The Transcript
Welcome to The Transcript Podcast where we highlight and discuss key thoughts, ideas, and themes we picked from our reading of transcripts from earnings calls.
The Transcript
The Transcript Podcast Episode 93
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Scott Krisiloff and Erick Mokaya
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Season 1
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Episode 93
In this episode, we examine the state of the consumer, the impact of UID2 on advertising, and how things are going with ChatGPT.
Show Notes
00:00:00 Introduction
00:00:13 Consumer is Still Partying
00:01:31 Service Inflation Still Sticky
00:02:45 No Hurricane Yet
00:03:22 UID 2.0
00:05:44 ChatGPT Attracting Criticism
00:08:15 Back to Office at Amazon
00:09:27 Conclusion