playnext.fm

TD Cowen Insights

Daydream's CEO On The Agentic A.I. Chat-To-Style Revolution

·44 min·4 clips
Daydream's CEO Julie Bordenstein reveals how generative AI is transforming fashion discovery through natural language and imagery.
The episode begins with host Oliver Chen introducing the Retail Visionary series and guest Julie Bordenstein, founder and CEO of Daydream. Bordenstein shares her background, including founding The Yes and roles at Sephora and Nordstrom. She describes Daydream as a solution to help users find fashion items across the web without visiting multiple sites. The discussion explores how Daydream works, with users uploading photos or typing queries for occasions like weddings. Bordenstein explains the company's evolution from a single AI call to a system of mini models specialized in fashion attributes like color and neckline. She talks about testing different LLMs for speed and accuracy, using both AI and human validation. The business model involves partnerships with retailers and brands, earning commissions on sales. Bordenstein addresses competition from Google Shopping and social media, emphasizing Daydream's focus on the fashion vertical. She discusses the impact of LLMs on enabling this technology, contrasting it with past manual efforts. The episode covers team composition, blending engineers and stylists, and core competencies in understanding fashion nuances. Bordenstein shares views on Amazon's limitations in fashion and trends in the beauty industry. She envisions Daydream as a personal stylist in your pocket within five years and advises listeners to experiment with AI tools like ChatGPT to learn.

As heard by us

A practical look at AI fashion search built around conversation, curation, and shopper trust.

Daydream has a clear promise: make shopping feel more like a conversation, using natural language and imagery to help people find style across apparel and accessories from established brands.

Read the full review in PlayNext →

Why you'd press play

You want shopping search to understand what you mean before it hands you a messy free-for-all.

Read the full recommendation in PlayNext →
Listen to the show on
Apple PodcastsSpotify
Play clips from this episodeMore from TD Cowen Insights