Hardware Podcasts

The Economist View from Marco Annunziata on EMS@C-Level 2023

EMS@C-LEVEL · 7 Feb 2023 · 21m

What this episode covers

Marco Annunziata, former GE Chief Economist, discusses the shift from demand-side to supply-side economic constraints in 2023, highlighting productivity, innovation, and workforce talent as critical factors for EMS companies. He argues that the era of cheap capital is ending, forcing CEOs to focus on targeted investments that increase productivity rather than relying on abundant debt. Annunziata also analyzes the recent tech sector layoffs, noting that while software talent may become available to industrial firms, the fundamental shortage of skilled manufacturing labor remains a persistent challenge.

Most relevant to

established companies

Topics

Mentioned

Companies
GE, Google, Facebook, Twitter, Koh Young, CloudNC

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