Topic hub
Corporate Travel Strategy.
Corporate travel has been called ripe for disruption for fifteen years. The incumbents are still standing. These pieces analyse why, and what a credible challenger actually needs to do, covering SAP Concur and Navan, the GDS layer, NDC distribution, and the ground transport gap that nobody has closed.
4 pieces in this hub
The Architecture of Inevitability
StrategyCorporate travel strategy: why incumbents like SAP Concur survive, the four interlocking decisions a challenger needs, and how AI rewrites the moat.
The Future of Travel Distribution
StrategyA strategic teardown of the GDS oligopoly and a blueprint for the AI-native challengers. Technology is the entry ticket. Trust and data are the moat.
The Ground Transport Blind Spot
Product LeadershipWhy corporate travel platforms that solve only ground transport are missing the bigger opportunity, and how unified mobility, including the daily commute, creates switching costs at the employee level.
The Blueprint for a Blue Ocean
StrategyHow Juno reconstructed the T&E market by ignoring the saturated employee segment and owning the uncontested space of Guest Management.