American Express is considered a clear winner in the agentic AI landscape, expected to benefit from increased transaction volume.
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The Winners and Losers of Agentic AI
Sep 23, 2026
The creator discusses the impact of agentic AI on various companies, identifying Booking.com and Expedia as potential losers due to their non-unique offerings. Amazon is seen as neutral, likely continuing to use Alexa for shopping services. Shopify and payment companies like Visa, Mastercard, American Express, and particularly PayPal, are highlighted as significant winners, with PayPal becoming investable again due to increased transaction volume driven by agentic AI.
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Mastercard is identified as a clear winner in the agentic AI landscape, expected to benefit from increased transaction volume.
Visa is considered a clear winner in the agentic AI landscape, expected to benefit from increased transaction volume.
Shopify is identified as a clear winner in the agentic AI landscape, benefiting from increased transaction volume.
PayPal is seen as a significant winner and now investable again due to the rise of agentic AI, which is expected to drive more transactions.
Amazon is considered neutral in the agentic AI landscape, likely continuing to leverage Alexa for shopping and having blocked Meta Muse access.
Expedia is expected to be a loser in the agentic AI world due to its non-unique travel aggregation services.
Booking.com is identified as a potential loser in the agentic AI world because its travel aggregation platform offers non-unique services.
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