X Discussion: OpenAI President Greg Brockman Says "Integrating With OpenAI Can Drive a Lot of Business," Citing OpenTable's 190,000 Seated Diners via ChatGPT in September
Greg Brockman, OpenAI's president and co-founder, quoted a post by Juozas Kaziukenas on X with one line: "integrating with OpenAI can drive a lot of business." The quoted post says OpenTable's native integration with OpenAI drove 190,000 people to restaurants in September alone, calling it possibly one of the biggest agentic commerce success stories. The figure comes from Booking Holdings' Q3 earnings call on November 3, where CFO Ewout Steenbergen disclosed it. On the same call, however, Booking stressed that AI-driven traffic is "still very small in aggregate" and that LLM referrals are "significantly less than 1%" of Booking.com room nights. The debate is whether agentic commerce is real incremental demand or an early signal from a small base.
Key Takeaways
- Number: Booking Holdings' CFO said on the Q3 earnings call that OpenTable's native OpenAI integration produced 190,000 seated covers in September (counted per diner, not per reservation)
- Framing: Booking's CEO called it one of OpenTable's fastest-growing channels, but "from a small base"
- Big picture: on the same call, LLM referrals were "significantly less than 1%" of Booking.com room nights, and AI traffic overall is "still very small"
- Context: according to Hospitality.today, restaurant booking in ChatGPT went live on August 10 on all plans, making September the first full month; the outlet estimates 190,000 is roughly 0.1% of OpenTable's monthly diners based on its stated 1.9 billion a year
- Opinion: Brockman uses the case to pitch the business value of integrating with OpenAI, while the quoted author admits the number was high enough to "triple check"; treat it as discussion, not a settled conclusion
