DoorDash vs Walmart: The Battle for Your Driveway

Episode 127: Today, Ann digs into reports that Accenture’s new AI policy monitors how its staff uses AI tools and directs promotions toward employees who are more AI-inclined - and what it might portend for people-centric businesses beyond tech. Then we survey earrings from DoorDash and Walmart as the two companies seek to get a handle on consumer sentiment and spend on tech in the war for delivery. Finally, we take a spin through auto-related earnings that saw shares in Carvana and Avis Budget crash - and a glimpse at the move by Blue Owl that has once again stoked fears about the world of private credit.