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Me right now
- Taking 18 credits in school
- Research job at school
- Launching a startup
- Posting content on YouTube
- Making time for friends & family
- Graduating this semester, and figuring out new-grad situation
Sounds great, but this is so mentally painful at times.
Michael retweeted
Wow $nvda ‘ Jensen huang went to a Korean fried chicken place in Seoul last night with CEOs of Samsung and Hyundai Motor. He was having a blast and stood up and said cheers to everyone in the restaurant and said ‘your dinner bills are on me tonight. Enjoy all the chicken and beer! And he ordered extra chicken and handed it to people on the street waiting hours to take a picture of him. What a guy ! @KurrinBickmore @jrouldz @danielnewmanUV @DivesTech @TheTechInvest @fundstrat @alexkoh @DeepValueBagger
Michael retweeted
The layoff wave tells two stories, not one.
Tech giants like Amazon, Meta, and Microsoft are cutting to fund GPU purchases. Their revenues are growing. Their stock prices are climbing. They're firing people to free up cash for compute. This isn't cost-cutting during a downturn. It's a forced reallocation from payroll to datacenter capacity. The math is brutal: every percentage point of headcount reduction funds another batch of H100s.
Meanwhile, UPS, Nestle, Ford, and Target are cutting for the opposite reason. They've already deployed AI tools that work. Customer service automation, supply chain optimization, generative design systems. The productivity gains are real and compounding. These companies don't need to buy massive GPU clusters. They're renting inference from hyperscalers and cutting headcount because the math finally works.
Both sides are feeding the same beast. Tech companies are buying the shovels. Everyone else is buying the gold those shovels dig up. Semiconductor companies sit in the middle, collecting rent from the entire value chain. TSMC, NVIDIA, and ASML are printing money while employment craters on both ends.
The timing matters. We're at 10% enterprise AI adoption, heading toward 50%. History says this phase moves fastest and generates the most wealth. But that wealth is concentrating in compute, not labor. The gap between market cap growth and wage growth has never been wider. This isn't a recession. It's a rebalancing. And most workers are on the wrong side of it.
Recent Layoff Announcements:
1. UPS: 48,000 employees
2. Amazon: Up to 30,000 employees
3. Intel: 24,000 employees
4. Nestle: 16,000 employees
5. Accenture: 11,000 employees
6. Ford: 11,000 employees
7. Novo Nordisk: 9,000 employees
8. Microsoft: 7,000 employees
9. PwC: 5,600 employees
10. Salesforce: 4,000 employees
11. Paramount: 2,000 employees
12. Target: 1,800 employees
13. Kroger: 1,000 employees
14. Applied Materials: 1,444 employees
15. Meta: 600 employees
The labor market is clearly weakening.
Michael retweeted
My son does Math Academy for about 45 min per day. I checked his pace yesterday and it maps almost exactly to this outcome. No homework, grades, or lectures. I work in education and it still blows my mind.
The worst segment of the K-12 mediocrity is 6th-8th grade math.
Typically, kids learn counting/arithmetic in elementary school (K-5) and then spend the next 3 full years spinning their wheels without learning much new math, only moving on to Algebra I in 9th grade.
If you take those 3 years and put them to good use, you can actually enable gifted kids to cover all of high school math during those years and pass the AP Calculus BC exam by the end of 8th grade, without spending any extra time doing math.
Michael retweeted
winners win at everything.
> cgpa
> muscles
> money
> jobs
> friends
> relationships
> health
they don’t pick one lane,
they dominate it all.
because winning is a habit.
so is losing.
you’re either stacking Ws everywhere
or ok with being average.
there's nothing in-between.
only excuses.
Do you guy's begin to learn something
and you go... you learn, you read...
and you begin to realize how you only know like less than 5% of that thing, and that other 95% you need to really get good and apply yourself for perfection.