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Being Exponential With Luke Lango

The AI Jobs Apocalypse Is Already Here

07 Aug 2025

Description

In this week’s Being Exponential, we tackle the hottest question on everyone’s mind: why has U.S. job growth stalled—are tariffs to blame, or has the AI Jobs Apocalypse quietly arrived? Luke and I debate what this means for Fed policy, rate cuts, and your career security in a world where algorithms keep getting smarter.Then, it’s earnings season rapid-fire: from Meta, Microsoft, Amazon and Apple to Qualcomm and Arm, plus breakout (and breakdown) performances at Robinhood, Coinbase, Aurora and Reddit. We pull the key takeaways on whether corporate fundamentals can lift markets above the macro fog, and whether Bitcoin’s $110K retreat still paves the way to $150K+.In our tech spotlight, we unpack the shift from large to small language models—and the stocks poised to benefit—before dissecting Palo Alto Networks’ $25 B CyberArk takeover and its AI-powered cybersecurity future. Finally, we explore Joby Aviation’s new military eVTOL partnership with L3Harris: is this the use case that transforms tomorrow’s air mobility market?We wrap up with practical advice for surviving the AI disruption: what Luke is doing to future-proof his own career and the concrete steps every professional should take right now. Tune in for clear-headed analysis, investment ideas, and a roadmap for thriving in exponential times!

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