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The Transcript Podcast Episode 75

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Manage episode 341776975 series 3276605
Content provided by Scott Krisiloff and Erick Mokaya, Scott Krisiloff, and Erick Mokaya. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Scott Krisiloff and Erick Mokaya, Scott Krisiloff, and Erick Mokaya or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this episode, we discuss the state of the consumer and consumer spending, the decline in FedEx volumes and what it means for the recession outlook, and why the big 3 in cloud will be hard to compete with.
Show Notes

00:00:00 Introduction

00:00:12 Slowdown or Shifting Demand?

00:02:13 The State of the Consumer

00:05:34 Recession Watch

00:06:48 Energy Prices in Europe

00:08:39 Capital Intensity as a Moat

00:11:04 Frank Slootman, the straight Shooter

  continue reading

112 episodes

Artwork

The Transcript Podcast Episode 75

The Transcript

16 subscribers

published

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Manage episode 341776975 series 3276605
Content provided by Scott Krisiloff and Erick Mokaya, Scott Krisiloff, and Erick Mokaya. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Scott Krisiloff and Erick Mokaya, Scott Krisiloff, and Erick Mokaya or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this episode, we discuss the state of the consumer and consumer spending, the decline in FedEx volumes and what it means for the recession outlook, and why the big 3 in cloud will be hard to compete with.
Show Notes

00:00:00 Introduction

00:00:12 Slowdown or Shifting Demand?

00:02:13 The State of the Consumer

00:05:34 Recession Watch

00:06:48 Energy Prices in Europe

00:08:39 Capital Intensity as a Moat

00:11:04 Frank Slootman, the straight Shooter

  continue reading

112 episodes

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