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

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

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