The memo says AI. The headcount says the rest.
Airbnb says AI now writes 60% of its code. Meta says AI is why 8,000 people are leaving. Both are announcements. Only one of them costs the company something to make.
Eun Park
Eun reads the memos closely so you do not have to. She covers corporate strategy with the conviction that the most honest thing a company publishes is its layoff notice.
