{
  "apiVersion": "v1",
  "topic": {
    "id": "headcount-and-hiring",
    "title": "Does AI change headcount and hiring?",
    "summary": "What organizations say about hiring, team size and work AI does in place of staff.",
    "group": "People and money",
    "aliases": [
      "layoffs",
      "hiring freeze",
      "headcount"
    ]
  },
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      "id": "shopify-before-asking-more-headcount-resources-teams-must-2025",
      "text": "Before asking for more Headcount and resources, teams must demonstrate why they cannot get what they want done using AI.",
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      "role": "Co-founder and Chief Executive Officer",
      "organization": "Shopify",
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        "title": "Reflexive AI usage is now a baseline expectation at Shopify",
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        "publisher": "X post by Tobi Lütke, CEO (CEO memo shared publicly)",
        "url": "https://x.com/tobi/status/1909251946235437514"
      },
      "grade": "B",
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        "headcount-and-hiring"
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    },
    {
      "id": "airbnb-dont-need-grow-headcount-levels-did-past-2026",
      "text": "we don't need to grow our headcount. at levels that we did in the past because we're getting so much more output and speed from our existing workforce",
      "speaker": "Ellie Mertz",
      "role": "Chief Financial Officer",
      "organization": "Airbnb",
      "aiVendor": false,
      "work": {
        "title": "earnings call transcript via Platform Aeronaut (third-party transcript site)",
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        "date": "2026-08-06",
        "publisher": "earnings call transcript via Platform Aeronaut (third-party transcript site)",
        "url": "https://transcripts.platformaeronaut.com/transcripts/ABNB-2Q26-transcript"
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      "url": "https://the-ai-record.com/passages/airbnb-dont-need-grow-headcount-levels-did-past-2026"
    },
    {
      "id": "uber-investment-ai-tools-infrastructure-increasing-will-offset-2026",
      "text": "our investment in AI tools and infrastructure is increasing. That will be offset by slower head count growth.",
      "speaker": "Dara Khosrowshahi",
      "role": "Chief Executive Officer",
      "organization": "Uber",
      "aiVendor": false,
      "work": {
        "title": "Uber Q1 2026 earnings call transcript (FactSet CallStreet corrected transcript, hosted on Uber's investor site)",
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        "publisher": "Uber Q1 2026 earnings call transcript (FactSet CallStreet corrected transcript, hosted on Uber's investor site)",
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      "url": "https://the-ai-record.com/passages/uber-investment-ai-tools-infrastructure-increasing-will-offset-2026"
    },
    {
      "id": "shopify-shipped-over-300-new-products-features-last-2026",
      "text": "We shipped over 300. new products and features last year alone. We kept our flat headcount, which we're very proud of",
      "speaker": "Harley Finkelstein",
      "role": "President",
      "organization": "Shopify",
      "aiVendor": false,
      "work": {
        "title": "earnings call transcript via Platform Aeronaut (third-party transcript site)",
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        "url": "https://transcripts.platformaeronaut.com/transcripts/SHOP-1Q26-transcript"
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      "url": "https://the-ai-record.com/passages/shopify-shipped-over-300-new-products-features-last-2026"
    },
    {
      "id": "shopify-weve-obviously-been-disciplined-three-years-now-2026",
      "text": "We've obviously been disciplined for three years now. We're, on any given year, we're in fact slightly down from the year before. I don't see that changing.",
      "speaker": "Jeff Hoffmeister",
      "role": "Chief Financial Officer",
      "organization": "Shopify",
      "aiVendor": false,
      "work": {
        "title": "earnings call transcript via Platform Aeronaut (third-party transcript site)",
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      "url": "https://the-ai-record.com/passages/shopify-weve-obviously-been-disciplined-three-years-now-2026"
    },
    {
      "id": "klarna-revenue-per-employee-reached-1-24-million-2026",
      "text": "Revenue per employee reached $1.24 million, up 3.6 times since 2022 as headcount declined 49%",
      "speaker": null,
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      "organization": "Klarna",
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        "date": "2026-02-19",
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      },
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        "headcount-and-hiring"
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        {
          "metric": "revenue-per-employee",
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          "unit": "usd",
          "period": "year ended 2025-12-31 (stated at Q4 2025 release)",
          "level": "n/a"
        },
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          "unit": "share",
          "period": "since 2022",
          "definition": "headcount decline since 2022",
          "level": "n/a"
        }
      ],
      "context": null,
      "url": "https://the-ai-record.com/passages/klarna-revenue-per-employee-reached-1-24-million-2026"
    },
    {
      "id": "shopify-over-two-years-total-headcount-consistently-been-2025",
      "text": "For over two years, total headcount has consistently been flattened down, both sequentially and year over year",
      "speaker": "Jeff Hoffmeister",
      "role": "Chief Financial Officer",
      "organization": "Shopify",
      "aiVendor": false,
      "work": {
        "title": "earnings call transcript via Platform Aeronaut (third-party transcript site)",
        "type": "earnings-call",
        "date": "2025-11-04",
        "publisher": "earnings call transcript via Platform Aeronaut (third-party transcript site)",
        "url": "https://transcripts.platformaeronaut.com/transcripts/SHOP-3Q25-transcript"
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      "context": null,
      "url": "https://the-ai-record.com/passages/shopify-over-two-years-total-headcount-consistently-been-2025"
    },
    {
      "id": "klarna-estimate-ai-assistant-does-equivalent-work-over-2025",
      "text": "We estimate that our AI assistant does the equivalent work of over 700 full-time agents",
      "speaker": null,
      "role": null,
      "organization": "Klarna",
      "aiVendor": false,
      "work": {
        "title": "SEC filing (the company's own regulatory report)",
        "type": "filing",
        "date": "2025-09-08",
        "publisher": "SEC filing (the company's own regulatory report)",
        "url": "https://www.sec.gov/Archives/edgar/data/2003292/000200329225000036/klarnagroupplcf-1a4.htm"
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      "verification": {
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          "unit": "people",
          "period": "2024 workload",
          "definition": "equivalent work of full-time agents, estimated from the average monthly reduction in chat and telephone conversations handled by agents in 2024",
          "level": "unclear"
        }
      ],
      "context": null,
      "url": "https://the-ai-record.com/passages/klarna-estimate-ai-assistant-does-equivalent-work-over-2025"
    },
    {
      "id": "xebia-entry-level-software-engineer-work-largely-consisted-2026",
      "text": "Entry-level software engineer work that largely consisted of \"here's the ticket, go implement it\" can now probably be replaced by some form of AI or factory.",
      "speaker": "Noah Blauensteiner",
      "role": "Author, Xebia articles",
      "organization": "Xebia",
      "aiVendor": true,
      "work": {
        "title": "Shining Some Light in Dark Agentic Software Factories",
        "type": "post",
        "date": "2026-08-12",
        "publisher": "Xebia articles",
        "locator": "If agentic software factories are coding, where does that leave us humans?",
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      },
      "grade": "B",
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      "url": "https://the-ai-record.com/passages/xebia-entry-level-software-engineer-work-largely-consisted-2026"
    },
    {
      "id": "tessl-hiring-exercise-go-nuts-on-ai-walkthrough-2026",
      "text": "I think what I hear from most companies is they say, first step is we give them an exercise and we want them to really go nuts on the … to solve this. … Now, after they pass this, you do a walkthrough and you actually say, please explain me what happened. Why is this a good idea?",
      "speaker": "Patrick Debois",
      "role": "Product DevRel Lead",
      "organization": "Tessl",
      "aiVendor": true,
      "work": {
        "title": "Coding Agents Don't Scale Themselves. Neither Do Your Teams. The Rise of Agent Enablement",
        "type": "talk",
        "date": "2026-07-02",
        "publisher": "AI Engineer World's Fair 2026 (YouTube)",
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        "url": "https://www.youtube.com/watch?v=zCJtYuqwm7E"
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      "verification": {
        "status": "verified",
        "reviewedOn": "2026-10-31"
      },
      "topics": [
        "headcount-and-hiring",
        "training-and-skills"
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      "functions": [
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        "engineering"
      ],
      "figures": [],
      "context": "Debois relays what he hears from companies about interviewing engineers in the age of coding agents; it is his account of other companies' practice, not Tessl's.",
      "url": "https://the-ai-record.com/passages/tessl-hiring-exercise-go-nuts-on-ai-walkthrough-2026"
    },
    {
      "id": "jpmorgan-chase-while-will-likely-outcome-certain-jobs-goal-2026",
      "text": "While it will likely be the outcome in certain jobs, the goal is not fewer headcount; the goal is compounding performance",
      "speaker": null,
      "role": null,
      "organization": "JPMorgan Chase",
      "aiVendor": false,
      "work": {
        "title": "JPMorgan Chase (own site)",
        "type": "post",
        "date": "2026",
        "publisher": "JPMorgan Chase (own site)",
        "url": "https://www.jpmorganchase.com/ir/annual-report/2025/ar-ceo-letter-jennifer-piepszak"
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      "grade": "B",
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      "url": "https://the-ai-record.com/passages/jpmorgan-chase-while-will-likely-outcome-certain-jobs-goal-2026"
    },
    {
      "id": "zendesk-when-hiring-service-team-were-able-rescope-2025",
      "text": "When hiring for our service team, we were able to rescope the skillset to deemphasize the need for deep workflow expertise.",
      "speaker": "Austin Lacey",
      "role": "Director, Chatbots, AI & Automation",
      "organization": "Zendesk",
      "aiVendor": true,
      "work": {
        "title": "Zendesk blog (the company's own, signed by a Zendesk director)",
        "type": "post",
        "date": "2025-07-23",
        "publisher": "Zendesk blog (the company's own, signed by a Zendesk director)",
        "url": "https://www.zendesk.com/blog/zendesk-insights/expertise/how-zendesk-uses-agentic-ai-to-deliver-instant-human-like-support-at-scale/"
      },
      "grade": "B",
      "verification": {
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      "url": "https://the-ai-record.com/passages/zendesk-when-hiring-service-team-were-able-rescope-2025"
    },
    {
      "id": "zendesk-ive-made-decision-reduce-workforce-8-zendesk-2023",
      "text": "I've made the decision to reduce our workforce by 8% at Zendesk.",
      "speaker": "Tom Eggemeier",
      "role": "Chief Executive Officer",
      "organization": "Zendesk",
      "aiVendor": true,
      "work": {
        "title": "Zendesk newsroom (CEO's note to employees, posted by the company)",
        "type": "post",
        "date": "2023-05-31",
        "publisher": "Zendesk newsroom (CEO's note to employees, posted by the company)",
        "url": "https://www.zendesk.com/newsroom/articles/zendesk-workforce-reduction/"
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      "figures": [
        {
          "metric": "employees-change",
          "value": -0.08,
          "unit": "share",
          "period": "announced 2023-05-31",
          "definition": "Planned workforce reduction as a share of headcount, as the CEO states it.",
          "level": "n/a"
        }
      ],
      "context": null,
      "url": "https://the-ai-record.com/passages/zendesk-ive-made-decision-reduce-workforce-8-zendesk-2023"
    },
    {
      "id": "stripe-were-reducing-size-team-around-14-2022",
      "text": "We’re reducing the size of our team by around 14%",
      "speaker": "Patrick Collison",
      "role": "CEO",
      "organization": "Stripe",
      "aiVendor": false,
      "work": {
        "title": "Stripe newsroom (company post of the CEO's email)",
        "type": "post",
        "date": "2022-11-03",
        "publisher": "Stripe newsroom (company post of the CEO's email)",
        "url": "https://stripe.com/newsroom/news/ceo-patrick-collisons-email-to-stripe-employees"
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    },
    {
      "id": "stripe-were-not-saying-wow-need-fewer-sellers-2026",
      "text": "we're not saying, \"Wow, we need fewer sellers.\" We're saying, \"So, we need a lot more sellers.\"",
      "speaker": "Will Gaybrick",
      "role": "President, Technology and Business (also styled President of Product and Business)",
      "organization": "Stripe",
      "aiVendor": false,
      "work": {
        "title": "Tokens Are the New Dollars | Stripe's Will Gaybrick & David George (podcast episode: \"Stripe’s AI Strategy: Build More, Not Less\")",
        "type": "interview",
        "date": "2026-08-17",
        "publisher": "The a16z Show (podcast and YouTube channel of Andreessen Horowitz, an investor in Stripe)",
        "url": "https://www.youtube.com/watch?v=P5iICDVn5gc"
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      "grade": "C",
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    },
    {
      "id": "zapier-its-got-800-employees-working-here-fully-2026",
      "text": "It’s got 800 employees working here, fully distributed, far more agents than there are people.",
      "speaker": "Wade Foster",
      "role": "Co-founder and Chief Executive Officer",
      "organization": "Zapier",
      "aiVendor": false,
      "work": {
        "title": "Madrona (venture capital firm) podcast",
        "type": "interview",
        "date": "2026-04-02",
        "publisher": "Madrona (venture capital firm) podcast",
        "url": "https://www.madrona.com/zapier-has-more-ai-agents-than-employees-heres-how-that-happened/"
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    },
    {
      "id": "uber-minimum-allowed-us-moderate-pace-which-adding-2026",
      "text": "at a minimum, it has allowed us to moderate the pace with which we are adding headcount there.",
      "speaker": "Balaji Krishnamurthy",
      "role": "Chief Financial Officer",
      "organization": "Uber",
      "aiVendor": false,
      "work": {
        "title": "earnings call transcript via Platform Aeronaut (third-party transcript site)",
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        "date": "2026-08-05",
        "publisher": "earnings call transcript via Platform Aeronaut (third-party transcript site)",
        "url": "https://transcripts.platformaeronaut.com/transcripts/UBER-2Q26-transcript"
      },
      "grade": "A",
      "verification": {
        "status": "verified",
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      "url": "https://the-ai-record.com/passages/uber-minimum-allowed-us-moderate-pace-which-adding-2026"
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      "id": "klarna-850-full-time-agents-2026",
      "text": "850 full-time agents",
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      "organization": "Klarna",
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      "work": {
        "title": "SEC filing (the company's own regulatory report)",
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    {
      "id": "intercom-can-teach-you-what-do-because-fully-2026",
      "text": "We can teach you what to do because we have fully transformed our own customer experience",
      "speaker": null,
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      "organization": "Intercom (renamed Fin in May 2026)",
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        "date": "2026-10-29",
        "publisher": "Fin website (Intercom's rebranded own site)",
        "url": "https://fin.ai/"
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    {
      "id": "ibm-askhr-answers-94-common-employee-inquiries-minutes-2025",
      "text": "AskHR answers 94% of common employee inquiries in minutes or less, without human intervention, any time of the day or night.",
      "speaker": null,
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      "organization": "IBM",
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        "url": "https://www.ibm.com/think/insights/enterprise-transformation-extreme-productivity-ai"
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      "grade": "B",
      "verification": {
        "status": "verified",
        "reviewedOn": "2026-10-31"
      },
      "topics": [
        "autonomy-and-oversight",
        "headcount-and-hiring"
      ],
      "functions": [
        "people"
      ],
      "figures": [
        {
          "metric": "function-agent-share",
          "value": 0.94,
          "unit": "share",
          "period": "as of 2025-08",
          "definition": "HR: common employee inquiries answered without human intervention",
          "level": "human-out"
        }
      ],
      "context": null,
      "url": "https://the-ai-record.com/passages/ibm-askhr-answers-94-common-employee-inquiries-minutes-2025"
    },
    {
      "id": "ibm-ai-agent-helped-contribute-40-reduction-hr-2025",
      "text": "The AI agent helped contribute to a 40% reduction in the HR team’s operational costs over the past four years.",
      "speaker": null,
      "role": null,
      "organization": "IBM",
      "aiVendor": true,
      "work": {
        "title": "IBM (own site)",
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        "date": "2025",
        "publisher": "IBM (own site)",
        "url": "https://www.ibm.com/case-studies/ibm-askhr"
      },
      "grade": "B",
      "verification": {
        "status": "verified",
        "reviewedOn": "2026-10-31"
      },
      "topics": [
        "ai-cost-and-spend",
        "headcount-and-hiring"
      ],
      "functions": [
        "people"
      ],
      "figures": [],
      "context": null,
      "url": "https://the-ai-record.com/passages/ibm-ai-agent-helped-contribute-40-reduction-hr-2025"
    },
    {
      "id": "zendesk-2020-2022-hiring-outpaced-business-realities-2023",
      "text": "From 2020 – 2022, our hiring outpaced our business realities.",
      "speaker": "Tom Eggemeier",
      "role": "Chief Executive Officer",
      "organization": "Zendesk",
      "aiVendor": true,
      "work": {
        "title": "Zendesk newsroom (CEO's note to employees, posted by the company)",
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        "date": "2023-05-31",
        "publisher": "Zendesk newsroom (CEO's note to employees, posted by the company)",
        "url": "https://www.zendesk.com/newsroom/articles/zendesk-workforce-reduction/"
      },
      "grade": "B",
      "verification": {
        "status": "verified",
        "reviewedOn": "2026-10-31"
      },
      "topics": [
        "headcount-and-hiring"
      ],
      "functions": [
        "company-wide"
      ],
      "figures": [],
      "context": null,
      "url": "https://the-ai-record.com/passages/zendesk-2020-2022-hiring-outpaced-business-realities-2023"
    },
    {
      "id": "klarna-reason-because-ive-seen-acceleration-ai-i-2026",
      "text": "The reason for that is because I’ve seen the acceleration of AI, and I know we can ship all these things on the existing organization,",
      "speaker": "Sebastian Siemiatkowski",
      "role": "Chief Executive Officer and co-founder",
      "organization": "Klarna",
      "aiVendor": false,
      "work": {
        "title": "Fortune (business magazine)",
        "type": "interview",
        "date": "2026-02-17",
        "publisher": "Fortune (business magazine)",
        "url": "https://fortune.com/2026/02/17/klarnas-ceo-dario-amodei-ai-white-collar-workforce-shrink-2030"
      },
      "grade": "C",
      "verification": {
        "status": "verified",
        "reviewedOn": "2026-10-31"
      },
      "topics": [
        "headcount-and-hiring"
      ],
      "functions": [
        "company-wide"
      ],
      "figures": [],
      "context": null,
      "url": "https://the-ai-record.com/passages/klarna-reason-because-ive-seen-acceleration-ai-i-2026"
    },
    {
      "id": "zendesk-will-cutting-almost-5pc-its-staff-worldwide-2022",
      "text": "will be cutting almost 5pc of its staff worldwide.",
      "speaker": "Elaine Burke",
      "role": "Former editor of Silicon Republic (until 2023)",
      "organization": "Zendesk",
      "aiVendor": true,
      "work": {
        "title": "Silicon Republic (Irish technology news site)",
        "type": "press",
        "date": "2022-11-09",
        "publisher": "Silicon Republic (Irish technology news site)",
        "url": "https://www.siliconrepublic.com/business/zendesk-jobs-cuts-ireland-dublin"
      },
      "grade": "C",
      "verification": {
        "status": "verified",
        "reviewedOn": "2026-10-31"
      },
      "topics": [
        "headcount-and-hiring"
      ],
      "functions": [
        "company-wide"
      ],
      "figures": [
        {
          "metric": "employees-change",
          "value": -0.05,
          "unit": "share",
          "period": "announced 2022-11",
          "definition": "'Almost 5pc' (about 300 employees) of staff worldwide, approved by the board 2022-11-03.",
          "level": "n/a"
        }
      ],
      "context": null,
      "url": "https://the-ai-record.com/passages/zendesk-will-cutting-almost-5pc-its-staff-worldwide-2022"
    }
  ],
  "notice": [
    "Every passage is reproduced word for word from the cited source.",
    "Check the verification status: \"reported\" means not yet confirmed by an independent second reader.",
    "Organizations flagged aiVendor sell AI tooling and have a reason to publish flattering numbers.",
    "An empty result means the archive holds nothing on it, not that nobody has said anything."
  ]
}