What Happened to Yelp: A Hospitality Reviews Case Study

Google critics argue the company's search monopoly harmed Yelp. A closer look reveals a more complex story with missed opportunities.

What Happened to Yelp: A Hospitality Reviews Case Study
  • Through the lens of a hospitality case study we see the entire evolution of the reviews landscape and competitive dynamics.
  • Yelp largely failed to scale, which held back its advertising system. It also failed in its product vision compared to others.
  • Google may well be a monopoly today but we shouldn't judge its past behavior using new antitrust frameworks.

Ten Thousand Waves(1) – a spa, hotel and restaurant – makes the perfect case study for a long term view of review competitors in the hospitality industry. It was founded in the early 1980s and by the time the internet rolled around it had become a beloved hotel and spa in Santa Fe.

Inspired by the great Japanese mountain hot-spring resorts, Ten Thousand Waves created a peaceful, calm ambiance without much of the cloying New Ageism all too common in Santa Fe. In 2014, they added a moderately upscale Japanese-New Mexican fusion restaurant called Izanami.