logo
episode-header-image
Mar 2025
25m 43s

Pepsi, Poppi, and the Creosote Bush

The Motley Fool
About this episode

To stay on top, the consumer giants need a player in every potential market.


(00:21) David Meier and Dylan Lewis discuss:


- February retail numbers showing continued consumer struggles, and why this upcoming retail earnings season will be a key read on the economy.

- Pepsi’s $2B acquisition of alt-soda Poppi, the venture capital-style of trend investing for consumer brands, and how Coke and Pepsi need to keep absorbing the next potential big thing.


(13:55) It’s no secret that a lot of investors have high hopes about the future of artificial intelligence. But how do genuine experts, people who have been studying AI and machine learning long before it entered the mainstream, feel about the future of the field?


Motley Fool analysts Andy Cross and Asit Sharma talk with Oren Etzioni, an AI Expert and Professor Emeritus at the University of Washington, about the current and future states of artificial intelligence.


Check out Fool24 on TMF’s YouTube channel here: https://www.youtube.com/@MotleyFool


And Motley Fool members can get the replay here: https://www.fool.com/premium/4056/coverage/2025/03/06/ai-expert-dr-oren-etzioni-interview-3625-3pm


Companies discussed: DG, WMT, PEP, KO.


Host: Dylan Lewis

Guests: David Meier, Andy Cross, Asit Sharma, Oren Etzioni

Producer: Mary Long

Engineers: Dan Boyd

Learn more about your ad choices. Visit megaphone.fm/adchoices

Up next
Yesterday
Starbucks' China Challenge and Decoding Meta's AI Push
Starbucks is looking to sell a stake in its China business, Hershey has a new CEO and Meta hits the gas on AI. Jason Moser and Lou Whiteman discuss: - Starbucks' move to sell part of its China business. - Hershey hires a new CEO. - Meta moves for more talent and invests in eyewea ... Show More
20m 38s
Jul 8
Is Amazon the Best Prime Day Deal?
Looking at the company and stock behind the summer shopping event. (00:21) Anand Chokkavelu, Jason Hall, and Matt Frankel discuss: - The Aug.1 tariffs - This year’s four-day Prime Day (and whether Amazon stock is a deal) - Elon Musk’s political party and Tesla - Bold predictions ... Show More
15m 6s
Jul 7
Dinosaurs Roar for Comcast and CoreWeave Goes Shopping
Andy Cross and Jason Moser discuss: - Jurassic World Rebirth delivers for Comcast - CoreWeave finally gets it done for CoreScientific - Oracle makes a deal with the federal government - Two stocks to look for if the market pulls back Companies discussed: CMCSA, NFLX, CRWV, CORZ, ... Show More
19m 51s
Recommended Episodes
Sep 2024
Tiger Cub Rob Citrone on Milei's Argentina: A Bullish Outlook for Investors | #550
Today’s guest is Rob Citrone, founder of Discovery Capital Management, a hedge fund that invests opportunistically across asset classes in emerging and developed markets. Rob worked for Julian Robertson at Tiger Management in the mid 1990’s and managed money for the Soros family. ... Show More
50m 43s
Apr 3
20VC: The Daily Deal: Coreweave IPO | Scale Hits $25BN on $2BN EOY Revenue | Sequoia's 25x Return on Wiz | Tech Stocks Tank with Tariffs | Cursor: Defensible or Dangerous Example of Lost Moats in Tech
Welcome to The Daily Deal — the new show with Harry Stebbings and Jason Lemkin, where we break down the biggest stories in tech, venture, and B2B. From market meltdowns to billion-dollar raises, wild valuations, and the drama behind the deals. We’re covering it all! Plus, we’ll b ... Show More
1h 27m
Feb 2025
Ray Dalio on AI, Job Loss & the Future of the Economy | #EP 148
In this episode, Ray and Peter discuss the changing world order, China vs. the USA, and Ray’s thoughts on the future of the US. Recorded on Feb 3rd, 2025Views are my own thoughts; not Financial, Medical, or Legal Advice. Ray Dalio is a renowned investor, hedge fund manager, and p ... Show More
1h 46m
May 9
Aliens, AI Weapons, China & Global Conflict: Palmer Luckey Sounds the Alarm | EP #169
Get access to metatrends 10+ years before anyone else - https://bit.ly/METATRENDS Palmer Luckey is the founder of Oculus VR and Anduril Industries. 0:00 - Exploring Non-Human Intelligence and Congressional Hearings 15:05 - Digital Superintelligence (ASI) 35:32 - China vs. USA 48: ... Show More
2h 24m
Oct 2024
Vinod Khosla: Future Trends and the Power of the Improbable
Why is the improbable so important? Will robots replace human labor? And how will AI change the science of medicine? In this episode of In Good Company, Nicolai sits down with one of the most successful entrepreneurs and venture capital investors of all time, Vinod Khosla. Co-fou ... Show More
44m 36s
Dec 2024
The Truth About AI in Marketing with Shelly Palmer
AI won't replace humans. But it will dramatically change how we work. And brands that don't commit to AI will eventually find themselves struggling to keep up with savvy competitors, according to tech expert Shelly Palmer. So what’s really at stake here? In this episode, Elena, A ... Show More
35m 53s
Oct 2024
An Nvidia Challenger Files For An IPO + Can A New CEO Turn Nike Around?
Scott and Ed open the show by discussing Tesla’s quarterly deliveries, a potential CVS breakup, and a venture capital firm’s decision to return money to investors. Then Scott explains the biggest red flag he sees in chipmaker Cerebras Systems as it prepares to go public, but brea ... Show More
57m 5s
Sep 2024
From Crystal Pepsi to Cool Ranch Doritos: Lessons from David Novak
David Novak, co-founder and former CEO of Yum! Brands, joins host Jeff Berman to share lessons from scaling one of the world’s largest restaurant companies. Hear how his focus on listening, team recognition, and taking big swings helped grow a fast food empire to a $32 billion ma ... Show More
32m 4s
Apr 2024
What’s Working (And What’s Not) Now on Meta and Google Ads With Nick Miller
Ralph Burns and Kasim Aslam, alongside guest Nick Miller, are discussing what’s working now in the nuanced world of media buying, specifically focusing on the latest strategies and pitfalls in digital marketing. They’re exploring the effectiveness of Facebook's Advantage Plus and ... Show More
41m 10s
Oct 2024
Prof G Markets: An Nvidia Challenger Files For An IPO + Can A New CEO Turn Nike Around?
Follow Prof G Markets: Apple Podcasts Spotify  Scott and Ed open the show by discussing Tesla’s quarterly deliveries, a potential CVS breakup, and a venture capital firm’s decision to return money to investors. Then Scott explains the biggest red flag he sees in chipmaker Cerebra ... Show More
57m 5s