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cover of episode No job? No office phone? Thanks DOGE.

No job? No office phone? Thanks DOGE.

2025/4/22
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Marketplace

AI Deep Dive AI Chapters Transcript
People
A
Austin Golding
I
Isabel Dennis
K
Kai Risdahl
K
Kyle Bresdahl
M
Matt Levin
Topics
Kai Risdahl: 美国政府的裁员导致Verizon公司第一季度流失大量手机用户,这只是经济放缓的一个缩影。政府的政策变化和经济不确定性也影响了其他行业,例如河流运输业和珠宝业。 Roger Entner: 政府是电信公司重要的客户,政府裁员和取消合同直接影响了Verizon等公司的业务。 Craig Moffitt: 经济放缓可能导致企业减少电话线路订购,家庭也可能推迟购买儿童手机。移民政策收紧也可能影响订阅数量,并导致更多用户选择预付费服务。 Austin Golding: 河流运输业务目前仍然强劲,但未来三个月存在不确定性。投入成本(设备和维修)正在上升,公司将把增加的成本转嫁给客户。劳动力成本也在上升,但公司员工更稳定,这得益于公司提供的稳定工作和福利。 Matt Levin: 经济不确定性影响了人工智能数据中心的投资。更高的建筑成本和关税导致大型科技公司放缓数据中心建设。如果宏观经济恶化,科技公司可能会重新评估或缩减人工智能数据中心的投资。许多非科技公司仍在人工智能的实验阶段。 Kyle Bresdahl: 美国在核电发展方面落后于中国,美国核电行业正在复苏,但面临供应链萎缩的问题。中国在核电建设方面领先世界,美国政府需要投资以支持本国核电企业。美国核电行业需要激励措施来降低成本并提高产量。 Kelly Wells: 美国天主教修女面临着日益严重的经济不安全问题,她们依靠互助来应对经济挑战。天主教修女人数减少,且年龄增长,导致其经济状况恶化。天主教修女的收入计算方式与普通民众不同,导致其社会保障金较低。她们通过互助和出售房产等方式应对经济困境。天主教修女们通常生活在一起,这有助于她们的健康长寿,她们长寿的原因是她们的务实和乐观。天主教修女们面临的经济问题与整个国家的社会保障问题类似。 Isabel Dennis: 经济不确定性给珠宝行业带来了波动,关税上涨增加了珠宝商的成本。珠宝商将尽量维持价格,以保持产品的可及性。

Deep Dive

Chapters
The International Monetary Fund (IMF) warns of a major negative shock to global growth due to tariffs, impacting the global economy and causing a slowdown. The Trump administration's impact on the federal workforce is also reflected in corporate balance sheets, as seen in Verizon's subscriber loss. Experts discuss the potential for further economic slowdown and its effects on various sectors.
  • IMF predicts a significant slowdown in global economic growth due to tariffs.
  • Verizon reports substantial loss of phone subscribers, partly attributed to government layoffs.
  • Experts anticipate potential further economic contraction and its impact on businesses and consumers.

Shownotes Transcript

Verizon lost nearly 300,000 monthly phone subscribers in the first quarter. The telecom giant put partial blame on ongoing government layoffs. Verizon will bounce back, analysts say, but its bad news may be followed by similar corporate disclosures reflecting DOGE-driven funding cuts and an atmosphere of paring back. Later in this episode, the U.S. lags China in nuclear power expansion, economic instability hinders AI data center investment and Catholic nuns struggle to find affordable care as they age.