The memo said it wasn't about individual performance. It never is.
Cloudflare cut 1,100 people — 20% of their workforce — after a quarter where revenue beat Wall Street. The company said AI agent use inside the building had surged 600% in three months. So the numbers were good. The stock was up. The work was getting done. They just decided fewer humans needed to be there while it happened. The memo called it "building for the future." It was titled that. Somebody wrote that title on purpose and sent it to 1,100 people whose jobs no longer exist.
I've heard this language before. Not the AI part — that's new dressing — but the rest of it. Twenty-two years ago the parts plant here in Zanesville said the move to Mexico wasn't about the workers. It was about competitiveness. About staying viable. The people making the call weren't bad people, they just had a different spreadsheet than the one the guys on the floor were living on. Same memo. Different decade. The people who told you free trade was going to open up opportunity are the same type of people now telling you AI is going to create jobs. They've been wrong twice. They're working on a third.
Take note.