{
  "generatedAt": "2026-10-09T04:57:40Z",
  "disclaimer": "Analysis and opinion, not investment advice.",
  "kind": "company",
  "slug": "intuit",
  "name": "Intuit",
  "ticker": "INTU",
  "url": "https://deepstack.ltd/companies/intuit/",
  "api": "https://deepstack.ltd/api/v1/entities/companies/intuit.json",
  "summary": "Intuit appears in Part 9 of The Buildout. Part 9: Habit Was the Moat. Agents Are Draining It..",
  "parts": [
    {
      "part": 9,
      "headline": "Habit Was the Moat. Agents Are Draining It.",
      "url": "https://deepstack.ltd/stories/habit-was-the-moat/"
    }
  ],
  "numbers": [],
  "mentions": [
    {
      "part": 9,
      "section": "The first bill",
      "excerpt": "Meta rose 18% and Advanced Micro Devices rose 33%, while Booking Holdings fell 18%, Expedia 11%, Intuit 16%, Netflix 14%, Comcast 19%, Planet Fitness 17% and Bank of America 14%.",
      "url": "https://deepstack.ltd/stories/habit-was-the-moat/"
    },
    {
      "part": 9,
      "section": "What software keeps",
      "excerpt": "Intuit is the test: Invest in Assets says its moat is “trust, compliance complexity, and habit, not just software,” because a tax mistake costs more than the software.",
      "url": "https://deepstack.ltd/stories/habit-was-the-moat/"
    },
    {
      "part": 9,
      "section": "The Call",
      "excerpt": "We would change our mind if Meta reports downloads without retained users, transaction volume or fees, or if the first tax season shows customers choosing agents over Intuit’s certainty.",
      "url": "https://deepstack.ltd/stories/habit-was-the-moat/"
    }
  ],
  "sides": [
    {
      "part": 9,
      "question": "whose-margin-pays",
      "side": "not-every-habit",
      "sideLabel": "Not every habit",
      "claim": "The 'AI will replace TurboTax' narrative undersells how much of Intuit's moat is trust, compliance complexity, and habit rather than just software, and that gap between fear and reality is the opportunity.",
      "date": "2026-09-10",
      "url": "https://www.investinassets.net/p/fintwits-best-stock-ideas",
      "linkVerified": true,
      "storyUrl": "https://deepstack.ltd/stories/habit-was-the-moat/",
      "sidesUrl": "https://deepstack.ltd/sides/habit-was-the-moat/"
    }
  ],
  "coverage": {
    "creators": 12,
    "claims": 44,
    "texts": 22,
    "asOf": "2026-10-08"
  },
  "lastUpdated": "2026-10-08",
  "market": null
}