SAP says "BUY BUY BUY"

SAP just bought SmartRecruiters—because nothing says “innovation” like a 52-year-old German ERP giant panic-buying its way into AI. #smartmove

Meanwhile, Indeed’s latest “innovation” is… wait for it… adding logos to job posts. Groundbreaking stuff straight outta 1999. What’s next, a dancing Clippy to help you apply?

And over at LinkedIn, member growth is up, video views are booming, and nobody seems to care that they’re quietly morphing into a corporate TikTok for midlife crises and humblebrags.

In this episode:

• SAP shells out for SmartRecruiters—will it be a glow-up or a graveyard?

• Indeed’s earnings are up, but only because they laid off thousands (Wall Street swoons 💰).

• Branded Boost: proof Indeed thinks you’re too dumb to know what you’re clicking on unless there’s a logo.

• LinkedIn’s strategy? Less jobs, more influencers.

Grab your Surge soda and crank up the dial-up modem—this episode is going full retro.

PODCAST TRANSCRIPTION

Joel Cheesman (00:36.718)

Yeah, the podcast that's like rain on your wedding day. Hey boys and girls, it's the Chad and cheese podcast. I'm your cohost Joel total bullshit Cheesman.

The Chad (00:43.641)

Good luck.

The Chad (00:47.673)

And this is Chad, video killed the radio star, Sowash.

Joel Cheesman (00:51.148)

And on this episode, smart recruiters gets hitched, indeed gets boosted and workday gets bent over. Let's do this.

The Chad (00:59.193)

Watch.

to have some lube. Welcome.

Joel Cheesman (01:04.525)

I'm going to, feel good. I'm in a good mood today. I'm in a good mood. summer, know, summer's winding down. School started again. Football season's right around the corner. there's a lot to be excited about. And in cheese land, cheese land is very, is a good place to be right now. And you got, you got the sunglasses on your, your tanned rested and ready.

The Chad (01:09.399)

Hey, a little rested, little rested,

The Chad (01:17.506)

dude, yeah.

And there's a lot not to be excited about.

There's a lot not to be excited about, like the cost of living. Oh dude, I had a hard night last night. Let's just say that. Yeah, play, So this, it's tourist season here in the Algarve and I play in a paddle league. so usually we can play like around eight or something like that. But all these fucking tourists come in.

Joel Cheesman (01:35.368)

do tell. I mean, don't go too detail, but do tell.

Joel Cheesman (01:44.034)

Mm-hmm.

Joel Cheesman (01:53.134)

Mm-hmm.

The Chad (01:56.151)

and they take all the spots if you don't get them fast enough. So I had to wait till 9.30 last night to play and it was an hour and a half session. That and then after that is where the real work happens because that's where the beer drinking is. So yeah, didn't get that into bed till after one or so and yeah, it was a school night. Anyway, yeah.

Joel Cheesman (02:09.324)

Mm-hmm.

Joel Cheesman (02:15.726)

I love that you as an expat are bitchin' about the tourists taking all the shit.

The Chad (02:19.796)

You

No, spend money kids, spend money, I love it.

Joel Cheesman (02:25.878)

Spend money. what's what did I miss in the news? We got the BLS numbers. That was, that was crazy. That was crazy. Are you getting that news? Are you going to like tap in with your dodgy stick to get a CNN over there?

The Chad (02:30.329)

Jesus Christ,

It's

yeah.

No, dude. mean, it's it's all over the damn place and it's fucking crazy. mean, so here set it up. We've been talking about this for a while now. Economists have been sounding warning bells for months that tariffs kicking or scaring immigrants out of the country and chopping hundreds of thousands of federal government workers could significantly dampen growth in the coming months. Well, it's done more than that. As a matter of fact, manufacturing jobs, we lost eleven thousand. We were supposed to be building manufacturing

We're losing this shit. Like I said, we've been talking about this for months. The biggest workforce imbalances in history are happening in the US right now, which is going to impact the supply chain. I mean, imagine having workers not picking crops, driving trucks, working the docks, not to mention, know, how...

Joel Cheesman (03:08.845)

Yeah.

The Chad (03:32.461)

are you going to go into an economic war with the entire fucking world? Which is what we did, right? I mean, we pretty much said everybody. Yeah, it's an economic war and we opened every single fucking front we could, right? So, I mean, for me, it's just like, Jesus, can we just stop the goddamn madness? The only people who are doing really well right now are the tech bros, because they don't have to pay tariffs, right? They're, you know, fucking...

Joel Cheesman (03:38.082)

Yeah, it's a war. It is a war.

Yeah.

Joel Cheesman (03:57.656)

Yeah.

The Chad (04:00.655)

You know Tim Tim Cook, you know throws a lump of gold shit on Trump's desk the other day I mean, it's just it's like fuck man. It is it is crazy You've got all of these companies the the big three the Fords that you know, the the Chevy's etc, etc ones who actually create Make goods and have a shit ton of employees. They're getting fucking they're getting killed

Joel Cheesman (04:25.388)

Well, if you're going to, if you're going to invest, where are you going to put your money in something that makes stuff or software? And yeah, so that's a, that's an add on for that. to me, it's like, it's just the erosion of trust. mean, America for all its faults, it, we're pretty trustworthy in the data. We're no one views us as China that we're kind of spinning it to make us look better than we are. And when you start politicizing.

The Chad (04:29.741)

It's gotta be. Yeah. Yeah.

The Chad (04:40.911)

Especially with the Allies.

Mm.

The Chad (04:51.886)

Yeah.

Joel Cheesman (04:54.592)

labor statistics. That's a really slippery slope. The good news is it sounds like the Fed is bulletproof, that Trump can't fire Powell, that is at least for now, not politicized. But when you start saying all the numbers are rigged and it's all like, that becomes really, really dangerous. Although I do think if it does lead to an updating of how we get the numbers, that would be okay.

The Chad (04:55.907)

Yeah.

Joel Cheesman (05:22.988)

because we talked to Toby Dayton, Aspen Tech Labs, like the way that they're getting data is much better than what the government does. And it would be kind of nice if the government came into the 21st century when it came to data.

The Chad (05:32.573)

yeah.

The Chad (05:36.429)

Would they cut the BLS budget though? So it's like, first and foremost, you hamstring the motherfuckers and then you give them a hard time because of their revisions, which, you know, everybody has revisions. They've always had revisions. Yes, should we update it? Of course, but there should be a transitionary, there should be a planning thing. It kind of feels like this administration. No, no, Jesus. I mean, and it all comes down to whether he likes it or not, right?

Joel Cheesman (05:39.394)

Yeah.

Joel Cheesman (05:54.926)

Well, it shouldn't be the president saying you're out. Yeah.

The Chad (06:04.033)

So it's that one authoritarian kind of like figure who is like yes or no. And that's again, that goes back to the trust in the US. There's always been that trust because we've had institutions, had a Congress, you we had a judiciary and then we had the executive branch and they would check each other. Now nobody's being fucking checked.

Joel Cheesman (06:04.536)

Yeah.

Joel Cheesman (06:13.442)

Yeah.

Joel Cheesman (06:25.356)

Yeah. Yeah. Ouch. Ouch for sure. we got a lot to cover today. We got lot to cover today. Let's get to shout out. Shall we shout out sponsored by Cura, Chad, you know, cure our friends, our friends from the great white North. They're doing, they're doing text recruiting, cost-effective and easy to use. I got boobs on my shout outs. can you, can you Trump that one?

The Chad (06:28.207)

Ouch. big ouchy. Yeah, we do some shout outs. Yeah. Yes.

The Chad (06:52.179)

no, I did. I know I cannot and I won't because everybody, everybody loves boobs.

Joel Cheesman (07:01.71)

True. Boobs, boobs, boobs always. All right. Uh, so August is national breastfeeding month. I didn't know that. I didn't know that. Still looked a little homework, but so there's a survey came out recently. Only 44 % of workers felt supported, uh, at work when it comes to breastfeeding, which is just not good. So companies need to sort of get on the ball with this. There is a federal law called the pump act.

The Chad (07:01.967)

Yeah, everybody. No reason not to.

The Chad (07:08.095)

that's news.

The Chad (07:18.543)

Mmm.

The Chad (07:24.975)

Mm.

Joel Cheesman (07:25.464)

I don't think that's the official name, but that's what the insiders call it. So there's a, there's a law that protects nursing for employees. Companies need to provide reasonable break time and private space for pumping, pumping breast milk for up to one year after giving birth. So companies out there, it's breastfeeding month, get on, get on it and make sure your, your mothers and mothers to be feel supported in the workplace. Thank you very much.

The Chad (07:50.799)

Yeah, and make sure there's a lock on that door because we don't need creepy Jeff coming in and stumbling in when Martha is trying to pump. Okay. Not cool. Not cool.

Joel Cheesman (07:59.598)

Yeah, that comes into the safe space, the private space. make sure the two-way mirrors are taken out of the office for that one.

The Chad (08:08.815)

Please, Jesus, please. All right, my shout out, not as fun. I'm gonna try though. Shout out to the Buggles and Video Killed the Radio Star, which was the very first video on MTV 44 years ago, back on August 1st, 1981. But little did they know, video would also kill the customer service star. How? Ask Atlassian CEO, Mike Cannon Brooks.

Joel Cheesman (08:20.962)

huh.

The Chad (08:36.015)

who just laid off 150 employees via pre-recorded video because nothing says we care, like being lumped by a YouTube video, right? What happened after the video ended? Well, I would call it 15 minutes of hell because employees were instructed to chill for 15 minutes.

because their fate would be known, right? We would contact you and let you know if you still had your role. And then they said, it's not AI replacing all the roles, just most of the roles, which is very comforting, very comforting.

Joel Cheesman (09:01.71)

Mm-hmm.

Joel Cheesman (09:14.04)

Just 99%.

The Chad (09:15.215)

Yeah. Meanwhile, execs are busy sponsoring an F1 team and hyping the AI like it's 1999. But for the laid off workers, it's more like Orson Welles, 1984. So shout out to just bad, horrible, stupid treatment of employees. Bad on you, Atlassian.

Joel Cheesman (09:35.886)

By the way, the, the nostalgic, concerts are coming in hard in Indy. I don't know if you get these over in Europe, but, we got Toto. Minute work. we got Cindy Lauper. we got Rod Stewart and cheap trick. Like it is just a parade of aging wrinkled rock stars that are coming to town here in Indianapolis.

The Chad (09:35.951)

You

The Chad (09:44.246)

nice. Jesus.

The Chad (09:51.363)

God.

The Chad (09:54.765)

Ridiculous. I didn't even hear sticks or a speed wagon either. And those are usually like standards.

Joel Cheesman (10:03.052)

Yeah, they've, they've maybe been here already. as, as the fall comes and it gets a little cooler, they tend to like show up more often. the Doobie brothers with Michael McDonald are coming, to town. Anyway, anyway, good stuff. Good stuff.

The Chad (10:11.983)

Jesus Christ.

I mean, in kids, if you don't know Michael McDonald, just go ahead and go to Spotify, choose any Yacht Rock playlist. He's either lead or background on just about every single one of those, by the way. I no question. Still. yeah. he looks good. He looks good.

Joel Cheesman (10:28.928)

and definitely keyboardist on all of them. Maybe the best head of hair for his age group in the world. That guy's got a silver mane that could kill baby, kill baby. So good concerts. I don't know if they're giving away free stuff or not, but we are here on the show.

The Chad (10:46.873)

Well, let's talk about the new free stuff, and it's a different kind of free, kids. It's called Fantasy Football, sponsored by our buddies over at Factory Fix. Love those guys, and you can register for free, but, but, see, I look at Joel's, if you're watching on YouTube, can see Joel's Fantasy Football t-shirt. This one, Joel.

This one's a little bittersweet for me. As you know, last year's David Seifel is he's a lock for this year and we have 10 spots. So he takes the first spot and I had the second spot locked for friend and sports fanatic, Matt Lavery, but he tried to tragically passed away last month. So in honor of Matt, I'm changing my team's name from.

Joel Cheesman (11:10.156)

yeah. Uh-huh. Yep.

Joel Cheesman (11:27.342)

Yeah.

The Chad (11:31.757)

Ronaldo football team to Lavery's legends. So if you wanna play, sign up, just go to our LinkedIn feed, you'll be able to see that's how we posted some links to the factory fix fantasy football or hop on Chadcheese.com and click on the register button in the header. Moving toward the more traditional free stuff. And I know you guys love this. Whiskey.

Joel Cheesman (11:33.496)

Mm-hmm.

Joel Cheesman (11:43.49)

Mm-hmm.

The Chad (11:58.241)

from the talent tech experts over at Van Hack, those Canadians, you love those.

more Canadians, bourbon barrel age syrup from our buddies at Keyura. That's right, text recruiting made simple. T-shirts, if you're watching on YouTube, once again, I've got my Aaron App T-shirt on. I love this thing. It's nice. Red, wearing shoes, kids over there, the Aaron App. For the T-shirts, craft beer from those job data geeks over at Aspen Tech.

Joel Cheesman (12:07.096)

more Canadians.

Joel Cheesman (12:18.606)

Yeah.

The Chad (12:32.655)

labs and if it is your birthday you know you want a little rum from the swamp.

The Chad (12:42.394)

I can.

The Chad (12:46.147)

Go to ChadCheese.com slash free. That's right, free.

Joel Cheesman (12:50.368)

I miss football. Okay, here's our birthdays for the for the week. Everybody we got Wendy daily Kim Bates, Christie Kelling, Stephanie Pindress, Michael Malady, Sally Millick, Christopher Cleland, Micah Clark, Joel Stupka, Alistair Neal, Lena Bradshaw, Victoriano Cable, Brianna Amantia, John Higgins, Neil Costa, Mark Coleman, Jessica Lee, and Brendan Crickshank Redemption everybody.

The Chad (12:51.962)

Hahaha

The Chad (12:58.671)

Mm.

The Chad (13:09.006)

Mm.

The Chad (13:18.767)

There he is.

Joel Cheesman (13:20.802)

Happy birthday, everybody.

The Chad (13:22.189)

Really quick on events, we're gonna be going to RecFest in Nashville October 15th and 16th. We'll be talking more about that as we get closer. We're gonna have our favorite Scott there, Steven McGrath, so that we have sound effects, because we don't have Steven, we don't have sound effects. Then we're gonna do a West Coast-ish tour in November where we're hitting San Francisco, San Diego, and Dallas. We'll have more.

event details on that RL 100 amazing. I go to Chad cheese.com events. Plus I think Joel's doing a solo you're you're you're doing a solo.

Joel Cheesman (13:59.532)

Yeah, it's, don't want to give too much away as it, as it formulates, I will give more, but, it looks like I want to be headed to ERE in San Diego, the whale's vagina, Chad, as you know, San Diego to interview, on stage, a famous person in our industry. I'm not sure if it's solid yet, but as soon as it does, I will, I will share that, that information. It is, it is not Steven McGrath.

The Chad (14:07.98)

San Diego. Yes, yes, there it is.

The Chad (14:23.343)

This better not be a chump. That's all I gotta say. Better be famous person.

Joel Cheesman (14:28.908)

By the way, that I am not-

The Chad (14:32.783)

I'm not going to.

Joel Cheesman (14:33.506)

By the way, how has he not been a guest host on the show ever?

The Chad (14:37.168)

don't worry, that's good. That's gonna happen. That's gonna happen. Yeah, we're gonna make that happen.

Joel Cheesman (14:39.116)

Okay, okay. That might have to be in person. We might have to do a little something special for that one.

The Chad (14:43.471)

We will, we will. But real quick, I saw David Manister just posted that he is in Granada, Spain right now. And I've got a little advice for the kids out there. If you're coming to the Iberian Peninsula, being Spain or Portugal or anywhere over on this wonderful little peninsula, this time of year,

Joel Cheesman (14:56.248)

Hmm.

The Chad (15:07.075)

go toward the southern coast where you get the nice cool breezes. Because David said as hot as balls and Grenada. And I'm like, yeah, dude, you know why? Because you're inland. You got to go to the water. So if you do any type of visiting in Spain or Portugal, look at what time of the year it is. This time of the year, you definitely want to be closer to the water. January, February, something like that. Really doesn't matter. Just beautiful weather.

Joel Cheesman (15:32.942)

And that has been Chad's travel tips sponsored by TripAdvisor.

Joel Cheesman (15:42.446)

shit, let's get to topic, shall we?

The Chad (15:44.569)

Yes.

Joel Cheesman (15:49.108)

All right. Real quick, Chad, just saw this today. Do you know the site StockTwits? It's basically just a vomitous, massive content about stocks. And I was reading up on ZipRecruiter and someone had commented that Zip had just laid off its entire enterprise team. Total rumor, not credible potentially at all, but still interesting. People kind of know this stuff on the crap, but let's get to the real news. We'll keep an eye on.

The Chad (15:59.183)

Yeah.

The Chad (16:05.583)

Thanks.

Jesus.

Joel Cheesman (16:18.164)

on zip recruiter as its stock goes to all time lows this week, by the way. S big news. SAP has agreed to acquire smart recruiters. That's right. Yet another chat and she's sponsor, that's getting, getting paid everybody. terms run disclosed, smart recruiters will remain a standalone, brand, closing expected in Q four this year, CEO Rebecca Carr, Chad and she's favorite expressed excitement about advancing.

The Chad (16:22.329)

Jesus, so bad. Train wreck.

Joel Cheesman (16:47.832)

hiring globally. Chad, you got a few thoughts on this deal. What you got?

The Chad (16:52.591)

Yeah, well, first off, let's talk a little bit about Rebecca. The first time we talked to Rebecca was in May of last year when she was the interim CEO. After their last CEO ejected due to an ISIMS deal that turned sour, just gone. I don't know where, poof.

Joel Cheesman (17:07.17)

Mm-hmm.

The Chad (17:12.847)

All right, so Rebecca, an industry veteran, a product pro and someone with a genuine fucking vision, which is definitely rare these days for God sakes. We'll talk about it deeds bullshit later kids. Anyways, Rebecca was in the C suite and by the end of that conversation, I was a true believer man.

Joel Cheesman (17:27.662)

Okay, yeah, we will.

The Chad (17:34.049)

And as a matter of fact, I believe we both said, rip that interim label off and let Rebecca run. And they finally did, which is great. Then earlier this year in February, I was over here in Portugal and they asked me to come to Madrid to sit down and actually do some interviews with Rebecca and the executive team. And that's when Rebecca, February this year, announced to the world that smart recruiters would be making a dramatic change.

Joel Cheesman (17:41.198)

They listened.

The Chad (18:03.973)

literally taking the core of their platform, their system and rewriting everything, throwing the roadmap away per se, right? I've got a little video, go ahead and roll that beautiful beam footage from Madrid.

Joel Cheesman (18:06.349)

Mm-hmm.

The Chad (19:42.893)

Okay, so nearly six months later, SAP announces their intent to acquire Smart Recruiter. Question is, was it the chat and cheese? Huh? Huh?

Joel Cheesman (19:57.058)

you

The Chad (19:58.082)

OK, so let's start breaking this down around really what I think happens next. So some are saying that SAP will keep success factors around and start an employee-like strategy with multiple applicant tracking system platforms. And others are talking about SAP clients transitioning into smart recruiters as an evolutionary step and then them sunsetting.

success factors, right? know, here are my thoughts. I've got a history lesson.

Joel Cheesman (20:27.202)

Yep. Yep. shit. History lesson. I love those.

Old guys giving history lessons.

The Chad (20:38.093)

Okay, so at, that's right, that's right. So SAP acquired success factors in 2011, 14 years ago. Now in most cases, HCM providers, they don't put much time, thought or money into recruiting platforms. So those ATS platforms usually just collect massive amounts of tech debt, wither and die.

To me, it's time to sunset success factors, because trying to keep two sets of code alive for the same purpose is just dumb. my predictions, that's what's going to happen. They're going to sunset success factors. Probably going to take about two years to be able to make that happen. Additional predictions, Oracle.

acquired Taleo in 2012, right after SAP put pressure on them through their acquisition of success factors in 2011. SAP makes the first move again while Taleo today is dead and bloated and Workday is flailing with their gift with purchase version of an applicant tracking system. So these companies have piles of cash and they want and they need

a good AI story, much like SAP has now. my question to you, who do you think is next? Do you think iSIMs, eightfold, phenom, paradox, any ideas?

Joel Cheesman (22:00.179)

well, that's interesting. I think a lot of this was AI driven. think that success factors is not an AI trendsetter whatsoever. So, I have to think that SAP talked to a lot of companies and sort of landed on smart recruiters in terms of Winston and what Winston could do. And we knew from talking to Rebecca early on that the transition was going to be AI generated, was going to be AI focused.

The Chad (22:10.415)

No. No.

The Chad (22:28.333)

Mm-hmm.

Joel Cheesman (22:29.71)

I got to think that SAP called paradox. They called eightfold. They called some of the companies that you mentioned and we don't know the price tag of any of stuff or how the negotiations went, but they had to have talked to all those companies. I think they're all on the table. I Sims would love to be acquired. and I have a little bit of thoughts on what the recipe is to do that. which I think smart recruiters played at played out to a T,

The Chad (22:48.632)

god,

The Chad (22:53.505)

huh.

Joel Cheesman (22:57.826)

You're going to continue to see this consolidation. question is, is it the pure play ATS or is it the AI? think there was much more appealing about this deal with the AI than the ATS success fetters are in there already an ATS, like there was something there that they knew they needed and didn't have and, and smart recruiters could provide that. So when you say who's going next, I lean more towards it's an AI player than it is a conventional. ATS.

The Chad (23:08.067)

Mm-hmm. Yeah.

Joel Cheesman (23:28.238)

I Sims needs to get on it. And if they're on it, they need to let us know they're on it. Cause they're not letting us know it, which goes back to sort of my recipe. You look, I Sims, not an industry CEO. you know, when Colin left, they brought in a marketing guy. Then they brought in a, what, an ex hockey player. Then they brought, I like, who are they bringing in, dude? There's no, like bring in a person that knows the industry, bring a person that's rooted in,

the business and what our customers want. on product, focus on the future, focus on the message and pushing that message out. said months ago, smart recruiters is playing to win. I Sims is playing sort of not to lose. And there's a huge difference and smart recruiters is being rewarded for what they've done. And part of that is just the recipe of like the leadership.

The Chad (24:07.588)

Yeah.

The Chad (24:17.711)

Yep.

Joel Cheesman (24:24.952)

Bring bringing in a Len who knows everyone in the industry and getting them around what the message is and the vision is and creating content and marketing around that. So, to answer your question, I don't know if you had more commentary, but yeah, I think they're going to lean toward more AI players than they will, conventional ATS players. Cause ATS is our club pretty commoditized at this point. I know that they try to sort of like we're SMB or we're enterprise, but a of that stuff, mean,

The Chad (24:31.855)

Mm-hmm.

Joel Cheesman (24:53.836)

Fountain is an ATS, Paradox is an ATS. Like all these companies are just sort of copycatting what that is. So what's the differentiator? It's AI.

The Chad (25:03.523)

Good ones too, the fountain and gym.

Throwing those in there. I mean there there are just more like new So i've got two moments that I want to say that that smart recruiters did incredibly Well, number one the one that you just watched with rebecca That was their domino's moment when domino's ceo ate the pizza and said this does not taste good, right Rebecca just said this does not taste good. We need to make this better I do not like using my own system. Does it check all the boxes? Yes, but this pizza does not taste good So they had a domino's moment right there

Joel Cheesman (25:06.85)

Yeah, Harry.

Joel Cheesman (25:26.83)

Yeah.

The Chad (25:35.681)

Then they did the unveiling, which was their Apple moment. They had the onstage, they had the pretty much the single talking head doing the, know, all the different aspects of what to expect with Winston and this new AI platform. So they really, and to me, that was fucking masterclass. First off for...

Joel Cheesman (25:53.731)

Mm-hmm.

The Chad (26:01.807)

Rebecca to say, pizza doesn't taste good. And then them to come out with a very polished, very polished. mean, fucking screen looked like it was a goddamn football field long, for God sakes. To be able to do those things. And again, we have friends over there, so on and so forth. We have friends at ISOMS too, but we talk shit about those guys, right? It doesn't matter. When you see these things happen, you just gotta give them big fucking applause.

Joel Cheesman (26:30.338)

All right, that cues my big applause right there.

Joel Cheesman (26:37.006)

So, happens now, I think is the real interesting question. SAP doesn't exactly have a great history of taking products they acquire to the next level. They sort of become pieces of like check boxes of, okay, now we have AI, now we have an ATS, now we have this. Remember they bought jobs to web back in 2012 as well, which was pretty revolutionary at the time. Yeah, yeah. Of course, Doug left.

The Chad (26:55.513)

Mm-hmm.

The Chad (26:59.681)

yeah, a slap on top of success factors.

Joel Cheesman (27:06.702)

Does Rebecca stick around because she's really the, the, the force behind a lot of this vision. Um, so we'll see a lot of people were saying success factors goes away. I think that's a really big boat to turn around. I think that's really hard. Uh, employees become a house of brands, lever job, bite, et cetera. Does this become another brand?

The Chad (27:29.198)

Mm-hmm.

Joel Cheesman (27:32.045)

That's really hard to do as well. so rolling up pieces of smart recruiters, do they keep the success factors brand, but get rid of like, we'll see what happens, but that's a really tough question. you mentioned some of the haters out there and a lot of the marketing pieces that we've seen about, you know, Hey, smart recruiters is done. This is the death, you know, it's time to shop for a new ATS. Yeah. our friend Max at talk push, had a, had a message.

The Chad (27:52.815)

Come on over. Yeah, yeah, yeah.

Joel Cheesman (27:58.937)

He had a yawning icon and said, this isn't progress. That's a, that's a market grab, a land grab. And there's probably some truth in that as well. but we'll, but we'll see. I, the challenge is they've done such a good job at innovating. Do they hit a brick wall now and just, okay, we're done. We sold it's over. Like that's the end. or do they keep the ball rolling? And I guess, I guess we'll see.

The Chad (28:00.559)

You

The Chad (28:23.307)

Yeah, the question is, you know, can let's say I'm going to use Ronstadt monster since Ronstadt fucked monster so badly. Can can the old guard get out of the way of the new, more technical, more hip, cool nimble?

Joel Cheesman (28:31.052)

Yep. Yeah.

The Chad (28:40.407)

kids that they just brought on, right? Ronstadt couldn't, right? They couldn't. They didn't have a vision of the future. They had a vision of the past and they wanted to try to color code some of that with what looked like the future. It was total bullshit. if SAP allows these guys to run outside,

Joel Cheesman (28:42.414)

Yeah.

Joel Cheesman (28:53.442)

Yeah.

The Chad (29:00.335)

I think there's a good opportunity for them lasting long and for success factors to be able to last since 2011. I mean, it's still dead bloated to some extent, but yeah, I mean, they just got to get out of the way and hopefully start to turn. And a great example is back in the day when TMP switched to Monster, right? TMP was the big, bad

Joel Cheesman (29:09.603)

Yep.

The Chad (29:28.501)

agency, right? And they were TMP worldwide in the fucking stock market. They changed the goddamn ticker symbol to monster because they wanted the cool kids out front. I don't see that happening with SAP. Don't get me wrong. They're a German company. Okay. That's not going to happen. Yeah. So, but can they let the kids run? That would be the cool.

Joel Cheesman (29:29.708)

Yeah.

Joel Cheesman (29:37.922)

Yeah.

Joel Cheesman (29:43.404)

Ja, sehr gut.

Joel Cheesman (29:49.069)

Yeah, it's tough. I liked it. I got to think that there was, there were conversations with success factors, leadership and smart recruiters because there are synergies there. They're, they're both in the same business. It's not like, we're staffing. We're buying a job board. We don't know about each other. And we w we like, we don't get it. Hopefully there, I assume there were discussions about, Hey, we do this really well. You guys do this. And then there was a cohesion of like, we're going to meld the brands or this brand's going away or we're going to

The Chad (29:55.67)

yeah.

The Chad (30:01.22)

Yeah.

The Chad (30:17.525)

Smart Factors.

Joel Cheesman (30:19.476)

Okay. Okay. There you go. You heard it first, from, from the Chad smart factors. It was odd. It was odd to announce this on a Friday as well. Most of these usually happen on a Monday, Tuesday. So the industry has a week to talk about. Yeah, I was going to, that was my next point is like somebody, a leak, there must've been a leak and someone said, well, shit, we got to go now or else it's going to be, it's going to be in the rumor mill. But, yeah, this one's, this one's interesting.

The Chad (30:22.125)

You're welcome.

The Chad (30:36.345)

was getting out.

The Chad (30:42.733)

Yeah. Yeah. Yep.

Joel Cheesman (30:47.96)

We're going to see, we're going to see what happens. hope Rebecca doesn't leave. hope that she sticks around and we have many more discussions with her, but she's been a lifelong industry person. I don't think that, that she's going to leave anytime soon. Don't fuck this up. S a P.

The Chad (30:52.398)

Yeah.

The Chad (30:59.289)

She's fucking solid.

Joel Cheesman (31:05.838)

All right, Chad, it's earnings season, baby. It's earnings season. I mentioned Zip, Zip hit an all time low this week. They, report on the 11th. So next week, maybe we'll be chatting about what Zip recruited, reported, but let's talk about Indeed and LinkedIn per recruit holdings and Microsoft. So recruit holdings reported a 20.3 % increase in operating income and a 13.6 % increase in net income in Q1 despite

The Chad (31:14.351)

horrible I'm sure

Joel Cheesman (31:35.875)

despite a 2.5 % decline in revenue. The HR technology segment, includes Indeed and Glassdoor, saw revenue growth at 3.6 % year on year. Meanwhile, LinkedIn revenue rose 10 % year over year. The profitability details are not disclosed because it's Microsoft. Highlights included accelerated member growth at LinkedIn, 1.5 million content engagements per minute, and 34 %

year-over-year video upload growth. Chad, some of your thoughts from earnings season.

The Chad (32:10.767)

So member growth, that's the things that Indeed and LinkedIn are gonna love because everybody's gonna be out looking for jobs and they're going to be flush with candidates, right? That's what they want. There are more candidates, that's where the money's at. It's pretty amazing though that when the job market looks like it does, and we just talked about this, that they're still able to trudge on, right? So I think there are a lot of...

organizations that are out there today that are really feeling the hit, where indeed in LinkedIn are squeezing as much money as they can out of the market, that's going to leave some others in really tight times. Advice to anybody out there that is in niche?

or if you're not in niche, find a way to get in the niche because that's going to be a great way to get to those dollars because there's more money in a niche and an expertise than there is broad-based. So if you're trying to sell a product to a broad base of organizations, number one, it's incredibly hard to manage. Number two, how are you going to fight against Indeed? How are you going to fight against LinkedIn? You've got to really find your superpower.

And I got a great example talking to Mark over at Hackajob earlier this week. These guys are kicking ass and taking names. And the reason being is they are not only mastering that niche on the tech side of the house, which is not doing great by the way from a market standpoint, but they're still doing great.

Joel Cheesman (33:32.622)

Mm-hmm.

The Chad (33:46.859)

Also from a tech standpoint, which they're gonna come out with some pretty big things pretty soon. So I really think that getting into that niche and being an expert in a specific area is gonna get you through some of these very, very rough times.

Joel Cheesman (34:01.656)

go niche, there's money in niche as, the job or doctor, I'm sure knows that niche businesses can be successful. what, caught my on the, on the indeed thing is that there's been a 2.5 % decline in revenue, but net income has increased. And this is why wall street loves layoffs, because you can not grow your income, like your income, but you still are more profitable. by mock.

The Chad (34:08.111)

Yeah, she does.

Joel Cheesman (34:30.978)

By my calculations since 2023, there have been 4,500 people laid off just at Indeed. The back of the napkin math tells me that's $450 million a year if they're making $100,000 per year. And if you throw in healthcare and everything else, that's probably a decent estimate. So to me, I don't see a growth picture at any of these, even if they are more profitable. I think that they are engineering the finances to look

to look like they're making more money, but make no mistake, like this is a challenging environment for almost everyone in our industry and particularly for Indeed and Glassdoor and the staffing business. So that's sort of my takeaways on that. think we're going to see more of that going forward. The LinkedIn stuff was interesting because none of the highlights were about employment. Pretty much it was about

How many more members we have, how many more, video views there were in the last, whatever. mean, it feels, it feels like the narrative that they're spinning is we're a, we're a meta competitor. We're doing things that met is doing because let's be honest, investors don't want to flock to job stuff. They want to flock to AI cool video stuff.

The Chad (35:38.199)

Engagement,

Joel Cheesman (35:57.683)

And LinkedIn is clearly spinning the business as growing members, growing, you know, premium features, more video, we're meta. We're not. Or indeed, or some other job sites. So that was interesting to me. I want to know to me, the big story is going to be who's going to come out with a gentic solutions. We know that Microsoft is in bed with open AI.

The Chad (36:05.667)

Mm-hmm.

Joel Cheesman (36:25.218)

We know that they're a leader in this stuff indeed is not. I need, I need LinkedIn to come out with, you know what? You got a profile on LinkedIn, pay whatever per month for a Gentic job search. we'll use your profile. What we know you'll apply to jobs that are for you. We'll interview for you through, through LinkedIn's pro solution. And if we find a opportunity that's ideal and the company wants you.

The Chad (36:25.326)

Yeah.

The Chad (36:54.681)

Mm.

Joel Cheesman (36:54.776)

then you can talk to them. Like LinkedIn needs to do that ASAP because everyone talks about passive job seekers. Like how awesome would it be to say you can passively look for jobs, keep your current job, we will apply for you, interview for you, and if something is awesome, we'll let you know about it. That is gonna like unlock a flurry of.

people who already employed up, start applying to jobs and companies would love that shit. They would love to know that, Hey, passive job seekers are applying. so I'm waiting for the link or the LinkedIn, Microsoft, whatever comes out with job search agent, and you can pay 99 bucks a month or whatever it is, 29 bucks a month for LinkedIn to like search jobs, apply to jobs and interview for you all on LinkedIn. think that'll be a really interesting conversation that we have if and when that ever happens.

I don't think you're as optimistic that it will based on LinkedIn's past, but somebody's going to do that and they are primed to do it, whether they will or not.

The Chad (37:57.987)

Now, going back to the financial engineering, there's no question when you have a shit ton of employees, you can literally just start skimming off the top.

Joel Cheesman (38:04.366)

Mm-hmm.

The Chad (38:07.043)

and then make it look like everything is running much better, right? Much tighter. What you talked about with regard to supply and engagement. I mean, that's really what it is. You're getting more members, more users, so on and so forth, and you're getting more engagement. That's where LinkedIn is kicking indeed's ass because if you go to LinkedIn, not a big fan of it, but still they have all these different ads that are not employment ads, which means they're getting cash.

Joel Cheesman (38:23.342)

Mm-hmm.

The Chad (38:33.451)

in ways that there's no way that Indeed's gonna get cash, right? Because they are a social network. So yeah, I mean, that's definitely, think LinkedIn's superpower. It's not technology at this point. Yeah, yeah, yeah. Yeah.

Joel Cheesman (38:47.118)

It's the network and engaging that network.

The Chad (38:51.297)

Exactly. So supply and engagement. think those are the two big market factors that LinkedIn is probably, well, that and the addressable market with regard to marketing can kick indeed's ass.

Joel Cheesman (39:04.782)

Yep. Well, indeed we'll continue to throw shit at the wall to see if it sticks. And when we come back from our first break, we'll talk about some of that spaghetti. Guys, listen to the ads. There's no show without the sponsors. So listen to the ads, write blank checks to our sponsors so we can continue to stay out of the real workforce.

The Chad (39:08.559)

yeah.

The Chad (39:20.879)

Hahaha

Joel Cheesman (39:29.55)

Boost it, baby. Boost it. All right. Indeed launched branded boost. Not quite as cool as our little bump product that we launched recently, but almost. It's an employer enhancement feature for its featured employer tool. That's a mouthful. This feature allows employers to add their logo to every Indeed job post, index job post, increasing visibility, and as they say, brand credibility. Chad, are you ready to boost it?

The Chad (39:32.654)

Thank

The Chad (39:37.743)

Hahaha

The Chad (39:49.091)

Huh?

Joel Cheesman (39:59.107)

or not so much.

The Chad (40:01.679)

Oh my fucking God adding a logo to jobs in the feed. That's the product. That's the right. So my God. So wax Burt, who is the product manager who has been at Indeed for nine years was proud to announce this 1998 technology. Number two.

Joel Cheesman (40:24.174)

You

Uh-huh.

The Chad (40:29.825)

from the press release, quote, applications start increase, application starts increase by 53 % on mobile and 27 % on desktop for featured employers, end quote. Yeah, nothing like more unqualified candidates. That's one of the biggest bitches that we hear from practitioners on a daily basis is we're already getting a shit ton of candidates from Indeed and they're fucking unqualified. So.

Indeed is not only promoting 1998 technology that I believe online Career Center, Monster Board, Career Mosaic, and even probably eSpan where you were at had in 1998. The same shit. Okay, maybe it was 20 years ago. Maybe it was 2005. We definitely had it by 2005. But then Indeed finds more ways to get unqualified candidates to click on your job so they can charge you more, right? Last but never least.

Joel Cheesman (41:08.302)

Let's not get crazy now. Let's not get crazy.

The Chad (41:25.441)

for all the suckers that are out there who believe that the failed CPA or CPSA product was innovation instead of what they really were were repackaged, renamed, bullshit products. I bet you're going to love Brandon Post. Fucking idiots anywhere. OK, so no, I do have one last thing. That was the last thing, but this is the last last thing because at the end of their press release, indeed press release or whatever the fuck this thing was, Lacks writes,

Joel Cheesman (41:43.438)

Okay.

The Chad (41:54.283)

And her name is Lacks, or that's what she goes by. Like X, Lacks, anyway.

The Chad (42:03.897)

Quote, as hiring continues to evolve, so must the tools that connect employers and talent, end quote. Come on, Lax, stop pissing on employers and telling them that it's raining. This is fucking ridiculous. This is, this is fucking crazy.

Joel Cheesman (42:24.43)

All right. So I have three thoughts on indeed's new branded boost. Uh, you're right. This is some eBay 2001 shit. Look, I sold, I sold shit on eBay back in the day and they gave you the option like, Hey, do you want to highlight it? Do you want to like add a little product, uh, picture to it? mean, literally this is 25 year old stuff. Um, so, so good, good job indeed. Um,

The Chad (42:27.183)

my god.

The Chad (42:34.849)

You

The Chad (42:44.825)

Mm-hmm.

The Chad (42:50.799)

Yes.

Joel Cheesman (42:54.926)

Number two, humans are visual creatures. I did some job searches and shocker. Yeah, these things do stand out. They do get your attention. It's sort of like how Chrome had the tabs with the little favicon. You're like, oh, that's a lot easier to go through my tabs because I can process images a lot faster than I can before. so as if the two pane wasn't bad enough to be able to like just ram, like just

The Chad (43:06.126)

Duh.

Joel Cheesman (43:22.978)

gunshot through applying, this is gonna make it even better. My third thought, it pains me to say this, it's gonna work. Companies are gonna pay for this shit. Companies are gonna foot the bill to have their logo on there, the marketing people are gonna love it, the CEO's gonna love it, and as more and more companies do this, people are gonna go like, well, how can we be the only one without the logo? So at some point,

The Chad (43:24.377)

Yes.

The Chad (43:28.143)

Stupid.

The Chad (43:38.701)

Minsters stupid.

Joel Cheesman (43:51.543)

Something that should just be that something that they do put your logo in the, in the, in the search results to make it more appealing to the, to the user. Okay. Now it's going to be just a money grab, which something that should be just included, in indeed stuff. So yes, it's old. Yes. It plays into humans behavior and God damn it. They're going to make more freaking money, doing this shit. They're going to make more fucking money.

The Chad (44:18.505)

As hiring continues to evolve, so must the tools that connect employers and talent. Jesus fucking Christ.

Joel Cheesman (44:26.336)

It's the same as the fucking categories that they launched. you gotta be in the healthcare channel. You're not gonna be in the healthcare channel, but you need healthcare people. you're not gonna be in the tech channel? What's wrong with you? Write a check, come on. This is another thing like, you're not gonna have your logo? What a loser. Put your logo on, man. All right.

The Chad (44:32.375)

Yes.

The Chad (44:38.063)

No. No. No. No.

The Chad (44:49.552)

Employers, they are pissing on you and telling you that it's raining. It's not raining.

Joel Cheesman (44:56.93)

Yeah. Yeah. All right. Let's go to more losing. Well, maybe a recent court ruling in the Mobley versus Workday case requires Workday to disclose a list of employers using its hired score AI features. This expansion of the collective action lawsuit could include thousands of job seekers that may impact Workday's use and revenue. Chad, your take on this court case.

The Chad (45:00.984)

of Jesus.

The Chad (45:11.919)

Ha

The Chad (45:22.639)

So they're also asking for a list of companies that are using it. This is a holy fuck moment. mean, file this under a quote unquote, not a good AI story. Okay, so here's the timeline. This lawsuit started back in February of 2023. A year after that, Workday announced its intent to acquire hired score.

And in February of 2025, this year, Mobley was allowed to expand the claim to a class action, meaning impacted individuals could join along with him, possibly making the case even bigger, right? So the lawsuit started a year before the intent to acquire Hired Score was announced. Now, I was pretty confident that Hired Score's CEO Athena Karp, who lives in Breeze, explainability and defendability would take care

of this situation in short order and my fucking God was I wrong. Not only is this case still alive, it's grown into a class action stoop. And now clients, client lists are going to be outed. So back to my first reaction. Holy fuck.

Joel Cheesman (46:28.44)

Mm-hmm.

Joel Cheesman (46:40.27)

Does does some some of this seems to me like a hit job? This this dude applied to like apparently hundreds of jobs that were all on the workday platform and got like automatically kicked out of stuff, which it could. It just reeks of like a law firm saying, hey man, why don't you go apply to jobs as a 40 year old black guy and see what happens. And if something bad happens, we'll sue the pants off of workday anyway.

The Chad (46:49.283)

Mm-hmm.

Joel Cheesman (47:09.516)

That's a side note. have no proof here. But was it a, is it, was it an innocent? Like I'm looking at the jobs and I just sort of noticed that they're all on work day and they're all, I know it does. It just, it just feels. Yes. Yes. Every company should con should. Yes. If we do this, how could we get, how could we get destroyed? Right? Like let's do some damage control. Let's like.

The Chad (47:10.575)

But it did. But it did.

The Chad (47:18.005)

It doesn't matter. It doesn't matter. That's how you stress test systems. They didn't stress test systems.

The Chad (47:31.725)

Yeah.

QAQC, baby.

Joel Cheesman (47:37.335)

Let's walk through this. How could we get totally fucked? And Workday didn't do that. And hired score, like, I don't know, but this is getting bad. And if Workday gets pinched for this, man. I mean, you're gonna see the audit solutions, like, print money, print money. Even if it doesn't happen, the fear is there.

The Chad (47:39.267)

Yes.

The Chad (48:01.007)

Okay.

Warden Fairbanks.

Joel Cheesman (48:06.434)

Yeah. But if, if work day does win, they've tried to get this thing dismissed. They've tried everything so far to sort of like hope that it goes away and it's not. And this, this has the implications of being maybe the most important court case in the last 20, 25 years in our industry, legal precedent of AI and hiring like huge implications. So we'll watch this really closely. It probably won't. It'll be like five years before a verdict comes out because the wheels of justice grind slowly.

The Chad (48:24.697)

Yeah.

Joel Cheesman (48:34.882)

But this is like potentially huge. And if you're, if you're an audit service, which there aren't many, there aren't many, I suspect we'll see more, but this is going to be huge for the business. Companies are going to get scared to use AI tools. Yeah. It's going to be a mess if workday gets ultimately pinched in this court case. It'll affect who you, who you acquire. Are we going to acquire AI? Well, shit, we might end up in court in a class session lawsuit. Maybe we should think twice about buying that AI solution.

The Chad (48:42.031)

Mm-hmm.

Joel Cheesman (49:04.322)

This is potentially really, really ugly.

The Chad (49:06.871)

That's the future. You gotta do it. You just gotta be smart about how you implement stress tests and QAQ fucking C people. Jesus.

Joel Cheesman (49:13.794)

belts and suspenders. And by the way, Chad, speaking of ugly, if you haven't subscribed to our YouTube channel, you can look at our beautiful faces, lime in the real. that's a youtube.com slash at Chad cheese. And obviously if you haven't subscribed, to the main podcast left us a review, whatever, please do that. We love to get your feedback. Cause we're just talking in mics here. We just look at each other. We hope, we hope people are listening, but we don't know.

The Chad (49:19.503)

Yeah.

The Chad (49:38.831)

people.

Joel Cheesman (49:46.827)

And then the dystopian segment of the show today, a viral video with over 2 million views shows a guest at a La Quinta in Miami checking in via a virtual front desk worker on a screen allegedly outsourced to India, prompting social media backlash over job outsourcing. Wyndham Hotels is investigating the franchise location.

The Chad (50:00.793)

Mm-hmm.

Joel Cheesman (50:11.596)

stating it's not brand approved and violate standards requiring on-site staff. Similar virtual check-ins have been reported at other Wyndham properties and hotels abroad with mixed reactions. Let's watch a quick video. Again, a reason to be on YouTube. You get to see the virtual check-in.

The Chad (50:28.963)

Mm-hmm.

Joel Cheesman (50:51.5)

Yeah, Lakinta and Wyndham don't know anything about this. It's some franchise doing it on their own.

The Chad (50:54.371)

That's bullshit. Total, total bullshit. You know this is a pilot, right? It's gotta be.

Joel Cheesman (51:01.346)

Yeah, it's not broad-based yet, but it's coming.

The Chad (51:09.911)

You know he's not wearing pants.

Joel Cheesman (51:11.566)

I like his tie shirt combo though. That's pretty sweet. That's pretty sweet. I wonder if that's in the training manual.

The Chad (51:16.761)

So in London two years ago, we had the exact same thing happen. We checked in, there was an iPad, clicked on the iPad, boop, a wonderful, very nice Indian fellow was on the other side. I mean, so yeah, I see this happening more. The outsourcing piece, it's interesting because we talk about hospitality.

Joel Cheesman (51:27.246)

Mm-hmm.

The Chad (51:43.753)

in being able to outsource hospitality. Shit, you can't do that. They've got to be there, right? Well, not in this case, not for reception.

Joel Cheesman (51:56.783)

Welcome to 2025 people. Uh, look, the hotel industry is tough. Uh, they got Airbnb breathing down their neck. Like they need to cut costs. Uh, Windham stock is down 14 % year on a year to date. This is a cheap hotel. I don't know if you ever stayed at a La Quinta, but it doesn't really wreak Ritz Carlton. Uh, so, so there's going to be a, there's going to be a line where if you stay at the red roof or the super eight or the holiday in like

The Chad (51:58.82)

Oof.

Joel Cheesman (52:26.69)

this is what you're going to get. Eventually it will be, it'll be AI and it won't be an Indian thousands of miles away. It'll be a computer that looks like Cindy Sweeney checking into your hotel. Maybe it'll customize it based on if you're male or female or whatever, but like, this is the future. I don't know where the line is. What hotel level can you like, you can't go to the Conrad and do this. Like those guests don't put up with that. You can't go to the Ritz or the Four Seasons.

and get, this, this space. But if you go to the, like the motel six, this is just going to be business as usual. Just like when you go to the McDonald's or the Taco bell, you're on the kiosk, you're ordering your shit. Now, hopefully there's a human on site somewhere. just like when you go to the checkout at Kroger, the self serve, there's at least somebody there when you're, when your bananas don't scan. And I know you're to say like you eat bananas cheeseman, but yes, if you scan your bananas.

The Chad (53:04.322)

Yep. Great.

The Chad (53:18.767)

you

Joel Cheesman (53:21.42)

And it doesn't work. Somebody is hopefully there that can help you. Otherwise they're going to have some, real problems. They're going to get some Louisville sluggers on the screen, destroying these things that they don't have somebody on site.

The Chad (53:21.817)

Ketchup potassium.

The Chad (53:31.279)

Well, yeah, and that's it. I think for me, that's the biggest issue is that you allow. We talked about this with robots on the sidewalk delivering pizzas. People started hitting them with fucking ball bats, right? Same shit's going to happen. People are going to come in. It doesn't matter if you have good fucking, you know, cameras or not. They're going to have freaking masks, ball caps, whatever. They're going to fuck shit up. Humans are stupid.

Joel Cheesman (53:55.98)

And they're going to fuck with this guy on video. And, I don't see how Wyndham can say this is a rogue franchise. There's no way that that system was set up by some rogue franchise of the company. That's a total, total bullshit. Yeah. Yeah. Well, you can't deny Chad that everyone loves a good dad joke. Now I've been criticized lately about the dirt.

The Chad (53:58.573)

OK.

The Chad (54:09.528)

Part of the standard these days, deny, deny, deny.

The Chad (54:15.599)

Mm-hmm. Jesus. I do.

Joel Cheesman (54:24.174)

That my jokes have been have been driving me so I'm gonna go clean this week Maybe we'll go on a clean a clean bench. So this is if you're watching on YouTube This is a dad joke book that my kids got me for dad's father's day So we're gonna we're gonna go into the book here of really clean jokes and give you this one today Why Chad why why couldn't the art dealer pay his rent? Why couldn't the art dealer pay his rent?

The Chad (54:28.813)

The Chad (54:34.593)

Nice. Aww. There we go.

OK.

The Chad (54:51.843)

I don't know.

Joel Cheesman (54:53.282)

He ran out of Monet.

The Chad (54:59.311)

Being a French Impressionism lover, that was great. I love that. Keep that coming. We out.

Joel Cheesman (55:04.781)

We out.