AI Agents Are About to Reshape the Economy - Here's Who Wins

Vincent (0:00)

Agents will require an economy where there's not frictions, where there's no bureaucracy, no humans slowing the entire process down. And this will change everything across sectors.

SPEAKER_2 (0:14)

What's up, everybody? It's LGD Set here, and welcome to Milk Road Stocks, the daily market show that is definitely going to get replaced by an AI agent at some point soon. It's so obvious. I just don't know if it's going to be one of me or an avatar of me or just some more handsome host. That's not possible. Today is Friday, October 9th, 2026 Today we're talking to Vincent, one of our favorite AI analysts, stock analysts on the show, a guy who put us on to a company nobody had ever heard of a couple weeks ago, and it's already up 20 percent in Bending Spoons. We'll talk about that today as well. But today's topic is largely how the big disruption from AI agents is on its way. And if you're a user of the Grokbots and the Muses, you already know this because those are some very advanced programs. But if you're not a user or you know people that aren't users, this wave of disruption is going to hit like an absolute tsunami, okay? Because there are a lot of industries out there that are at risk of disappearing. In today's episode, I use Kodak as an example, comparing it to credit card companies like Visa and Mastercard, which at one point, Kodak back in the 80s and 90s, that's one of the best blue chip stocks you could ever look at. But today, it doesn't even exist. And nobody can tell you the last time they held a Kodak camera that was new because they don't make new ones. That's an example. We're going to go through a few others today that Vincent thinks are industries that are in trouble. If you want to see how Vincent is expressing these views in his portfolio, which is the most important part, you can sign up for Milk Road PRO for just a dollar below. You can go see his portfolio and the portfolios of everybody else on our channel or at least all our other analysts. All that is in Milk Road PRO at the link below. So click that. Otherwise, enjoy the episode. Vincent, it's very rare that we, despite all the podcasts that we do and all the shows that we do, it's rare that we do a show where we're talking about the stuff that we're actually using. The thing is that all this stuff is in the background. Neo clouds, they're in the background of everything we do. Like we're not, you and I don't go in and choose to get our compute from a Neo cloud every day. You know what I mean? Like we're not actively doing that. And we're not choosing where our memory is coming from when we're using our ChatGPT or something. But today we're going to talk about agents.

And this to me is definitely one of the most exciting things in the world, because we're building workplaces and everyday life.

And I think that that's only going to accelerate from here.

Vincent (2:28)

Yeah, for sure. I mean, today I'm trying to establish two things basically. One is showing off or proving to people that agents are real and they are here and they're doing stuff.

And number two, we're going for the different sectors and what the AI agents will do to those sectors and which companies will benefit and which companies will not benefit from agents. And yeah, I think there are some couple of surprises in there.

SPEAKER_2 (2:57)

Are you surprised by how slow the adoption has been of agents so far? Or even of AI? I think that's something we never really ask each other because at least at Milk Road, we push to use AI and to be using the latest tools. So to us, even my AI usage, I feel so far behind some of our other team members. I'm like, man, these guys are so advanced, I got to catch up with these guys. But then I step outside of Milk Road into everyday life where I live. And I'm like, oh wow, these people, I explained to people I know how I use AI, and they're like, it's like I'm speaking gibberish. They do not understand what it's saying.

We never ask this, do you think the adoption has been slow or fast?

Vincent (3:41)

So I'm really fortunate because I live two separate lives. One is this kind of corporate life where I'm a chief of staff of a big company, 10,000 people plus, and I just see how slow this world is. And then the other side is Milk Road, where we're really at the frontier. And seeing that, I'm not surprised by how kind of slow, more or less, the kind of big size, the mid-size companies are.