I accept your opinion, of course, but I think those are (for now) merely convenient side effects helping certain companies take care of more severe trimming that has been long overdue but tricky to time and communicate.
Indeed. It would have been nice if he had named the actual causes of the problems though. Inflation did not take off with the war in Ukraine, that's a red herring. Klarnauts are losing their jobs because of the knock-on effects of lockdowns, other COVID counter-measures and the massive quantity of money printing required to keep things going during that process. Printing so much money inevitably creates inflation. However it seems the CEO is too chicken to spell it out and prefers to point the finger of blame elsewhere.