Telis Demos

speaker

1,116 appearances 8 recordings 1 series first heard Jul 2026 last heard 6d ago

Telis Demos’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 8 in all, peaking in Aug 2026 with 4.

Appearances

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WSJ's Take On the Week · How AI Spending Is Fueling the Economy Overall · 9 Aug 2026 podcast

Some Walmart and PNG. voice-verified

Because you know what? voice-verified

They've got a tailwind, which is tariff refunds. voice-verified

Which again, just because there's been so much in the news, we haven't been talking about as much. voice-verified

But it's like a hundreds of billions of dollar big deal, and especially for consumer companies who were the ones who really bore the brunt of tariffs in a lot of ways. voice-verified

Well, but also though, that the shape of the economy is a little bit different these days. voice-verified

And that yes, the consumer is obviously always important. voice-verified

But voice-verified

If what we are seeing is like a multi-year cycle of building out in AI, should we be thinking about the voice-verified

you know, business as the engine of the economy in a way that for several years I think we got used to thinking about the consumer and all the things that they were buying and spending money on as being kind of the growth engine. voice-verified

So and and Osung really ties all of that together and and really I think helps lay out for investors not just this trade, that trade, but just what is the the shape and texture of today's voice-verified

It's a really interesting conversation. voice-verified

Welcome back. voice-verified

Osung. voice-verified

Welcome to the show. voice-verified

Thank you. voice-verified

Thanks for having me. voice-verified

Great to have you here. voice-verified

So voice-verified

We on this show have not been talking about because there's been a lot so much to talk about, we have not addressed what was like the huge thing that we talked about every week, like prior prior to I guess the start of the Iran conflict maybe, which was tariffs. voice-verified

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