Offers a cloud-based website building and hosting platform for individuals and businesses.Yahoo Finance ↗wix.com ↗
1 take · first discussed May 29, 2026
Every call, plotted at the price the day they made it.
The only host view provided comes from Chamath, who holds a bearish, low-conviction stance on Wix. He points to the company's layoff announcement as evidence that the website-builder business faces structural challenges, arguing that AI tools like Claude can now perform the core function Wix offers — building websites — making the company's value proposition increasingly difficult to sustain. No other hosts weighed in, so there is no agreement or disagreement to note across the group.
Chamath flags Wix's layoff announcement as a sign the website-builder business is fundamentally challenged, as tools like Claude can now build websites directly, implying structural headwinds for the company.
interesting that he just talked about operational details... You can build websites with Claude. Yeah, the whole website business is challenged.”1:30:13