#restructuring · How AI Is Reshaping Work

On October 21 Reuters reported an eBay memo cutting about 9% of the workforce, the second round of 2026 after about 800 roles in February. The memo cites simplifying operations and shifting resources; AI is not mentioned.

On October 14 Netflix's co-CEOs confirmed in a staff memo that about 6% of the company, nearly 1,000 people, will go, mostly in product, technology, legal and HR. Netflix says its business is strong, and no reported text of the memo mentions AI.

On October 12 Schaeffler said 3,715 of the 4,700 positions in its 2024 earnings program were gone by September 30, the rest are contractually covered, and completion moves from 2029 to 2028. The release mentions neither AI nor automation.

On October 12 Telia said it will cut about 900 positions, employees and consultants, to reach SEK 1B in annual gross savings, with about SEK 600M in charges due in Q4. Coverage of the release mentions no AI.

Puck reported that Netflix plans to cut about 5% of its workforce, roughly 800 to 850 jobs, possibly as early as next week. Netflix declined to comment, no departments are named, and none of the reporting links the cuts to AI.

Amazon confirmed on October 7 that it cut roles in its Stores business, fewer than 1,000 according to Business Insider and Reuters. Amazon's statement names no number and no AI, and no Washington layoff notice had been filed when GeekWire reported.

Porsche's October 7 strategy release plans 9,000 job cuts, about 25% of the direct and indirect workforce, with management positions down 40% and break-even below 200,000 cars a year. The release does not mention AI or automation.

FICO told the SEC on October 6 it will eliminate about 15% of positions for roughly $27.0M in charges, with notices going out the week of October 5. The plan's stated goals include fewer management layers and bringing AI-driven product development into the business.

HubSpot told the SEC on October 6 it will cut nearly 660 jobs, about 7% of staff, for $65M to $75M in charges. CEO Yamini Rangan's memo says the cuts are not driven by AI-related efficiencies, even as the company reorganizes around delivering outcomes with AI.

On October 5 C.H. Robinson agreed to buy RXO for $5.8B and said it expects about $300M of net cost synergies within two years of closing, 80% of it from running RXO on its Lean AI model and AI agents. The filings give no headcount for RXO. C.H. Robinson's own count fell 22% between 2023 and 2025.

On October 1, Disney Entertainment president Dana Walden said Disney moved toward running as one television business, and that 「technology set their sights on our business.」 It is the first executive account we have found that ties the roughly 300 HR and tech cuts to Disney's structure, and AI is not in it.

Foghorn Therapeutics said on October 1 it is cutting about 40% of its workforce, leaving roughly 65 full-time employees, after it and Eli Lilly decided not to advance the FHD-909 trial. The 8-K names no AI or automation link.