TheFork acquisition is AmEx trying to own the restaurant booking layer, not just the card swipe. TheFork says it operates in 11 countries and serves 60,000 restaurants, which means AmEx gets traffic, booking data, and the habit loop before dinner even starts. That’s the real play: control the decision layer and you control the take. So is this smart vertical integration, or just another middleman grabbing the middleman role? Pick a side in the comments.
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