[February 2026 News]
Silicon Valley is shocked once again. Jack Dorsey, founder of payment giant Block (formerly Square), recently announced the company will lay off nearly 4,000 employees, accounting for 40% of its global workforce. This is not a desperate survival-driven layoff caused by poor business performance, but a proactive suicide-style corporate restructuring aimed at fully embracing AI.
The AI Faith Behind the Soaring Stock Price
Surprisingly, Block’s stock rose instead of falling following the layoff announcement, surging more than 24% in a single day. The capital market voted with real money, endorsing Dorsey’s radical logic:
AI tools such as the internally developed Goose have fundamentally redefined the nature of work. Smaller teams empowered by AI Agents can deliver far higher productivity than traditional large organizations.
The Irony: Those Leveraging AI Are Replaced by AI
The most ironic twist of the layoffs is that many affected employees are core teams responsible for developing and using AI tools.
A newly recruited engineer, whose job was to leverage AI to boost operational automation, ended up becoming one of the first victims of AI-driven efficiency gains.
Dorsey stated plainly in an internal memo:
“This is not because we are in trouble. It is because intelligent tools have changed what it means to build and run a company.”
Silicon Valley’s New Playbook
Block’s massive workforce overhaul marks the tech industry’s official entry into the AI-native era.
Layoffs are no longer just a cost-cutting expedient, but a fundamental reshaping of organizational structure.
Dorsey believes future tech companies no longer need massive headcounts. AI will fill the manpower gap and drive far higher profit margins.
Conclusion
Block’s 40% layoff wave represents Silicon Valley’s most radical real-world test of the proposition — AI replacing human labor.
It sends a strong signal to all tech firms:
In the age of AI, all traditional organizational structures have become bloated and obsolete.
【2026年2月讯】 硅谷再次被震惊。支付巨头Block（原Square）创始人杰克·多西（Jack Dorsey）近日宣布，公司将裁减近4000名员工，占其全球员工总数的40%。这并非一次因经营不善导致的“求生式”裁员，而是一场为了拥抱AI而主动发起的“自杀式”重构。
股价暴涨背后的AI信仰
令人意外的是，裁员消息公布后，Block的股价不跌反涨，单日飙升超过24%。资本市场用真金白银投票，认可了多西的激进逻辑：AI工具（如内部开发的“Goose”）已经彻底改变了工作的本质，更小的团队配合AI智能体，能爆发出远超传统大团队的产出效率。
“用AI的人被AI取代”的讽刺
此次裁员中最具讽刺意味的一幕是，许多被裁员工正是负责开发和使用AI工具的核心团队。一位刚入职不久的工程师，原本的工作是利用AI提升自动化效率，最终却成为了“AI提效”后的第一个牺牲品。多西在内部信中直言：“这不是因为我们陷入了困境，而是智能工具改变了构建和运营公司的意义。”
硅谷的新操作手册
Block的这次“大换血”，标志着科技行业正式进入了“AI原生”时代。裁员不再是为了省钱的权宜之计，而是为了从根本上重塑组织架构。多西认为，未来的科技公司不需要庞大的员工规模，AI将填补人力留下的空白，并创造出更高的利润率。
结语
Block的40%裁员潮，是硅谷对“AI替代人类”这一命题最激进的一次实践。它向所有科技公司发出了一个强烈的信号：在AI面前，任何传统的组织架构都显得过于臃肿。
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