Ed Ludlow, a Bloomberg executive, hosts leaders from Lyft, Shopify, and Reddit to dissect recent earnings. They discuss Airbnb's alarming stock decline and Disney's mixed performance, where streaming profits clash with theme park weaknesses. Lyft shares insights on its first profitable quarter while introducing price-lock features to attract riders. Reddit reveals growth through strategic partnerships in sports and upcoming AI advancements. The conversation also touches on the volatile tech market and the shifting landscape of advertising strategies.