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DHUnplugged Podcast - DHUnplugged #791: AI Overload
Self Created Valuation Boosts
Apple Announces new Podcast push
AI – A breakdown
Playing them like a fiddle – Warner Brothers
PLUS we are now on Spotify and Amazon Music/Podcasts!
Click HERE for Show Notes and Links
DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar.
Love the Show? Then how about a Donation?
Follow John C. Dvorak on Twitter
Follow Andrew Horowitz on Twitter
Warm-Up
- A NEW CTP just announced
- China releasing new AI models
- AI - A breakdown - we are on overload
- Big Employment news....
Markets
- Self Created Valuation Boosts
- Apple Announces new Podcast push
- Playing them like a fiddle - Warner Brothers
Quick Note - Going to rip up the playbook on something this week on TDI Podcast. Anyone who owns an annuity should listen to what is about to come on next Sundays show.....
No Agenda...
Olympics - Anything to discuss?
MONEY FOR ALL
- The average tax refund is 10.9% higher so far this season, compared to about the same point in 2025, according to early filing data from the IRS.
- The 2026 tax season opened Jan. 26, and the average refund amount was $2,290 as of Feb. 6, up from $2,065 about one year prior, the IRS reported Friday night.
- As of Feb. 6, the total amount refunded was more than $16.9 billion, up 1.9% compared to last year, according to the IRS release. That figure reflects current-year returns only.
- This is partly because there were excess-witholdings from last year on the rules changed and paycheck withholdings were not adjusted. This is a one time situation..
Emplyment
- 4.3%
- "Better" than expected payrolls number
- A major revision was released last Wednesday. Overall 2025 job growth was much weaker than initially reported. The total net change for the full year 2025 was revised down from +584,000 jobs to just +181,000 jobs (seasonally adjusted) — an average of only about 15,000 jobs added per month instead of ~49,000. This made 2025 one of the weakest years for job creation in recent non-recession periods.
- Employment levels were consistently overstated throughout 2025 by roughly 800,000 to over 1 million jobs, peaking around mid-year. For example:
View all episodes
By Dame JennSelf Created Valuation Boosts
Apple Announces new Podcast push
AI – A breakdown
Playing them like a fiddle – Warner Brothers
PLUS we are now on Spotify and Amazon Music/Podcasts!
Click HERE for Show Notes and Links
DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar.
Love the Show? Then how about a Donation?
Follow John C. Dvorak on Twitter
Follow Andrew Horowitz on Twitter
Warm-Up
- A NEW CTP just announced
- China releasing new AI models
- AI - A breakdown - we are on overload
- Big Employment news....
Markets
- Self Created Valuation Boosts
- Apple Announces new Podcast push
- Playing them like a fiddle - Warner Brothers
Quick Note - Going to rip up the playbook on something this week on TDI Podcast. Anyone who owns an annuity should listen to what is about to come on next Sundays show.....
No Agenda...
Olympics - Anything to discuss?
MONEY FOR ALL
- The average tax refund is 10.9% higher so far this season, compared to about the same point in 2025, according to early filing data from the IRS.
- The 2026 tax season opened Jan. 26, and the average refund amount was $2,290 as of Feb. 6, up from $2,065 about one year prior, the IRS reported Friday night.
- As of Feb. 6, the total amount refunded was more than $16.9 billion, up 1.9% compared to last year, according to the IRS release. That figure reflects current-year returns only.
- This is partly because there were excess-witholdings from last year on the rules changed and paycheck withholdings were not adjusted. This is a one time situation..
Emplyment
- 4.3%
- "Better" than expected payrolls number
- A major revision was released last Wednesday. Overall 2025 job growth was much weaker than initially reported. The total net change for the full year 2025 was revised down from +584,000 jobs to just +181,000 jobs (seasonally adjusted) — an average of only about 15,000 jobs added per month instead of ~49,000. This made 2025 one of the weakest years for job creation in recent non-recession periods.
- Employment levels were consistently overstated throughout 2025 by roughly 800,000 to over 1 million jobs, peaking around mid-year. For example: