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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PwC's Chief People Officer on Training 80,000 People for the AI Era With Human Skills at the Center

PwC's Chief People Officer on Training 80,000 People for the AI Era With Human Skills at the Center

I talk with Yolanda Seals-Coffield, PwC US Chief People and Inclusion Officer, about how PwC is preparing 80,000 people for an AI-enabled future. We get into PwC's approach to democratizing AI access,...

6 Juli 53min

Tesla Caps AI Spending at $200 a Week, and What Happens When AI Takes Over Human Relationships

Tesla Caps AI Spending at $200 a Week, and What Happens When AI Takes Over Human Relationships

July 3, 2026: Tesla is capping employee AI spending at $200 a week after some engineers reportedly burned through thousands of dollars in tokens, showing that "free" AI was never really free. Then I g...

3 Juli 28min

Microsoft's $2.5B AI Support Bet, Fired AI Agents, and Why Admin Assistants May Make a Comeback

Microsoft's $2.5B AI Support Bet, Fired AI Agents, and Why Admin Assistants May Make a Comeback

July 2, 2026: Microsoft is putting $2.5 billion and 6,000 employees behind a new group designed to help customers actually use AI inside their businesses, following a similar move from Amazon. Then I ...

2 Juli 21min

Companies Put Limits on AI Spending, Ford Rehires Humans, and Palantir's Alex Karp Calls Out the AI Vendors

Companies Put Limits on AI Spending, Ford Rehires Humans, and Palantir's Alex Karp Calls Out the AI Vendors

July 1, 2026: Companies are discovering that AI agents can drive token usage far beyond what they budgeted for, forcing leaders to bring cloud-style cost controls into AI spending. Then I get into For...

1 Juli 27min

The Companies Using AI the Most Are Hiring the Most & Amazon's $1B Bet on People

The Companies Using AI the Most Are Hiring the Most & Amazon's $1B Bet on People

June 30, 2026: New research from Ramp Economics Lab and Revelio Labs shows that companies spending the most on AI are not shrinking the fastest. They are actually growing headcount faster, including i...

30 Juni 25min

Unisys CEO & President Mike Thomson on AI Hype, Layoffs, Data Centers, and the Workforce Reality Check

Unisys CEO & President Mike Thomson on AI Hype, Layoffs, Data Centers, and the Workforce Reality Check

I talk with Mike Thomson, President and CEO of Unisys, about the real state of AI inside companies. We get into why some organizations are using AI as cover for layoffs, why the backlash against data ...

29 Juni 53min

ChatGPT 5.6 Is Here, California's AI Job-Loss Tracker, and Why Executives Don't Want the CEO Job

ChatGPT 5.6 Is Here, California's AI Job-Loss Tracker, and Why Executives Don't Want the CEO Job

June 26, 2026: OpenAI launched ChatGPT 5.6 with limited access to only 20 organizations, showing how frontier AI capability and government review are starting to split. Then I get into California's ne...

26 Juni 24min

Meta Pauses AI Surveillance, Losing Access to Fable 5 Triggers Lawsuit, and Engineers Hit AI Paralysis

Meta Pauses AI Surveillance, Losing Access to Fable 5 Triggers Lawsuit, and Engineers Hit AI Paralysis

June 24, 2026: Meta's employee surveillance program, which tracked keystrokes, mouse activity, and screenshots before a data exposure forced the company to pause it. Then I get into Legion's lawsuit a...

24 Juni 31min

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