EPISODE · Jun 8, 2026 · 2 MIN
Episode 20: The Vibes Are Crashing
from Moonshot Minute · host Moonshot Consulting
blowout. Then the Nasdaq dropped 4.2 percent.Here is why. 60 percent of money in US stocks sits in passive funds. They don't evaluate risk. They just buy the top 10 tech names on autopilot. And those top 10 names now make up 34 percent of index profits.But the real story is circular. Google booked $29 billion in profit last quarter from marking up its stake in Anthropic — not from search, ads, or cloud. Passive money flows in. AI valuations go up. Repeat.Meanwhile, AI was the leading cause of layoffs for the third straight month. Over 97,000 job cuts in May. AI-linked layoffs in 2026 have already surpassed 2024 and 2025 combined.The gap between reported strength and lived reality keeps growing wider.No fluff. Just what is actually happening.#MoonshotMinute #JobsReport #AILayoffs #StockMarket #TheUncounted
What this episode covers
blowout. Then the Nasdaq dropped 4.2 percent.Here is why. 60 percent of money in US stocks sits in passive funds. They don't evaluate risk. They just buy the top 10 tech names on autopilot. And those top 10 names now make up 34 percent of index profits.But the real story is circular. Google booked $29 billion in profit last quarter from marking up its stake in Anthropic — not from search, ads, or cloud. Passive money flows in. AI valuations go up. Repeat.Meanwhile, AI was the leading cause of layoffs for the third straight month. Over 97,000 job cuts in May. AI-linked layoffs in 2026 have already surpassed 2024 and 2025 combined.The gap between reported strength and lived reality keeps growing wider.No fluff. Just what is actually happening.#MoonshotMinute #JobsReport #AILayoffs #StockMarket #TheUncounted
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Episode 20: The Vibes Are Crashing
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