Jay Currie Campbell

Atoms. atoms.co/vision

“I never see you at the club.” Yeah, well, I never see you studying the chief parts of a river and its basin.

While markets are focused on strategic oil reserves, I’m keeping an eye on America’s strategic cheese reserves: ~1.4 billion pounds are stored in limestone climate-controlled caves in Missouri. Incredible backstory: ▫️in early 1900s, milk prices were very volatile ▫️government wanted to support farmers by guaranteeing a price ▫️in 1949, USDA launched the dairy product price support program ▫️government bought the milk as butter and cheese when price sunk too low (storing products in caves)… ▫️…then sold once dairy products hit 125% of the support price ▫️the arrangement had its own problems: created a band that put a ceiling on prices ▫️in 1980s, USDA removed automatic sell trigger (when it hit 125% of floor price) but then the Secretary of Agriculture would have to decide when to sell the stash and often they held the product too long (and went bad) ▫️by 2014, the USDA didn’t want the hassle and put an end to the price support program ▫️those Missouri caves (near Springfield) still hold cheese but different owners: 80% belong to private companies and only 20% to the government (which uses it for food assistance programs) ▫️the latest USDA report shows a “National Cheese Cold Storage Holding” of 1.4 billion pounds cheese (incredible graph tbh) *** More details here: modernfarmer.com/2022/05/cheese…

Nothing will humble a man quite like coaching the first night of T-ball practice.

SGA Wears Jay Roberts’ 1962–63 Kansas Game-Worn Jersey

We just made a $200,000,000 AI movie in just one day. Yes, this is 100% AI.

How did Kansas City lure 3 top-10 teams for World Cup base camps? Here’s the inside story: kansascity.com/sports/spt-col…

One thing I was unprepared for in the professional world was how they do layoffs. There was this one guy who had worked at the company for 10 years. He had moved closer to the office to cut down his commute. He had never talked bad about the company, and you could tell that this company was his life. One day, he gets a call from his boss, who he had worked with for 10 years, and he joins a Zoom. Immediately, HR joins the call, and he knows what's going down. After that call, laid off. He goes back to his desk, picks up all his stuff, doesn't even say anything to anyone, doesn't say bye. I don't blame him, though. He's probably in so much shock. Gathers all his stuff, walks out the door. Just like that — 10 years, and gone. That's how layoffs happen. And the craziest part was no one around me looked surprised because it is so normalized. It's just another day in corporate life. And even the people who had known this guy for about 4–5 years weren't surprised. If you ever think a company cares about you, just know they don't. They're going to do what's in their best interest, and so should you.

Worth a close read.

I was raised on the streets. The Streets:

Stone Cold has given every person in this photo a Stunner — even the President.

1,000 games. 1 iconic venue. Allen Fieldhouse. Tomorrow.

Recent Layoff Announcements: 1. US Government: 307,000 employees 2. UPS: 78,000 employees 3. Amazon: 30,000 employees 4. Intel: 25,000 employees 5. Nissan: 20,000 employees 6. Nestle: 16,000 employees 7. Microsoft: 15,000 employees 8. Bosch: 13,000 employees 9. Dell: 12,000 employees 10. Verizon: 13,000 employees 11. Accenture: 11,000 employees 12. Ford: 11,000 employees 13. Novo Nordisk: 9,000 employees 14. Microsoft: 7,000 employees 15 PwC: 5,600 employees 16. Salesforce: 4,000 employees 17. IBM: 2,700 employees 18. American Airlines: 2,700 employees 19. Paramount: 2,000 employees 20. Target: 1,800 employees 21. General Motors: 1,500 employees 22. Applied Materials: 1,444 employees 23. Kroger: 1,000 employees 24. Meta: 1,000 employees AI is officially replacing jobs at mass scale in the US. Where will all of these people go?

Adobe has the opportunity to do the funniest thing

Artemis II heads to 39B Photo Credit: (NASA/John Kraus)

For the first time in more than half a century, a rocket and spaceship that will carry astronauts around the Moon is rolling out to 39B. Today’s rollout is a critical step toward that mission and achieving President Trump’s vision when he first established the Artemis Program. More milestones remain, and each one matters. Next comes an extensive testing campaign to ensure the vehicle is ready to fly three Americans and one Canadian - Reid, Victor, Christina, and Jeremy - into space than we have ever sent humans before and bring them home safely. There is still a lot work ahead before launch, and we’ll take all the time necessary until we are ready. But the rollout today was a real step towards America’s return to the Moon...and this time, we go to stay.

Our @NASAArtemis Moon rocket is ready to roll! We’re targeting no earlier than 7am ET (1200 UTC) on Saturday, Jan. 17, to begin the rocket's journey at @NASAKennedy from the Vehicle Assembly Building to Launch Pad 39B. go.nasa.gov/4sIxd4H

In 2018, Amazon told Dallas we didn’t have the talent. They picked Virginia instead. Dallas took that personally. Amazon’s HQ2 search was the Super Bowl of economic development. 238 cities applied. Dallas made the top 20. The Wall Street Journal ranked us #1. We offered $600M in incentives. We lost anyway. Amazon’s feedback was direct: “Tech talent was the biggest driving factor. Both on day one, and in the future.” Low taxes. Low costs. Pro-business climate. None of it mattered without the workers. So Dallas went to work. What changed in 6 years: Dallas ISD built 25 P-TECH and Early College campuses. Students now graduate with a diploma plus 60 college credits. Cost to families: $0. The pipeline starts at age 14. Dallas College became the second-largest community college in America. 100,000+ students. Transfer pathways built to UT Dallas and UNT. UT Dallas Computer Science became one of the largest departments in the country. 4,500+ students. 2,800 internship placements per year. SMU received $30M to build a Data Science Institute. They’re now leading a federal initiative on semiconductor supply chains across 29 North Texas counties. The results: Between 2021 and 2024, Dallas posted the fastest tech talent growth of any large market in the US and Canada. Tech workforce: 227,220. Up 26% in three years. AI workers: 19,000. Austin has 12,000. Office rent: $32/sq ft. Austin is $48. Bay Area is $75+. Tech degree completions up 30%. Dallas now leads the nation in growth of college-educated workers in their 20s. Why this matters now: California has a wealth tax on the table. It may never pass. But founders aren’t waiting to find out. Some have already moved. Others are making quiet plans. When they evaluate alternatives, they’ll learn what Amazon taught us: Tax savings alone don’t close the deal. You need talent. Dallas spent 6 years building what Amazon said we lacked. The workers are here. The pipeline is built. And we’re still 40% cheaper than Austin. Amazon’s rejection cost Dallas billions. But it forced a transformation worth more in the long run. Dallas isn’t waiting for the next Amazon anymore. We’re ready.

The St. Louis City Health Department has confirmed they are looking for multiple monkeys near O’Fallon, following multiple reports including one from a member of law enforcement. Anyone who sees the monkeys is advised to contact animal control at 314-657-1500. @kmoxnews