The chapter explores how Chegg is navigating competition from artificial intelligence in the learning space and its transition to building proprietary AI models. It also delves into the upcoming CEO transition at Chegg, discussing the reasons behind the change and its strategic implications, along with the company's cash allocation strategy and key performance metrics to watch.
Uber’s earnings may seem a little hand-wavy, but there's more to the story.
At (00:12) Tim Beyers and Mary Long take a look at earnings from Uber and Toast.
Then, (16:34) Alicia Alfiere and Ricky Mulvey ask if AI will kill Chegg, the homework helper.
Tickers discussed: UBER, SICP, JOBY, TOST
Host: Mary Long
Guests: Tim Beyers, Alicia Alfiere, Ricky Mulvey
Engineer: Tim Sparks
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