PayPal is considered investable again due to agentic commerce, with potential for revenue reacceleration as a trusted online payment provider.
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the many (potential) victims of agentic ai
Sep 23, 2026
The creator discusses the potential impact of agentic AI on various stocks, identifying Expedia and Booking as potential losers due to their aggregator business model, which can be bypassed by direct booking. Other companies like Amazon, Uber, and DoorDash are also touched upon in the context of agentic AI's rise.
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American Express is an honorable mention as a potential winner from agentic AI, benefiting from increased online transactions.
Visa is an honorable mention as a potential winner from agentic AI, benefiting from increased online transactions.
Mastercard is an honorable mention as a potential winner from agentic AI, benefiting from increased online transactions.
Shopify is identified as a definite winner of agentic commerce, with its stock up 15% recently, driven by its partnership with Meta which solves the critical discoverability problem for its merchants.
Grab is mentioned as a potential addition to the discussion of companies with less significant bear theses related to agentic AI.
Airbnb is considered less vulnerable to agentic AI because a significant majority of its inventory is unique to its platform.
DoorDash is mentioned alongside Uber as a company that might be perceived as a loser from agentic AI, with the creator planning to elaborate.
Amazon is mentioned as having blocked Muse AI on its website, indicating a potential conflict or defensive move against AI agents.
Booking, similar to Expedia, is seen as a potential loser from agentic AI due to the possibility of direct bookings bypassing their platform.
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SHOPbuy opened Sep 23, 2026
+12.23%