TIVP075: WIX: THE MOST ASYMMETRIC AI BET?
W/ DANIEL MAHNCKE & SHAWN O’MALLEY
TIVP075: WIX: THE MOST ASYMMETRIC AI BET? W/ DANIEL MAHNCKE & SHAWN O’MALLEY
07 June 2026
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.
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IN THIS EPISODE, YOU’LL LEARN:
- How Wix was founded
- How Much of WIX Is Actually Vulnerable to AI
- How Wix could survive and turn into a multibagger
- Valuation discussion of Wix
- Whether Shawn and Daniel add Wix to the Intrinsic Value Portfolio
- And so much more!
For the full show notes, go to this page.
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