Dragonfly GP @HadickM says Netflix, Planet Fitness, and telecoms could lose real revenue once AI agents start auditing your credit card charges and canceling forgotten subscriptions: "A lot of companies depend on there being sort of a long tail of customers that never cancel. Companies like Planet Fitness." "Netflix stock is down 19%. Planet Fitness was down a lot. A lot of the wireless carriers were down a decent amount as well. And I've used the agents for that as well." "It's not that the money is going away. There are a lot of people accruing value, but the surplus is changing and it's shifting." "The concern is the surplus will continue to shift from banks to fintechs and to people who have other types of distribution and are more consumer-friendly." @dragonfly