In this episode, we discuss the signs of slow down in spending, the darkening outlook for companies, and the impact ChatGPT is having.

The episode is based on yesterday's newsletter which is available on Substack.

No Question About It

A transcript of this podcast, with relevant images and quotes, is available for all subscribers only after the show notes below. Our podcast is available on Apple Podcasts, Spotify, Google Podcasts, YouTube, and Amazon Music.

Show Notes

00:00:00 Introduction

00:00:08 There is a Slowdown

00:02:28 Companies Prepping for a Hurricane

00:04:26 The 2% Trend

00:06:11 IT Budgets Under Pressure

00:08:04 The ChatGPT Moment

00:11:07 Conclusion

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit thetranscript.substack.com/subscribe