Hari Ramachandra

Hari Ramachandra has discussed 1 US public company across 1 The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network episode, per Ticke…

  1. Meta has the advantage of data whether it is for better ad targeting or for suggesting products to its customers or even coming up with new features and product and subscription model for its customers based on the treasure trove of data they have.
    Hari Ramachandra · The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network · TIP825: Meta, Adobe, Booking Holdings w/ Stig Brodersen, Tobias Carlisle & Hari Ramachandra · 2026-06-21
  2. Even if I'm going through ChatGPT or Claude and booking becomes like a headless and provides an API, it might go in background, but I'm still querying booking through ChatGPT. However in the longer term they're gradually losing the mindshare.
    Hari Ramachandra · The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network · TIP825: Meta, Adobe, Booking Holdings w/ Stig Brodersen, Tobias Carlisle & Hari Ramachandra · 2026-06-21