When a company's public case for AI rests on productivity gains, its internal accounting tells a different story when those gains are financed by eliminating the workforce. Meta's planned cuts of roughly 15,800 positions are not a restructuring away from a failing business line — they fund expansion into AI infrastructure that the company describes as transformational. That framing is the one that carries weight outside the earnings call: Meta's refusal to submit to government AI review sits alongside a domestic workforce reduction of this scale, producing a company that is simultaneously the largest open-weights AI distributor and among the largest tech employers cutting headcount to sustain that position.
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