《'Big Short' Investor Explains How the AI Bubble Will Burst》
代理式AI绕过预订网站，可能削弱在线旅游公司的价值；时机尚早，但方向偏负面。
我会去预订网站订一趟旅行，所以现在我不再上预订网站了。我的智能代理 AI 会直接找到最划算的交易。所以这多少会让在线旅游公司价值下降。我认为现在还有点早，但我认为这是一种可能。
you know I go to I go on the bookings website and I book a trip so now I don't go on the bookings website. I my agentic AI finds just the best deal. So that kind of makes the the travel online companies worth less.
I think it's a little early, but I think that's a possibility.