Dialogue. AI SaaS Risk (again), Atlassian, Duolingo, & Uber

In this Dialogue episode of The Synopsis we talk Atlassian, AI/ software risks, Duolingo, and Uber in this podcast.

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Show Notes

(0:00) — Atlassian Business Overview (8:45) — Vertical vs Horizontal Software (11:15) — Is Atlassian a Melting Ice Cube? (12:56) — Atlassian AI Argument (35:11) — Duolingo Update (50:45) — Uber News (53:53) — Buffett Leads Berkshire's Google Investment

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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 Speedwell's and Drew Cohen Money's full disclaimers here: https://speedwellresearch.com/disclaimer/ https://www.drewcohenmoney.com/disclaimers