In this episode of The Synopsis we read our weekly Speedwell Research memo. If you prefer to read instead of listen to the memo, you can find access to the article below.
This weeks article is Google Shut the Door on Competition, AI Swung it Back Open
Article Link: https://speedwellsnippets.substack.com/p/google-shut-the-door-on-competition
-*-*-*-*-*-*-*-*-*-*-
Show Notes
(0:00) – Intro
(0:44) - Housekeeping/ Upcoming
(1:51) –Memo Reading Starts
(28:16) – Closing Comments
-*-*-*-*-*-*-*-*-*-*-
Speedwell's free newsletter: https://speedwellsnippets.substack.com/
More on Speedwell: https://speedwellsnippets.substack.com/p/speedwell-research-process-and-philosophy
Gain access to Speedwell’s Extensive Research Reports, Models, Company Updates, and more by purchasing a Speedwell Membership: https://speedwellresearch.com/subscribe/
Twitter: @Speedwell_LLC
Threads: @speedwell_research
Email us at [email protected] for any questions, comments, or feedback
-*-*-*-*-*-*-*-*-*-*-
Disclaimer
At the time of this writing, one or more contributors to this report has a position in Google. Furthermore, accounts one or more contributors advise on may also have a position in Google. This may change without notice. Nothing in this podcast is investment advice nor should be construed as such. Please see our full disclaimers here: https://speedwellresearch.com/disclaimer/