This podcast episode discusses a variety of topics in the tech and retail industries. It covers Nvidia's strong growth in AI, Workday's focus on AI, the impact of shrink on retailers, Foot Locker's challenges, Ulta and Williams-Sonoma's earnings, Autodesk's growth, DataDog's long-term growth strategy, cloud optimization trends, and the speakers' favorite restaurant and retail stocks. The episode also highlights Chewy's success as a digital-centric business.
