Cyrus Mewawalla, head of thematic research at GlobalData, joins BNN Bloomberg, for his reaction to Netflix earnings. Mewawalla says the company will see many challenges ahead amid a economic slowdown and the increase on competition. He also discusses tech layoffs, noting the first half of the year will be difficult for the sector in general, while 2024 looks optimistic for some high quality names like Microsoft. He adds Apple has the most geopolitical risks amid the situation in China.