Episode · 2026-05-20
Meta Reassigns 7,000 Workers
Meta Reassigns 7,000 Workers | Grocery Inflation Highest Since '23 | Kasra Moradi
Rundown
Chris and Colin open by dissecting the chaotic vibes inside Meta amid its AI reorg and reported workforce reassignments, then riff on white-collar affordability pressures pushing Americans to consider retiring abroad, X's new AI-powered Creator Connect product, and an audience member's account of broad AI-driven instability across ad accounts. They also discuss Minted's shift into premium running gear before welcoming guest Kasra Moradi, founder of Multiply, who explains why he stepped back from agency work to build his own e-commerce brands.
Takes from this episode
Chris thinks Meta's response to its internal turmoil is to keep inflating the stock while pushing headcount into AI as a bet on the future.
I guess you just Coinbase this thing and hope that the stock just keeps going up into the right and you push everybody into AI and that's your bet
Colin predicts US affordability pressure will force white-collar Americans to weigh retiring abroad within the next 5 to 10 years.Prediction
there is a crunch of like the white-collar American. And there's going to be some decisions that are going to have to be made over the next 5 to 10 years of like is the United States the place where you're going to retire because of affordability
Chris believes X's new AI-powered Creator Connect product is a genuine win that will open up valuable creator and ad opportunities for DTC brands.
using Grok to bring relevant creators to brands in search of more ad dollars... great win... I think there's going to be very relevant ad space to be had already is for e-com D2C brands
The speaker argues 2025-2026 is an 'AI guinea pig era' where AI-driven unpredictability is disrupting performance even for the largest ad accounts.
25 to 26 is the year of what I would call the AI guinea pig era... Even some of the most stable high highest spinning accounts I have access to are seeing broad issues, mostly related to issues on Meta
Colin credits Minted's deliberate shift into premium, purpose-built running gear (wicking jackets, gloves, beanies) as the reason its drops keep selling out.
Their running drops have been exceptional... Some of the wicking beanies and gloves that they designed are incredible... It is premium. It's well designed. It's well made.
Kasra argues the agency model makes you feel like a 'rented employee,' which is why he stepped back from agency work to build brands he fully controls.
the agency model for me, like I don't know how to say it. It's just like you're a rented employee almost. And like for me, I really love building brands... making an impact in something that I can control 100%