You’re Living Through a Revolution JOEL: It reminds me of that famous Thomas Jefferson quote where he basically said every new generation needs its own rebellion – its own revolution. We’re all living through that revolution right now. Elon Musk is leading it. But it’s not so much about cost savings, as about technology. We’re in the middle of a huge AI rollout. Elon is really just the man making it all happen – the change agent. JON: That’s true... But like all revolutions, there will be winners and losers. We all know about DEI getting canceled. But we’re starting to see some other big losers emerge. In February, I started hearing rumors that Deloitte – the big auditing firm – was falling out of favor. Sure enough, just a few weeks later, it had major contracts canceled. Now, that isn’t as exciting as Elon Musk demanding a status update from millions of federal employees. But financially, it’s much more significant. ROB: What was it that Deloitte did that got them blackballed? JON: I can only give you my opinion since I didn’t make the call. But I think it was their connections to the previous administration. See, it helps if you understand how government contracting actually works. One thing you work on when you’re inside the system is something called a CPARS evaluation.
So, you’re getting biased information to start with. ROB: That’s why we wanted your unique insight, Jon. JON: Obviously, I’m not a government employee anymore. But almost every day, I speak to folks who are. JOEL: Are they worried about DOGE or excited? JON: Nearly everyone I speak to is super excited. I know that’s not what you’re hearing in the press, but it’s true. Now, there have been some elements of DOGE that people haven’t enjoyed... For instance, I was talking to my friends at West Point who had a lot of their social clubs disbanded as part of the attack on DEI. That wasn’t universally popular. But I think people understand these resets within the government are needed. Like you said, Rob, the last time we saw this was under Clinton, with the National Performance
Review initiative. It’s nothing new.
REVIEW BY JULY 18
DOGE: PHASE II // PAGE 13
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