Answered from Trump's War on "Artificial Intelligence," Elon v. Scott, and Google's Wall Street Meltdown · Pivot · 2026-10-30
Scott Galloway said Microsoft beat expectations with 19% revenue growth and Azure up 48% while offering voluntary buyouts to about 60,000 employees, and that a few decades ago the headline would have been the job cuts, not the earnings beat. He explained that buyouts usually come with an implied threat of a less generous layoff later, that a company offering 60,000 might expect 40,000 to 50,000 to accept, and that cuts should go deeper than feels comfortable so they happen once.
“10% of the employees add 120% of the value, and the other 90% are negative 20.” Scott Galloway · at 36:16 — open in the transcript →
“My view on layoffs is you're rapacious about the decision and you are generous with terms.” Scott Galloway · at 38:34 — open in the transcript →
Source: our own transcription of the episode. The full conversation is on Pivot (2026-10-30). Read the whole episode summary →