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The Transcript Podcast Episode 75
Archived series ("Inactive feed" status)
When? This feed was archived on October 31, 2025 02:01 (). Last successful fetch was on September 28, 2024 19:36 ()
Why? Inactive feed status. Our servers were unable to retrieve a valid podcast feed for a sustained period.
What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.
Manage episode 341776975 series 3276605
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
112 episodes
Archived series ("Inactive feed" status)
When? This feed was archived on October 31, 2025 02:01 (). Last successful fetch was on September 28, 2024 19:36 ()
Why? Inactive feed status. Our servers were unable to retrieve a valid podcast feed for a sustained period.
What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.
Manage episode 341776975 series 3276605
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
112 episodes
All episodes
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