Caroline Hyde

speaker
8,902 appearances 181 recordings 4 series first heard Aug 2025 last heard 12 Jun

Caroline Hyde’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months
39 · Jan OctJan 26AprJulnow

Recordings per month over the last 12 months — 179 in all, peaking in Jan 2026 with 39.

Appearances

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What is the impact all this is having on earnings and cash flow and so forth?
Major concerns out there.
Then software is a little bit of a separate issue, but at the same time, you have this sort of growing adoption of AI.
What does this mean for sort of traditional vendors?
And we did get some mixed results out of the software group this week.
Companies like Salesforce, Intuit, Autodesk, all these companies coming out
Painting sort of a mixed picture, I think I'll just flag Duolingo.
So maybe a little bit of a separate thing here, but the language learning software company, that stock is plummeting today because they gave a weaker than expected outlook.
I mean, he is really saying that this is driven by AI.
They've made a lot of investments in their internal tools like Goose, which are meant to help employees across the board operate more efficiently.
So they were really trying to communicate that this is coming from a position of strength and that it's a bet on AI making them more efficient.
I think they're getting a lot of skepticism that they hired really aggressively over COVID and similar to a lot of their peers, and maybe they needed to reduce some bloat.
I mean, that's part of what made it so surprising, right?
It's not totally clear what pushed them to make such a dramatic change if they are performing so well.
They're really trying to increase their product velocity to keep up with competitors.
I think people feel like they've done a good job of that, catching up with Toast as far as feature parity for serving restaurants, which has been a focus area for them on the Square side.
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