Winners & Losers in the AI Agent Economy (ABNB, GOOGL, PGR, BKNG, & more)

Podcast: Chit Chat Stocks · Brett Schafer and Ryan Henderson

Opublikowano: 2026-10-14

On this episode, Brett and Ryan explore the potential impacts of AI agents on various industries: Travel, search, online shopping, insurance, banking, and more. (00:00) Introduction (02:29) Initial impressions of Muse and consumer AI agents (09:27) AI impact on the travel industry and online booking (20:38) Risks to Google search and advertising revenue (33:39) AI in online shopping and consumer behavior (43:52) Insurance, banking, and financial services in the AI era (58:46) The broader implications for legacy internet businesses (01:08:36) Final thoughts on AI adoption and market risks<...