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The DrJ Show

Podkast av Dr. Josh C. Simmons

engelsk

Business

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Tech industry analysis for people who are sick of being lied to. I cover layoffs, corporate dysfunction, AI hype, and the economic forces that are crushing the middle class. And I bring the data. blog.drjoshcsimmons.com

Alle episoder

11 Episoder

episode 100,000 Americans LAID OFF: What They're Planning at Davos 2026 cover

100,000 Americans LAID OFF: What They're Planning at Davos 2026

The World Economic Forum is meeting in Davos right now. Klaus Schwab is stepping down. BlackRock CEO Larry Fink is positioning himself as the new face of global governance. And his stated goal? Getting you to accept “more global control and less national sovereignty.” Meanwhile back in reality: Microsoft’s CEO is begging employees to use Copilot because nobody wants it. OpenAI might burn $14 billion in 2026. Nvidia is about to stop selling graphics cards to consumers. And over 100,000 tech workers have been laid off in the name of “AI efficiency” while those jobs quietly move to India. The bubble is eating itself. The only question is who gets crushed when it pops. TIMESTAMPS 00:00 - The machine is eating itself 01:00 - Microsoft begging employees to use Copilot 02:00 - OpenAI’s $14 billion burn rate 02:45 - Nvidia killing consumer graphics cards 05:45 - “AI-driven layoffs” are a lie (jobs going to India) 09:00 - LinkedIn sociopath brags about clawing back $20K from a secretary 12:45 - Interviewing is completely broken 14:15 - Portrait of the exhausted American worker 19:45 - 400% increase in millennial deaths of despair 21:15 - BlackRock takes over Davos from Klaus Schwab 24:30 - S&P 500 completely unlinked from your reality 26:00 - What’s their next grift? Get full access to Dr. Josh C. Simmons at blog.drjoshcsimmons.com/subscribe [https://blog.drjoshcsimmons.com/subscribe?utm_medium=podcast&utm_campaign=CTA_4]

21. jan. 2026 - 27 min
episode $33 Trillion Will Vanish When AI Crashes cover

$33 Trillion Will Vanish When AI Crashes

The mainstream finally caught up. Moody’s, Goldman Sachs, and Oliver Wyman are now openly modeling AI crash scenarios. $33 trillion in value at risk. Here’s what happened this week and what’s coming next. Timestamps: 00:00 - The bubble is popping 00:30 - 30,000 foot overview 02:00 - Oliver Wyman: $33 trillion wipeout scenario 04:30 - Moody’s warning: ripple effects beyond tech 06:00 - Goldman Sachs admits “pockets of euphoria” 07:00 - The $3-6 trillion CapEx problem 08:00 - MIT study: 95% saw no ROI from AI 09:30 - AI-driven inflation incoming 10:00 - The layoffs (Meta, Tailwind, Citibank) 12:00 - “Hiring aggressively” while laying off 55% 13:00 - Even TSMC is nervous 16:00 - How the pop actually happens 21:00 - What this means for you Get full access to Dr. Josh C. Simmons at blog.drjoshcsimmons.com/subscribe [https://blog.drjoshcsimmons.com/subscribe?utm_medium=podcast&utm_campaign=CTA_4]

19. jan. 2026 - 23 min
episode Forced RTO? ADHD & Autism Legal Rights Guide (2026) cover

Forced RTO? ADHD & Autism Legal Rights Guide (2026)

Seven strategies for using ADA protections to maintain remote work arrangements when companies mandate RTO, covering documentation requirements, the interactive process, and escalation paths through EEOC. Timestamps: 0:00 - Intro: Tech companies forcing 5-day RTO 0:45 - Impact stats: complaints, morale, non-compliance 1:15 - Sensory challenges of open offices for neurodivergent workers 3:30 - What the ADA actually requires from employers 5:00 - Medical documentation requirements and limits 6:00 - Alternative accommodations beyond remote work 7:00 - Tip 1: Document everything 7:45 - Tip 2: Get medical documentation 8:15 - Tip 3: Put requests in writing 9:00 - Tip 4: Know what “reasonable” means 10:15 - Tip 5: Hold company accountable to D&I claims 11:30 - Tip 6: Interactive process rights and bad faith indicators 13:00 - Tip 7: When to escalate to EEOC 14:30 - Warning signs for early escalation 15:15 - Summary and call to action This is not legal advice. I am not a lawyer. Get full access to Dr. Josh C. Simmons at blog.drjoshcsimmons.com/subscribe [https://blog.drjoshcsimmons.com/subscribe?utm_medium=podcast&utm_campaign=CTA_4]

29. des. 2025 - 12 min
episode Nvidia's $20B Groq Panic Buy Proves the AI Bubble is About to Pop cover

Nvidia's $20B Groq Panic Buy Proves the AI Bubble is About to Pop

Nvidia just spent $20 billion to buy a company that missed its revenue target by 75%. This panic acquisition of Groq signals the beginning of the end for the AI bubble - here’s why the money is running out in 2026. Timestamps: 0:00 - Nvidia’s $20 Billion Panic Buy0:43 - What is Groq? (Not Elon’s Grok)1:21 - How LPUs Work vs GPUs2:09 - The Grocery List Metaphor3:24 - GPUs vs LPUs Explained3:54 - Groq’s Product Market Fit4:50 - Formula One Use Case5:34 - Groq’s Insane Financials6:03 - $1.5 Billion Saudi Investment7:25 - 75% Valuation Haircut in 4 Months8:27 - Nvidia Buys Groq for $20 Billion9:16 - Why This is Bubble Behavior10:18 - The AI Hardware Crisis11:19 - Nvidia’s Monopoly Problem12:01 - The Power Grid Bottleneck13:13 - Electricity Cost Increases 250%14:52 - Data Center Deals Explained16:11 - Who Pays for AI Power Usage17:01 - Senate Investigation (Won’t Matter)17:51 - Unit Economics Breaking Down18:02 - The Circular Money Flow19:37 - Nvidia’s Vendor Financing Scheme20:30 - OpenAI’s $100B Nvidia Investment22:17 - 24x Return on Investment23:26 - OpenAI is Not Profitable24:32 - $75 Billion Annual Burn Rate26:05 - Needs $200B Revenue to Break Even27:01 - The Grok Lifeboat28:08 - Labor Displacement Reality29:29 - H-1B Visa Strategy31:04 - Megacorp Layoff Pattern33:14 - Salesforce CEO Walks Back Claims34:34 - AI Tracking in Performance Reviews37:01 - MIT Study: 95% Zero ROI38:15 - Nvidia Crashes 3.5%39:08 - Signs of the Bubble Pop40:01 - Timeline: Q1-Q2 202641:21 - AI Isn’t Going Away42:01 - Final Thoughts & Substack Get full access to Dr. Josh C. Simmons at blog.drjoshcsimmons.com/subscribe [https://blog.drjoshcsimmons.com/subscribe?utm_medium=podcast&utm_campaign=CTA_4]

27. des. 2025 - 42 min
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