Story: state of ai/societal impact
Context: The reduction is real and documented in the Form 6-K (~20% of the workforce; ~620 people per the co-CEOs' memo, which Business Insider reproduces in full). The denial of AI causation is uncheckable from outside and is recorded as claimed. The denial of a cost purpose is checkable against the same filing, which raises full-year 2026 non-GAAP operating margin guidance from approximately 13% to approximately 15% while leaving revenue-growth and adjusted-free-cash-flow guidance unchanged. Zinman's memo says the majority of savings will be reinvested "in our people, our products, AI, and future growth." Readers can compare the two documents directly; both are cited.