Nick Martell

You could tell your AI in the Robinhood credit card app to snag the reservation when it becomes available.

You just got to hope, STs, that your personal Robin Hood shopper is more Pam Beasley, less Dwight Schrute, right, Jack?

And start compiling a Battlestar Galactica collectible collection.

Not a good look.

You don't have that conversation with a robot at any point.

Before this, we could already ask AI to give us price alerts and tell us when stuff becomes available to purchase online.

But then we had to order it ourselves, and that was a burden.

This new Robin Hood feature eliminates any friction.

It lets the AI buy it, which is faster than a human possibly could.

So add it all up and Robinhood's robo traders and shoppers could grow their business.

And that's what investors think too.

The stock popped 2% yesterday.

But we should point out this is also a risk to Robinhood because this is agentic commerce.

If AI takes over our purchasing decisions, then brands don't matter anymore.

the AI just finds the lowest price.

Do you care if it's a Robinhood trader or a Schwab trader if it's just trading on your behalf without you knowing?

Brands are concerned about it.

Robinhood's rushing into it, but others are hoping agentic commerce never comes.

So Jack, what's the takeaway for our buddies over at Robinhood?

How long is your AI leash?