Values indicated by the AI offensive against the economy of inertia
Automatisms in consumption habits have become widespread to the point of configuring what analysts call the economy of inertia. New AI agents, such as Meta's Muse, can impact the stock prices of companies most involved in these trends.
Meta's recent launch of its AI agent, Muse, has raised concerns among investors about the potential impact on companies that rely on consumer inertia. According to Lale Akoner, an analyst at eToro, Muse and similar AI agents could transform the economy of inertia by making it easier for consumers to compare prices and switch providers, potentially shifting power and profits from companies to consumers.
Akoner identifies 16 companies that could be affected, including Planet Fitness, Charles Schwab, Allstate, Booking Holdings, and Charter Communications, across sectors such as insurance, telecommunications, and financial services. The analyst warns that these companies may face reduced pricing power, increased customer retention costs, and pressure on commissions and additional services.
Written by urgent.news from Expansion ES's report — not a translation of it. Machine-written — may contain errors; check the original before relying on it.
