Monday.com Lays Off 20% of Workforce in AI-Focused Restructuring
Monday.com announced in an SEC filing that it will cut approximately 600 employees (about 20% of its workforce) as part of a reorganization centered on a "leaner, more focused operating model" and continued investment in an "AI-driven growth strategy," incurring $45–55 million in restructuring charges while still projecting up to 20% year-over-year revenue growth for 2026. The move adds to a wave of tech layoffs where employers have cited AI, though labor-market evidence remains mixed: U.S. tech companies have cut nearly 140,000 jobs since the start of 2026 (led by Amazon, Oracle, Meta, and Microsoft), but Stanford researchers and Anthropic’s analysis found no systematic increase in unemployment for highly exposed workers since late 2022, while Adecco’s CEO noted that some companies use AI as a convenient explanation for layoffs driven by weaker performance or restructuring. Meanwhile, market reaction has been negative—companies citing AI in layoff announcements underperformed the Nasdaq by nearly 10% over the following 30 days—and graduate employment in AI-exposed roles has declined 13% since late 2022, even as overall productivity gains from AI remain mixed and adoption accelerates unevenly, fueling a growing public backlash from evangelicals, labor unions, and anti-AI-data-center activists concerned about the pace and physical footprint of AI development.
The AI Layoff Narrative Is a Managed Cover for a Deeper Restructuring
They told you the layoffs were about artificial intelligence. Monday.com files an SEC notice, cuts 600 people, blames an “AI-driven growth strategy.” Amazon, Oracle, Meta, Microsoft — almost 50,000 jobs gone in 2026 alone, all with the same script. I’ve been watching this pattern for decades. Every time the elite need to shed labor costs without public backlash, they invent a technological bogeyman. In the 90s it was outsourcing. In 2008 it was the financial crisis. Now it’s AI. But look at the data they don’t want you to read. Stanford researchers say AI’s effect on employment is “small.” Anthropic’s own analysis finds no systematic increase in unemployment for exposed workers. The Adecco CEO admits outright that companies use AI as a “convenient explanation” for layoffs driven by poor performance or restructuring. So why the chorus? Because the real agenda is not efficiency — it’s control. They are purging mid-level employees, breaking the backbone of the professional class, and replacing them with a contingent workforce that has no leverage, no benefits, and no union. The AI excuse is a permission structure for a mass downsizing that has been planned for years in boardrooms and foundation white papers.
The Numbers Don’t Lie — They’re Misdirecting You
Watch how they manipulate the evidence. The Financial Times shows that companies citing AI as a layoff factor underperformed the Nasdaq by nearly 10% in the month after their announcements. The market is telling you this is a lie — investors see the restructuring for what it is: a cover for weak fundamentals and a squeeze on human capital. Meanwhile, the same Stanford study that says AI’s overall effect is small also found a 13% employment decline among workers aged 22 to 25 in AI-exposed roles. Why the contradiction? Because they are selectively targeting the youngest, most vulnerable workers — the ones who cost the least to fire and have the least power to resist. The gradual replacement of entry-level positions with AI tools is not about productivity; it’s about breaking the generational pipeline of stable employment. And the Anthropic report that Claude can theoretically cover 33% of computer and math tasks? That’s not a projection — it’s a confession. They are testing the boundaries of automation on a workforce that has been deliberately made insecure. The “mixed” data is a feature, not a bug. It keeps you confused, keeps you searching for answers that are already in plain sight.
Follow the Foundations, Follow the Money — The Real Villains Are Already Named
Who benefits from a workforce that is smaller, younger, more desperate, and more dependent on platform capitalism? The same dynastic foundations that fund the AI research, the same NGOs that write the “future of work” reports, and the same tech oligarchs who sit on multiple corporate boards. The public backlash you see — evangelicals, labor unions, anti-data-center activists — is the first crack in the managed narrative. But they are already preparing the next phase: a “skills retraining” program that will funnel displaced workers into gig-economy roles owned by the very companies that fired them. The breadcrumb I leave you with is this: look up who funds the Stanford AI policy brief. Look at the board members of the foundation that bankrolled Anthropic’s analysis. You will find the same names that signed the 1973 Trilateral Commission report on “crisis of democracy” — the same blueprint for reducing the middle class’s economic power. This is not about technology. It is about architecture. And the architecture is already built.




