"Trump’s TRILLION Dollar Investment" - The REAL REASON Amazon, UPS & Big Tech Layoffs DON'T Matter
Valuetainment
Valuetainment Episodes
4.8 • 1.7K Ratings
🗓️ 30 October 2025
⏱️ 19 minutes
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Summary
PBD, Tom, Brandon, and Bill Pulte break down the wave of corporate layoffs hitting Amazon, UPS, Meta, and Target. Are these cuts a sign of trouble or a pivot toward AI efficiency? The panel debates automation, union decline, and whether AWS, Azure, or Oracle will dominate the trillion-dollar cloud future.
Transcript
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| 0:00.0 | Layoffs. |
| 0:01.0 | Amazon, 14,000 jobs. |
| 0:03.0 | UPS already this year, 48,000 jobs. |
| 0:06.0 | Rivian, 600,000 jobs. |
| 0:08.0 | Checks, slash, is 45% of workforce, |
| 0:11.0 | blames new realities of AI. |
| 0:14.0 | Meta, layoffs. |
| 0:16.0 | Amazon, another 30,000 target, |
| 0:18.0 | Target, 1800. |
| 0:19.0 | Rob, I think you got some of the videos on this one. Why don't we play the UPS 1,000 for the year so far? When you're seeing these types of things, we talked about this briefly yesterday. To the average person, this looks like, oh my God, this is horrible. Look at all this stuff that's going on. Go ahead and play this clip, Rob. So new tonight. UPS has announced that they've cut 48,000 jobs so far this year. |
| 0:41.8 | That announcement made on their quarterly call this morning. |
| 0:45.2 | The company said their 2025 revenue is more than $21 billion, |
| 0:50.5 | but that's partly because they've consolidated to create what they call a more efficient operating model. |
| 0:56.6 | 14,000 workers were primarily on the management level. |
| 1:00.4 | On top of that, they reduced their operational workforce by about 34,000 positions |
| 1:05.4 | and closed daily operations at 93 sites. |
| 1:09.8 | Tom, this looks bad, but is it really bad? |
| 1:11.9 | What's going on here? |
| 1:12.8 | No, this is natural. And what's happening, natural, I'll give you three points on it. Point number one, we are having a pretty good economic year. Wall Street's having a good year. And when you come to the end of the year, what do you do? You make budgets. Your company make budgets. You require everybody to take a look at it and bring you their their ideas, their thoughts, their creativity for next year, and what are we going to budget? What are we going to not? And a lot of companies are discovering, look, UPS is competing with Amazon, if you want to think of it that way. And every time Amazon automates a warehouse, UPS has to cover. It's like sailing. You have to cover the tack. You have to cover what your competitor is doing. So number one, the layoffs are coming as they realize these efficiencies, and then they're going to return that profit to the shareholders. That's what's happening. Point one. Point two, we're in a transition in America. There's more efficiency |
| 2:01.3 | happening as AI happening. And I'd like to go, Rob, can you go? The link I gave you, we used |
| 2:06.1 | it last week. Let's take a look now. And Bill also want to know what you think about this. |
| 2:10.2 | Take a look at this. What's going on here right now, these layoffs are the responsibility |
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