Table of contents
On the Experiences Industry
A point of view on the structural forces shaping the tours, activities and experiences market.
- 00 The Experiences Industry, From Where I Sit
- 01 Why $270 Billion Still Runs on Spreadsheets The digitisation lag in tours and activities is not a cultural lag. It is a unit-economic one.
- 02 Fragmentation Is Not a Transitional State Why fragmentation has held its shape through every wave that was supposed to consolidate it.
- 03 The Shadow Infrastructure of the Experiences Industry The infrastructure problem the industry has been solving in the dark, one company at a time.
- 04 Anatomy of a Booking A booking is a polite fiction. Trace what it actually has to do and the industry’s shape becomes legible.
- 05 What Amadeus and Sabre Don’t Teach Us About Experiences The GDS analogy is the one the industry reaches for most often. It does not transfer.
- 06 Channel Managers Are a Partial Answer The channel-manager category solves for shared integration cost. It does not solve for coherence.
- 07 AI Doesn’t Remove Infrastructure, It Reveals It What looked like connectivity functioning at scale was humans absorbing the gap. That subsidy is being withdrawn.
- 08 The Agent-Era Supply Problem An agent does not compensate for incoherence. The supply problem the industry already had, revealed.
- 09 Where Value Migrates When Interfaces Die Search, social, cloud, retail. The same structural move each time. Experiences is next.
- 10 The Experiences Industry Is Hitting Its Inflection Point Five structural conditions that held the industry’s shape are weakening simultaneously.
- 11 What the Experiences Industry Looks Like in 2030 Two paths, read side by side. Structural reasoning forward, not forecasting.
- 12 The Question the Industry Is Not Asking Itself The question is being answered either way. In the industry’s voice, or in its silence.