Chris Camillo(@ChrisCamillo):Expedia did $120B in bookings last year. Reported just $15B in revenue. Most of the money went to its hotel and airline partners. OpenAI’s $70B vs $50B drama? Investors calculated the higher figure by including AI sales through cloud partners. That’s real customer spending, regardless of who reports the revenue. The $20B didn’t disappear. Apparently critical thinking did.

Chris Camillo

@ChrisCamillo

Being smart matters less than being smart differently. $20k → $80M getting ahead of niches nobody’s watching.

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Chris Camillo@ChrisCamillo

2026.10.08 20:21

Expedia did $120B in bookings last year. Reported just $15B in revenue. Most of the money went to its hotel and airline partners. OpenAI’s $70B vs $50B drama? Investors calculated the higher figure by including AI sales through cloud partners. That’s real customer spending, regardless of who reports the revenue. The $20B didn’t disappear. Apparently critical thinking did.

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