Meta's Layoff Math, FedEx's Agent Army, & A Crazy AI Productivity Forecast

Meta's Layoff Math, FedEx's Agent Army, & A Crazy AI Productivity Forecast

March 17, 2026: Five major AI models shipped in a single week in February. Your company's training budget grew 5%. Cathie Wood told Bloomberg this morning that AI is already pushing productivity above trend and projects it hits 6% annually — Goldman Sachs says there's no macro evidence of it yet. Both can be right, and today we explain why. Plus: FedEx's blueprint for an AI agent workforce across 50% of its operations, the real argument against traditional corporate training programs, and the full financial math on Meta's reported 15,000-person layoff — including whether the company leaked it on purpose to let Wall Street price in $160 billion in market cap before a single cut is confirmed.

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Why Enterprise AI Adoption Is Failing: AI Sprawl, Low Trust, and the ROI Problem

Why Enterprise AI Adoption Is Failing: AI Sprawl, Low Trust, and the ROI Problem

I talk with Ofir Bloch, SVP of Corporate Marketing at WalkMe, about why enterprise AI adoption is harder than buying tools and handing out licenses. We get into WalkMe's State of Digital Adoption rese...

31 Elo 53min

How to Redesign Work With AI, Jensen Huang vs Bill Gates on Robot Taxes, & the Jobs AI Won't Replace

How to Redesign Work With AI, Jensen Huang vs Bill Gates on Robot Taxes, & the Jobs AI Won't Replace

August 28, 2026: I break down what redesigning work with AI actually means and share a practical framework for removing human glue, handoffs, waits, and routine work while creating new value. Then I g...

28 Elo 39min

Meta's AI Workforce Plan Implodes, Anthropic's $30 Trillion Bet & Gallup Reveals What Gen Z Is Missing

Meta's AI Workforce Plan Implodes, Anthropic's $30 Trillion Bet & Gallup Reveals What Gen Z Is Missing

August 26, 2026: I look at Reuters' report on Meta's Project OT, the internal plan to turn Meta into an AI-native company with smaller, talent-dense teams overseeing software that does more of the dai...

26 Elo 42min

Three-Year College Degrees, Junior Tech Jobs Get Harder, and Why Performance Reviews Won't Die

Three-Year College Degrees, Junior Tech Jobs Get Harder, and Why Performance Reviews Won't Die

August 24, 2026: I look at the rise of three-year bachelor's degrees and why the 120-credit college model was never really designed to measure learning. Then I get into new data showing softwAugust 24...

24 Elo 38min

CEOs Face Higher Borrowing Costs, NYC Beats San Francisco in Tech Talent, & Resumes Hack AI Screeners

CEOs Face Higher Borrowing Costs, NYC Beats San Francisco in Tech Talent, & Resumes Hack AI Screeners

August 21, 2026: I look at why the bond market is sending CEOs a blunt message: the era of cheap money is over, and higher borrowing costs may push companies toward leaner headcount and more automatio...

21 Elo 39min

Most Workers Reject Promotions, Anthropic Out-Earns OpenAI, & Boomerang Hiring Hits a New High

Most Workers Reject Promotions, Anthropic Out-Earns OpenAI, & Boomerang Hiring Hits a New High

August 19, 2026: I look at new research showing that most workers would reject a promotion if it meant sacrificing their work-life boundaries, and why the traditional management promotion may no longe...

19 Elo 26min

Gallup's AI Culture Warning, Siemens CEO's No-Meeting Rule, and Dario Amodei's AI Trust Problem

Gallup's AI Culture Warning, Siemens CEO's No-Meeting Rule, and Dario Amodei's AI Trust Problem

August 17, 2026: I look at Gallup's new research showing that AI adoption can improve or damage workplace culture depending heavily on one person: the direct manager. Then I get into Siemens CEO Rolan...

17 Elo 31min

How CHROs Can Own AI Transformation, Reskilling, and the Future of Work

How CHROs Can Own AI Transformation, Reskilling, and the Future of Work

I talk with Lindsay Crawley-Herbert, Chief People and Transformation Officer at SCAN, about why AI transformation is really a people and workforce challenge. We get into why SCAN moved AI, data, and a...

17 Elo 45min

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