Juicebox Squirts & Google Gushes

Self-driving cars can’t get tickets, Google’s turning your Chrome habit into an AI addiction, and a startup called Juicebox just squirted $30 million all over the HR tech scene.

Chad’s back from Europe with piss, vinegar and Marvin Gaye wisdom. Joel’s grumpy old man radar is blaring over yet another “next big sourcing tool.” And somewhere in between, we manage to squeeze in golf, Waymo lawlessness, and why Ford’s “$5 million workforce plan” is couch-cushion money.

It’s messy, it’s boozy, and it’s dangerously entertaining, aka just another week with The Chad & Cheese Podcast – HR’s Most Dangerous Podcast.

👉 Grab your headphones, your bourbon, and maybe a Capri Sun. You’re gonna need it.

PODCAST TRANSCRIPTION

Joel Cheesman (00:34.623)

gathered here today to get through this thing called life. Hey kids, it's the Chad and cheese podcast. I'm your cohost Joel the fat general cheeseman.

Chad (00:43.246)

This is Chad. What's going on? So wash.

Joel Cheesman (00:47.937)

On this episode of HR's Most Dangerous Podcast, Juice Box Squirts, Waymo Leaks, and Gemini Gushes. Let's do this.

Chad (00:57.678)

Yes!

Chad (01:02.55)

And I'm back.

Joel Cheesman (01:03.649)

back. He's back baby. Red, white and blue. Let's go. America chat is back. So get ready for the saltiness, the depression, the pissiness like I'm ready. I'm here for it. I'm here for it.

Chad (01:06.488)

Back in America. Back in America.

Whoa, dude. Yeah.

Chad (01:21.454)

Well, yeah. So the first thing I did this morning, I woke up this morning, had to prep for the show, take a lot of time. Yesterday was a very, very long travel day. Good travel day, but very long travel day. So got some good rest, got up. I needed some music to get it rolling. And one of my favorite songs of all time is Marvin Gaye's What's Going On, which was dropped back in the greatest year ever, 1971, and focused on the

Joel Cheesman (01:26.824)

huh.

Joel Cheesman (01:36.513)

Mm-hmm.

Chad (01:51.372)

the fact that the world is on fucking fire. Vietnam was raging. Cops are cracking skulls. People are broke. The planet's gasping for air. And instead of screaming, which Marvin Gaye could have done, that's not what Marvin does. Marvin used his style. It's about as smooth as Blanton's on a big rock. Long story short, Martin is telling everyone, open your damn eyes, lead with some empathy, and maybe quit being

Joel Cheesman (02:02.24)

Mm-hmm.

Chad (02:20.59)

terrible fucking humans. And I felt it apropos for my first morning back and maybe every morning until I get back on the beach again. We'll see.

Joel Cheesman (02:30.825)

Yeah, for, for the listeners, little inside baseball, about the show, typically Chad and I share topics and news items on our, on our feed. And then around Wednesday, we pow wow and say, okay, what do we want to talk about? And my message to him was, and I knew, I knew he had traveled yesterday or like he was probably in a mood. And I said, you know what, man, I got nothing like really easy to, to, have to add to the lineup. said, it's basically.

shitty times in a shit hole led by shit shit heads. And I was like, that's basically the theme for the week. So we'll, this will either be the worst show that we've ever done or maybe it'll, it'll be the best, but man, it is a, it is wild times. I, yeah, yeah. Have a drink everybody. so the jet, the generals thing, let's get to this. The, the, the generals were called in from around the globe.

Chad (03:00.088)

Yeah.

Chad (03:10.936)

depending on your mindset.

Okay, here we go.

Chad (03:22.072)

huh.

Joel Cheesman (03:23.541)

Basically a dog and pony show. I was, I was kind of hopeful that it was the alien invasion was coming and they had to get all the generals ready. Like, yeah, like I, I thought that I thought three at three. I Atlas was real. It was coming to kill us all and the generals needed to prepare for it, but no, it was a big dog and pony show. So you as a military vet, I really want to hear your take on this, the optics of it. if you were a general, what would be your mentality of what went down?

Chad (03:32.822)

All in one place so that they could all get killed. I mean, what the fuck?

Joel Cheesman (03:53.601)

What do you think?

Chad (03:55.342)

Well, first off, what a mess. You've got Captain Bone Spurs with Captain Bone Head, both incredibly unqualified for the positions they hold, talking to some of the most qualified people in the fucking world about their craft, right? Generals have been in those positions for 40 years, right? 30, 40 years, right? So that, and don't get me wrong, I I was an infantry drill sergeant in the US Army.

Joel Cheesman (04:00.971)

Ha ha ha ha.

Joel Cheesman (04:11.04)

Mm-hmm.

Chad (04:25.278)

I hate seeing soldiers, sailors, airmen, coasties, ones that aren't ready or in mission capable, right? I hate that. So maybe they're fat and they can't make, you know, basic physical standards, but listening to a Big Mac eating slob whose fat ass broke the UN escalator. mean, now that's pure hypocrisy there, man. And if I was a general and what I think they mostly did was you just sit there stoic, you take it all in.

And you get the fuck out and then you go do business. And that was the thing for me is like, it's, it's, it's like, you're, you're 12 year old coming to you or let's say, let's say Jeremy, your eight year old coming to you, talking to you about finance, right? You might not be well, and let's say for instance, talking to your accountant about finance, that's even better. Right. Let me tell you how this money thing works. Financial advisor, right? It just, doesn't make.

Joel Cheesman (04:56.065)

Mm-hmm.

Joel Cheesman (05:04.509)

Mm-hmm. Okay, eight, yep.

Joel Cheesman (05:15.583)

Yep. Uh-huh.

Chad (05:23.934)

Any sense and anybody who's ever been in the military to see a guy like pete heads head seth, you know actually Be elevated to the position that he's at. It it hurts It really does we're used to seeing Men and or women in those types of positions who literally have spent their whole fucking life

Joel Cheesman (05:36.001)

Mm-hmm.

Chad (05:50.228)

CIA, FBI, Department of the Army, know, DOD, whatever it is. And this fucker, mean, none of that. I mean, just none of it.

Joel Cheesman (05:55.328)

Mm-hmm.

What are your thoughts on the name change from Department of Defense to Department of War?

Chad (06:04.558)

I mean, it's basically everything that Trump does. changes like the Gulf of America. What did that actually do for anybody or anything? Nothing. Neither does this, right? And to be able to start this whole idea of a war stance versus defense stance. I mean, we were and we should still be a country of diplomacy. That's out the window. So it does make sense, but we're not. who the? The problem is

Joel Cheesman (06:07.573)

Mm-hmm.

Joel Cheesman (06:21.91)

Mm-hmm.

Chad (06:34.7)

He was talking about waging war against citizens, American citizens. That was the problem. The Department of War Against American Citizens training in the urban settings of Chicago, LA, New York. That is for anybody. Anybody is unsettling. And what we're seeing is many of the things that Trump has actually put into place. And look at all these Arkansas soybean farmers.

Joel Cheesman (06:41.259)

training ground, right?

Yep.

Chad (07:03.096)

who are like, what in the fuck? How are you giving $20 billion to Argentina, who is one of our biggest competitors in soybeans? And China's not buying shit from us. wait a minute, you're gonna pay us with tariffs? Wait a minute, that's Bassack words. What the fuck is going on, you know?

Joel Cheesman (07:16.905)

Yeah, the beef farmers, it's all Australia now. All the beef that China's buying is Australia. yeah, mean, is a whole topic, but time is of the essence. My thing was I wasn't in the military. appreciate and respect and know a lot of the history. Military to me is based on strategy and then tactics. Like what are we going to do and how are we going to do it? And I got none of that.

Chad (07:21.219)

Yeah.

Chad (07:28.898)

Well, yes.

Chad (07:45.166)

Mm.

Joel Cheesman (07:46.539)

from all the high anything that I watched from that it was, it was sort of Hegseth giving a wannabe history lesson on like Roman war tactics or strategies. And then Trump was just, I think, expecting to get laughs and applause and it was just stoicism. and he was totally thrown off his game, but I agree with you that the, talk of enemies abroad and within, was, was certainly something I've never heard before in my 54 years. that was certainly.

Chad (08:03.287)

Mm-hmm.

Chad (08:12.364)

Yeah. Yeah.

Joel Cheesman (08:15.059)

scary and I can't imagine the inner turmoil a soldier would have on, well, like the New Orleans, right? Our talk with the general, know, like put your guns down. These are Americans. You know, this isn't what you're here to do. If in the similar situation is that, are, you know, are, is the temperature going to come down and will better heads prevail, better angels prevail if that ever, ever does happen? I don't know.

Chad (08:22.872)

Yeah. General honorary. Yes. Mm-hmm.

Chad (08:41.934)

Again, what's going on? Go listen to a little Marvin Gaye. is a... Yes. Good God.

Joel Cheesman (08:43.137)

A little Marvin Gaye with your ADP report for till it's talking about shit shows. So ADP, I'm sure you saw, dropped 32,000 jobs. So we're in the negative. and then they actually revised, August, I think, which was an, was a positive and now. 3000 down. We have the government shut down. So we're not going to get BLS data, when we normally do.

Chad (08:54.606)

Yeah.

Chad (09:06.968)

I don't think we would have anyway.

Joel Cheesman (09:08.149)

I'm not sure we can trust it anymore. Anyway, that's been politicized to hell. any thoughts on the state of jobs and, just where we're going with the data and what can we trust?

Chad (09:10.626)

Yeah.

Chad (09:17.902)

I mean, get ready for more, you know, firings, layoffs, whatever you want to call them from the government. mean, this shutdown is literally, they've already fired hundreds of thousands of workers, government workers, right? So this is just all the part of the plan for them. And, you know, they're going to get something one way or the other. It's going to hurt everybody but them. And they don't care. So, I mean, whether it's BLS, I mean, we...

Joel Cheesman (09:25.707)

Yeah.

Joel Cheesman (09:32.107)

Mm-hmm.

Chad (09:47.394)

We don't have the basic personnel to run the BLS, even if we could, right? And there are other, there are many other departments that just can't function. So yeah, I mean, it's going back to kind of Grover Norquist's, know, fucking hobbit ass where he talked about having a government, you know, so small you could drown it in a bathtub. That's where they're going. And if that happens,

Joel Cheesman (09:55.135)

and they like it that way.

Chad (10:17.542)

have no fucking clue, you know, who takes care of the citizens. And that's what the government is supposed to be there for. The ones who do need help. And there are people that are out there and I'm sure everybody out there listening knows some of those people.

Joel Cheesman (10:35.073)

So do, one thing did catch my attention with the ADP data. So healthcare continues to keep us afloat in a lot of ways. Thank God for the sick boomers as much as we hate them. They're keeping things afloat and they're, and they're spending money. But the spending money part was a little bit scary because we lost jobs in the leisure and hospitality realm. And we need those rich old people to keep going to restaurants and

Chad (10:43.15)

Yeah. Sick and dying. Yeah. It's too bad.

Chad (10:59.404)

Mm-hmm.

Joel Cheesman (11:04.513)

cruises and doing all that stuff. if that, if that was.

Chad (11:06.99)

think they were all in Greece while I was there. Jesus Christ. Wow, I've never seen so many old fucking Americans in my life. Going through what you don't want to do kids. Joel and I are both 54. If you want to go to the Acropolis, go while you are still mobile. Okay. And I'm not I'm not being mean to the people that were 607080 who were had canes and whatnot. But that is there's a lot of walking that's going to happen in Greece, especially in Athens, right? So go ahead.

Joel Cheesman (11:24.783)

huh.

Chad (11:36.618)

save up now and try to get it done. Because Jesus Christ, it looked like a fucking old folks home while I was there. And they're all Americans.

Joel Cheesman (11:38.113)

Mm-hmm.

Joel Cheesman (11:43.521)

Yeah. Can you take a walker to the Acropolis? that,

Chad (11:48.362)

yeah, you can. If you pay, mean, Greeks going to take your money. Smart for smart for them.

You

Joel Cheesman (11:58.497)

Let's save us from shout outs.

Chad (11:58.574)

Yes. And I'm going to bring it up. I'm going to bring the temperature up a little bit. We're to go ahead and shout out to the European rider cup team. rider cup team actually won 13 to 15 over the Americans. Now the U S did make a very violent comeback. Uh, wasn't enough, but it was, it was, it was great to watch from a golf standpoint, not so much from a, you know, Americans being asshole standpoint, but here's the thing. And this is just my opinion. If you are

Joel Cheesman (12:13.409)

Mm-hmm.

Chad (12:27.424)

If you are an athlete and you're getting paid millions of dollars and people are mouthing off to you calling choker or whatever they're calling, right? I mean, come on, you get paid a lot of money to be an entertainer, to be a sports person, right? Now I draw the line when, you know, your wife gets hit, you know, with, with, with beer or something like that, or you get beer, anything physically happens. There's a line there, but you should be able to go ahead. Chalk it up to there's always going to be assholes there.

Joel Cheesman (12:35.073)

Mm-hmm.

Chad (12:56.524)

and just play the game, right? So, yeah, unfortunately, know, Rory McElroy's wife actually had a beer thrown at her. And it's not cool, dude. It's not cool. Not to mention you get the US had a great comeback coming on. And I mean, that was the day before, but wow, you know, you just, we just want to have good sports. Yes, trash talking is going to happen. That's cool. But let's try to keep the physicality on the actual field.

Joel Cheesman (13:06.069)

Yeah, that wasn't cool. Not cool. Not cool.

Joel Cheesman (13:20.363)

Mm-hmm.

Chad (13:24.482)

the course, the pitch, that kind of thing.

Joel Cheesman (13:26.505)

Yeah. I mean, this is Trump's America and it's spilling out into the world, right? mean, Trump, Trump comes out, he rolls his bubble butt ass, onto the green. which was hilarious. mean, so it's no shock to me that the whole mood of the thing went Trump like heckling. So anyway, and by the way, it's, it's got like, we've been to the waste management golf tour, golf, like that's nuts. And that's that.

Chad (13:33.582)

Ridiculous man, yeah.

Chad (13:52.247)

dude. my god. Yeah.

Joel Cheesman (13:54.933)

That is a welcome insanity that the whole event loves. I don't know if this event should spiral into that, if that's a good thing.

Chad (14:05.358)

I mean, the Ryder Cup's always been rowdy. It's always been rowdy. But when you go to the waste management, and I think it's like 16 or 17, where it's the par three and there's an arena built around the par three and there's 20,000 fucking people. And when there's a hole in one beer gets thrown. When you don't hit it on the when you don't hit it on the green, you get massive amounts of booze. mean, it's just that's what it's geared for. It's incredibly cool. It's fun. And that's what you kind of know. That's what's going to happen.

Joel Cheesman (14:08.118)

Yep.

Joel Cheesman (14:12.907)

Mm-hmm.

Joel Cheesman (14:21.205)

Yeah.

Joel Cheesman (14:26.528)

Mm-hmm.

Chad (14:34.53)

And with Ryder Cup, kind of know that there's going to be a lot of mouth and bullshit and trash talking, but just not the physical stuff.

Joel Cheesman (14:40.107)

Just, yeah, yeah, gotcha, gotcha. Well, I'll get to my shout out here. I mentioned the 10%, the richest people in America are doing 50 % of the consuming. We know that about seven companies are basically holding up the entire stock market. That scares me a little bit. That reeks of like the vending machine that you rock back and forth and eventually like it falls over.

Chad (14:58.467)

No,

It should. It should.

Joel Cheesman (15:07.713)

And, uh, and the Cola and the soda, sodas washes out. So I paid real, uh, real close attention this week to car max, uh, earnings report. So talk about, talk about a shit show. Uh, you know, if you want to look at sort of what the real economy is doing, look at things like used cars, right? This is what kind of dictates. So the stock plunge 20 % in a single day. Uh, it's it's year to date is down 45%. Sales are deteriorating.

Chad (15:08.014)

huh.

Joel Cheesman (15:37.089)

pricing power is collapsing and foot traffic is, is drying up. And this is by the way, in light of people afraid of tariffs and getting ahead of the tariffs to like, I'm to get my car now just in case something is, is, is off. So I think used cars are leading indicator for, three prime primary reasons. when. Well, buyers and used cars rely on credit when sales.

When sales drop, borrowing is apparently harder and more expensive for people. That's obvious. discretionary demand. So people can delay or downsize purchases when money's tight, right? When they don't know if they're going to have a job, if they don't know if, you know, the money's going to be there, they just hold off on buying something like a car. It's not a necessity. They can put it off for awhile. And then also what scares me is that, that many of the collateral and loans on used cars are tied to sub-pribe.

Chad (16:05.614)

Mm-hmm.

Chad (16:21.038)

Mm-hmm.

Joel Cheesman (16:32.658)

loans and securitized debt. So is another domino to fall in the finance component to all this, right? If people aren't buying cars, they can't afford cars or they not afford in the payments. If they can't afford the payments, the banks start feeling it. And when the banks start feeling it, like dominoes start to fall. So I know that the market is up. know we're feeling, you know, maybe kind of good about things, but to me, this is a house of cards that is really, really scary. And, and tariffs are just going to start.

Chad (16:35.246)

Mm-hmm.

Joel Cheesman (17:02.283)

kicking in. talked about farmers. talked about the year of efficiency is leaking down into Exxon and Starbucks. All these next level companies, layoffs are happening, small businesses next. It's pretty scary. Sorry to damper the mood after your fun golf shout out, but it concerns me.

Chad (17:10.946)

dollars down.

Chad (17:16.974)

Hmm.

Chad (17:26.702)

We can always bring it up with some free stuff.

Joel Cheesman (17:31.201)

There you go. do love free stuff.

Chad (17:32.206)

We got to bring the temperature up with sit or down. Sorry. With some free stuff.

So, what do we have? Everybody knows we got chicken cock. If you want two bottles, that's right, you have one bottle of cock in each hand. That is, every month, kids, we give this away. Two bottles, chicken cock, gonna arrive at your front door. This is coming from our friends over at Van Hack, who, they're kicking ass and taking names right now. With all this shit happening in the US.

Joel Cheesman (18:05.899)

Thank you, thank you H1B. Thank you H1B.

Chad (18:08.526)

Yes. mean, if you need some help on the tech side and you're looking for operations or something like that, or you have them in Canada, holy shit. That's who you should be calling fan hack. Not to mention maybe get a couple of bottles of cock while you're at it. Then we've got t-shirts, the ched and cheese sexy smooth t-shirts from those kids over at Aaron app. You know, you know, Aaron app, the little slothy guys. And we've got some craft beer. The red. We have the right shoes. Yeah. That's right.

Joel Cheesman (18:24.609)

Hmm?

Joel Cheesman (18:33.313)

And the red shoes. Don't forget the red shoes, Chad. By the way, did you have lot of shipments, a lot of packages to open when you got home?

Chad (18:38.15)

Chad (18:41.826)

I did. Yes, I did. Yeah. It's nice to come home after about, you know, four or five months and then Joe, yeah, it's like Christmas every time. But what really is Christmas if craft beer shows up on your doorstep. That's right. Craft beer from those tech geeks or data geeks rather at Aspen Tech Labs. And I mean, what we should be doing is talking to those guys about what the hell is going on with the jobs report because they have

Joel Cheesman (18:48.725)

like Christmas.

Joel Cheesman (18:55.521)

you

Joel Cheesman (19:08.853)

Yeah.

Chad (19:10.25)

all of the fucking jobs data.

Joel Cheesman (19:11.729)

Who needs the BLS? Let's get Tim Dineen on the phone and see what's going on with Aspen Tech Labs these days.

Chad (19:15.566)

And if you want any of those things, again, free stuff, you go to Chad cheese.com slash free Chad cheese.com slash free register. And guess what? Next thing you know.

Joel Cheesman (19:29.395)

Yeah, go to the web and then go on the road, Chad.

here we go, Chad. Let's go.

Chad (19:34.51)

Louisville, that's where we're going. And anybody out there who, who says Louisville, we know you're not from around these parts. remember when growing up, growing up in, uh, in, in, North central Ohio, we always said the Louisville slugger, right? Everything was Louisville. Then I came down here to, you know, South central Indiana. And I said Louisville once and everything else was fine. word. Yeah, it's Louisville. Okay. So we're going to be in Louisville with Havas people.

Joel Cheesman (19:42.017)

Lewisville.

Joel Cheesman (19:50.846)

Mm-hmm. Yep.

Joel Cheesman (20:04.075)

Mm-hmm.

Chad (20:04.11)

I don't know if you know those guys or not, but they are coming to America, Navas people. So if you're in Louisville and you're an HR and or tech practitioner, if you're just in the space at all, registered to meet up and come on over to Chicken Cox, new Speak Easy. They literally just opened this place up kids. Got these cool craft cocktails. We're going to be there for a few hours. Some, industry discussions, drinking.

Joel Cheesman (20:13.473)

Mm-hmm.

Joel Cheesman (20:23.617)

Mm-hmm.

Chad (20:31.34)

all the fun stuff that Chad and Cheese and Chicken Cock and go figure our friends over at Havas people love to do. DM Joel for a registration link.

Joel Cheesman (20:43.209)

Only if you love chicken cock, though.

Chad (20:47.15)

That's a call. And not to mention, Stephen's going to be there. Then we roll down to Nashville for RecFest where our favorite Scotsman, again, Stephen McGrath is going to be on stage with us. We're going to be emceeing the Disrupt stage on October 15th. Tons of amazing content. We have practitioners on stage. We have showcase practitioners on stage for three different interviews that Joel and I are both doing.

Joel Cheesman (20:50.081)

Mm-hmm.

Chad (21:14.668)

And those are coming from our friends over at Jovio, Dalia and Covey. They got some of their customers. We got to be able to not just talk about what they're doing, but also talk about what they're doing overall in tech. So come to the disrupt stage, bring your notebooks. And then in November, we're having the Chad and Cheese Road Show. We're heading to all three RL100 events in San Francisco, San Diego and Dallas. So if...

Joel Cheesman (21:25.429)

Mm-hmm.

Chad (21:42.646)

You are a TA practitioner and we're talking about high level leader, TA leader, recruiting leader. Go to what's that one again? it's yeah, it's resourcingleaders.co. You can go to ChadCheese.com. It's going to be on the header. Just click register and then can check out all the different locations that we're going to be at. But again, San Francisco, San Diego, Dallas, ChadCheese.com, Roadshow with RL100.

Joel Cheesman (21:45.633)

Mm-hmm.

Joel Cheesman (22:08.033)

Yeah. And don't forget Chad, that you and I are going to be tea bagging. mean, not tea bagging, uh, tag teaming, uh, Jeff Taylor, founder of Monster and now a boom band. Yeah. You'll be at a rec fest. I will be at ERE solo flying solo at the Wells vagina in San Diego, ere.net. Get your tickets. Now I'll be on stage with the man, Jeff Taylor, finding out about this new company, a little history lesson. We're going to dig into stuff.

Chad (22:12.746)

You

Chad (22:17.634)

Separate events, yeah.

Chad (22:31.586)

The man. The boom man.

Joel Cheesman (22:35.637)

I'm going to see how much, how, how much you beat him up to see how nice I can be or how, I have to, how, I have to treat him on stage, but it's hard to be mean to people in San Diego. It's such a light sunny, nice place. so yeah, I'm hoping, I'm hoping you do a lot of the heavy hitting and then I can just kind of, kind of hang out on with a Mai Tai on stage with, with Jeff Taylor who's not playing fantasy football by the way.

Chad (22:46.486)

It really is,

Chad (22:52.622)

That's usually my job.

Chad (23:00.353)

shit.

Joel Cheesman (23:04.181)

That's right. Kids, fantasy football powered by our friends at factory fix. We're in week four headed into here's your leaderboard. As we head into another week of fantasy football. Number one, Mackenzie Maglen is still on top Courtney Napo. Your boy right here at number three at number three with a three and one record, followed by David Stiefel, Jason Putnam, Megan Rattigan.

Chad (23:09.774)

Love this.

Chad (23:19.48)

killing it.

Joel Cheesman (23:29.713)

Steven, the Scottish hammer, McGrath is still kicking ass and taking names. I got to say I'm very impressed, but I shouldn't be because Scottish Scottish, no football. That's right. He is our favorite Scott followed by William Carrington, Jada Weiler, Chad number, Chad number 10, Jen, ginger Dodds and Jeremy Roger. Somebody wake him up. He's asleep in the chicken chicken coop. think, anyway, that is

Chad (23:32.13)

Holy shit! He's killing it! That kid. That kid.

That's why he's our favorite Scott. That's why.

Chad (23:49.336)

Dude, I'm sucking. I am suck-

Joel Cheesman (23:58.005)

That's another week of fantasy football with Chad and cheese powered by our friends at factory fix, which now leads us into your favorite Chad. That would be. Topics.

Chad (24:10.508)

Yeah, that's I'm talking about. I love this.

Joel Cheesman (24:14.919)

All right. In the news this week, juice box, an AI powered search engine for recruiters raised $36 million in total funding, including a $30 million series a round led by Sequoia, the platform which uses natural language processing to analyze professional profiles and identify qualified candidates has quickly gained traction with over 2,500 customers and $10 million in annual recurring revenue. The company says its ability to infer information about candidates.

And automate the candidate search process sets it apart from the competitors. Chad, I want to hear your hot take on the juice box.

Chad (24:53.208)

First off, anybody named Juice Box, you just gotta love it. You say, end company Juice Box. Like, I love a good Juice Box. The only way it could be better if the company's name was Capri Sun, know? Pouch of juice.

Joel Cheesman (24:56.67)

you

Chad (25:13.186)

So everything that they're doing is obviously going off like a fucking rocket for God's sakes. $10 million is fast, is pretty amazing. Being able to capture Sequoia's attention, getting $30 million. I I love what they're doing. It is an incredibly noisy market. The big question here is, will they go off on their own, build their own platform, their agent platform, right?

Joel Cheesman (25:20.374)

Mm-hmm.

Chad (25:40.91)

compete with the sales forces, compete with the work days, compete with all these bigger companies that are going to be building these agent-based platforms, or will they sell? And that's the big question because, you know, my advice for a company like Juicebox would to be more firmly positioning themselves as a perplexity in the talent space, which they're slowly starting to do. mean, they've done it on the the cert side, kind of like the AI cert side fairly, fairly well.

Joel Cheesman (25:50.229)

Yep.

Joel Cheesman (26:08.896)

Yep.

Chad (26:10.488)

But I think where they could do better, and I think they're starting to evolve, is on the agent side. And then easily embedding those agents into core platform and getting injected straight into those bigger portfolios, which they've got to be doing. I don't know what their go-to-market is, but they have to have some major core platform partnerships because there's no way you're going to get $10 million that fast, right? Unless you have some really good partnerships put in place.

Joel Cheesman (26:27.617)

Mm-hmm.

Chad (26:38.478)

But anyway, in a very noisy market, go to market is key and it's major. The big question is, they going to, are they looking toward platform? Which I doubt with all that Sequoia money, I could be wrong. But I doubt an IPO is just aren't fashionable these days, to be quite frank, staying public is much more fashionable. But I love what they're doing. Agents are big and they will continue to be big. Why?

Joel Cheesman (26:42.336)

Mm-hmm.

Joel Cheesman (27:02.997)

Mm-hmm.

Chad (27:03.618)

because when you start injecting, we'll talk a little bit more about this on the Google side of the house in the next one. But this to me is incredibly smart. The big question is, will they evolve fast enough to get some platform status, right? Or will they go ahead and focus on that &A side? I would go more toward the latter and focus on less head count, more revenues.

Joel Cheesman (27:10.709)

Mm-hmm.

Joel Cheesman (27:27.553)

Mm-hmm.

Chad (27:31.47)

Pumping that up for M &A, getting acquired in the next 12, 18 months. Probably won't even take that long with this kind of revenue.

Joel Cheesman (27:38.079)

Yeah, you said injection.

Chad (27:40.866)

Hahaha!

Joel Cheesman (27:42.017)

All right, I hate to pull this out so early in the show, but.

Chad (27:46.144)

Joel Cheesman (27:50.345)

All right. So these two founders, one of them was 19, I think when they launched this company. Okay. Which, which basically means they were barely in diapers when in Tello, and the whole sourcing phenomenon first happened. So maybe they don't remember, how that worked out. So you had sourcing, became commoditized. We've talked about it, in. To death on the show. so you had commoditization. Everybody had the same.

Chad (27:55.033)

yeah? Like, fuck man.

Joel Cheesman (28:19.701)

bits of data, LinkedIn sued everybody else into submission. and everybody pivoted or went out of business. And that's, that's where we are today. So these guys are basically a lot of the same thing. I mean, when I was reading, I was like, Holy shit. This is like reading the Intello press release in 2012 about when they launched is like, we got secret sauce. We know when people are going to leave a job, we got signals and shit like, okay, good. So the thing that sets them apart and you've talked about it is the agents. Okay.

Chad (28:36.654)

That's harsh. That's harsh.

Joel Cheesman (28:49.601)

Maybe their agents are better than Chad GPT's agents. Maybe they're better than Jim and I's agents. Maybe they're better than all the other agents that are going to be coming down the pike. Call me grumpy old man and that's fine. But I think that we're going to see a lot of these agent companies and they're all going to get commoditized or they're going to get squashed by who knows who they're going to be. They're not going to have the ammunition to take on big tech.

Chad (29:10.733)

Mm.

Joel Cheesman (29:18.293)

these guys need to sprint and like a two to four year time horizon, windows still open, build the shit up and sell it and get the fuck out and then, and then go to what other, what other 20 year olds do, instead of build companies. But look, can they do that? Yes. Do I, do I think like series C and shit? I don't see that. I see build this sprint and like get the hell out. So if that's your, if that's your litmus test for success, great.

Chad (29:29.24)

Faster, faster. Yeah.

Joel Cheesman (29:47.285)

But to me, this smelled way too much like history. And you know how I feel about history.

Chad (29:53.998)

Yeah, I think they really in the agent side of the house is it doesn't look as mature as the rest of it. If they really focus on productizing those agents and making it easier because it seems kind of flaky right now with their agents coming by one or two agents. What the fuck did those agents do? Well, whatever you want. Well, that's that's not you're giving too many fucking options, right? Whatever you want is not what I want. What I want is better X, Y or Z. Right. So being able to build those

Joel Cheesman (30:00.096)

Mm-hmm.

Joel Cheesman (30:12.673)

Mm-hmm.

Joel Cheesman (30:20.587)

Yeah.

Chad (30:23.73)

agents for specific solutions for problems or solutions of those problems. That's when you start to really kill it. And then you embed those into an applicant tracking system and HCM CRM those types of things. And then just fucking rocks. then and then all that shit happens. And nobody even fucking knows. It just because it's happening behind the fucking scenes. It's tech.

Joel Cheesman (30:38.785)

Yeah. Yeah.

Joel Cheesman (30:48.395)

Yeah, to their credit, it looks like they're doing the integration game, but I just, this seems to happen in Silicon Valley every 10 to 15 years. Like someone reinvents the wheel, some investor gets a boner and then all the startups in the area go, this company's hot. We got to use all this shit. We've got to use this service and they all sign up. And then guess what? 80 % of them go out of business. So then juice box loses 80 % of their customers because they're all out of business because they're Silicon Valley startups. And then it's like, shit.

So I just don't see this ending that well for these guys. but you know, I could be wrong. I'm just not falling for the banana in the tailpipe.

Chad (31:24.558)

I mean, if you're gonna hop on a boner, might as well be Sequoia's.

Joel Cheesman (31:34.697)

I got nothing on that one. You're right about that. You're not teasing on the Sequoia one.

All right. Now who's not teasing us, Chad is Google. Gemini and Chrome for Mac and Windows is now free for all users with new features like a floating chat, multi-tab information comparison, and deeper integration with Google services. Upcoming agentic capabilities will allow Gemini to perform tasks on your behalf, such as booking appointments or ordering groceries. And I'll insert searching for a job on my own. Chrome is also enhancing security.

Chad (32:11.433)

huh.

Joel Cheesman (32:13.215)

with AI powered features like safe browsing, enhanced protection, and a password agent. Chad, you're the Google guy on the podcast. Give us a hot take.

Chad (32:23.224)

So remember, if it's free, you are the product. Yeah, you're the product kids. Yeah.

Joel Cheesman (32:26.155)

You're a customer.

Chad (32:34.828)

Also remember that if Google was forced to divest Chrome, which they almost were, that didn't happen, that perplexity wanted it and they also had a bid in for it. instead perplexity will have to push forward with their AI infused Comet browser. So a few weeks ago we talked about Comet and it was, and still is my position that this will be the way Google can start to really monopolize the use of AI.

Joel Cheesman (32:41.275)

Mm-hmm. Mm-hmm.

Chad (33:04.717)

And here's what I mean by that. So I have two immediate ways that AI companies like Google will force AI into our lives and we will gladly accept it. Number one, through the browser. Okay. People have a behavior of using their browser on their laptop, phone, any device. That browser is used in many cases to take them to Claude, chat, GBT, perplexity, or whatever LLM they use, right? Not to mention to look for recipes in porn.

Joel Cheesman (33:28.543)

Mm-hmm.

Chad (33:33.984)

So behavior is the key here and they all know it. So now that Google doesn't have to divest Chrome, you'll probably hear less about Gemini and more about the AI Chrome browser. Why? Because many of us have been using Chrome since 2008. It's embedded in our behavior, our lifestyle, our devices. And that's what many companies with tech, really great tech, fail to understand.

they can't find a way to change users behaviors. It's very hard to change user behavior. The answer is to embed the tech into your daily routines. That's why Google is going to do this with Chrome. And this is going to be something big. Number two, agents. We just talked about it. We've also talked about how Amazon can infuse AI agents into their cloud to focus on customer software maintenance.

Upgrades in receiving software development staff or just relieving software development staff of the boring shit that's one example of many doing this on the development side of the house and Deploying them now in our space This week I posted about hack a jobs new agents that will provide better inbound experience for for candidates easier more targeted sourcing and screening plus my favorite an agent that takes the newly opened rack

Joel Cheesman (34:36.768)

Mm-hmm.

Chad (34:58.754)

finds qualified candidates that you've already paid for in your applicant tracking system database and engages them, right? So this is going to be something that's literally injected into your process methodology. And you're going to be able to save a shit ton of cash, not just on headcount, not just on making sure that your recruiters stay around longer, your turnover is not as bad, but also to be able to save money on not spending a shit ton of cash on Indeed and getting a bunch of candidates that just

Joel Cheesman (35:05.569)

Mm-hmm.

Joel Cheesman (35:14.774)

Mm-hmm.

Chad (35:28.258)

to be quite frank, shit. But let me be clear, those are only two areas. And I think there are gonna be many other areas where AI is gonna be force fed into our life. And we're gonna take it. We're gonna take it because it's gonna make our life so much easier.

Joel Cheesman (35:45.931)

We're going to take it. And by the way, kids, if you're surfing porn, make sure you're in incognito mode, incognito mode. You don't want that future. You don't want that history showing up for anybody. Yeah. Yeah. Listen to your uncle Chad. Listen to your uncle's Chad and Chad and cheese on that one. so I was, I was at a luncheon, with our friends acquire ROI, yesterday here in Indy. Yeah. I can't turn down a good steak, you know? so there were.

Chad (35:47.288)

We're gonna take it.

Chad (35:52.174)

With a VPN, double VPN. Use protections kids, use protection.

Chad (36:07.676)

yeah, it was yesterday. Yeah.

No, of course not.

Joel Cheesman (36:13.953)

TA people there, recruiters that are employers, and we had some conversations. so obviously AI was, part of the topic set. And I just kind of asked, said, what, what kind of AI tools you guys use? And then it was like Microsoft co-pilot. was chat GPT. It was Claude for development, et cetera. And, and my next question was, what kind of HR tech tools are you using? Now, some of these are small businesses, but it, what that it was like crickets on what HR tech you're using. So.

I do believe that it's going to be really hard behavior. Like you mentioned, if, if people, if like recruiters are playing around with chat GPT, when it came out, like let's plug in this job and like clean it up or make it more fun or get up, you know, grammatically make it better, et cetera. So they're doing it on their own time and dime. I don't know if that's going to change. And when I see Chrome has Jim and I built in, it's like, shit.

Chad (37:03.363)

Mm.

Joel Cheesman (37:11.169)

I mean, it doesn't take a genius to go, well, at some point, if I can make travel arrangements on Chrome, if I'm a job seeker, why can't I just go to indeed and tell the agent, all right, go search, you know, go do a job search and apply to jobs that fit me. Right. And maybe there's a resume you plug in. Now I do think the, it'll be interesting to see if the marketplace for Chrome extensions plays into this and you can like, uh, give preferential treatment to a certain app.

Chad (37:26.606)

Mm-hmm.

Joel Cheesman (37:38.463)

That is an HR tech component to then go and do things. But I do think that people are going to use agents in Chrome to go to LinkedIn and like, search, search resumes for this job. And here's the, here's copy and paste the job. Find me candidates that fit this. And then now outreach to them. Like that's gonna happen. And it's, think it's got to scare the vendors to death to think that people will just opt for Google Claude.

Chad (37:54.862)

Mm.

Joel Cheesman (38:05.493)

perplexity, cetera, to do all these recruiting tasks instead of, of HR tech time will tell, but there's so much money in these big tech companies. There's so much resource and resources and brand recognition and trust. Like it's going to be really hard for them to, battle that. I, I know we've said like, look, job boards are going to get killed by Google for jobs. So maybe I'm way off base and they just don't give a shit, but I just, I think agents are going to do whatever.

Chad (38:15.118)

Mm.

Joel Cheesman (38:33.097)

You can do on a browser and do it for you. And that includes searching for jobs or searching for candidates. And I think that's kind of where it's going now. LinkedIn and indeed are trying to be a layer of agentic that you just go straight to them instead of use a big tech component to it. And I think they'll be in a pretty good position, but for this, the smaller guys, man, I don't know. I think it's a really tough ask for them to compete on that level. Now I do think also, we talk about job scams a lot. So I do hope that.

Chad (39:00.621)

Yeah.

Joel Cheesman (39:02.859)

there's a layer of security and the release talked about that as well. Like I hope there's some security around like, Hey, this is an AI generated a interviewer or this is like beware. This is not something that you should trust. Like that would be really nice to see from a job seekers perspective because job seekers are getting fucked and they're going to get fucked a lot more thanks to AI. But hopefully the whack a mole of AI can keep up with all the scams that are out there. Fingers crossed.

Chad (39:30.978)

We take a look at the, talked about the MIT survey a few weeks ago and really the basis behind that was that they were trying to literally just force chat GPT and co-pilot and they really didn't know what the fuck they were doing. And again, you go through a CTO who thinks they're God, they have no clue on how to build these things. Difference being, and this is where the superpower is for vendors in our space. If they can get their agents baked in.

Joel Cheesman (39:49.217)

Mm-hmm.

Chad (40:00.216)

to a workday, Oracle, SAP, then go to the little guys, Jazz HR, those types of things, right? The bamboo HR, those types of things. That to me is where the key comes in. And I think that's where these companies, and just talking like Juicebox, love saying that, Juicebox, that's where they can win. If they can get into those marketplaces and they can be baked in to those different types of platforms, that's where they win because they're gonna get acquired.

Joel Cheesman (40:05.441)

Mm-hmm.

Chad (40:29.794)

they don't get acquired, they're going to make a shit ton of cash before that, right? Which is, which is beautiful. So I really don't think that. And again, going back to your idea around Google for jobs, also Facebook for jobs and everybody had a four jobs, right? They couldn't pull it off a couple of different reasons. Number one, it wasn't worth the money to put the research and development in for this space because there's just not that big of a tam. So it's not going to be that appetizing for them. So they're not going to do it.

Joel Cheesman (40:35.137)

Mm-hmm.

Joel Cheesman (40:42.55)

Yeah.

Joel Cheesman (40:52.353)

Mm-hmm.

Chad (40:58.336)

If they do, it's not going to be for long, which gives the vendors in this space an opportunity, really, hopefully a shot in the ass just to go get this done and get it baked in.

Joel Cheesman (41:04.747)

Yeah.

Yeah, being integrated into the browser is gonna be big. And I gotta think Firefox and Safari and Opera, like those are small browsers, but it's still a good chunk of this. The browser is gonna be super important going into the future and whether they can make it or not,

Chad (41:23.128)

Yeah, agreed.

Joel Cheesman (41:29.409)

All right, guys, we're going to take a quick break. you like what you heard, give us a follow, would you? Give us a follow.

Joel Cheesman (41:39.041)

Right, Chad, let's talk a little LinkedIn, shall we? They've launched the Learning Career Hub. That just rolls off the tongue, doesn't it? Marketing must have really put their heads together on that one. Anyway, they've launched this to help users develop skills, particularly in AI and publish a guide on future-proofing careers in the age of AI. However, the platform is struggling to combat a surge in fake recruiter profiles and job scams despite implementing stricter verification.

Chad (41:46.414)

Who names these things?

Joel Cheesman (42:04.993)

users and experts express frustration over the prevalence of scams, which undermine trust in the platform and waste job seekers time. In other news, LinkedIn's co-founder Reid Hoffman says seeking work-life balance is a red flag that you're not committed to winning. Chad, LinkedIn is why we can't have nice things around here.

Chad (42:26.904)

Yeah.

Joel Cheesman (42:29.493)

What's your take on all things LinkedIn this week?

Chad (42:32.238)

Yeah, I think I want to thank LinkedIn first and foremost to be able to spend the resources to actually demonstrate to the rest of the world that they should LinkedIn indeed, middlemen should not be doing this. Okay, not just because of the scam side of the house, but also because of the LND side of the house. It's different if you go to Microsoft and talk them about their LND and you go to any one of their fucking competitors, it's entirely different, right? So to try to be some generic

you know, half baked fucking solution is not the way to go. Period. Just not the way to go. So thank you, Indy, LinkedIn for spending all that money, resources and whatnot and showing the rest of world this is not what you should be doing. On to the work-life balance thing. I said this for years now. The real red flag is any founder and or CEO who wants you to work yourself to death for them. If a CEO wants you to work that hard,

or as hard as they do, let's say they should provide equal wages, benefits, stock options, you know, all the shit that they're getting. If not, shut the fuck up and move out smartly. Anyone falling for this bullshit? I fear this is a short term, you know, make some make some really good money and fucking burn out. And I've seen many of those many people actually do that, where they just work their asses to the fucking bone. Next thing you know,

They're out of the industry for a few years and then they come back because they're just fucking burnt out. If you're a leader and I can't believe Reid Hoffman is actually saying this, but if you're a leader, you should actually be saying something entirely different. I guess he doesn't care that he would burn through employees, but that just, it just doesn't make sense. I don't get it.

Joel Cheesman (44:19.443)

way, Reid Hoffman is like the most laid back, stress-free guy on the planet. He's so loaded and just walks around and talks shit. He makes me laugh. on the learning thing, do you remember when Apple launched their VR headset and everyone knew it was just dumb? It was a prophylactic for sexual intercourse opportunities. So like

Chad (44:22.414)

He is? I know. I don't get it.

Chad (44:39.2)

No.

Joel Cheesman (44:49.355)

Tim Cook wouldn't even put the thing on, you know, when it was, when they was on stage, like you just, knew it was a hedge against Facebook and Oculus. You just knew like they were in the Apple headquarters and said, you know what, if this head, if this headset thing really happens and we're behind the curve, then we're fucked. So we might as well spend some money, put some resources behind it and hedge our bets that maybe it'll happen. But if it doesn't, we can kind of walk away from it. This feels a lot like that. feels like the, LinkedIn brain trust.

Chad (44:57.902)

Mm-hmm.

Joel Cheesman (45:18.303)

was in an office and said, you know what, know, degreed fuel 50 gloat lattice, you know, this whole learning upskilling thing. That seems like a thing. Maybe we should get into it. And unlike Oculus, like upskilling is a thing and companies are doing this, but it feels like LinkedIn is forcing this. They made some lower level developers work on this. So they're hedging their bets in case, okay, we do have a product.

Chad (45:31.63)

Ha

Joel Cheesman (45:47.913)

No one will leave LinkedIn for that. They can use us. And if we're just like 50 % of the quality, we're so convenient. It's so easy to just check the box and add a little more to your account on LinkedIn. Like people will just do that instead of, you know, go to a competitor. And it just feels like a half ass product that they hope that, you know, enough people do that, that it makes it worthwhile. But I don't think it's, it's on par with some of the bigger competitors that are out there. the Reid Hoffman thing, it just feels like

There's so much monkey see monkey do and Silicon Valley, like Eric's Eric Schmidt drops a bomb. Salesforce CEO, Bark Benioff drops a bomb and they all feel like we need to drop some bombs and, and, and, and he woke up that day and said, you know what? You're not into winning if you're not into being like, so fuck off. Seriously. He's the most laid. But it's like Craig Newmark and Reid Hoffman are eternally on like.

Chad (46:40.078)

I I don't get it.

Joel Cheesman (46:45.621)

barbiturates. It's incredible that he would come up and do this. So anyway, yeah, I'm sick of that whole like you're not winning, work life balance stuff is bullshit. It's just so played and I think he's just doing a monkey see monkey do on that one.

Chad (47:01.592)

So the Apple visor thing, it brings me back to a presidential election. Michael Dukakis, when he put that helmet on and he looked like a fucking dork, his presidential election went down. Tim Cook did not want to be Michael Dukakis.

Joel Cheesman (47:08.352)

Mm-hmm.

Joel Cheesman (47:13.181)

huh, yep.

Joel Cheesman (47:20.203)

Tim Cook did know I don't want my legacy to be me putting this headset on and looking like a total clown.

Chad (47:29.55)

looking awesome.

Joel Cheesman (47:31.905)

All right. Let's talk about Ford real quick. Ford CEO, Jim Farley, no relation to Chris or is there a relation? I don't know. Yeah. I thought there is cousins, right? anyway, I want to party with Jim Farley now. they may, he made a headline or he made headlines at the Ford pro accelerate event this week. Warning of a U S skilled labor shortage with millions of high paying trade jobs unfulfilled. He committed 5 million, 5 million. What a guy.

Chad (47:39.31)

Yeah, there is. think they're cousins.

Chad (47:55.918)

Mm-hmm.

Joel Cheesman (48:00.993)

to train 15,000 plus workers by 2026. Farley also predicted a 50 % drop in EV sales due to the expired $7,500 tax credit prompting Ford to delay EV launches and focus on affordability saying America isn't going to buy a $75,000 EV. He highlighted China's EV dominance as a threat urging better US tech and training. Chad, what are your thoughts on all things Ford this week?

Chad (48:03.064)

Jesus Christ.

Chad (48:30.446)

So let's go back to Apple in China and then also Tesla in China real quick. Why did China get so fucking good at technology so fast with cell phones, with cars, with all of that? Well, what you have to do is you have to give 50 % of your company to the government, to the Chinese government to gain access to their big market, right? Well, that's what Apple did. And they spent billions

Joel Cheesman (48:34.432)

Mm-hmm.

Chad (49:00.512)

Not this little chump chain shit that he's talking about. Billions in training 28 million. 28 million employees. Apple alone, 28 million employees. Tesla did the same thing in a much smaller fashion, right? So, what Jim Farley is doing here, go fucking figure, is looking for corporate handouts. He's looking for corporate welfare because he knows that the government will give

Joel Cheesman (49:04.267)

Yeah.

Chad (49:30.274)

the big guys money. We don't want, you know, the little guys who actually need food on the table and they need a roof over their head to actually get this. Companies like Ford should be spending money training people in their community in middle school. Yes, middle school, middle school, high school, college, community college, not to mention Bill Strickland, one of my fucking idols out of out of Pittsburgh. He used to actually have a school.

Joel Cheesman (49:47.264)

Mm-hmm.

Chad (49:59.17)

where there were out of work moms that would come and that he would teach them through Bayer. Bayer actually funded this. Bayer, the pharmaceutical companies funded them getting trained to be pharmacy techs. Companies should be paying for this shit. Not five million dollars, billions of dollars, right? That's where we're falling short.

Joel Cheesman (50:07.871)

Mm-hmm.

Joel Cheesman (50:14.144)

Yeah.

Chad (50:24.12)

Fucking China is out producing us in vehicles. They're the biggest EV manufacturer in the world. How did we allow that to happen? This is how it happened. This is how it happened. Guys like Jim Farley who just want to fucking piss aunt, look for fucking welfare from the government. I mean, we gotta change this shit. We've gotta actually put our profits back into the organization, not back into...

Joel Cheesman (50:31.999)

Mm-hmm.

Chad (50:53.313)

Stock buybacks.

Chad (50:59.223)

easily.

Joel Cheesman (51:00.577)

So this, is sort of the state of America right now. back to, back to the boardrooms of these companies, like they're looking at Nippon steel, buying us steel and America taking a cut and being on the board. They're looking at Intel getting a 10 % take from the government to the tune of billions of dollars. And they're saying, where's our cheddar? Where's our cheese? How can we get a little piece of that government action? And no one

Like the car companies, uh, love the government money, uh, quite like they do. And I'm sure that the folks at Ford are like, we should be getting a little 10%, you know, steak from the U S uh, in Ford. And that would probably make Trump look good and make him feel good to take a little piece of the piece of an American, uh, car company. I. Five million is a joke. Five million is laughable, uh, for a company like Ford to say they're going to change the game with $5 million.

Chad (51:33.134)

Yeah. Yeah.

Chad (51:50.861)

Yes.

Chad (51:54.67)

couch cushions.

Joel Cheesman (51:57.825)

Like their 32nd Superbowl ad was $5 million. Like give me a break with the $5 million. And I don't know if that's going to be like a hat in hand thing. Like we only have $5 million to put towards this. Uncle Sam, can you help us? Can you help us put more towards the workforce? All the time, I'm guessing they're, they're, they're racing toward automation. I mean, part of China's dominance is that they have figured out manufacturing at a level that we don't. They have also figured out.

government money and funding going to some of this stuff on a level that no other country can. But I think most

Chad (52:30.71)

Yeah, but are we going into the China model? Because that's what it feels like. And I didn't wrap that up. I didn't cycle that up. I'm sorry. But they take 50 % of a fucking company and then still Apple pays billions of dollars to do this. So not only do they give away half of the company, they spend billions of dollars. I mean, it feels like we are becoming China.

Joel Cheesman (52:34.026)

Yeah!

Joel Cheesman (52:49.601)

It's the great grift, man. The great leader gets rich, all his buddies get rich. Again, see 10 % of the money consuming 50 % of the shit. We didn't even talk about drug money, right? Let's kill Medicaid, but then give you cheap Viagra. the world is, it's crazy town.

Chad (52:57.953)

oligarchs.

Joel Cheesman (53:17.663)

But yeah, this could be a wormhole that we could go down. But I do think every major company in America is thinking, how do we get a piece of what Intel got? How do we get a piece of what like, and then you got Nvidia giving money to open AI. So it's like this shell game of let's just move the money around to buy our own shit. It's like, this may not end well, everybody. This may not end well. and it's, it's only going to get worse. fear.

Chad (53:34.03)

that left pocket, right pocket.

Chad (53:41.196)

No. No.

Joel Cheesman (53:46.357)

before it gets any better. Well Chad, let's, I don't know man, I don't know. Let's take a quick break. Again guys, if you like what you're hearing, us a follow and listen to the ads because there is no show without the ads.

Chad (53:49.139)

Will Waymo make us happy? That's the question.

Joel Cheesman (54:05.985)

Police near San Francisco say a self-driving Waymo vehicle made an illegal U-turn, but when pulling it over realized you can't give a citation to air. Raising questions about accountability when driverless cars break the law. With more autonomous vehicles hitting the road and more examples of things going wrong, law enforcement is figuring out what to do with all this automation. Chad, what's your take on the issue?

Chad (54:33.53)

Question is, where's Robocop when you need them, right? I mean, this is like perfect. This is perfect for Robocop. But seriously, there are so many. So I got a speeding ticket in Spain. OK, I didn't get a speeding ticket from a human being. That speeding ticket came to my mailbox. It was a camera caught me. Boom. Right. Got me. Now soon what's going to happen is it's going to catch me. It's going to know the license. In this case, I was in a rental, so it might not be fast, but that fast. But if it's my car.

Joel Cheesman (54:37.344)

I

Joel Cheesman (54:50.443)

Camera? Camera.

Hmm.

Chad (55:03.32)

then it should be able to take it out of my bank account fairly quick, right? So the question is, if Spain, well Portugal can do this too by the way, if Spain, Portugal, 10 million people, that's it, in the entire fucking country, if they're doing this shit, why don't we know that this is Waymo, we nail them, that's cool, you don't have to pull them over and read them the fucking riot act, okay? You've got video evidence, you've got a picture,

Joel Cheesman (55:06.934)

Mmm, okay.

Joel Cheesman (55:21.451)

Mm-hmm.

Joel Cheesman (55:27.531)

Mm-hmm.

Chad (55:32.738)

whatever it is, speeding ticket, you've got the miles per hour, get the kilometers per hour, boom, boom, boom, you're done. So we, for some reason, I don't know why, are so fucking antiquated in this goddamn country right now. It's driving me crazy. I'm over in these little bitty countries, little small ass countries in Europe. And I'm like, my God, I feel like I'm in fucking Star Trek compared to the US. What the fuck?

Joel Cheesman (55:33.526)

Yep.

Joel Cheesman (55:57.343)

Yeah, yeah, by the way, we have some hidden footage of you driving in Spain.

Chad (56:02.67)

You

Joel Cheesman (56:06.047)

Anyway, so Waymo did get some good news in New York city. Their permit was extended from a month through the end of the year. So they did at least get some good news. I'm with you, man. Like at least in your situation, you can pick up a phone and say, you know, that wasn't me. That was Tuntz's, my cat driving the car or whatever. Right. And you can get mad and tell everyone like these cameras are bullshit and we should vote out of office. anyone like.

Chad (56:14.272)

okay.

Joel Cheesman (56:35.317)

Literally, think in Phoenix, they had these and the people were just like, we're going to vote in whoever says we're going to get rid of the cameras. Waymo and big tech can't do that. Like just like European countries are, are sticking it to a U S tech for like big bucks that they just get, go to the couch cushion and get $30 million, whatever. I fear like all these local governments, instead of pulling you over with a camera, they're going to figure out how do we give Google and Waymo.

a $10 million fee for all the shit that they've been doing around our neighborhoods. And Google will just say, shit, and send a local government a $10 million check every month. I think governments are going to abuse the shit out of this. aren't going to be pissed because they're like, yeah, stick it to Google and stick it to Tesla. Let them pay for my new high school football field. anyway, this

Chad (57:19.33)

good because they don't pay taxes anyway.

Chad (57:25.656)

Yeah. Yeah.

Joel Cheesman (57:31.361)

This is probably not going anywhere. Nice, but automation, think I'm here for it. I'm here for the way Mo's I'm here for like cars are stupid. 20%. They're they're not investments. They are money pits and I'm here for the automation and hell if my local community can get more out of, uh, out of Elon Musk, who now is the what? $500 billion man. I mean, it's just fucking, it's shit. Shit's out of control. Uh, we're, we're out of control. Let's get to our dad joke and, uh, take

Chad (57:59.842)

Please, I need some funny.

Joel Cheesman (58:00.779)

Take some meds for God's sake. Take some meds, Jesus.

All right, Chad, we're sticking with golf, our original theme of the show here. Why, why did Rory McElroy wear two pairs of pants at the Ryder Cup? Why did Rory McElroy wear two pants of two pairs of pants at the Ryder Cup?

Chad (58:22.99)

because he had a hole in one.

Joel Cheesman (58:25.129)

in case he gets a hole in one. yeah, close enough, close enough, serving you a meatball there. All right guys, cheer up, go Cleveland. We out!

Chad (58:27.201)

okay.

Chad (58:31.854)

Yes!

Chad (58:35.853)

We out!