Assessing Risks to Google's Business Model and How AI Imapcts the Competitive Landscape| www.speedwellmemos.com
Google could do more than just win the chatbot war: it is the one company that could make a universal assistant. The question is if the company is willing to risk it all.| Stratechery by Ben Thompson
Podcast · Speedwell Research, LLC · Speedwell Research spends hundreds of hours researching public businesses each month and in "The Synopsis" they share their key learnings. Most business podcasts are superficial and assume their listeners are unsophisticated. In contrast, The Synopsis trusts listeners are interested in learning about complex, industry-specific issues, so long as they are explained clearly. We cover businesses from inception to current day, coupling business analysis and a...| Spotify
Investing Podcast · 67 Episodes · Updated Weekly| Apple Podcasts
Users of this website are responsible for observing all applicable laws and regulations in their relevant jurisdictions before proceeding to access the information contained herein. By proceeding t…| Speedwell Research
Guest Speaker: Todd Combs, Moderator: Michael Mauboussin| investmentmanagementinsights.substack.com
One of the world’s most influential tech companies, and just one of a handful businesses to ever reach a trillion-dollar valuation, Meta’s family of apps have achieved ubiquity on an unprecedented …| Speedwell Research