TIP820: WIX: The Most Asymmetric AI Bet? w/ Daniel Mahncke & Shawn O’Malley

You're listening to TIP. How are you feeling about today's company? I'd say it's a controversial one. It doesn't help that earnings actually sent it down 30% last week. Does that mean the thesis is broken?

No, I don't think so. I think it's a hit or miss case. If Wix is still relevant in, let's say, five years, I think it will most likely have been a multibagger from today's prices. It doesn't sound like you'd be surprised though if the company's just completely gone then either. No, it wouldn't be, gotta be honest there.

When you first told me you'd cover Wix, I thought it would never make it into the portfolio, but I mean some of the stats you sent me are are impressive. I thought so too, but if you just look at the numbers and also the business case that I'm going to make, hopefully, I think it's a pretty interesting idea. Okay, well should we do it? Let's do it. Let's get into it.

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