of its dominant market position through coercive contract terms, arbitrary increases in commission fees and the blocking of internet traffic. If found guilty of violating China’s Anti-Monopoly Law, Trip.com can be fined between 1% and 10% of its total annual revenue from the previous year (a similar investigation into the practices of Alibaba resulted in record $2.5 billion fine).
  • Changes Afoot at Airbnb. Last week, Airbnb announced that it had hired Meta’s former head of generative AI, Ahmad Al-Dahle, as its new CTO. According to CEO Brian Chesky’s letter to employees introducing Ahmad, Ahmad “connects big ideas with technical depth, highly values design, and believes engineering should be a true strategic partner.” Perhaps more important for my readers, our friend and industry colleague, Lou Zameryka, announced this week on LinkedIn that he is joining Airbnb to lead its hotel efforts (Lou’s announcement was confirmed by an announcement yesterday from Airbnb where it announced Lou as its new Global Head – Hotel Enterprises and Connectivity Partnerships). Congratulations to Lou. If anyone still doubts Airbnb’s intentions with regard to AI or its move (again) into hotels, it may be time to re-consider. There was a reason why we included an Airbnb story on its re-entry into hotels as one of seven featured stories in our 2025 year-end review.
  • Google’s Latest Agentic Announcement Presents New Opportunities for Travelers and Suppliers. At last week’s National Retail Federation annual conference, Google introduced its Universal Commerce Protocol (UCP), which is designed to allow AI agents to complete purchases (or bookings) within a conversational user interface. Although UCP was developed with retail product purchases in mind (and the announcement featured some of the country’s largest retailers – including Target and Walmart (though, interestingly, not Amazon)), the protocol was developed to handle more complex transactions (i.e., travel). In theory, the newly announced protocol should allow travelers to discover, search, select and book (the entire sales funnel) travel within a single platform without the need to jump from platform to platform (which we’ve noted in multiple previous posts as being one of the biggest challenges to currently available AI platforms). For suppliers, the new protocol allows them to remain the merchant of record and “own” the customer relationship, fulfillment and post-purchase relationship.

Have a great week.