AI Is the Dog That Ate Their Homework — Meta, GPT-5, and the Lies in the Headlines

You are being lied to, yes, that's like some, it's not a conspiracy, but press releases,

yeah, I think they're lying to all of us. The headlines designed to make us feel something

before we even think about it. Men is laying off 15,000 people because artificial intelligence

made them unnecessary. It's AI's fault. This is the headline everyone everywhere is seeing

this week. Now CNBC, Rooters, Fox Business, TechCrunch, AI replaced these workers. The future's

here. Now, be afraid or get on board. Who benefits from you believing that? Well, meta does.

And this is the interesting part. So if the narrative is we're cutting 20% of our workforce

because AI makes us more efficient, that tells Wall Street we're disciplined, forward thinking,

and leaning in to the most valuable technology on earth. So the stock was up 3% on the news of

human beings being laid off from their jobs. Awesome, 3%. On the news that 15,000 people are about

to lose their paycheck. So it's a benefit, I guess. Their health insurance, well, their ability

to take their kid to the doctor without doing math first. And somebody's portfolio went up 3%.

Investors here, AI and they hear margins, efficiency, future revenue, meta has every incentive

to frame every single cut as being AI driven. Even the real reason is something less exciting.

So let's look at what the data actually says, meta went from about 58,000 employees in early 2020

to nearly 87,000 by late 2022. Well, what happened back then? 50% increase in head count in two

years during a pandemic fueled growth spike that every tech company wrote. Then the growth slowed,

add revenue, depth, Zuckerberg announced the year of efficiency in late 2022. And he cut 11,000

than 10,000 more a few months later. The city I grew up in had 30,000. I mean, I can't imagine that.

That was 2022 and 2023. That's before GPT-5, before agents, before any of the AI tools that supposedly

make employees unnecessary existed in their current form. If they were already bloated, if they

were already bloated enough to fire 21,000 people before the AI wave, is it really AI driving

this round? Or is it a correction that started years ago? And AI is the story that makes it sound

like a strategy, a strategy instead of a cleanup. So what happens if you flip it? What if AI is not

replacing 15,000, 15,000 meta employees? What if the company overhired? What if it needs to cut cost

to fund the 135 billion dollars in AI infrastructure? And AI is the most investor-friendly excuse available?

There you go. It doesn't change the fact that people lost their jobs, but it changes what the

headline means for the rest of us. If AI truly replaced those jobs, the message is fear. Machines

are coming. Nothing you can do. If it is corporate restructuring with AI as the costume, the message,

well, it's different. The real displacement has not fully started yet. There's still time.

But the window's closing. Here's the number nobody is showing you. Challenge your gray and Christmas

tracks layoffs. In the first 74 days of 2026, 55,000 tech jobs were cut across 166 companies.

Only 12,000 cited AI as a factor. That means 43,000 job cuts had nothing to do with artificial

intelligence. But every headline leads with AI because, well, that's what gets clicks. And what

and that is what gets the stock to move. AI is absolutely changing how companies operate.

AI is being used as a narrative weapon to make layoffs look strategic instead of desperate.

Both things are true at the same time. Who would have thought the people making these decisions are

not the ones losing sleep over it? They're set. They have nothing to worry about. They have people

calling them up saying, hey, I got this great idea. Give me some money and I'll make you even more

money on top of that. So the 15,000 people clearing out their deaths are the ones doing the math

on how long their savings are going to last. So hold all of that in your head. Do not collapse into

panic or complacency or throw both out and come to your own conclusion. That's the whole point.

So what's happening next? GPT 5.4 is smarter than humans. Open AI launched it March 5th.

Million token contacts window. It's a lot of stuff. You can jam in there.

Native computers, scored 75% on the OSW world benchmark, which simulates real desktop productivity

tests, OSW. Human baseline on that test is 72.4. 75% humans are 72.4. Machine meets human.

What is OSW benchmark actually testing though? Whether the model can compete, complete specific

computer tasks, click this button, navigate to this page, fill out this form, routine, repeatable

structured. Now is that really intelligence or is that the digital equivalent of an assembly line?

Nobody calls a robotic arm smarter than a human because it welds faster. What does 75% actually

mean? The model failed 25% of the time on tests that humans only failed 27.6% of the time.

Both scores are mediocre. The margin is 2.6 percentage points. And yes, AI is only going to be

getting better from this point. But would you trust a system that fails one out of every four

tasks to run your business unsupervised? Would you bet your rent on it? What is not being measured?

Judgment isn't being measured. Context that shifts based on what the room feels like. The

ability to know when the task itself is wrong and should not be completed. The model doesn't know

why it's clicking the button. It just clicks the button slightly more often than the human does.

GPT 5.4 is impressive. A million tokens of context is a genuine leap. Native

computer use changes how agents work. 47% fewer tokens to solve the same problems. That's

real efficiency. But the headline writes that a check that the technology cannot catch yet.

The person who pairs their judgment with the machine speed is the one who's going to win.

It's not the machine alone and it's not the human alone. And by the way, the people who work with

their hands, the plumbers, the electricians, the welders, the ones who show up and solve problems

in the physical world, they're going to be the last ones any of this touches.

Interesting that nobody's talking about that as much as they probably should.

Apple partnered with Google to use Gemini as the foundation for a completely rebuilt

series. Thank God, series is going to get a better brain.

Announced in January, supposed to ship an iOS 26.4 this month and didn't. Bloomberg says

features pushed to iOS 26.5 in May or possibly iOS 27 in September. Apple promised a smarter

series at WWDC in 2024. That's two years ago. They tried to do it on their own.

Now they're going to throw Google into it. Google's got a lot of data. I mean, you look at

what Google has done over the years as far as understanding us. Yeah, they got it.

It's probably a very good bet. They paid Google a billion dollars a year because

their own models weren't good enough. And now the Gemini-powered version is delayed.

The technology they describe is real. The on-screen context awareness, multi-step tasks

change, change from a single voice command. God, I'm not West Roth. And AI that sees your phone

screen and acts on it. When it rolls out to 2.2 billion devices, it's going to be massive.

But maybe do not make business decisions based on Apple's timeline. Make them based on what

works right now. I mean, we're all waiting for Santa. He's just never getting here.

Cloud GPT 5.4 Gemini through the API give you more capability today than any Siri update,

well, for a while. The tools are already here. They're just not packaged in a way that a

trillion dollar company can put a bow on and charge you for them yet. In video, yeah, here we go.

Sorry about the frogs. Everyone focused on the new chips at GTC. Maybe that's exactly where

they wanted you to be looking while they're over here. Jensen Huang launched Nemo Clown Agent

Toolkit. A story. So a story. When I was a cop and we used to pull up on people and let's say we were,

you know, they were holding drugs. Sometimes they would like, hey, how are you, officer? And then

with the other hand, they would drop it or try to throw it in ditch it. So you really had to pay

attention. Every time I watch people talking about artificial intelligence, whether they're trying

to sell you something or trying to get you to follow them, whatever it means, it seems like

some of it is a coordinated distraction. Some of it is some kind of pre-training that they've

actually studied in order to deflect where your attention should be. Instead of having you ask

those real questions, what the hell does this really mean? Who's saying it and what kind of response

are feeling or emotion or are they trying to get me to use as a response to whatever it is they're

saying? So Jensen Huang launched Nemo Clown and the agent tool kit. Open source software for

building self-evolving enterprise agents. Self-evolving meaning the agents have proven themselves

over time. Adobe Sales Force, SAP Cisco, Siemens are already building on it. Why would a company

that prints money selling GPUs want to become a platform? Chip sales are cyclical. Every generation

peaks in a decline. There's a particular shelf life or use life for all these things. So they

constantly need to be replaced. Platforms, though, generate recurring revenue. If every enterprise runs

their AI agents on Nvidia software, that is a subscription on top of hardware. Jensen doesn't

need a new chip. He needs a mode that outlasts the chip cycle. That's a play worth understanding.

Perplexly lost perplexity health this week. An health AI agent, nutrition, sleep, personalized

insights. Is it a large language? Is is a large language modified to give you health advice?

It can synthesize research faster than any doctor, but does it know you? It does not examine you,

does not carry liability. And if it gets it wrong, you're the one in the waiting room figuring out

how to pay for it. AI is going vertical, health, finance, legal, and of course, real estate.

Every industry gets its own specialized agent. The ones built first and built responsibly are

going to win. Opportunity for builders. Not a replacement for the professionals who carry the

consequences when something goes wrong. There's got to be somebody to blame it on. The US passed

the AI Accountability Act this month. Companies using AI for hiring, lending, health care, criminal

justice now have to publish regular base bias audits. Washington State passed five AI bills.

Disclosure requirements. Chatbot safety for kids. AI and health insurance decisions.

Deep fake protections. Does regulation help or hurt? It creates compliance costs.

The big companies absorb and small and struggle with. But if your solution is

compliant and your competitors is not, that's a competitive advantage.

Here's is what this week tells you when you strip it all back. Big tech is using AI as a narrative

to justify cuts that we're going to be coming anyway. Some are real, many are not. AI models are

faster at structured tasks, but they're not replacing human judgment. Apple keeps promising.

Hasn't shipped yet. I'm sure they will. Just don't hold your breath too long.

Nvidia is playing a longer game than anyone gives them credit for. AI health tools are coming,

but they're not a replacement for the people who carry the consequences.

Regulation is accelerating. Favors are prepared. None of this should be accepted to face value.

Not from the headlines, not from the companies, not from me. If you're seeing things on mine and

people are telling you news reports talking about what's happening in the Middle East,

what's happening in your no neighborhood, what's happening somewhere. Pull back just a second

and don't go all in on it because your emotions are valuable. I mean, you need to save some of

that energy. It eats up a lot of brain power when you're sad or happy or excited about something.

Pull back and kind of see what's happening. All right. You're not going to get this from the headlines,

you're not going to get it from the companies, not from me. Think about it. We'll see you tomorrow.

I appreciate you watching. I'm Connor with honor. Have a great day.