Anthony Pompliano

as many employees as you wanna have to literally do stuff and to be able to go through this.

So I think we've entered a period where if the economy starts to slow down, what's that gonna do to the job situation?

If you need to make numbers,

Are you more apt to err on the side now of reducing labor faster?

They've been doing this while the economy has been good and earnings estimates have been going up.

I worry about the labor situation for this year.

Actually, if the oil price stays up here, that these companies that are already thinking about now how to incorporate the agentic side into their business, that they realize that this is the best time to take a hit on their earnings.

in terms of spending money and then reduce their headcount as the offset because people had been rewarded.

I will say one thing meta at the end of last Friday,

leaked out that they're going to get rid of 20% of their workforce.

And now there's numbers that could be higher.

Their stock price gapped higher on Monday.

It's gone right back down.

Oracle beat numbers a couple of weeks ago.

Stock's right back down.

I worry about the fact that for a lot of the deflation that's happening in the software side, that people are underestimating how fast this is going to go.

And it makes sense that they were the first ones to be disrupted.

But I think the jobs market for knowledge workers, and if you get the chance, I meant to send you this.

Andre Carpathy put out a, did you see it?

AI jobs.