The Synopsis

Publicly listed emails

drewfcohen1@gmail.com

info@speedwellresearch.com

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Dialogue. Google's AI Threat, Meta's $98B Raise, and Axon's 50% Crash

October 28, 2026

In this episode of The Synopsis, we talk more about Google Search and the AI risk, as well as Meta's AI opportunity and capital raise. We also cover why Axon is such a great businesses and the 50% stock sell off. Note that this was recorded *before* Google's earnings yesterday. ~*~*~*~ Drew Cohen Capital Learn more about advisory services offered through Davidson Kahn Capital Management here: https://www.drewcohencapital.com/ Speedwell Research For full access to Speedwell Research's in-depth...

Interview. Eric Seufert on Whether AI Will Destroy Google's Search Monopoly

October 22, 2026

In this episode of The Synopsis, we talk to ad tech expert Eric Seufert of Mobile Dev Memo on Google's transition with AI, Agentic Shopping, and AppLovin. ~*~*~*~ Drew Cohen Capital Learn more about advisory services offered through Davidson Kahn Capital Management here: https://www.drewcohencapital.com/ Speedwell Research For full access to Speedwell Research's in-depth reports and stock updates, become a member here: https://speedwellresearch.com/subscribe/ Fiscal.AI Free trial and *15% off...

Dialogue. Will AI Destroy the Software Business Model?

October 13, 2026

In this episode of The Synopsis, Alex capitualtes and let's us talk about AI and software again. We cover a lot of key SaaS risks and speculate on the AI Frontier companies business models.  You can become a Speedwell Research member here and get access to the "AI risk to Software report, as well as over two dozen company deep dives: https://speedwellresearch.com/subscribe/  ~*~ Drew Cohen Capital Learn more about advisory services offered through Davidson Kahn Capital Management here: https...

How do I get in touch with The Synopsis?

The Synopsis is hosted by Drew Cohen and Alex. Its publicly listed emails are drewfcohen1@gmail.com and info@speedwellresearch.com. For guest bookings, the host or producer is usually the best person to reach. Podseeker helps you find direct host and producer contacts and pitch from your own inbox.

What is the email for The Synopsis?

The publicly listed emails for The Synopsis: drewfcohen1@gmail.com and info@speedwellresearch.com.

How many listeners does The Synopsis have?

Podseeker estimates The Synopsis reaches 100 to 1,000 listeners per episode. Only the publisher has exact numbers.

Who is an ideal guest for The Synopsis?

The Synopsis typically books working professionals with real expertise. Typical guest background: Established expertise in investing, equity research, advertising technology, or the business models of technology companies. Recent guests include Eric Seufert.

How hard is it to get booked on The Synopsis?

Medium. Guests usually need solid credentials in the topic and an idea that fits the show.

What topics does The Synopsis cover?

Recent episodes cover Business, Investing, Equity Research, Stock Market, and Business Models. Pitch an idea tied to one of these topics and mention a recent episode.

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