Grab your pastel shorts and a cold drink because Chad is broadcasting live from Portugal, celebrating his birthday alongside a local bar owner while Joel prepares for a milestone anniversary trip to Italy.

In this high-energy, unfiltered episode of The Chad & Cheese Podcast, the boys take a sledgehammer to the current AI hype cycle, contrasting Workday’s massive earnings and $500 million agentic AI run rate against the harsh reality of Microsoft and Uber scaling back their tech due to exploding compute costs.

From Stepstone’s new EU compliance push to Indeed’s automated features, Chad drops a massive hot take on how over-engineered recruiting tools create dangerous compliance risks and automation bias.

They tie up the loose ends of the global economy by breaking down everything from the historic Indy 500 finish and a comedic eulogy for Schlitz beer, to the Pope's latest tech warnings and the EU's pivot to renewable energy as a national security weapon.

It is the perfect, loose, and brutally honest mix of global geopolitics, HR tech consolidation, and birthday banter that you absolutely cannot miss.

Chapters

00:00 - Introduction and Personal Milestones

02:08 - Joel and Chad's Birthdays and Anniversaries

04:27 - Industry Conference Insights: Old Dogs vs. Disruptors

08:34 - Shoutouts and Personal Highlights

11:28 - Indy 500 Race Highlights and Experience

16:28 - Workday's Earnings and AI Investment

20:04 - AI Market Race: Google, OpenAI, and Industry Disruption

23:06 - Historical Perspective: Netscape and Microsoft's Browser War

27:39 - Top Tall's Acquisition Strategy and Market Position

30:02 - EU and US AI Regulations and Industry Impact

40:05 - AI's Cost Challenges and Economic Realities

44:23 - Public Perception and Future of AI

47:50 - Global Energy Transition and Geopolitical Implications

54:38 - US Dollar, Oil, and Global Power Dynamics

55:23 - Humorous Close and Birthday Wishes