Moonshot Minute

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AI is rewriting hiring faster than HR can keep up. Moonshot Minute is short, sharp intelligence on recruiting tech, employment data, and the human cost the headlines skip. For recruiters, founders, and anyone watching AI reshape work. New episodes Monday, Wednesday, and Friday. Hosted by L. David Oliver, founder of Moonshot Consulting. Full breakdowns on Substack: bit.ly/moonshotsubstack No fluff. Just signal.

1 dag geleden

Episode 25: The Record Quarter Nobody Announced

Microsoft cut 4,800 workers. Cloudflare cut 20% of its workforce during its highest revenue quarter ever. Coinbase is building "one-person teams." PayPal and Block are slashing staff. Record revenue. Record cuts. This isn't a recession. It's a restructuring. And the difference matters because a recession ends. A restructuring doesn't reverse. Tuesday: CPI, bank earnings, and the new Fed Chair's first testimony. All at once. The uncounted won't be mentioned in any of those reports. They never are. #MoonshotMinute #AILayoffs #Microsoft #Cloudflare #Coinbase #Fed #TheUncounted
3 dgn geleden

Friday Rant: The Shovel Sellers Are Calling Out the Diggers

Jensen Huang, whose company sells the chips this entire AI boom runs on, called CEOs who blame AI for layoffs lazy. The man selling the shovels says you are not actually digging. Microsoft cut 4,800 roles. Oracle cut 21,000. Cloudflare, GitLab, Meta, Cisco — the list keeps growing. Record revenue, record cuts. AI washing is the new corporate cover story. June payrolls added 57,000 jobs — less than half of what analysts expected. The unemployment rate fell to 4.2 percent, but 720,000 people left the labor force. The rate went down because people stopped looking. The uncounted are not a metaphor. They are a rounding error the government publishes on the first Thursday of the month. The grind is real. The uncounted are getting louder. And the shovel sellers are calling out the diggers. No fluff. Just what is actually happening.
5 dgn geleden

Moonshot Minute Midweek: The Microsoft Cut

Microsoft cut 4,800 jobs this week. Xbox took the biggest hit. 3,200 roles. Four game studios being spun off or sold. The June Challenger report shows AI was the leading cause of layoffs for the fourth straight month. Over 101,000 AI-linked cuts in 2026. Here is what the press releases skip. Firms that cut headcount after AI pilots are not seeing the returns they expected. If you are a founder trying to hire through this, the talent you need is skeptical and selective. That is what we do. #MoonshotMinute #Microsoft #AILayoffs #Xbox #TechLayoffs #TheUncounted #Founders
6 jul

Episode 24: The Spectacle and the Spreadsheet

850,000 fireworks lit up the National Mall. A nine-hour military flyover. The Salute to America celebration cost $103 million. The parade for ordinary people? Canceled because of an around 115-degree heat index. But that's not the story. The story is the spreadsheet behind the spectacle. The President's financial disclosure shows 327 stock purchases on the day before a tariff pause that sent the S&P 500 up 9.5 percent. Meanwhile, 333,000 federal jobs have been lost since January 2025. Real wages are negative. Wall Street celebrated a weak jobs report because it means the Fed is less likely to raise rates. The spectacle is for the cameras. The spreadsheets tell the real story. #MoonshotMinute #JobsReport #Freedom250 #BLS #TheUncounted #WorldCup2026
3 jul

The Jobs Report You Can't Trust

The jobs report dropped today. 57,000 jobs added in June. Economists expected 115,000. A 67 percent miss. Wall Street celebrated anyway. Here is what the headlines are not telling you. The numbers you are reading are probably wrong. The Bureau of Labor Statistics has overcounted nearly 3 million jobs over the past three years. The agency's survey response rates have collapsed. The data is revised months later, after the markets have already moved. And the people who were supposed to fix the problem just got fired. President Trump fired BLS Commissioner Erika McEntarber this year after the agency released the biggest jobs revision outside COVID-19 in 50 years. The replacement process is not inspiring confidence. Unemployment ticked down to 4.2 percent, but the labor force participation rate fell to 61.5 percent. Fewer people looking means a smaller denominator. The rate looks better. The reality doesn't. The uncounted are not in this report. They are the ones who stopped looking. The ones the participation rate quietly subtracted from the denominator so the headline number could tick down one tenth of a percent. The data is broken. The agency that produces it is in chaos. And the gap between what the headlines say and what the workers are living keeps growing wider. No fluff. Just what is actually happening.
1 jul

Mid-Week Edition: The AI Transformation That Was Mostly Just Outsourcing

British American Tobacco announced 9,000 job cuts this week. The CEO called it building a "future-ready organization." AI got the credit. Here is what the press release did not tell you. Of those 9,000 roles, 5,500 are actual cuts. The other 3,500 are being handed to Accenture and other outsourcers. That is not AI taking a job. That is the same job, moved somewhere cheaper, with an AI story stapled to the announcement. Forrester estimates half of AI-attributed layoffs get quietly rehired offshore at lower wages. No fluff. Just what is actually happening. #MoonshotMinute #MidWeekEdition #AILayoffs #BAT #TechLayoffs #TheUncounted
29 jun

Episode 23: The AI Hangover

OpenAI just delayed its IPO. Anthropic pulled its most powerful models. Uber burned its entire AI budget in four months. Meta warned of billions in internal AI costs. The companies pushing AI hardest are now putting limits on it. Not on the layoffs. Over 150,000 tech workers have lost their jobs this year — 44 percent faster than last year. Mark Cuban spent this week asking: What if the AI boom collapses like the dot-com bubble? The uncounted are the engineer training her replacement. The applicant ghosted by an AI screener. The gap keeps widening. No fluff. Just what is actually happening. #MoonshotMinute #AILayoffs #OpenAI #Anthropic #MarkCuban #TechLayoffs #TheUncounted
26 jun

Friday Rang: The Oracle's Confession

Oracle just admitted AI cost them 21,000 jobs. Thirteen percent of its workforce. They also warned that the cuts "may lead to shortages of sufficiently skilled employees" and "damage to employee morale and retention." The company that just cut 21,000 people is now worried it might not have enough skilled workers. That is not a contradiction. It is a confession. This episode of the Moonshot Minute breaks down the gap between what companies say to investors and what they say to the people they fire. No fluff. Just what is actually happening!

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AI is rewriting hiring faster than HR can keep up. Moonshot Minute is short, sharp intelligence on recruiting tech, employment data, and the human cost the headlines skip. For recruiters, founders, and anyone watching AI reshape work. New episodes Monday, Wednesday, and Friday. Hosted by L. David Oliver, founder of Moonshot Consulting. Full breakdowns on Substack: bit.ly/moonshotsubstack No fluff. Just signal.

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2026
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