Topic: state of ai/societal impact
Context: Mixed. The reduction is real and documented in the Form 6-K (~20% of the workforce, ~620 people). The denial of AI causation is uncheckable from outside and 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 about 13% to about 15% while leaving revenue guidance unchanged.