Group 1: Visa - Visa processed 258 billion transactions and $14 trillion in payment volume in fiscal 2025, connecting approximately 12 billion endpoints globally [2] - The company operates an asset-light model that generates steady cash flow, with value-added services now representing 27% of total revenue, growing at a low-to-mid 20% rate [3] - Visa supports four different stablecoins across multiple blockchains, with settlement volume reaching a $2.5 billion annual run rate, increasing over 100% recently [4] - The Visa Intelligent Commerce platform is being developed to facilitate secure transactions made by AI-powered agents [5] Group 2: Coca-Cola - Coca-Cola owns 30 billion-dollar brands, which is about double its nearest competitor and represents 25% of all billion-dollar brands in the global beverage industry [6] - CEO James Quincey emphasizes the need for continuous evolution to maintain market dominance, referencing past challenges despite previous successes [7] - The company is expanding into premium dairy with Fairlife, which has seen a tenfold growth in Mexico since acquisition, with new capacity expected to increase production by 30% in 2026 [8]