The hosts kick off the chapter by exploring the current economic landscape linked to Fed Day, particularly regarding interest rate expectations. They then shift gears to discuss the upcoming Dreamforce conference, playfully imagining their ideal guest list amidst a star-studded lineup.
Salesforce throws a party, while Chipotle streamlines guacamole prep.
(00:21) Asit Sharma and Mary Long talk about two types of automation: one for agents, and another for avocados. They also discuss:
- The enviable guest list at Dreamforce
- Salesforce’s positioning in the AI arms race
- The future of casual dining
Then, (18:41) Fool Contributor Travis Hoium joins Ricky Mulvey for a close look at Crocs, the market-beating clog company.
Check out the Range Rover Sport at www.landroverusa.com
Companies discussed: CRM, NVDA, CMG, MCD, CROX, NKE, OTC: ADDYY
Host: Mary Long
Guests: Asit Sharma, Travis Hoium, Ricky Mulvey
Engineers: Dan Boyd, Tim Sparks
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