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The Adapt-or-Else Memo
Crypto.com fires 12% for 'not adapting.' Block fires 50%. Atlassian fires 10%. The language of AI layoffs has changed: it's not cost-cutting anymore. It's evolution.
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The Dependency Wars
OpenAI bought Astral. Anthropic bought Bun. The platform play isn't models anymore — it's the tools developers already can't live without.
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The Next Frontier
Meta just killed Horizon Worlds. In 2021, Zuckerberg called the metaverse 'the next frontier' and renamed the company. In 2026, he's calling AI 'the next frontier' and laying off 20%. Same sentence. Different bet.
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The Aggregator of Autonomy
Uber just committed $1.25B to Rivian's robotaxis. Plus Zoox, Waymo, Lucid, Nuro, May Mobility — 25+ autonomous vehicle partners. Uber doesn't build the robots. It owns the network they all depend on.