# Corporate Travel Is Booming. This AI Company Is Capitalizing

Page: https://stenobird.com/podcast/the-rundown-6758831/corporate-travel-is-booming-this-ai-company-is-capitalizing
Text version: https://stenobird.com/podcast/the-rundown-6758831/corporate-travel-is-booming-this-ai-company-is-capitalizing.md
Podcast: [The Rundown](https://stenobird.com/podcast/the-rundown-6758831)
Published: 2026-06-15T01:15:16+00:00
Episode link: https://podcasters.spotify.com/pod/show/the-rundown6/episodes/Corporate-Travel-Is-Booming--This-AI-Company-Is-Capitalizing-e3kpqd3
Audio file: https://traffic.megaphone.fm/APO1534943492.mp3
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JSON: https://stenobird.com/v1/public/podcasts/the-rundown-6758831/episodes/corporate-travel-is-booming-this-ai-company-is-capitalizing
Duration seconds: 1487

## Resource

Navan CFO Aurélien Nolf joins Zaid to break down the company's rapid growth, why corporate travel demand remains resilient, and how Navan is building custom AI models. They explore the rise of agentic AI, how the company bounced back from a bumpy IPO debut last Fall, and the businesss trends that drove bookings growth of 50% year over year in their most recent quarter. Plus, Nolf shares his perspective on the AI infrastructure boom and what it means for the next generation of software companies.

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## Transcript

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