Meta, Google, and the New Buyers of Workforce Training
The Credential Weekly: Employer-funded talent pipelines, union-backed training modernization, and delayed AI regulation are reshaping where workforce training dollars flow and who controls procurement
Louisiana, Citi, And OpenSesame: Workforce spending moves closer to the buyer
The Credential Weekly: Louisiana funds employer training, Citi turns workforce redesign into a productivity exercise, and OpenSesame pushes compliance learning toward workflow software
The Credential Weekly: JPMorgan's AI workforce strategy, new federal workforce priorities, and fresh employer hiring data all point toward redesigning jobs rather than eliminating them.
Amazon's AI cuts, PayPal's reorg, and Workforce Pell goes live
The Credential Weekly: Four signals show AI-funded reorganizations and outcome-linked rules reshaping who funds upskilling and how vendors must prove value
The Credential Weekly: Cisco redirected up to $1B toward AI priorities, 21 states rewired workforce funding through combined WIOA plans, Coursera absorbed Udemy’s 290M learner footprint
Training Budget Trends Reset by Southwest, Nike, and UKG
The Credential Weekly: Southwest expands margins while minimizing hiring, Nike cuts 2,175 roles, UKG removes ~950 roles tied to AI efficiency, and WIOA advances a 50% training-spend mandate
Dayforce, SAP, and Cornerstone have all tried to reach the frontline workforce. Their own documentation explains why they keep failing, and why that failure is now Learning Pool's opportunity.
The Credential Weekly: Federal training funding is consolidating while AI adoption gaps and Big Tech partnerships reshape how workforce programs scale.
Same Inputs. Different Conclusions. We Were Right.
Earlier this year we published contrarian theses on two publicly traded companies in the education and learning space. One is up 40%. One is down 50%. We called it correctly. Here is how we did it.
