This chapter explores the challenges faced by a hardware business as it tries to transition into a software business and increase subscription revenue. It highlights the importance of proving value and addressing significant problems for customers, emphasizing the need for execution rather than AI.
For both Walmart and Cisco, expectations for the future don’t tell the whole story.
(00:21) Tim Beyers and Deidre Woollard discuss:
- Cisco’s move into the software space.
- If AI can improve the meeting experience.
- Walmart’s strengths as a global player.
(21:29) Ricky Mulvey interviews ACV Auctions Chief Operating Officer, Vikas Mehta on the ever-evolving business of selling used cars.
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Companies discussed: WMT, AMZN, COST, CSCO,ACVA
Host: Deidre Woollard
Guests: Tim Beyers, Ricky Mulvey, Vikas Mehta
Producers: Ricky Mulvey, Mary Long
Engineer: Dan Boyd
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