The hosts were discussing banks blocking AI agents from customer accounts. Leshner says agents will matter most where systems are nearly impossible for people to navigate on their own, after a co-host described using one to get years of overpaid copays refunded.
Totally. Yeah, I think the banks will generally be fine. Tarun has talked about the example of him getting his health insurance fixed. Like I feel like, you know, or
getting paid back copay as I overpaid for five years. Correct.
Correct. If you look at where AI Agents, the end user the most, it's on things that are basically impossible to navigate as a human. Yeah. Right. Yeah. I think the hardest systems for people, regular people, everyone, smart people, dumb people, whatever, like all people, the hardest thing for people to navigate is like the U.S. healthcare system. It is so difficult. It is so much paperwork. It is so much complexity. The cards are stacked against the individual so badly that AI should have the biggest impact on fixing that. And the biggest losers are going to be health insurance companies. If there was any industry I would want to short, that's what I would want to short.
All right. Maybe move on to a new topic. So speaking of shorting. Speaking of shorting, let's short this topic. Let's move on to Joe Wisenthal and Hyperliquid's US path. So this was actually, I thought was really interesting to me. So Joe Wisenthal and Tracy Alloway did an Odd Lots newsletter and…
Well, I think it's funny that like hyperliquid is the thing that he cites, which I'm like, this is not TradFi in any way, right? He's not talking about like, well, you know, he did profess, I guess, some awareness of stablecoins and I think some understanding of why stablecoins are good. But…
Well, it's also like, is he realizing, isn't he realizing this a little late? I feel like this has been, it's like Bloomberg, other people at Bloomberg have been talking about this and writing about this for like nine months. It's like, I don't, I found that a little bit funny because it's like…