These AI agents are one shotting A LOT of businesses I didn't even consider... Goldman Sach's tracks a handful of equities with their "consumer inertia" index Which is more or less companies where users get stuck paying reoccurring payments cause it's too tedious or cumbersome to look for alternatives or even cancel. MUSE the AI agents from Meta (formerly Facebook) has streamlined a lot of the user experience. Cancelled subscriptions. Negotiated discounts and more. && that's directly caused the price of a handful of entire industries to drop. > Planet Fitness | -11% > AllState | -5% > Expedia | -3.7% AI agents make it easier for consumers to do the boring stuff. Which is directly effecting the businesses that thrive on the consumer not wanting to do the boring stuff.

Sep 23, 2026 路 7:25 PM UTC

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Replying to @NotSoEasyMoney
consumer inertia is getting arbitraged away
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Replying to @NotSoEasyMoney
Gym memberships were the original subscription trap AI just became the ultimate personal trainer for cancellations
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The subscription economy was just a bet on user laziness AI killed the moat
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friction as a moats dead
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