Agentic Commerce Could Hurt Booking, Intuit While Helping Meta, Microsoft, Joseph Carlson Says – Yahoo Finance

Joseph Carlson suggests that the rise of agentic commerce—autonomous AI agents handling transactions—may negatively impact companies like Booking and Intuit while benefiting tech giants Meta and Microsoft. The analysis indicates that AI agents could disrupt traditional booking and financial software platforms by intermediating customer transactions and reducing direct platform engagement. Carlson’s outlook reflects broader industry concerns about how autonomous AI systems could reshape competitive dynamics across e-commerce and software markets.

Read Full Article →