Brad Alan Zelnick

And no surprise, AI was the center of most conversations, with the overall tone for management teams remaining positive, both around how AI is impacting their top lines as well as their bottom line.

To help us unpack some of the key themes discussed at the conference, with me today is Brad Zelnick, Melissa Withers, Gianmarco Conti, and Nate Svenson.

We have a lot to discuss today, so let's dive right in.

Brad, let's start with you.

But when the lines were actually working, we saw some fascinating analyst archetypes emerge, all trying to poke holes in this strategy.

Let's start with Brad Zelnick.

Well, Brad.

He played the classic existential dread analyst.