The RealReal CEO Rati Sahi Levesque: Resale, Robots, and the New Luxury Consumer | 6 Oct 2026 | Inside Blackstone
1. Executive Briefing (TL;DR)
- Software Business Model Evolution: Software is bifurcating into winners and losers as AI agents become first-class users alongside humans. Moats are shifting away from pure code toward outcome-based pricing models that move beyond traditional per-seat/per-user metrics [00:01:24].
- U.S. Macro Resilience & Rate Shift: Strong consumer momentum, robust Q2 GDP revisions, and record AI capital expenditures are powering ~4% Q3 GDP tracking. Meanwhile, weak labor data combined with dovish Federal Reserve commentary drove a sharp decline in October rate-hike probabilities to 20% [].
References
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