supply side
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Feb 23, 2026 by Jordi Hays · across every show →
Everything said about supply side, oldest first
Feb 23, 2026 bearish
Hays: AI agents will prioritize delivery speed, preserving existing aggregator supply moats
“I would imagine the agent to route to the platform with the supply that is going to be able to deliver in the shortest possible time horizon, And imagining a world where there's like this, you know, vibe coded small team operating that just happens to aggregat…”