Highgate Technology Ventures on the Agentic Hotel Stack

What if the biggest opportunity in hotel technology isn’t making your team more efficient - but removing entire workflows from the equation? Kurien Jacob (KJ) of Highgate Technology Ventures argues that nearly every major hotel software category is now vulnerable to AI-driven disruption.Few people have had a better vantage point on that shift. Before helping lead Highgate Technology Ventures, KJ spent roughly 15 years building Highgate’s revenue management capabilities and ultimately served as Chief Revenue Officer. Today, he evaluates hotel technology from both sides of the table: as an investor looking for scalable businesses and through Highgate’s operating portfolio, where products can be tested against real hotel needs.Key Takeaways:Rethink what “AI-native” actually means. KJ explains why simply adding AI features to an existing SaaS product isn’t enough. The winners will redesign both their products and their own operations around AI, while leveraging the integrations, workflows, and infrastructure they’ve already spent years building.Expect major hotel software categories to collapse or converge. From PMS and CRS to RMS, CRM, financial reporting, payments, and distribution, KJ outlines where agentic workflows could eliminate manual steps - and in some cases eliminate the need for entire software layers. One surprising example: if an RMS can intelligently manage pricing and distribution mix, why should hotels still need a separate CRS for rate management?Look beyond copilots toward autonomous execution. The most important shift isn’t software helping employees perform tasks faster; it’s software completing the underlying job itself. For experienced operators, that means evaluating technology based on which workflows it can fully execute—from guest check-in and room assignment to revenue posting, reconciliation, marketing personalization, and task management.The episode also explores what the next hotel tech stack may actually look like. Rather than 20 or 30 disconnected systems, KJ expects the market to consolidate around a smaller number of powerful operating, commercial, financial, and marketing platforms - while still leaving room for a handful of exceptional best-of-breed products.One of the most unexpected ideas comes from the guest experience side: instead of separate AI tools for voice, messaging, concierge, and service requests, KJ sees the opportunity for a single “brain” that remembers the guest across every interaction - from booking through checkout - and uses that context to orchestrate hotel operations behind the scenes.For hotel leaders deciding where to invest, what to replace, and which emerging vendors deserve attention, this conversation offers a practical framework: focus less on AI features and more on whether the technology can own and execute a meaningful business outcome.