Remote Work is Hurting Gen Z & Whey Protein is Facing a Shortage
The shift to remote work, not AI, is the primary driver behind the worsening job market for recent college graduates, according to two new studies cited in this episode. Researchers from the New York Fed and the London School of Economics found that remote work accounts for nearly two-thirds of the rise in Gen Z unemployment since 2019, as companies prioritize experienced workers who can thrive without in-person mentorship. Younger workers, who overwhelmingly prefer hybrid roles, are being left behind in a system that values 'work osmosis'—the informal, on-the-job learning that only happens when people are physically together. The consequences are long-term: early career setbacks lead to lasting wage and promotion disadvantages. Meanwhile, a separate crisis is unfolding in the food industry as a global whey protein shortage threatens to disrupt everything from protein bars to Pop-Tarts. Driven by surging demand and limited processing capacity, prices have jumped over 50% since January, with facilities costing up to $1 billion to build. Companies are scrambling to secure supply, with some—like David Protein—buying their suppliers outright to avoid being left stranded. The episode also covers Anthropic’s surprise IPO filing, a strategic move to beat OpenAI to market and capture early investor attention in a crowded AI public market, and the quiet death of Vegas buffets, replaced by food halls as health trends and GLP-1 drugs reshape dining habits.
Remote work, not AI, is responsible for 64% of the rise in recent college grad unemployment since 2019.
Gen Z overwhelmingly prefers hybrid work—71% want in-person interaction at least a few days a week.
Young workers lose critical 'work osmosis'—informal learning from coworkers—when working remotely.
A whey protein shortage has caused wholesale prices to rise over 50% since January due to unmet demand.
Whey processing facilities cost up to $1 billion to build, creating a long-term bottleneck in supply.
…and 3 more takeaways available in PodZeus
The Hidden Cost of Remote Work on Gen Z
“Remote work accounts for nearly two-thirds, 64% of the rise in recent college grad unemployment.”
The Death of 'Work Osmosis' in Remote Settings
“How much have you learned from just sitting next to me over the past couple years? I mean, I actually was just thinking our jobs would be infinitely harder...”
The Whey Protein Shortage Crisis
“It can cost up to $1 billion. So when we talk about a whey shortage approaching and it's kind of here already, it takes a while for the industry to even catch back up.”
Anthropic’s IPO Move: First to Market in AI
Anthropic filed for an IPO before OpenAI to capture investor attention, set the tone for the AI public market, and avoid being overshadowed by SpaceX.
The Decline of Vegas Buffets
All-you-can-eat buffets are dying in Las Vegas due to health trends, GLP-1 drugs, and changing economics—replaced by food halls that turn a profit.
“it can cost up to $1 billion. So when we talk about a whey shortage approaching and it's kind of here already, it takes a while for the industry to even catch back up to the demand that's out there right now.”
“The fact that Anthropic has made the first move towards the public markets puts it in contrast with OpenAI, which is still trying to get its ducks in a row to go public.”
“Google is spending $190 billion in CapEx this year alone, double last year. And their CFO says 2027 would be significantly higher.”
Hosts
Anthropic
organization
OpenAI
organization
Taylor Swift
person
organization
Serena Williams
person
New York Fed
organization
David Protein
organization
Berkshire Hathaway
organization
London School of Economics
organization
Spurs
organization
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