In short: Named only as an example — with Texas Roadhouse, a restaurant/physical-experience business with "very low friction and very high scarcity," so resilient to agents.
10:23We also have credit ratings. companies like SMB Global and Moody's exclusive entertainment. We have Netflix and Disney. We have procurement scale. We have restaurants, live events, and physical experiences. So, you have Cheesecake Factory and Texas Roadhouse. These are companies with already very low friction and very high scarcity.
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