Explore the transformative potential of spatial computing and large vision models. Learn how businesses like Lockheed Martin and Lowes are utilizing spatial computing. Discover the challenges in developing apps for Vision Pro and the future of spatial computing. Dive into topics like virtual air rights, digital fashion, and the intersection of NFTs and the metaverse.

Topics discussed include Nvidia's earnings report and AI driving its success, Twitter's history and potential acquisitions, Grab Holdings and HubSpot stock analysis.

Explore Nvidia's impressive growth in the data center business driven by AI technologies, along with insights into inventory management and CEO decisions. Analyze capital allocation strategies and discuss alternative suggestions for rewarding employees. Discover Nvidia's future beyond GPUs with a focus on networking for AI and the development of a comprehensive ecosystem.

Exploring PayPal's potential to be the next Meta, cybersecurity threats, and Fubo's move into sports streaming domination. Dive into Palo Alto Network's outlook, Meta's rebound, and PayPal's glow up possibilities.

Financial experts Ricky Mulvey and Jim Gillies discuss Capital One's potential acquisition of Discover, the investor reaction, Home Depot's earnings, and an activist story. Robert Brokamp and Alison Southwick chat with Jason Moser and Bill Mann about missed investment opportunities and emotional stock investments.

Harvard Business Prof Amy Edmondson talks about the art of failing well. Discussion includes the complex failure at Boeing, dealing with failures, and the problem with 'move fast and break things'. Companies discussed: BA, LLY

Former CEO of Blockbuster and 7-Eleven, James Keyes, discusses facing bankruptcy, 7-Eleven success, Blockbuster's streaming efforts, and the impact of AI on education in an engaging podcast conversation with Deidre Woollard.

The podcast discusses the impact of economic data and earnings season on the stock market. Topics include inflation numbers, earnings reports of companies like Twilio and Lyft, Nvidia's investments, international real estate market insights, and stocks on the hosts' radar including Fresenius and Home Depot.

The podcast discusses the impact of retail spending numbers on the Fed and explores if Stellantis is ready for the EV market. They also analyze Deere's returns and why some companies are changing their strategies on self-checkout.

Dylan Lewis, Deidre Woollard, and Mary Long join a roundtable discussion on Valentine's Day themed investment flags. Topics include Airbnb's share buyback, Lyft's earnings mistake, and comparing Uber and Lyft's unit economics. They also discuss the importance of company attributes and red flags, and share rules for interviewing people.