About this episode

Daniel Mahncke and Shawn O'Malley discuss the investment case for Wix.com in the context of generative AI and its recent acquisition of Base44.

Daniel Mahncke and Shawn O'Malley take a deep dive into Wix.com — the Israeli website-building platform whose investment case now turns on two of the most debated questions in the stock today: whether the generative-AI wave that lets anyone spin up a site from a text prompt is the end of Wix or whether Wix is too sticky, and whether the Base 44 acquisition — Wix's bet on AI-powered app generation — is the next leg of the story or a distraction from the SMB infrastructure business the company already dominates. IN THIS EPISODE YOU’LL LEARN: (00:00:00) Intro (00:01:32) How Wix was founded (00:21:35) Why clients keep using Wix (00:28:05) How much of WIX is actually vulnerable to AI (00:37:07) Why Wix is more sticky than it seems (00:38:24) Whether vibecoding is likely to disrupt drag-and-drop website building (00:46:54) Why Base44 could change the entire investment case (01:06:24) How Wix could survive and turn into a multibagger (01:09:21) Valuation discussion of Wix (01:13:26) Whether Shawn and Daniel add Wix to the Intrinsic Value Portfolio Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive…

People in this episode

Guests: Daniel Mahncke, Shawn O’Malley

Topics covered

• Wix.com
• generative AI
• investment analysis
• Base44 acquisition
• website building
• SMB infrastructure

Keywords

• Wix
• AI
• investment
• Base44
• website building
• SMB
• generative AI
• stickiness
• valuation

Mentioned in this episode

Organizations: Wix.com, Base44

Places: Israel

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