I Called This in June. October Proved Me Right.
I wrote in June that AI was becoming the new backdoor layoff. Companies would use "AI efficiency gains" as cover for not hiring people back.
Analysis of how technology companies develop and execute long-term strategic plans. Covers market positioning, competitive analysis, resource allocation, M&A strategies, and adaptation to changing conditions.
I wrote in June that AI was becoming the new backdoor layoff. Companies would use "AI efficiency gains" as cover for not hiring people back.
Meta cutting 600 AI roles while hiring for superintelligence. The restructuring signals a shift from research to products—and a clearer vision of what matters.
AI as backdoor layoff: Companies use AI efficiency gains as PR cover for not hiring. Same result, better optics. See the pattern.
Google's identity crisis: Why pivoting from Assistant to Gemini signals strategic problems. See how product abandonment repeats and what it means.