In terms of growth being in the trunk, so to speak, we see that actually, I think, you know, meta had flat growth or negative growth by single digits and people are looking for that bottom line, etc. But in terms of your question with B2B and B2C, I think it's an excellent question because B2C budgets move faster. What I would say is most concerning about the cloud software slowdown is that enterprises were actually pulling budgets, reducing their budgets that they had already set for 2022. So deceleration from Q3 to Q4 last year. It was nearly a 70% deceleration. If we have one or two more of those quarter
ChatGPT is getting plenty of attention, but there are other uses for artificial intelligence that investors should watch. Beth Kindig is the lead technology analyst for the I/O fund. Deidre Woollard caught up with Kindig to discuss:
- Where we are in the cloud adoption cycle - A key narrative playing out in semiconductor earnings - What to learn from companies that went public too quickly
Companies discussed: MSFT, NVDA, TSM, META, AMD
Host: Deidre Woollard Guest: Beth Kindig Producer: Ricky Mulvey Engineers: Rick Engdahl, Heather Horton
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