Tacos and Robots
Barron's Streetwise
Barron's
4.7 • 1.6K Ratings
🗓️ 13 March 2026
⏱️ 41 minutes
🔗️ Recording | iTunes | RSS
🧾️ Download transcript
Summary
Transcript
Click on a timestamp to play from that location
| 0:00.0 | I think the potential of Agenic is to rethink how work gets done overall. |
| 0:05.0 | It challenges all sorts of traditional orthodoxies around how organizations execute the work at hand. |
| 0:11.3 | That's Jason Gersatus, CEO of Deloitte U.S., talking about the transformational potential of A.Gentic AI. |
| 0:17.9 | Join him later to learn why agents are a game changer for businesses across industries. |
| 0:24.1 | We estimate about 15,000 humanoid robots were deployed in real world jobs, compared |
| 0:31.3 | that to 24, when we just saw a couple of hundred. The four things that Taco Bell does, they have an incredibly buzzy and culturally |
| 0:40.4 | relevant brand. |
| 0:41.9 | Second, they have the most craveable menu in the industry. |
| 0:47.8 | Hello and welcome to the Barron Streetwise podcast. |
| 0:51.0 | I'm Jack Howe. |
| 0:51.9 | And the voice you just heard, well, voice says, the first was |
| 0:55.8 | Zornica Todorova. She leads thematic research at Barclays, and she has a fascinating |
| 1:01.7 | report out on what she calls the trillion dollar robot economy. And Chris Turner is the fairly |
| 1:08.2 | new CEO of Yum Brands. That includes Taco Bell and KFC and for the moment, Pizza Hut. |
| 1:14.9 | Taco Bell had 7% same store sales growth last quarter, |
| 1:19.3 | or it's growing like a young chain. |
| 1:21.3 | In a moment, we'll hear about why. |
| 1:23.3 | What do robots and tacos have to do with each other? |
| 1:27.1 | Nothing that I can think of. |
| 1:28.4 | I enjoy awkward topic transitions. |
| 1:31.9 | If you didn't know that about me before, now you know. |
| 1:34.4 | I'll also say just a few words about Nvidia's biggest event of the year coming up in the week ahead. |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Barron's, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Barron's and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.

