{
  "docId": "019dd923-622c-750b-8b99-ab3a8a46c579",
  "docSlug": "0241ef55185f",
  "documentTitle": "Remitly Global, Inc. (RELY)",
  "authorId": "54_Spruce_Point_Capital",
  "authorName": "Spruce Point Capital Management",
  "documentKindSlug": "activist-deck",
  "documentKindLabel": "Activist deck",
  "sourceTypeSlug": "short_seller",
  "sourceTypeLabel": "Short seller",
  "presentationDate": "2025-03-11 00:00:00",
  "orientation": "landscape",
  "aspectRatio": 1.3333334,
  "pageNumber": 54,
  "pageCount": 74,
  "prevPage": 53,
  "nextPage": 55,
  "slideType": "expose_contradiction",
  "function": "expose_contradiction",
  "density": "balanced",
  "nDataPoints": 12,
  "notes": "Uses Similarweb data and screenshots of AI chatbot responses to argue that AI bias favors Wise over Remitly.",
  "elementsJson": [
    "headline_text",
    "callout_box",
    "data_table",
    "screenshot",
    "footnote"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-622c-750b-8b99-ab3a8a46c579/54",
  "deckHref": "/decks/019dd923-622c-750b-8b99-ab3a8a46c579",
  "deckJsonHref": "/decks/019dd923-622c-750b-8b99-ab3a8a46c579.json",
  "deckAnchorHref": "/decks/019dd923-622c-750b-8b99-ab3a8a46c579#slide-54",
  "components": [
    {
      "bbox": {
        "h": 0.08,
        "w": 0.96,
        "x": 0.02,
        "y": 0.16
      },
      "kind": "callout",
      "text": "Wise also appears to have convinced artificial intelligence models that it is the #1 money remittance company. As adoption of these models to inform decisions increases, we believe Remitly will be challenged to attract new customers.",
      "attrs": null,
      "subkind": "primary",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "7e84a93c-670a-4cfa-b515-f5b108f08fab",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.22,
        "w": 0.34,
        "x": 0.36,
        "y": 0.72
      },
      "kind": "image",
      "text": "Perplexity.ai response showing Wise as top choice",
      "attrs": null,
      "subkind": "screenshot",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "52179a66-707f-4ce1-90b7-a34365848d9b",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.55,
        "w": 0.27,
        "x": 0.71,
        "y": 0.26
      },
      "kind": "image",
      "text": "ChatGPT response showing Wise as #1",
      "attrs": null,
      "subkind": "screenshot",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "7449e3c3-898d-4508-94b2-4004afb65ab4",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.02,
        "w": 0.25,
        "x": 0.01,
        "y": 0.97
      },
      "kind": "source-note",
      "text": "Source: Similarweb, ChatGPT, Perplexity.ai",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "e5ffdf6c-efa8-4bed-bb7a-5339e246e837",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.45,
        "w": 0.68,
        "x": 0.02,
        "y": 0.26
      },
      "kind": "table",
      "text": "Referral Analysis on Similarweb for Remitly and Wise",
      "attrs": null,
      "subkind": "data",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "a265fca7-9ded-4750-8cf2-709ec583a162",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.45,
        "x": 0.31,
        "y": 0.04
      },
      "kind": "title",
      "text": "Wise Is Leading The AI Race Too....",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "aff6861c-fe12-4f42-a7de-395a710b82e5",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "frameworks": [
    {
      "name": "fraud-exposure",
      "slug": null,
      "matchId": "24d95643-d9c5-4f91-b90c-11794e2ac0a9",
      "evidence": "Exposing how AI bias creates a competitive disadvantage for Remitly",
      "confidence": 0.8
    }
  ],
  "arcBeats": [],
  "loops": [],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}