Episode Details

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.