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Your gym is SCARED of AI. ✅ Planet Fitness fell 9.45% in one day in September. ✅ Same day: NYT -7.2%. Schwab, Allstate & Intuit down 3.9% to 6.1%. ➡️ That's Goldman's "consumer inertia" basket. ➡️ The fear: AI agents find the cancel button for you. ➡️ An agent can shop 40 insurance quotes before you find your login. ➡️ So "they'll forget to cancel" gets a LOT harder as a business model. 😇 You know what I actually think is going to be a huge beneficiary of investing in artificial intelligence? Netflix. ➡️ Why? Agents cancel the stuff you forget about. You don't forget Netflix. 😇 We are willing to pay for good entertainment ✅ Netflix just cut ~1,000 jobs, ~6% of staff, mostly product, tech, legal & HR. ➡️ Same shows, fewer people. That's AI efficiency hitting the margin IMO! ✅ $NFLX reports Tuesday, Oct 20. ➡️ I'm watching the MARGIN. More at https://t.co/l7DltAzM7z