Jaden Schaefer

These types of deals are actually pretty big if they can get into those types of organizations.

And I think it also helps.

And beyond just, you know, helping AI adoption, I mean, it's obviously helping open AI's AI adoption, because perhaps if those companies are using AI, they're using Google or Clot or another player.

So this is pretty interesting.

Instead of selling tools, you know, one company at a time, if you just hit all of the big, you know, owners, these big private equity owners that own multiple companies, you can get it rolled out much faster.

So this is going to be interesting.

The biggest story of the day, though, is that Meta has kind of announced, or there's leaks from inside Meta, that they might cut up to 20% of their entire company, and they're doing all of this to expand AI inside their organization.

So after there was kind of these leaks, Meta stock jumped about 3% after the report surfaced that there was kind of this massive round of layoffs that was going to be tied directly to AI spending.

This is all according to a report out of routers, by the way.

So senior leaders inside of Meta have been asked to prepare plans that could reduce the company's workforce by more than 20%.

If it happens, it could affect over 15,000 employees.

This could be one of the largest layoffs in Meta's history.

The company had about 79,000 employees at the end of 2025.

And I think these potential cuts would really dwarf the 11,000 person layoffs that they announced back in 2022.

So they have been, you know, cutting people,

or they've been known to do these types of cuts before.

But over 15,000 employees could be one of their biggest yet.

Meta hasn't confirmed this report.

You know, they're just like, oh, this is just speculative, aka like they're just figuring it out right now.

But I think the context about the story is telling us a lot.