AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
38sec snip
SNAP melts down, Disney earnings, Big Tech breakdown with Dan Ives and Alex Kantrowitz
The Compound and Friends
Quality Over Groupthink
The insight emphasizes the importance of thinking independently and not falling into groupthink when analyzing the AI mass market. The speaker suggests that analysts often follow a group mentality, likening them to individuals not worth befriending in school. However, the insight cautions that despite the positive indicators, ultimately, the AI mass market remains a 'story stock' similar to Tesla, with high value multiples, indicating a noteworthy caveat.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode