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$WIX · Wix CEO says market misprices stock at 1.3x revenue despite $400M FCF and Base44 optionality
now playing · $WIX
$BASE44bullish· high· posavishai abrahami
Base44 hits $150M+ ARR with 400 people; Wix investing $20M+ annually as AI-native dev platform
Base44 is growing rapidly as a vibe-coding platform for developers and agencies; Wix owns it and sees it as the future for customers who want custom software, while core Wix serve…
$WIX···bullish· high· posavishai abrahami
Wix CEO says market misprices stock at 1.3x revenue despite $400M FCF and Base44 optionality
Avishai argues the market assigns near-zero value to Wix's core business because it fears AI disruption, but SMB customers won't vibe-code complex business logic, and Base44 ($150…
$TEAM···neutral· medium· posavishai abrahami
Atlassian recovered but CEO worries developers will replace Jira with custom code
Avishai owns Atlassian shares and admits concern that developer customers could build their own ticketing workflows with AI, yet the stock recovered — suggesting he may be missing…
$K-HEALTHbullish· high· posavishai abrahami
K Health AI diagnoses better than most doctors; Avishai is investor
K Health has proven its AI diagnoses outperform physicians for common cases. Avishai distinguishes this from general LLM medical research, which he says hallucinates.
$CRM···bullish· mediumavishai abrahami
Salesforce trust moat makes it AI-resistant; CRM software is small part of value
Enterprise customers trust Salesforce with sensitive data; that trust is the real moat, not the CRM functionality. Vibe-coded agents cannot replicate the compliance and security g…
$MNDY···neutral· lowavishai abrahami
Monday.com CEO Eran Zinman unable to detach happiness from stock price unlike Avishai
Mentioned as a peer SaaS company; Avishai notes Eran Zinman struggles with stock volatility while he himself ignores it. No direct thesis on Monday's valuation.
Isomorphic Labs and specialized AI firms will solve complex reasoning, not frontier LLMs
Frontier models lack capacity for true scientific simulation; specialized companies like Isomorphic Labs, Latent Labs, Chai Discovery that combine architectures will crack protein…
$FIG···bullish· mediumavishai abrahami
Figma earns near-religious devotion from designers; Avishai admires product quality
Figma's product understanding and quality create extreme user loyalty — designers use it for everything including grocery lists. Avishai respects this as a benchmark for product e…