alt Hacker NewsThis has already been going on for years. Google Flights and Kayak already have fare histories, fare forecasts, fare monitors with automated notifications. So now anybody can get the cheapest price with a low effort.
The industry responded with aggressive unbundling - basic eco now has no carry-on, no seat selection, no changes. All can then be bought as extras.
This is a scenario across many industries - hotels, car rental, cruise, concerts, online retail etc.
Basically - yes that trend is bad for Bob, but it makes things more transparent, fair, and increases competition. It's the way the world goes - hard to stop that.
Yes, but this type of stuff compounds. Moreover, the fact that agents are now the lowest friction interface for this stuff makes it a potential double-whammy.
A similar example discussed recently on the podcast ”The Real Eisman Playbook”[0] illustrates the point: Many retail investors have trading accounts with some cash sitting idle. The brokers earn a healthy margin by investing that cash into short-term money market funds (MMF).
Now obviously, the diligent investors could easily buy the MMFs and pocket the profit themselves. However, many of them are lazy or don’t care. But now with agentic access, even the laziest user can optimize their short-term cash holdings, which might cost the brokers relying on this income dearly.