Rachel Warren

You think about how they took a stake in Whole Foods.

They pushed for changes before Amazon ultimately acquired the company, right?

They had a role...

and the acquisition of PetSmart back in 2014.

And I think that this is something that is very much needed at this point in time.

Yes, there's this presence of Kelsey, but they also, the hedge funds brought in experienced executives from consumer and tech industries to advise on improving marketing, the guest experience technology.

This is very needed by Six Flags right now.

They are reporting steep net losses.

They have over $5 billion in debt.

A lot of that's tied to the Cedar Fair merger.

They had a roughly 9% drop in attendance in the second quarter.

And their CEO that had come in from Cedar Fair as part of the merger, he announced he's stepping down by the end of 2025.

So there's a real role here for Janna Partners to play.

And I think that's one of the key takeaways.

I think it's too soon to tell.

As a Mac user myself, I'm very curious to try this one out.

I haven't had a chance yet.

I do think that there is an element of open AI is trying all sorts of different things to see what sticks.

But I also think that they are very strategically trying to build out their ecosystem.

And I think one of the biggest things that I'm curious about right now is what would the business model be, right, for this browser?