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TD Cowen Insights
TD Securities, TD Cowen
328 episodes
4 days ago
On each episode of "TD Cowen Insights", members of our firm host leading thinkers to share insights and ideas shaping the world economy. Join us, as we converse with the top minds who are influencing our global sectors. Disclosures: https://go.td.com/PodcastDisclosure
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Business
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All content for TD Cowen Insights is the property of TD Securities, TD Cowen and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
On each episode of "TD Cowen Insights", members of our firm host leading thinkers to share insights and ideas shaping the world economy. Join us, as we converse with the top minds who are influencing our global sectors. Disclosures: https://go.td.com/PodcastDisclosure
Show more...
Business
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Daydream's CEO On The Agentic A.I. Chat-To-Style Revolution
TD Cowen Insights
44 minutes 23 seconds
4 weeks ago
Daydream's CEO On The Agentic A.I. Chat-To-Style Revolution
Recorded on 10/27/25 Conversational Experiential Retail, Powered By AI But Grounded in Human Taste. We host Daydream's CEO and Founder Julie Bornstein on how Daydream replaces traditional fashion search with conversational, image-driven A.I., reshaping the path to purchase and enabling frictionless consumer journeys. We unpack why vertical A.I., human-in-the-loop styling, and deep brand partnerships (vs. broad-based, horizontal platforms) will define the next era of fashion commerce. In TD Cowen's view, AI is moving from predictive to prescriptive, and although conversational commerce is currently a modest mix of retailer's digital traffic, we estimate it will grow rapidly at ~30-40% every month.
TD Cowen Insights
On each episode of "TD Cowen Insights", members of our firm host leading thinkers to share insights and ideas shaping the world economy. Join us, as we converse with the top minds who are influencing our global sectors. Disclosures: https://go.td.com/PodcastDisclosure