TheBitCast

The Airbnb-Marriott Deal That Almost Happened, MGM Goes Private(?), Journey & Cloudbeds Partner, & What Premium Travelers Want

Podcast: This Week in Hospitality · thisweekinhospitality

Opublikowano: 2026-06-12

Two of the biggest casino operators in the world became takeover targets in the same week — and the squad has thoughts. Barry Diller's People Inc. just offered $18 billion to take MGM Resorts private, days after Fertitta agreed to buy Caesars. MGM's own CFO didn't argue the company was fairly valued — he argued investors aren't doing the work. Ben, Scott, and Edwin debate whether public markets are simply too lazy to underwrite experience-driven hospitality, and what the next-generation casino actually looks like. Then: the deal that almost rewrote the industry. On a recent podcast, Airbnb's former Chief Stra...