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Gokul Rajaram: Consumer commerce faces drop as Booking, Expedia, Airbnb shares fall

Gokul Rajaram: Consumer commerce faces drop as Booking, Expedia, Airbnb shares fall
Consumer commerce hit by share declines

Gokul Rajaram points to a sharp downturn in consumer commerce, likening it to a 'SaaSpocalypse' now affecting the sector as new players such as Muse, Instinct, and personal agents disrupt the landscape.

According to Rajaram, Booking's share price is down 21% month to date, with Expedia and Airbnb each showing an 18% decline during the same period. He suggests that only a handful of resilient companies will endure this challenging period.

Rajaram recently noted that Marathon MP co-led Wafer's $40 million Series A funding alongside Chemistry and other investors. In a separate update, he highlighted Applied Intuition's $15 billion valuation under CEO Qasar Younis. His recent commentary focuses on significant shifts in both private and public company performance.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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