AI already hurts companies that depend on consumer inertia
Quem nunca ficou anos a fio pendurado em uma assinatura ou preso a um serviço pela simples falta de paciência ou tempo de procurar alternativas? Muitas empresas tiram boa parte de seus lucros de consumidores que são cativos pela inércia. Foi bom para elas – enquanto durou. Na era dos agentes de AI, este modelo […] The post AI já machuca empresas que dependem da inércia do consumidor appeared…
The rapid adoption of Meta's AI assistant, Muse, has negatively impacted the stocks of companies that benefit from consumer inertia, including Netflix, Booking, and Allstate. A Goldman Sachs thematic basket tracking these companies has fallen over 10% since Muse's launch two weeks ago. Planet Fitness has dropped 18% in the last five days and 62% this year, while the New York Times has fallen 13% and Allstate over 10%. Analysts warn that AI agents could threaten even leading online service platforms like Uber.
Written by urgent.news from Brazil Journal's report — not a translation of it. Machine-written — may contain errors; check the original before relying on it.
