Rene Haas, CEO of Arm, explores the booming AI adoption and its impact on the semiconductor industry, while Chris Nassetta, CEO of Hilton, shares insights on the hospitality sector's remarkable recovery and growth strategies. They delve into how Arm is adapting to evolving tech needs and discuss Hilton’s robust performance amid rising travel demand. The conversation also touches on market challenges facing Tesla and Ford, offering a comprehensive look at the intersection of technology and hospitality in today's economic landscape.