In this Dialogue episode of The Synopsis, we talk about Meta's new Vibes product and read into what OpenAI's introduction of instant checkout can mean for the future of the internet.

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Show Notes

(0:00) — Intro

(2:30) — Meta Vibes

(5:30) — Entertainment Minutes and New Consumer Touchpoint:

(17:40) — OpenAI Marketplace

(21:25) — Modularity

(25:35) — OpenAI superapp?

(41:30) — John Malone Analogy

(43:00) — Casey’s Release Announcement

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For full access to all of our updates and in-depth research reports, become a Speedwell Member here.

Please reach out to [email protected] if you need help getting us to become an approved research vendor in order to expense it.

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Disclaimer

Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. This may change without notice. Please see our full disclaimers here: https://speedwellresearch.com/disclaimer/