The End of Rented Discovery: How AI Search Redistributes Power Between Hotels and Intermediaries

Fuente: arXiv
Saved in:
Bibliographic Details
Main Authors: Zhu, Peiying, Chang, Sidi
Format: Preprint
Published: 2026
Subjects:
Online Access:
Tags: Add Tag
No Tags, Be the first to tag this record!
_version_ 1866912987351089152
author Zhu, Peiying
Chang, Sidi
author_facet Zhu, Peiying
Chang, Sidi
contents When a traveler asks an AI search engine to recommend a hotel, which sources get cited -- and does query framing matter? We audit 1,357 grounding citations from Google Gemini across 156 hotel queries in Tokyo and document a systematic pattern we call the Intent-Source Divide. Experiential queries draw 55.9% of their citations from non-OTA sources, compared to 30.8% for transactional queries -- a 25.1 percentage-point gap ($p < 5 \times 10^{-20}$). The effect is amplified in Japanese, where experiential queries draw 62.1% non-OTA citations compared to 50.0% in English -- consistent with a more diverse Japanese non-OTA content ecosystem. For an industry in which hotels have long paid OTAs for demand acquisition, this pattern matters because it suggests that AI search may make hotel discovery less exclusively controlled by commission-based intermediaries.
format Preprint
id arxiv_https___arxiv_org_abs_2603_20062
institution arXiv
publishDate 2026
record_format arxiv
spellingShingle The End of Rented Discovery: How AI Search Redistributes Power Between Hotels and Intermediaries
Zhu, Peiying
Chang, Sidi
Information Retrieval
Artificial Intelligence
H.3.3; I.2.7; K.4.4; J.4
When a traveler asks an AI search engine to recommend a hotel, which sources get cited -- and does query framing matter? We audit 1,357 grounding citations from Google Gemini across 156 hotel queries in Tokyo and document a systematic pattern we call the Intent-Source Divide. Experiential queries draw 55.9% of their citations from non-OTA sources, compared to 30.8% for transactional queries -- a 25.1 percentage-point gap ($p < 5 \times 10^{-20}$). The effect is amplified in Japanese, where experiential queries draw 62.1% non-OTA citations compared to 50.0% in English -- consistent with a more diverse Japanese non-OTA content ecosystem. For an industry in which hotels have long paid OTAs for demand acquisition, this pattern matters because it suggests that AI search may make hotel discovery less exclusively controlled by commission-based intermediaries.
title The End of Rented Discovery: How AI Search Redistributes Power Between Hotels and Intermediaries
topic Information Retrieval
Artificial Intelligence
H.3.3; I.2.7; K.4.4; J.4
url https://arxiv.org/abs/2603.20062