This chapter discusses the impact of layoffs on companies and individuals from both an individual and investor perspective. The speakers analyze job cuts at various companies and explore the reasons behind them, suggesting a potential shift in direction or budget balancing. They also discuss the role of AI in the workforce and its potential to revolutionize business operations.
(00:21) David Meier and Deidre Woollard discuss:
- The macro and micro of job cuts.
- What companies are signaling when layoffs happen.
- If bitcoin is more like an IPO or gold.
(16:46) What is the snap test? Alicia Alfiere and Ricky Mulvey explore this vital way of considering companies.
Companies discussed: CRM, GOOG, GOOGL, AMZN, BLK, RENT, SNAP, NFLX, COST
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Host: Deidre Woollard
Guests: David Meier, Ricky Mulvey, Alicia Alfiere
Producers: Mary Long, Ricky Mulvey
Engineer: Dan Boyd
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