Safra Katz, CEO of Oracle, shares her insights on the transformative role of AI and cloud computing in business at the Future Investment Institute. She discusses innovative strategies that differentiate Oracle in a competitive landscape. Meanwhile, Ernie Garcia, CEO of Carvana, analyzes his company's recent earnings report, revealing how despite exceeding expectations, their stock faced a significant drop. He highlights the challenges of inventory management and adapting to changing consumer demands in the automotive retail sector.