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

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Show Notes

(0:00) – Intro

(0:44) - Housekeeping/ Upcoming

(1:51) –Memo Reading Starts

(28:16) – Closing Comments

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Email us at info@speedwellresearch.com for any questions, comments, or feedback

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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/

2025-05-22- KSR - Hour 1