Meta just notified 8,000 people at 4am that they're out. 10% of the entire workforce gone in one day. 6,000 open positions cancelled on top of that. THIS IS MASSIVE. 🚨

And here's what most coverage is getting wrong: this is not a struggling company cutting costs. Meta just reported USD 56 billion in quarterly revenue. They are printing money. This is a deliberate strategic choice.

Zuckerberg's thesis is explicit: a smaller group of highly talented people working alongside AI can accomplish what previously required entire departments. They're moving 7,000 employees into AI-focused roles and committing USD 115-135 billion to AI infrastructure spend in 2026 alone. That's not a pivot. That's a complete company reconstruction.

The 2022 "Year of Efficiency" cut 25,000 jobs total. The stock went on to multiply several times from those lows. Wall Street rewarded every single cut. Zuckerberg learned that lesson and is now running the same playbook at larger scale.

The real debate is whether AI productivity gains materialise fast enough to justify the human cost. Institutional knowledge, morale, recruiting reputation — these don't show up in next quarter's earnings but they compound.

$Meta Platforms(META.US) at a USD 56B quarterly revenue run rate, cutting headcount to fund AI infrastructure. The market has seen this movie before. It ended bullish. 📈