Drew Cohen of Speedwell Research: Deep Research and Business Counterfactuals
Enter the Labyrinth
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Is There an Opportunity for Better Margining?
I see everything fracturing a little bit, like people in my friend group and family, everybody has sort of different primary platforms. And you sort of find one home where I guess you feel most fully like this is my crowd, but then in order to talk to certain people, you just have to switch. It feels like there's no more winner takes all that gets it's fractured. But but I wanted to ask you about the tech debt and the right like Facebook and the other fan companies are massive now, right? You're going to maybe they over hired in the past few years. So I wonder how much into what degree Google might be not spending correctly, and all that.
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