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That's not the point... its not a AI is amazing vs. AI sucks thing. Its that the incentive is to take some examples in a company of efficiencies made by "AI use" and use it to justify a very common task of trimming fat. Block is hardly the first to do this and pitch it that this way. There is nothing but upside to saying a employee reduction is AI driven. No downside for a CEO.
I'm not disputing that, but what I'm saying is that some of the points he's making are things other people are seeing too. Like smaller teams being more efficient than the old scrum setup of 6-8 people per team. That would put too many captains on the ship.
If you have 4x the teams you need to grow your roadmap 4x in scope. That's not going to happen. So while they were already laying off people for some 6 months iirc, they now cut it hard. I'm not disagreeing with you that the natural need for trimming fat is a factor. I'm sure you're right. But I also think that it is not the only factor and I do think that there is some truth (but of course not the whole truth) to what Jack is saying. I also agree with it being interesting to focus on what's not said. But I cannot take that off an earnings call without it being speculative.
I'd agree with you if I hadn't reviewed 5k LLOC of good code today for a thing I conceived yesterday and made some voice notes about last night.