Toby Howell

that is reliable on a mass scale and then maybe hedge funds realize that hey, we're gonna get all this exit liquidity as soon as the market opens because all these agents are executing the same trades.

That's kind of the broader picture of if we go down this path.

The other counterpoint to that though is how popular is this actually going to be because again,

It's a little bit more complex than Robinhood is making it sound.

This is from Robinhood's own overview that says, you'll first need to connect a third-party AI agent and then follow the on-screen steps to connect it with your agentic account through the Robinhood trading model context protocol.

So maybe it's not as simple as they're making it seem and it won't lead to these large ripple effects, but it's fascinating to see which path this is going to take.

Is it going to be popular?

Is it going to be not?

And what does that mean for the market as a whole?

I figured out that I'm lazy because ETFs exist.

A lot of these things already are out there where if you wanted a semiconductor, buy all the most successful semiconductor stocks, someone has put together that ETF.

There's a lot of ETF providers out there, but I'm not going to track those down.

I'm really not going to work very hard beyond, but I will do something like

I know semiconductors are doing well right now.

Just find me the 10 biggest market caps and 10 that you think will do well in the future.

Put that together in a fund and then I invest in that.

So in terms of the amount of research I'm willing to do, it is very easy to type in a plain text prompt and then get something back.

And I played around.

I did like three or four of my own custom ETFs.

They've done all right.