KawzInvests
@KawzInvests
Research-focused. Photonics. AI. Defense. Tech. Space.
Optic Supercycle. NFA DYDD
Joined October 2021
564 Following 117.6K Followers
$EXPE and $BKNG built much of their moat by helping consumers discover and book travel.
If agents like Instinct and Meta’s Muse take over that process, how much of that moat survives, and what happens to the margins built on it?
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