The Last Big Tech Fight: AI Agents (Apple, Google, Meta)

In this episode of The Synopsis, Alex had the best moment of his life when he got Drew to agree with him on a point. We talk about what an agentic AI world means for Meta, Apple, Google, and other internet businesses.

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Drew Cohen Capital

Learn more about advisory services offered through Davidson Kahn Capital Management here: https://www.drewcohencapital.com/

Speedwell Research

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Fiscal.AI

Free trial and *15% off* of a Fiscal.AI subscription through this link here: https://fiscal.ai/drewcohen/

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Show Notes:

(0:00)  — Thoughts on Muse

(22:19)  — How AI Agents Affect Airbnb & Booking