Directory
Every company we're tracking. Filter by industry, stage, tag, source, and more.
6 matches
A
Airport Car Rental Companies
Travel
Counter-based, fee-heavy airport car-rental incumbents exposed to app-first rentals with transparent pricing and delivery.
Reinvention Potential❓
Defensibility❓
E
Expedia Group
Travel · Public
OTA conglomerate with stale UX, threatened by AI agents
Reinvention Potential
Defensibility
Q
Qantas
Travel · Public
Flag-carrier airline with service complaints and high fares, exposed to low-cost and digital-first carriers.
Reinvention Potential❓
Defensibility❓
S
Sabre
Travel · Public
Aging travel GDS with a strained balance sheet, exposed to cloud-native, NDC-first distribution.
Reinvention Potential❓
Defensibility❓
T
Timeshare Industry
Travel
Timeshare industry with perpetual, hard-to-exit contracts, exposed to transparent resale and subscription-based vacation access.
Reinvention Potential❓
Defensibility❓
T
Travelport
Travel · PE-owned
Third-place legacy travel GDS losing ground to modern, NDC-native, developer-friendly distribution platforms.
Reinvention Potential❓
Defensibility❓