Sumit Singh, CEO of Chewy, shares insights on the company's growth strategy, focusing on subscription models and expansion into pet health, highlighting shifts in consumer spending on pets. Ara Modessian, co-founder of ServiceTitan, discusses the transformative impact of their business software on the contracting industry, including AI-driven dispatch solutions. Together, they explore market dynamics influenced by the Fed's rate cuts, offering valuable perspectives for investors navigating the current financial landscape.
