Hardware Podcasts

Creative Electron's Dr. Bill Cardoso is Cautious and Curious - EMS@C-Level, Season 23, Ep 1

EMS@C-LEVEL · 9 Jan 2023 · 17m

What this episode covers

Dr. Bill Cardoso, Founder and CEO of Creative Electron, warns that 2023 will be a challenging year characterized by drying capital, rising interest rates, and a potential inventory overhang following the artificial demand of 2022. He highlights the risk of 'aquaplaning' into 2023 on the back of 2022's exceptional performance, noting that purchase orders may not reflect real demand and could unravel. Cardoso also discusses the lopsided labor market, where high-tech layoffs contrast with severe shortages in assembly and service roles, and expresses skepticism about government-led reshoring efforts.

Most relevant to

early-stage companies

Topics

Mentioned

Companies
Creative Electron, Peloton, Koh Young, CloudNC, Tesla, SpaceX, Twitter, Facebook, Microsoft, Amazon

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