Warning: Investors Must Prepare For The Agentic Takeover

AI agents are moving from simply answering questions to actually doing things for us — shopping, booking hotels, making reservations, comparing prices, managing transactions, and eventually negotiating with other machines on our behalf. That shift could have enormous consequences for some of the world’s biggest companies. In this episode, I look at the rise of agentic commerce and a simple framework for determining which businesses are most exposed: How much of their value comes from removing friction, and how much scarce infrastructure or capability remains once that friction disappears? We break down what this could mean for Booking Holdings, DoorDash, Intuit, Google, Amazon, Uber, Duolingo, Microsoft, Meta, Visa, Mastercard, ASML, S&P Global, Costco, Netflix, Texas Roadhouse, and more. Some businesses may lose their direct relationship with the customer. Others could become even more valuable as AI agents increase transactions, computing demand, and the need for trusted infrastructure. The question may no longer be, “Can AI automate this business?” It may be: “What happens when an AI agent becomes the customer’s gatekeeper?” Join Qualtrim, the stock analysis platform I built and use, and join over 13,000 other paying members: https://www.qualtrim.com/ 0:00 The Agentic Commerce Thesis 2:03 Meta Muse: The First Real Consumer Agent 5:43 How AI Agents Could Reshape Business 7:26 The Friction Framework: Who Is Most Exposed? 11:57 The Four Stages of the Agent Economy 18:28 Booking Holdings, DoorDash & Intuit 27:12 Google, Amazon, Uber & Duolingo 32:15 Microsoft, Meta, Visa & Mastercard 36:50 ASML, S&P Global, Costco, Netflix & Texas Roadhouse 41:14 Which Companies Are Most Exposed to AI Agents? -Disclaimer Some of the links below are affiliate links, I can earn money from them at no cost to you. This content is not a solicitation, is not endorsed by M1, and was not reviewed by M1; the opinions expressed are solely those of the authors and do not reflect M1's views. Information presented is accurate as of the video posting date; for the most up-to-date information, please refer to m1.com. Before making any investment decisions, consult your personal investment, legal, and tax advisors, as this content is for informational purposes only and not intended as investment recommendations. ▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀ Join Here: https://www.qualtrim.com/ 📚 My favorite Investing Books: https://amzn.to/3KwyIhG 📷 All the tech I use to record videos: https://www.amazon.com/shop/josephcarlson/list/2L5YMP4DFYA8O?ref_=cm_sw_r_cp_ud_aipsflist_aipsfjosephcarlson_FAKKKMYKF486ZR6H2DSQ 🚀 Growth Portfolio: https://click.linksynergy.com/deeplink?id=5mNcifgFllM&mid=50362&murl=https://dashboard.m1.com/share?token=39d17ae6-4a4a-3fc4-bb15-d86abe3fbb67 💵 Dividend Portfolio: https://click.linksynergy.com/deeplink?id=5mNcifgFllM&mid=50362&murl=https://dashboard.m1.com/share?token=3b283352-1bff-31d9-8576-f5770c2bfdfd SOCIAL MEDIA ▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀ 🎥 More free content: https://www.youtube.com/channel/UCbta0n8i6Rljh0obO7HzG9A 🐦 I post random thoughts on Twitter too: https://twitter.com/joecarlsonshow DISCLAIMER ▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀ I am not a professional investor and have never claimed to be. I'm an amateur investor sharing my experience of what I've learned, where I have had success, and where I've had failures. I share my thoughts on investing and performance with transparency. My approach and goal to investing is to buy high-quality long-term investments in world-class businesses that I call "compounders". I view my investments as businesses, not as stocks. Before creating content on YouTube full time I worked as a senior-level programmer for 8 years. Over the years as a programmer, I compounded my knowledge of development. I take the same iterative learning approach to my study of investing. I study investing as a craft in the continual pursuit of being better. I will make mistakes in investment decisions from time to time. Results are not guaranteed. Please do not blindly follow me into any investments, and make sure your portfolio and investments are built around your specific income, risk tolerance, personality, timeline, and overall circumstances.

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