Travis Hoium

And so for investors, the good news here is these go from.

know money losing companies they were growing quickly spot if i was growing quickly for a decade but it was losing money now we're going to hey they're printing cash flow and that ultimately is what you want to do as a business

Lou, as we sort of think about what is going to be disrupted by AI and what isn't, are these subscription businesses that do have the ability to raise the prices, even if it's a dollar a month?

So Spotify, Netflix, Disney would fall into that.

Is that going to be kind of a safe haven for investors?

Because yeah, AI can do a lot of stuff, but it's not just going to make a playlist for you.

So maybe Spotify is safer.

Maybe Netflix is safer than we thought it was a couple of years ago.

So yeah, the multiples are still high, but where else are you going to be?

They maybe don't have the rights to the music, is the problem.

Yeah.

Yep.

Spotify does that too.

We will see what happens with all these subscription services, but I think the trend towards higher prices is something we're probably going to have to get used to.

When we come back, we're going to talk about the latest retail sales data.

You're listening to Motley Fool Money.

Welcome back to Motley Fool Money.

Retail sales data came out this week, and we heard about what happened during the holidays.

Sales were up 2.4% from a year ago, Rachel, but that was a little bit below analyst estimates of 2.7%, and Lou's K-shaped economy appears to be here with layoffs in tech driven by artificial intelligence.

Are we at risk of this retail sales decline continuing, or what do you see here?