Walmart Slumps, Workday Jumps, and Indeed Marketing Chumps
- Chad Sowash
- 5 hours ago
- 40 min read
Grab a cider—or a Guinness if you’re living like Chad in his Portuguese annex—because the boys are back to dissect the absolute chaos that is modern HR tech. Between debating whether the movie The Odyssey looks like a hostage tape and delivering unsolicited band recommendations, Chad and Joel dive straight into the dumpster fire of corporate AI and private equity buyout rumors.
"I wanna go back and be reminded of when you first said AI is like a puppy. It's gonna piss on the floor, it's gonna chew up the couch... And here we are, and the puppy's still pissing on the couch." – Joel Cheesman
Episode Takeaways
Workday’s PE Nightmare?
Google's Resume Dumpster Fire
The Youth AI Gap
Walmart’s Quality Control Chaos
Indeed’s Marketing "Dump"
Enjoy!
PODCAST TRANSCRIPTION
Chad Sowash (00:20.011)
Mm-hmm. Strong bow. Mmm. Good.
Joel Cheesman (00:30.598)
yeah, just an Indiana boy on an Indiana night. Hey kids, it's the Chad and Cheese Podcast. I'm your co-host, Joel "Very good relationship with Kim Jong Un" Cheesman.
Chad Sowash (00:37.515)
Yeah. - And this is Chad "Live from the Snug" Sowash.
Joel Cheesman (00:51.162)
And on this episode of HR's Most Dangerous Podcast, Walmart's AI slumps, workday jumps, and Indeed marketing takes a dump. Let's do this.
Chad Sowash (01:01.111)
Ha ha
Chad Sowash (01:04.871)
You shouldn't have said led by a bunch of chomps.
Joel Cheesman (01:08.422)
Chumps, pumps, I don't know. There's all I'm wearing pumps. I don't know. I could have gone a lot of different directions. Directions with that one. Well, you're living your best life as usual at the at the snug. What's that about? You're at the snug?
Chad Sowash (01:13.847)
Yeah, you could have done a lot. Yeah, you could have done a lot. That's good. That's good. yeah. The Snug. Yeah. It's literally just my my my favorite bar, and they opened like this little annex to the bar. As you can see, it's got great backdrop. and I've turned it into my podcasting studio and really good friends with the owners and the managers and all the stuff, and I just they they love it. All I have to do is give them a yell and
Joel Cheesman (01:32.516)
Uh-huh.
Chad Sowash (01:43.713)
get another strong bow or Guinness and we're we're good to go.
Joel Cheesman (01:45.826)
Yeah. Yeah. I have to give I have to give the fans a little insight. So before the show we before we push record, Chad and I have a little small talking. So he's he's there and we're talking and he's like directing the whole thing. He's like, turn down the music. give me another cider. That one at the the new one on the draft. Yeah, that one. I mean he's totally directing it. He's got a he's got a staff in front of him. He's like talking to people. He's got one a an apartment above the thing to make sure all the stuff is is good to go for the show.
Chad Sowash (02:00.449)
Yeah.
Chad Sowash (02:13.335)
Ha.
Joel Cheesman (02:15.065)
So Chad Chad's basically the mayor of Portugal. He's basically the mayor of Portugal now. Just kaban Isha. There are worse places to be mayor, apparently.
Chad Sowash (02:20.129)
Just kabanish. Just kabonish, yeah. That's I don't want I Yeah, yeah, I don't want to have too much responsibility. Don't want too much responsibility.
Joel Cheesman (02:30.617)
Yeah, yeah, which is also part of your delegation. Like I don't want I don't want to do too much. Like we don't need two siders on draft. Just one. Don't make it complicated for me. Just just one cider. Well, have you seen the Odyssey yet?
Chad Sowash (02:35.691)
Yeah.
Chad Sowash (02:43.148)
I have not. I'm I'm giving it a little space to breathe. Everybody's talking about it and and and just just giving it some space. Giving it some space.
Joel Cheesman (02:45.071)
My god. Yeah. Yeah.
So, so if you're a new listener, I I I gave my review a couple weeks ago. I've seen it. I think I gave it a C or a C plus. Like it's just sort of meh. and and some people freaked out. Some people think it's the best thing since since like, you know, Raging Bull or something. and so people are chiming in. Well, our friend Steven McGrath, you know, our favorite Scott. Thank God we're actually aren't we gonna see him in Amsterdam in a couple weeks? I guess we'll get that to travel, right?
Chad Sowash (02:59.371)
Yeah. Passing grade.
Chad Sowash (03:12.523)
Yeah. Yeah.
Yes we are.
Chad Sowash (03:22.411)
Yes we will. Yeah. Yeah yeah.
Joel Cheesman (03:23.301)
Well anyway, he went to go see the Odyssey and in true Stephen fashion he sent us a video. So here's Stephen McGrath's review of the Odyssey.
Chad Sowash (03:31.615)
Yes. Excellent.
Chad Sowash (03:45.427)
Blink twice if you need help.
Chad Sowash (03:53.591)
Yeah.
Chad Sowash (04:06.357)
Okay.
Chad Sowash (04:45.783)
That's pretty I mean, seven out of ten. That's that's that's not hateful. That's not hateful. That's worth seeing.
Joel Cheesman (04:48.791)
know, that's isn't that a D in school? Well, if I got seven out of seventy percent, that's I mean I think I think we're I think we're on the same level.
Chad Sowash (04:53.185)
Seven out of ten, seventy percent? Yeah, I don't know. Rotten tomatoes though. The the thing that I mean, well, first and foremost, you know, Steven blinked twice if he need help. That looked like a hostage video, for God's sakes. I do
Joel Cheesman (05:05.101)
Mm.
Well, we're used to him having really elaborate backgrounds with the the nature, the the the the puke the pea green, yeah. Anyway, this is this is even worse than that.
Chad Sowash (05:10.975)
Yeah.
Whatever it is. Yeah. Whatever it is. The expectations that we have as human beings that a film is going to change your life. I mean, no, no. Don't stop. Stop going into films thinking that they're going to change your life, that they're going to be amazing. Go in like you think it's going to be a piece of shit and this is going to suck. And then when you come out the other end, you're going to be like, you know what? That was pretty damn good. Probably would have gotten a C plus or maybe, you know, maybe a
Joel Cheesman (05:25.369)
Mm-hmm.
Chad Sowash (05:45.308)
a a low B B minus or something like that, but I think we expect too much.
Joel Cheesman (05:49.754)
You know, Chad, I I we're kind of spoiled as Gen Xers growing up in like the eighties, nineties. I mean, I I bet if you looked at the eighties, like we the weekends of summer, I bet you'd be blown away at the movies. Like Indiana Jones, E. T., Breakfast Club, like all these movies that are iconic came out all like one after another. And now if you get one or two blockbusters in a summer, you're you're just
Chad Sowash (06:04.039)
yeah.
Chad Sowash (06:08.215)
Mm-hmm.
Joel Cheesman (06:17.689)
You're in awe. And I think that's where we are now. If we get like the movie we had Barbie and Oppenheimer, like that was a huge deal because you had two blockbusters. Now, if you get one, apparently Spider-Man is huge. I know you're a big Marvel guy, so I'm sure you'll go check that one out. But I I think like it's scarcity. There's so few of the of these big type movies that we just make a huger, huger deal out of it than than we used to. We used to just kind of get numbed to like, another
Chad Sowash (06:24.641)
Yeah.
Chad Sowash (06:32.466)
yeah.
Joel Cheesman (06:43.865)
Die Hard's coming out this week. Okay. Next week is Jurassic Park and like you just just the way it was.
Chad Sowash (06:49.631)
It it was so different for us though because we didn't have streaming, right? And we've got all this content that's like flooding into Netflix and Amazon and so many different streaming companies that are out there right now. And they've got some really good content. So it's like we've become numb to a lot of this. And and you're right. I mean, we had man, really dating ourselves. you know, we had like four to six channels that we would watch on fucking TV. and then
Joel Cheesman (07:04.214)
It's Yeah.
Joel Cheesman (07:17.657)
Yeah. And and when a movie came out, we all yeah, we all went to the movie. I I agree. Like we we have so much dilution of stuff. And there was I think it was the New York Times had a story about like no one listens to the radio anymore, which it's great. You can stream you can stream whatever you want, whenever you want, however you want, but we've also lost the whole sort of, have you heard the new song or
Chad Sowash (07:17.969)
And then the so there's really not a lot of content. Yeah. Yeah. Yeah.
Chad Sowash (07:34.581)
No, don't need to. Yeah.
Yeah, yeah.
Joel Cheesman (07:43.395)
We all listened to a certain radio station. We all learned about bands. We didn't we didn't see them on YouTube immediately. We it was like sort of a myth was a myth grew around like, have we heard this band? Like what are they about? Who where are they coming to town? Like we've lost that. Okay, fine. But there was a little bit of magic in that that I think we've lost. And the movies are kind similar.
Chad Sowash (08:02.68)
I think there's some effect. Yeah, I think some effect. I mean, as a guy who was in radio, I got sick and tired of the corporately churned out bullshit in the formats that everybody had to stick to. And you couldn't hear that new that that that new artist that was coming out because it was just so strict. so yeah, I think I think the radio was getting to that in the first place. Right now, I mean, like Spotify, I love it. It it it gives me new artists all the time.
Joel Cheesman (08:11.194)
Yeah.
Joel Cheesman (08:20.537)
Yeah.
Chad Sowash (08:31.323)
that that i that i i might not want to listen to but i might want to listen to and i've actually found some some real really good ones over the past couple of years so yeah i think i i think i it the content is actually better we're getting we're getting better content that way than we did with local radio what are we missing with local radio i don't think we're really missing anything and again i i i miss the nostalgia of going into the studio and watching
Joel Cheesman (08:42.906)
Yeah.
Joel Cheesman (08:56.568)
Uh-huh.
Chad Sowash (08:56.629)
the DJs do their thing with carts and playing and going and get the phone and so on and so forth. It was really fucking cool. But I mean, what are we missing? I mean, we have everything, which again, we're spoiled. We got this fucking phone. I want a weather forecast. I don't have to wait till the 20 break, to to be able to hear the weather in Columbus, Indiana or Kabanish, you know, in Cabanish, Portugal, for goodness sakes. All I have to do is go to my phone and boom, I got that shit. So yeah, I think it's run its course.
Joel Cheesman (09:07.417)
Yeah. Yeah.
Joel Cheesman (09:21.434)
Yeah.
I got I got two new bands for you, by the way. This is not a music show, and take this for what it's worth. But I got two bands for you. Number one is Buffalo Traffic Jam. You heard it here first. Buffalo Buffalo Traffic Jam. If you like kind of an Americana, two dudes from Montana, and it sounds like Montana. If you like the band Camp, semi newish, not really, but if you like Camp, you'll like this. The other one is Bridget Calls Me Baby. And if you're a fan of the 80s, like alternative.
Chad Sowash (09:26.973)
Go ahead though. Yeah. Yeah.
Chad Sowash (09:34.709)
Okay. I'm writing it down. Yep.
Chad Sowash (09:51.738)
Ha ha ha!
Joel Cheesman (09:54.416)
This is like if the Cure and the Smiths had a kid, it might sound a little bit like Bridget Calls Me Baby, but two bands, if you're interested, to check those out, you're welcome.
Chad Sowash (10:01.143)
Well, I'm I'm going to I'm gonna see yours and rage you with my two. there are two bands that I found here on on Spotify that they served up to me that were really fucking good. One is called We Are Still Here, and the second one is called Slick Krugers, K-R-U-G-E-R-S. So Slick Krugers and We're Still Here. Really, really fucking there, they are jazzy.
Joel Cheesman (10:08.247)
Okay. All right.
Joel Cheesman (10:16.813)
Uh-huh.
Joel Cheesman (10:25.603)
Okay.
Joel Cheesman (10:30.265)
Give me some give me some comparables. Okay, Jazzy. All right. All right.
Chad Sowash (10:32.523)
They are jazzy blues. Yeah. But I mean with like a new a new a new funk to them. And it's re they're really, really good. Yeah. It's good stuff.
Joel Cheesman (10:38.383)
Hm.
Like white stripes, rock and roll kind of bluesy or more
Chad Sowash (10:46.387)
No, no, no, no. We're talking about like going back into literally they're they're from the slip Kruger standpoint. Yeah, I mean like so they'll go back to the twenties, they'll do 30s, they'll do f but they'll like give it a new generation kind of feel. and it's just it's just freaking amazing. Yeah. and we're still here. they are pretty much, I mean, just they they are specific into blues, and it is really like Memphis blues.
Joel Cheesman (10:52.739)
Like buddy guy kind of stuff. Okay.
Joel Cheesman (11:02.83)
Okay.
Joel Cheesman (11:13.465)
Okay.
Chad Sowash (11:15.891)
So fucking good. Yep.
Joel Cheesman (11:17.187)
Okay. New music show. Here we go. The Chad and Cheese music show. New pot no, I don't need another podcast. I need some shout outs.
Chad Sowash (11:21.271)
There you go. we a new podcast. shit. No, I don't either. All you.
Joel Cheesman (11:29.763)
Well well, Chad, this this segment shout outs are brought to you by Free Bourbon. Who doesn't love bourbon and who doesn't really love free bourbon? Well, our our friends at Proven Base are making miracles happen. we're sending out two bottles of chicken cock out to a lucky listener, but you gotta go to Chadcheese.com slash free to play. Again, that's Proven Base making miracles happen. My shout out, Chad.
Chad Sowash (11:35.347)
I love that. Everybody does.
Yes.
Joel Cheesman (11:56.57)
Goes to the TA20 awards. The TA20 awards. Now you and I love a good list. We love a good list, Chad. so this one is our friends at Alex, our friends at Alex.com are going to focus our highlight 20 TA professionals and 20 different industries that are using AI to do amazing things. if you've checked out no another another plug here for the sessions AI that we've done over the years. I think we're in season four or five of those.
Chad Sowash (12:01.074)
what? We d There aren't many.
Yeah. Okay.
Chad Sowash (12:23.111)
Mm. Yep. Yep.
Joel Cheesman (12:26.073)
A lot of those folks that we've interviewed over the years, the Eileen's, et cetera, they are nominees at this point. now the the the judges, little s little sus, as the kids say, the judges are are are yours yours truly right here. And our our friend Tim Sackett. Yeah. So the so I'm a judge, which means I expect I expect bottles of papys and lagavulin to be filling up my front porch here any day now.
Chad Sowash (12:35.703)
Uh-huh.
Chad Sowash (12:43.649)
What?
yeah, that's a suspect. Yeah.
Chad Sowash (12:54.07)
Ha ha.
Joel Cheesman (12:54.981)
any day now. But yeah, this this shout out goes to Alex AI and their TA twenty awards. If you got someone you want to nominate, if you want to learn more, just head out to TA twenty. That's the number twenty awards dot com. Shout out to the TA twenty awards.
Chad Sowash (13:13.323)
Very nice. Very nice. Well, I'm gonna go ahead and push forward because we got so meat, so much meat in this in this podcast episode. We're just gonna go straight to events. So let's go ahead and hit hit those events up.
Joel Cheesman (13:25.293)
Y I hate when you tease me with the shout-outs. You you got no shout-outs.
Chad Sowash (13:32.223)
So travel sponsored by Shaker Recruitment Marketing. That's right, kids. are you trying to fuse AI into your into your stack? If you are, then you probably need help because there's so much shit happening out there, so much noise. You don't know what's real, you don't know what's fake. You need the professioners, the professionals at Shaker Recruitment Marketing. Go to Shaker.com. We're talking about 75 years in business, kids. They know their stuff.
Joel Cheesman (13:57.903)
Whoo.
Chad Sowash (13:58.726)
where are we going? we're going to recfest. We're going to be in Nashville, happening September 23rd and 24th. you and I are going to be seeing the disrupt stage. So go ahead and stop by. if you haven't gotten your tickets, I don't know what the fuck the problem is, people. Get the tickets to recfest. Get your tickets to recfest. then on the first night, go figure, we got a party. gonna be at Old Red's Rooftop Bar. If you want to have a tri drink with
The Chad and Cheese, come to Old Red's Rooftop Bar. It is a bigger venue than we've had over the past couple of years because the last time it was just way too fucking packed. So we'll go to go to LinkedIn or chadcheese.com. We will have details on how you can prospectively get on the wait list or actually come in.
Joel Cheesman (14:48.811)
Okay. So you gotta know a guy. You gotta know a guy to get into this thing. Okay. I like it.
Chad Sowash (14:52.439)
You gotta you gotta know. Well, it's it's it's it's the way we do things, man. especially after last year. That place was fucking flooded. Anyway, then I am headed to Cabo to stand for Chris Long and Marin Hogan as they tie the knot. And I know and I know for a fact you have been to Cabo. This is Julie and and my first time to Cabo. What what should we do while we're in Cabo?
Joel Cheesman (15:15.745)
Okay. Well, I was there with my wife who had a like a gallbladder issue. so my take is a little bit interesting. I did I did get to s I did get to see a lesbian wedding in the pool. like I was at the pool bar and then the wedding that was kind of cool. it it is I assume it's gonna be all you can eat and drink, you're gonna be on the water. they'll have
Chad Sowash (15:25.422)
okay. You didn't get to do much.
Chad Sowash (15:31.912)
that sounds like fun. Sounds like fun, yeah.
Chad Sowash (15:40.268)
Mm-hmm.
Joel Cheesman (15:42.286)
alternative items for consumption, if you know what I mean. if you're into that, that'll be down there. it's a beautiful place. Now you can't swim in the water, so don't get nuts. Like they don't it's the waves and whatever, the tides, yeah, it's just not a it's not a place to do that. But yeah, it's it's beautiful. Mexico's great. I need to go back soon. I miss I miss Mexico. Taco Bell just isn't isn't doing it for me anymore. I used to feel like I was in Mexico City at Taco Bell, but it's not not quite doing doing it for me anymore.
Chad Sowash (15:53.759)
Riptides. Yeah.
Chad Sowash (16:00.896)
Okay. Okay, well we're we'll check it out.
It's it's so much better in Mexico. that not the Taco Bell that is. after after that, well, I hope not, because I don't need it. then after standing up for Chris and Marin, congratulations, guys, can't wait to be there. September twenty ninth through the first of October. I'm going to be at SIA's Collaboration X event in Dallas. go ahead and roll that beautiful bean footage. Let's yeah, let's get there.
Joel Cheesman (16:16.217)
There is no Taco Bell in Mexico. No.
Joel Cheesman (16:37.701)
It's a new one. Yeah, this is a new one for us. This is a new one for us.
Chad Sowash (16:40.151)
That's that's a new one.
Joel Cheesman (17:43.599)
Better ROI through A Did you trademark that? That's pretty good.
You're on mute.
Chad Sowash (17:53.208)
I should have, but I didn't. I I gotta say, great that is great work by our video production team on that one. That's why I wanted to showcase it. Sergey and team really knocked it out of the park on that one. yeah, no, we're excited. Excited to go to Dallas. not a big fan of Texas, but going to Dallas, going to the Omni, going to an SIA event should should be a good time. You did see that pool too. You know I'm gonna be there. then then.
Joel Cheesman (18:00.42)
Mm-hmm.
Chad Sowash (18:21.207)
We've got the e-recruitment congress coming up in Amsterdam at the Musikgebau in October, October sixth. Then we go to Workday's frontline hiring event in Vegas on October twelfth. And to get tickets to any and or all of these events, just head over to chadcheese.com slash events. That's chadcheese.com slash events.
Joel Cheesman (18:46.543)
That's a lot of travel, Chad. I hope you're gonna get some downtime during the holidays because you're you're gonna need it, my friend. You're going to need it. Well, I I can't let the shout outs and the post shout outs go without
Chad Sowash (18:50.699)
Yes, me too. I know, I know.
Chad Sowash (19:03.243)
Ha ha.
Joel Cheesman (19:06.243)
That's right. That sound bite means it's fantasy football time again, everybody. draft days coming quick. Chad, Chad draft days coming quick. So our friends at Factory Fix year four, I think now, is going to be sponsoring our unhealthy addiction to fantasy football and football in general. if you want a chance to play, you gotta you gotta sign up. Go to ChadCheese dot net slash fantasy hyphen football to get an on the action. It'll
Chad Sowash (19:12.565)
Yes.
Chad Sowash (19:23.734)
I love it.
Joel Cheesman (19:35.075)
Before you know it, Chad, we'll be draft grades, we'll be you know, the board, the rankings. it's pretty exciting. But thanks to Fanry Factory Fix for making all those all those addictions a reality for for Chad and I. Chad, did you bring your did you did you take your jersey to Portugal? Are you gonna be be able to wear okay? All right, 'cause that that is very, very important. Let's get to topics.
Chad Sowash (19:44.267)
Here it comes.
Chad Sowash (19:49.845)
Love those guys.
yeah. yeah. yeah. I c I can't wait. Yeah.
Joel Cheesman (20:05.679)
Private equity firm Silverlake has held buyout talks with enterprise software provider Workday regarding a potential multi-billion dollar take private deal. The discussions, which have reportedly been ongoing for several months, pushed Workday's market value past $51 billion amid broader market concerns over AI disruption in the software sector, aka the SAS.
Chad Sowash (20:27.648)
Yeah! Wow.
Joel Cheesman (20:32.357)
Apocalypse. P E is coming for workday, Chad. What's your take?
Chad Sowash (20:38.475)
Been getting so excited about Workday because of all of the acquisitions they've been making, Paradox being one of them, obviously. they've all been AI focused in being able to build literally an ecosystem. and so we'll get the drummer ready because here's my top reason top five reasons why Silver Lake buying workday is bad for all of us. Reason number one: RD will get butchered, pe runs on margins.
Expansion, not expanding on the horizon tech. expect innovation to grind to an innovation halt. Number two.
Chad Sowash (21:20.595)
Nickel and diming starts. If you're an enterprise customer running your entire payroll and financials on workday, buckle up kids. you are going to be a captive audience and PE knows it. It's one of the reasons why they would want to buy this in the first place. Get ready for price hikes. Number three, customer support takes a hit. Where do PE do their cuts first? Well, back office, account management, and customer support. Good. That sucks.
Joel Cheesman (21:49.913)
Mm-hmm.
Chad Sowash (21:50.329)
have you ever called your mobile provider and try to get customer service? Probably the most horrible experience ever. hopefully workday doesn't get that bad. Number four.
Joel Cheesman (21:54.979)
No.
Joel Cheesman (22:02.004)
there's four. I thought there were three. Okay, my bad. Let me get on the five, my bad.
Chad Sowash (22:03.51)
five. I've got five total. All right. Yep. It's going to be a cultural bloodbath and the talent's going to be draining. It's going to be a brain drain. Workday was built on a very specific founder led employee first culture. PE doesn't care about your company culture, which means layoffs will happen and top tier talent will jump ship to competitors or agile AI startups before the ink is even dry on the deal. And number five, here it comes.
Chad Sowash (22:36.897)
This one sucks the most. drowning in debt, man. To pull off a buyout of this size, Silver Lake will have to load Workday with an insane amount of debt. Short-term financial engineering completely replaces actual enterprise vision. At the end of this, I hate, hate, hate to see this happen. And I hope it doesn't because I was loving the trajectory that workday was on. This could literally.
Just smash it into a brick.
Chad Sowash (23:10.679)
Just like that.
Joel Cheesman (23:13.711)
So we've talked about the SAS pocalypse quite a bit on the show. the basic theory, if you've missed it, is that AI is going to do all the software, all the all the stuff for companies. Companies are just gonna vibe code ATSs and CRMs and whatever. And all these companies, ServiceNow, Workday, Salesforce, et cetera, are gonna be worthless or worth much less.
Chad Sowash (23:18.999)
Obrigado.
Chad Sowash (23:30.743)
So dumb. So dumb.
Joel Cheesman (23:40.034)
than they currently were because AI is going to destroy most of them because companies will build their own shit. What resulted was valuations that were totally probably overdone, let's be honest. And a lot of those are starting to course correct now because I think people have realized that, well, maybe AI does have some limitations. Maybe big enterprise companies aren't just going to like stop using, you know, ServiceNow because they want to vibe code their own shit. But
Chad Sowash (23:52.021)
Yes. Yeah.
Joel Cheesman (24:08.003)
The opportunity for PE to come in a la TJ Maxx clearance rack and go, wait a minute. That that Hermes bag somehow ended up in TJ Maxx. Well, I'm gonna get it now, and this thing's gonna be, you know, 100% return when everyone realizes and gets their conscience back, common sense back, and realizes that AI or SaaS companies and and software is not going anywhere. So a little, a little, a little
Chad Sowash (24:25.287)
One of the things is sponsored by Tab.
Chad Sowash (24:33.809)
Fifty one billion is cheap?
Joel Cheesman (24:37.365)
Yeah. I mean, th these these people work in big dollar amounts. So a little history recent history on this. Silverlake just bought electronic arts. It's in the game. Everyone knows electronic arts. that was a fifty-three billion dollar deal, I believe. So pr Silverlake has some experience behind these big kind of acquisition acquisitions. And workday is obviously in the crosshairs. they also PE also bought Day Force.
recently, which is a kind of a wannabe poor man's competitor to that for sixteen billion dollars. So do we see more of these sort of workforce companies in our space get gobbled up? I mean, time will tell on that, but this certainly is foreboding for the company. Workday, quarterly earnings, I think is aug August 27th. So we don't have too long to look forward to like will there be comments about an acquisition? Will they deny it? Will they sort of
Chad Sowash (25:10.879)
Yeah.
Joel Cheesman (25:35.513)
make comments about like it's going to probably happen. That'll be interesting. But Chad, you and I know a few things about private equity. They destroy these companies. Career Builder, ISIMs, maybe the only one that hasn't been yet is House of HR. They've been sort of able to effectively not lose their their souls sold selling to to private equ yeah, European may have something to do with it, but
Chad Sowash (25:59.019)
Yeah. They're European, I think for the most part, yeah.
Joel Cheesman (26:04.984)
If this goes through, history tells us that the workday that you know and love, if you know and love them, is going away because private equity is going to come in, cut the fat, increase profits, innovation will cease, if not die entirely. All these cool companies that they've acquired over the years, the paradoxes, all of that is over if private equity gets their hands on work day.
So just be prepared. If you're a customer or pr perspective customer, keep that in mind. Watch the news, watch what's going on, listen to the earnings report. But historically, this is a bad idea. My two sum to sum up, the SAS pocalypse has made this possible. And if it is, if it does happen, it's really bad for work day from a historical perspective.
Chad Sowash (26:58.49)
It's really hard because everybody has forgotten the dot com bubble and how that fucker burst and it was overvaluated and and it's like this is happening but it's gonna be so much bigger and then everybody is like devaluing SAS and it's like their revenues are high and there's like, Well, that's not long term thinking. It's like no it
Joel Cheesman (27:04.879)
Mm-hmm.
Chad Sowash (27:19.105)
The long term thought is they have portfolios of companies. They're currently on SaaS, yes, but that doesn't mean that. I mean, look at Workday, they're infusing AI into the software. So it's like it's the best of both worlds. I the speculation of the market drives me fucking crazy because none of these people know this space. It just it it drives me crazy.
Joel Cheesman (27:22.799)
Mm-hmm.
Joel Cheesman (27:33.882)
Yeah.
Joel Cheesman (27:42.084)
Yeah. I mean it's a huge buying opportunity, not just for private equity, but for individual investors. If if you believe that software isn't going anywhere in the long term, that AI is not going to dislodge this industry, like go buy some Salesforce, go buy some workday, go buy some service now. Cause these companies, if you believe that, are gonna like it's gonna come back and these companies are going to make you a lot of money if you invest in them now. And private equity is is taking that cue and rolling the dice, placing the bets.
Chad Sowash (28:07.851)
Well, if private equity buys if private equity buys, they're gonna take they're gonna take private. So yeah.
Joel Cheesman (28:13.957)
Yes, yes. yeah. So watch watch this space. It's very interesting. So from one big one big software company to another, let's get into our next story. Google resume dumping. What? Dumping. It's not just my morning ritual anymore, Chad. Not just my morning ritual. A leaked, a leaked internal memo.
Chad Sowash (28:17.462)
Yeah.
Chad Sowash (28:21.079)
Good God.
Chad Sowash (28:35.031)
Thanks for that.
Joel Cheesman (28:38.819)
A leaked internal Google Deep Mind document revealed that the company's automated HR and AI resume screening tools risk incorrectly dumping qualified applicant CV straight into the rejection pile, prompting Google's own safety teams to create a manual human review workaround. What? Chad, getting dumped is no fun, but Google is taking it to a whole nother level. What's your take?
Chad Sowash (29:05.943)
this is so weird. So the the article reads, quote, this team set up a special form to go past the recruiter review and get their resumes direct to the people on the team, end quote, said said the the spokesperson. But there are no shortcuts to getting hired is what they said. This is exactly a shortcut. and to be quite frank, when hiring managers with clout
Aren't happy with town acquisitions processes or outcomes, they can sometimes go rogue. And that's exactly what's happening here. That's what seems so hiring managers aren't getting the candidates they want. So they're going around TA. When something like this happens, HR can either let DeepMine do their own thing, which involves adding tons of bias and risk into the hiring process, or HR and TA can find out.
What the real problem is and make the fucking changes for God's sakes. For example, in many situations, a hiring manager doesn't really engage in the intake process. They use the same job description as the last time without even checking the market intelligence to see if those individuals are even in the area, if they even exist, right? To hire them. Then when they don't get the quality or the amount of candidates they want.
It's TA's fault instead of not understanding the market they're trying to hire in. I doubt this is about tech. It sounds more like a dick measuring contest between a high powered department like DeepMind and corporate cops and HR. The answer be a fucking adult and work it out. These types of bullshit tribal fights are always pissed me off when I was on the corporate side. Crazy. Be adult.
Find out where the problems are and fix the damn problems. This shortcut runaround is gonna get Google in some major problem from a buy standpoint.
Joel Cheesman (31:15.021)
I I I wanna go back and be reminded of when you first said AI is like a puppy. It's gonna piss on the floor, it's gonna chew up the couch, you know, it's gonna do things that you don't expect or want to have happen. I think it's been a while since you first said that. It w it would it be fair to say it's been years since you probably first said that. And here we are, and the puppies the puppies still pissing on the the couch. Like these
Chad Sowash (31:24.769)
Yeah. Yeah. Yeah.
Chad Sowash (31:36.668)
yeah. yeah, probably three years.
Joel Cheesman (31:43.098)
These are the most advanced AI companies on the planet. And if we like if we can't trust their models to be effective, how can we effect how can we expect like our industry models to be effective and as impactful as as they need to be? And how can you as a job seeker trust that the process is being fair to you and and giving you you know a good shot at a at a opportunity?
I've had so many people, relatively speaking, compared to I've been in this industry for a long time, people that are very experienced, have a have a l just are badasses that are falling through the cracks that aren't getting, you know, a fair shot. And they all they all say, like, what the hell is this market? Like, what in the world is going on? And I used to think that it was there's so many candidates coming in and AI's making them all look like the perfect candidate.
And it it turns out like what may be happening is the AI is just screening out qualified people for no real ex good explanation. And I think that's an incredibly dangerous thing. So in this case, I see, okay, let's get the people back involved because all of this slop is just coming in and this the the AI is creating slop and the the human beings are creating slop. Like one of the things they said in the story was that all the cover letters are too samey.
Chad Sowash (32:52.639)
Yeah.
Joel Cheesman (33:09.579)
In quotes, right? Which means AI is writing all of the cover letters, which means everyone everyone looks the same. And when you have the sameness like that, then good people get through the cracks. Something has to happen. And and and this story continues with Walmart. Like this, this is going to be a trend that we're going to see where AI wasn't what we thought it was, or AI's not quite ready for prime time yet. And it's just showcased here in Google, which again
Chad Sowash (33:10.369)
Ha ha
Chad Sowash (33:14.176)
They are.
Joel Cheesman (33:39.415)
One of w dare I say the best tech company on the planet is having issues and we expect, you know, the construction company that's using this not to have problems. I mean, this this'll have to get worked out either on a company level, industry level, or maybe we just go back to the humans for a while until the puppy finally grows up and gets potty trained.
Chad Sowash (34:02.028)
Yeah, I think it's hard to go back to it's hard to put the toothpaste back in the in in the tube at this point. Plus the yeah. Well, and then the f the flooding. So I think it can be both. I can get I think it could be tech and the tech not being tuned the way it should be tuned. It it can be the flooding of resumes, but I also put onus and responsibility in these fucking hiring managers who don't do their job.
Joel Cheesman (34:08.707)
Especially when we fired most of the recruiters. We fired most of the humans that were doing the human
Chad Sowash (34:30.549)
They want to make sure that they get the perfect candidate, but yet they spend no time whatsoever helping TA recruiters do some market research to find out if those people even fucking exist in their specific area, right? So I I think there's a lot of things that are happening right here to blame everything on the puppy, I think is is the is the easy route.
Joel Cheesman (34:34.351)
Mm-hmm.
Joel Cheesman (34:53.103)
Yeah. If screening s ends up screening out really good people and we companies realize the AI is screening out really good people, what do we do about the screening? Do we keep using it? Do we wait for it to improve? That's a really interesting question. But what we're seeing now is the screeners maybe aren't as good as we thought they were. And maybe human sourcing these things does have value that we've missed in the past.
Chad Sowash (35:20.577)
We make things too complex. We make things too complex. Literally, it's like the first the first part of screening is meeting the requirements. That's it. But guess what the hire managers want to do? They want to put little niceties here, little that, little this. We we have to be more streamlined and we have to be black and white instead of playing in the gray all the time. They want to bitch about getting bad results. And it's like, well, stop playing in the gray. Let's let's do this right.
Joel Cheesman (35:24.559)
Sure.
Joel Cheesman (35:33.849)
Mm-hmm.
Joel Cheesman (35:38.82)
Yeah.
Joel Cheesman (35:45.4)
And how about the results you never see to say that they're wrong, right? So like if if mistakes are just invisible, the perfect candidate just ended up in the filter. Well, we'll never know. There won't be an AI checking the I AI to see did we screen out good can so this this is a problem that we may never actually realize is a problem because it remains invisible. Unlike our sponsors, kids, if you're not if you're not
Chad Sowash (35:49.271)
Yeah, yeah, yeah.
Chad Sowash (36:07.607)
Who
Joel Cheesman (36:10.821)
If you're writing blank checks to our sponsors, what the hell are you doing? make sure you do that because they make sure that the show is possible. And if you haven't plugged into the show, check us out on your favorite podcast platform, your AM radio of choice, whatever it is, give us a like, follow, tell your closest one hundred friends. We'll be right back.
Chad Sowash (36:17.675)
Do it.
Joel Cheesman (36:33.657)
Chad, this next segment is brought to you by comfortable, free, awesome t-shirts that only Chad and Cheese can provide. Our friends at Aaron App are allowing us to send great t-shirts out to our fans. All you have to do, kids, is go to chadcheese.com slash free, give us your address, and one of these days the t-shirt will probably end up in your mailbox, packed by child labor.
Chad Sowash (36:39.105)
Ooh, I love those.
Joel Cheesman (36:58.333)
when I say child labor, I mean children that whose last name is Cheeseman. So it's not quite illegal. come and get me for that. Again, that's Aaron App, making miracles happen with free t-shirts, chat cheese.com slash free. Our next story, Chad. Stanford Digital Economy Lab reveals that while generative AI has not caused widespread job displacement, it has created a significant nineteen percent.
One in five almost employment gap for young workers and highly AI exposed occupations. What's more, and in a an NPR report highlights a sharp divide among top economists regarding whether artificial intelligence is the primary culprit behind the difficulty or the difficult job market for recent college graduates. However, while young workers are struggling in the broader job market, they're thriving in subset of AI jobs.
In a subset of AI jobs and a recent analysis by Microsoft and LinkedIn reveal emotional intelligence and human centric leadership have become the most critical skill set for the future of work. Chad, what do you make of what's going on with the youths in AI right now?
Chad Sowash (38:08.095)
I think on the the LinkedIn survey or whatever they did, that's just a bunch of bullshit. It's fucking optics. It's trying to make everybody feel better. Humans are gonna be around, blah, blah, blah. It's it's it's total bullshit in optics. But on on the on the side of the Stanford research, we keep hearing highly AI exposed occupations. Well, what the fuck are those? Right. they are number one, they've got five or four different segments.
Computer mathematic roles, so software development, coding, and data analysis tasks. number two, legal and financial services, so document review, compliance checking, financial modeling, and administrative analysis, featuring high cognitive tasks, which overlap with AI. number three, customer service and communication roles, telemarketing, support ticketing, and first line client interactions.
and then number four, writing and translation, go figure. content creation, proofreading, copywriting, and language translation are directly impacted by generative text tools, and they already are. So the study says, quote, the adjustment in the workforce appears to operate primarily through reduction of hiring of the young work workforce rather than
Increased separation. So they're not firing people. They're just not hiring. Here's the contrast in fighting, which I thought was interesting. While employment for young workers, 25 to 20 or 22 to 25 in these highly exposed occupations dropped 19% relevant relative to less exposed peers through 2026, experience workers show no comparable gap. Why is that? In my ask,
Honest opinion, AI needs more experienced workers to flag incorrect content, hallucinations, which train the AI. Companies need their more experienced workers because they understand the edge cases. And AI hasn't yet experienced those edge cases. So therefore, they don't know the right answers. The AI doesn't know the right answers. They still need the experts in place, which is why.
Chad Sowash (40:30.027)
We're not seeing a huge dip or firings from that from that aligned workforce. here's my prediction. What we're currently experiencing is phase one, reduced hiring of entry level positions. Then phase two happens after the AI is sufficiently trained on edge cases, which will lead to layoffs of the experienced and more expensive staff, meaning less headcount, less wages, less benefits, and more profits.
Now, edge cases will never go away, but in more traditional companies, they lessen. So the second phase will definitely fluctuate industry by industry, company by company. So we're currently in kind of like the frog boiling territory where we're not going to see huge dips. It's just going to start to slowly happen. And the next thing you know, like after 40 years and trickle-down economics, nobody has any fucking money.
Joel Cheesman (41:32.825)
That was dark, Chad. That's that's way too dark for a dude in sunglasses at a bar in Portugal drinking beer. Yeah. Yeah. Amer you America Chad. Merca Chad is coming back, everybody. Get ready. I I I've I've mentioned a Charles Darwin quote. Maybe mine's a little sunnier than than yours, which is odd. I've I've mentioned a Charles Darwin quote for the kids. Again, the quote is it is not the strongest of the species that survives.
Chad Sowash (41:37.303)
Sorry. Sorry. you can tell I'm coming back to the US soon.
Chad Sowash (41:47.167)
Chad Sowash (41:52.119)
God, I hope so.
Joel Cheesman (42:00.558)
Not the most intelligent that survives, it is the one that is most adaptable to change. AI is the honey badger of technology. In other words, it don't care. What we're learning at what we're learning is for the hard stuff that can be done by AI, you're being replaced. AI cannot, however, analyze client anxiety.
It can't mediate internal team conflicts. It can't navigate, you know, corporate politics or inspire a team.
The key to the future is learning those skills that are human skills. The old model used to be get an entry-level job out of college, learn the hard shit, right? How to write an email, how to use this software, how to do some of these things. And then eventually you learn them and then you'd be put in a management position. And then you could manage the new crop of people that were learning these new skills as you and you kind of worked your way up the ladder. The new model seems to be.
Have emotional intelligence, learn to orchestrate AI for a future of to have a future. So what we're seeing, I think, in with kids is if your model is like the hard skills that can be replaced, like you're having a really hard time. The story about AI, the the people that are getting success in that, they have those human skills. They're able to, they know how to use AI to basically make themselves a better person. The the bottom line is like.
The world is changing. Some people are gonna go with the flow and figure it out. And a lot of people aren't. They'll figure out their own, you know, their own road. There's a a recent story in Business Intelligence like there's a huge growth in young people buying franchises. So a lot of people have said, like, you know what? Screw the job, but I don't want to necessarily build my own company. Like, I'm gonna get a subway franchise, which is kind of old school, but that's where a lot of people are going. And this is no new story, Chad.
Joel Cheesman (44:07.191)
I mean, th it used to be like, I'm a I'm great at ads in the newspaper. I know how to d you know, place radio spots and things like that. And then when SEO came, when the internet came, when social media came, you had to h have a whole new bucket of skills to be successful for the future. This is not that much different. So the the the key here is to adapt. I I was listening to one of my favorite podcasts, aside from ours, is Diary of a CEO.
Chad Sowash (44:12.225)
Yeah.
Joel Cheesman (44:34.071)
One of my favorite authors of all time is Seth Godin, who's a marketer. He was recently on the show, which I encourage you to listen to, but he had a little clip about AI and how to survive it into the future. I think it's worth sharing.
Chad Sowash (44:42.284)
Yeah.
Joel Cheesman (46:02.405)
Wise words. Wise words.
Chad Sowash (46:03.384)
Your your own army of agents is pretty much what he's saying there. Yeah.
Joel Cheesman (46:08.741)
And having a network of people, Chad, I think a lot of young people disregard how important it is to have a network of people. And a network of products. If you're a Walmart shopper, everybody, our next story, a business insider report reveals that Walmart store employees are facing a new daily responsibility. Nay I say a new job, Chad. they have to act as human quality control experts by correcting training and cleaning up.
Chad Sowash (46:21.034)
hello.
Chad Sowash (46:30.679)
Okay.
Joel Cheesman (46:35.671)
After AI tools, as if the the mess I made in the Walmart a couple weeks ago wasn't bad enough. They got to clean up AI problems as well. As the largest private sector employer in the US, Walmart's mass rollout serves as a major case study for the friction points of scaling AI in the workplace. Super intelligence, my ass, Chad. Give us a hot take.
Chad Sowash (46:58.487)
We're just hearing over and over about the puppy pissing on stuff. I mean it's interesting because in this story, Walmart is Walmart associates are receiving task lists that are created by AI that actually don't understand the job class slash list itself, right? So i and these are including edge cases, not always associated with each job. So for for from the article, for example.
Restocking shelves involves more than just putting up new merchandise on the shelf. Expiration dates need to be checked, damaged items need to be discarded, dust and spills need to be wiped up and sanitized. I mean, those tasks plus any host of other steps are variables. End quote. It's almost like a manager who never performed the actual job of stocking shelves, guided the framework of this AI list, right?
And so this escalates to the problem of AI is now creating time hacks around doing these tasks, although all it doesn't understand the edge cases. Now Walmart says, well, we're not we're not gonna ding employees on this, but I I say yet, they will. And this is literally just a training exercise right now.
Walmart surveyed over 250 associates. More than 85% of their respondents said they do not trust Walmart to prioritize their needs, the human needs, in developing AI. And I mean, why should they? Over the past 40 plus years, Amer corporate America hasn't paid employees fairly. Benefits are waning. Plus, Walmart has fought unionization of the workforce for years. And again, so why should they?
Trust Walmart. We have a trust problem if you're pushing AI into your company and you're trying to do it top down in this fashion. I mean, we don't we have talked to so many companies who have implemented AI, but they've done it in pieces, parts, in little chunks. They found out where the pain was, they found out where the suck was, they found out where people hated to do those tasks.
Chad Sowash (49:18.975)
And they saw if AI could actually pick up and do it for them. If they could, the people loved it. People thought it was amazing. In this case, Walmart's pretty much jamming AI down everybody's throats. This is not the way to do it. If you're going to implement, if you're going to adopt, you have to be able to work with the people. And they are not working with the people.
Joel Cheesman (49:45.434)
Chad, have you ever been in an Uber where the GPS tells the driver to go one way and he goes a different way? And you're like, why are you doing this? And he goes, Well, construction popped up today, or I know I know something is going on. There's a parade that's not on this thing. This is gonna be a much quicker way. And ultimately it is. That's that's nuance.
Chad Sowash (49:53.707)
Yes.
Chad Sowash (49:59.073)
Mm-hmm.
Chad Sowash (50:05.899)
Yeah. Yeah.
Joel Cheesman (50:09.881)
That's doing the job long enough that you know the ins and outs and the the the shortcuts and the the cheat the cheat codes, et cetera. The AI right now knows the GPS. It knows what historically works to put those pieces together. It does not have the nuance to know what's going on. Another example they had in this story was that the shopping list that guy that employees would create would not
put the frozen items at the end of the list, which melt, right? So, so workers were like putting, you know, the frozen peas in first and then go into all the other stuff that's not frozen and the freezer pose or the the peas are frozen by the time the delivery gets to the customer. Like that's the nuance that AI doesn't know yet. And now AI's hoping that the employees will eventually teach the AI that the frozen stuff goes last.
Chad Sowash (50:43.189)
Yeah. Up front, yeah.
Joel Cheesman (51:09.091)
Not first. That's going to take some time up until then the puppy back to ping on the carpet. Like these things are going to happen. The other part of the story was like there are alerts that come in that are totally irrelevant to like what the process of the job is. And they ask the employees, well, what do you do about that? And they go, Well, we just ignore it. We just ignore the the alert from the so humans are learning like, AI's dumb. Ignore that, right? So we're having this imbalance of human nuance.
Chad Sowash (51:12.321)
Mm-hmm.
Chad Sowash (51:15.763)
Okay.
Joel Cheesman (51:37.465)
How it's always been done, how do we train that? And we're seeing a lot of a lot of acquisitions in our space about how do we get more training, how do we get more stuff, how do we get into people's emails, how do we get into people's calendars, how do like the AI needs more and the machine needs more and more stuff, and this is this is a lot of rage against the machine until the machine figures out all this stuff, if it ever does.
Chad Sowash (52:00.456)
I totally agree. Totally agree. I mean it is in hello. Can I have another can I have another beer? the the the the the w what I had said before is I mean literally there are companies that not adopting AI responsibly. And then you've got all of these companies that are saying we're not seeing ROI out of AI. Well, you haven't seen it because you haven't done the work.
Joel Cheesman (52:07.171)
Whoopsie. Yeah.
Chad Sowash (52:30.603)
They aren't doing the work and understanding the actual processes. Like Walmart, they they don't even know the tasks it takes to just stock shelves, right? The edge cases, whatever you want to call them, just to stock shelves for fuck's sake, right? So think of things that are more complex, you know, and then then you want to extrapolate that out. And then you hear a CEO say, Well, we're not seeing the ROI from it. It's like, because you need fired, you didn't do your job, you're a shitty leader.
Joel Cheesman (52:40.335)
Yeah.
Joel Cheesman (52:57.071)
Mm-hmm.
Chad Sowash (52:59.007)
Right. You literally, you literally you need somebody to actually take control of this. And apparently you can't. So hit the bricks, Bub. I mean, it's if a company like Walmart is having these problems, many others are.
Joel Cheesman (52:59.983)
Yeah.
Joel Cheesman (53:13.057)
It it's interesting the story also talks about like the most value that it brings is sort of your daily to-do list, which to your point, isn't that the manager's job to direct you? So yeah, like well, they do want to say I yeah, I get that as well. I I think if it's your first month on the job, I think it's AI is great. It could it's instructive, but then at some point you get to a point
Chad Sowash (53:17.749)
Mm-hmm.
Chad Sowash (53:25.037)
they want to get rid of the manager though. Middle management. Yep.
Joel Cheesman (53:41.081)
We're like, no, the frozen shit doesn't go in first. I'm gonna ignore the AI because that's stupid. That's kind of where we are, where we're at right now. Guys, we're gonna talk about indeed after the break. And that's what you come here. That's what you come here for. Some Indeed trash talk. We'll be right back.
Chad Sowash (53:50.935)
Huh? What?
Joel Cheesman (54:00.794)
Maybe they can sponsor MySpace, Chad, after our talk from last week. if you haven't heard that, that's very entertaining. Indeed, is shifting its marketing strategy to target passive job seekers, aiming to build a larger talent pool beyond those actively searching for jobs. It's a story as old as time, Chad. This involves engaging with potential candidates through cultural activities, i.e., soccer games, and fandoms, such as sports and entertainment, to create a supply of profiles.
Chad Sowash (54:04.546)
Ha
Joel Cheesman (54:29.605)
for employers or the AI to find. Chad, what's your take on Indeed's new marketing direction?
Chad Sowash (54:37.751)
So I didn't think I'd have much to say about this because it's just boring and it's stupid. No, seriously. Then I listened to the Ad Age podcast episode. now I've never heard James Whitmore, indeed CMO, speak before, but I can clearly say that after hearing James describe the quote unquote new marketing yes, I did, air quote, strategy.
Joel Cheesman (54:41.357)
stop.
Joel Cheesman (55:01.274)
Uh-huh.
Chad Sowash (55:03.871)
I was left thinking, what new strategy? Everything he talked about Indeed has either done or they've been focusing on already for years. And it never fails to amaze me that marketing types come in from other industries have zero fucking clue what they're actually talking about. They don't understand the history, the changes in Indeed's tech from one slick and effective job search engine, which devolved into a fucking job
Joel Cheesman (55:13.167)
Uh-huh.
Chad Sowash (55:33.355)
Just for starters. They don't, they don't understand the basics. He's talking about fandoms, sports, indeed. They've been doing this for years. They might be doing more, but this isn't new. That maybe expansion into different leagues, it's not new. Matching and sourcing marketplace, aka feeding relevant jobs. They've been really shitty at this for years. And they're still shitty. So carry on with AI. increasing job seeker profile completion rates.
Ever since they created a resume database, which they didn't start with, they've been focused on that. Apply starts, which is literally just someone clicking the apply button, not actually completing the job application, just one more click to charge companies more money. The big evolution James James is trying to sell is indeed evolving from a job search engine to a sourcing and matching.
Marketplace, which again, they've tried to do over and over and they've failed. So to me, our new friend James is just another carnival barker slinging the same old bullshit wrapped in an entirely different package with a British accent. Anytime I hear earnings calls, a presentation, or even a podcast, it's all it with indeed leadership. It's just they're just spewing bullshit.
And anybody who doesn't know what they've done or been around, they're gonna buy it. So anyway, anyway, no. I I I'm I'm sure James Whitmore, our new friend here, is a great is a great guy, but give us all a break, man. I mean, you're not doing anything new and revolutionary, you're a fucking job board and everybody hates you. So why don't you just why don't you just lean into the evil empire angle?
Joel Cheesman (57:08.792)
Uh-huh.
Lovely.
Chad Sowash (57:29.291)
Heavily and sponsor Spaceball 2. Sponsor the movie Space Balls 2 when it comes out next April. Seriously. Exactly. Seriously. Spaceballs fits indeed's identity to a T. It's like Mr. Bean meets Star Wars, a bunch of nitwits who are trying to take over the recruiting world.
Joel Cheesman (57:31.633)
Joel Cheesman (57:36.813)
Your job board is as big as mine.
Joel Cheesman (57:50.629)
America Chat is back. He's not coming back. He's he's on the porch yelling at kids. Jesus. Whew. All right. How do I follow that?
Chad Sowash (57:57.431)
Joel Cheesman (58:07.301)
I I I think this is if you wanted proof that like Google is hurting indeed or lack of Google traffic, this is kind of your your red flashing red light. this might be a good time for a history lesson.
Chad Sowash (58:24.768)
Ooh.
And and a Guinness. Can I get a Guinness?
Joel Cheesman (58:28.117)
so so here old old indeed old indeed leveraged the hell out of free organic search traffic from in from Google and did it better than anyone else. Google Google or indeed is indeed because of Google. and the like free traffic is great. So the marketing was, huh?
When I have a shitty day at work and I go, I want a new job, I'm gonna go to Google and search Toledo jobs. there's Indeed free traffic. Now Indeed is telling you, that's not working out anymore. We're not getting people coming in from Google searches. So they've I'm sure they're marketing to like still pay-per-click ads or probably doing stuff, people searching for jobs on socials. But what they've done is tell you like.
Chad Sowash (59:01.223)
Yeah. Right there.
Chad Sowash (59:17.911)
Mm-hmm.
Joel Cheesman (59:22.979)
That way doesn't work anymore, we have to go back to the drawing board and start doing, frankly, some old school marketing. In other words, we need to interrupt people while they're doing things that aren't associated with job search, i.e., checking out a football game, and hope that they go to the site, check it out, and put in their information so that then we can create an agent for them to automatically apply to jobs.
Chad Sowash (59:34.615)
And money.
Uh-huh.
Joel Cheesman (59:52.176)
That are posted, and that's the new model, which is not unlike the old model, Chad, which was okay, I'm gonna search for a job today. I'm gonna put in my information, and then I wanna get an email anytime a new job that fits my criteria shows up. So we're basically trading email alerts for automated hiring, recruiting, applying, etc. So they're going with this time, it's different.
Chad Sowash (01:00:16.79)
Yeah.
Joel Cheesman (01:00:21.241)
This time it's different. That is not a marketing strategy, my friend. That is not a marketing strategy. So what Indeed needs and what they love to have is what LinkedIn enjoys. LinkedIn, better than anybody, is a destination. You go to it regularly. A lot of people do. Some people don't. That's a debate, but at least Indeed has a feed of content, stuff that's valuable. You can get credentialed in stuff. You can learn new things.
You only go to Indeed for job search and that model of go to Google and then come to us is breaking down. This is their answer. This is their answer. I don't know. I don't know. I'm not buying it, Chad. I'm not buying it, Chad. It's not nearly as good as a strategy of just dad jokes would be for them. Just indeed dad jokes would be would be would be much better. Spaceballs two. All right, Chad.
Chad Sowash (01:01:08.993)
yeah. I'm telling ya, space balls two. Spaceballs two. Yeah. Yes.
Joel Cheesman (01:01:18.339)
You need to go take a nap or get another drink or something, my friend. Hopefully this will this will help reduce some stress. what what kind of vehicle does an egg drive? What kind of vehicle does an egg drive?
Chad Sowash (01:01:20.939)
Got a Guinness coming.
Chad Sowash (01:01:32.159)
Mm.
Joel Cheesman (01:01:34.572)
A Yokeswagen.
Chad Sowash (01:01:36.349)
a yokes wagon.
Joel Cheesman (01:01:41.551)
See you soon. I'll I'll alert the I'll alert the the the you know I'll alert everyone that you're coming. Alert the authorities that chat is coming back, everybody. We out.
Chad Sowash (01:01:52.386)
We out.
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