Revolutio Open Data — AI disruption datasets
Collection
Primary-sourced datasets on what AI is actually disrupting. Every row carries its source. By Revolutio (revolutio.si). • 2 items • Updated
company stringlengths 3 10 | date_announced stringlengths 7 10 | jobs_display stringlengths 3 23 | jobs_numeric int64 248 34k | workforce_pct stringlengths 2 19 ⌀ | attribution stringclasses 3
values | what_they_said stringlengths 62 154 | said_via stringlengths 7 52 | source_url stringlengths 32 118 | notes stringlengths 60 145 ⌀ |
|---|---|---|---|---|---|---|---|---|---|
Wipro | 2026-09-10 | 6,716 | 6,716 | 2.8% QoQ | partial | CTO (Sep 10): AI push has "freed capacity equivalent to 20,000 workers"; the subsequent September-quarter results showed headcount down 243,044 → 236,328. | Exchange-filed quarterly results + Reuters interview | https://www.reuters.com/world/india/wipros-ai-push-frees-capacity-equivalent-20000-workers-cto-says-2026-09-10/ | Large-deal bookings fell 59% the same quarter — demand weakness is doing real work here too. |
Workday | 2026-09-29 | 525 | 525 | ~2.5% | partial | 8-K discloses a reduction "primarily within Product and Technology"; the filing does not name AI. | SEC 8-K | https://www.stocktitan.net/sec-filings/WDAY/8-k-workday-inc-reports-material-event-e5a30bf1a264.html | Second round of 2026; media tied it to the AI strategy, the filing itself does not. |
Microsoft | 2026-07-06 | 4,800 | 4,800 | 2.1% | partial | Official blog announces cuts "as we focus our people, investments, and energy" on the AI-first transformation. | Microsoft official blog | https://blogs.microsoft.com/blog/2026/07/06/the-latest-in-our-company-transformation | Follows ~15,000 cuts in 2025 that the company framed as org changes, not AI. |
Oracle | 2026-06-22 | 21,000 | 21,000 | 13% (162k → 141k) | explicit | Annual 10-K discloses a 13% workforce decline over fiscal 2026, citing AI deployment; savings feed the data-center buildout. | SEC 10-K annual filing | https://www.reuters.com/business/world-at-work/oracle-workforce-shrinks-by-about-13-2026-06-22/ | The clearest "payroll dollars → GPU clusters" case on record. |
Intuit | 2026-05-20 | ~3,000 | 3,000 | 17% | explicit | CEO email: layoffs "sharpen focus" on big bets "including infusing AI" across the company. | CEO email (obtained by Reuters) | https://www.reuters.com/business/world-at-work/intuit-cut-17-global-jobs-streamline-operations-memo-shows-2026-05-20/ | null |
Coinbase | 2026-05-05 | 700 | 700 | 14% | explicit | CEO letter: "This is a new way of working, and we need to leverage AI across every facet of our jobs." | CEO letter to employees | https://www.cbsnews.com/news/coinbase-layoffs-ai-brian-armstrong/ | null |
PayPal | 2026-05-05 | ~4,760 | 4,760 | 20% (2–3 yr plan) | partial | CFO on earnings call: streamlining plus "step up" of AI and automation toward $1.5B in savings. | Earnings call (via WSJ/CBS) | https://www.cbsnews.com/news/ai-layoffs-2026-artificial-intelligence-amazon-pinterest/ | Company did not confirm the reported scale; plan, not a single event. |
Meta | 2026-05-08 | 8,000 | 8,000 | multi-round 2026 | partial | CFO framed the cuts against record AI capex; company language stays performance-based. | Earnings call / internal memos | https://www.cnbc.com/2026/05/18/metas-layoffs-starting-this-week-underscore-zuckerbergs-ai-reality-.html | A later Reuters investigation documented an explicit AI-replacement plan behind the performance framing. |
Dow | 2026-04 | 4,500 | 4,500 | null | partial | Cuts attributed "in part" to a shift toward AI and automation. | Company announcement | https://www.cbsnews.com/news/dow-job-cuts-layoffs-4500-ai-artificial-intelligence-automation/ | null |
Block | 2026-02 | ~4,000 | 4,000 | 10k → 6k (-40%) | explicit | Dorsey: "A significantly smaller team, using the tools we’re building, can do more and do it better." | Shareholder letter + public posts | https://s29.q4cdn.com/628966176/files/doc_financials/2025/q4/Q4-2025-Shareholder-Letter_Block.pdf | null |
Amazon | 2026-01 | 16,000 | 16,000 | null | partial | The layoff memo itself does not mention AI; months earlier Jassy said agents mean "fewer people doing some of the jobs that are being done today." | CEO memo + prior CEO statements | https://www.aboutamazon.com/news/company-news/amazon-layoffs-corporate-jan-2026 | Included on the strength of Jassy’s public framing, not the memo — the gap between the two is itself the signal. |
Pinterest | 2026-01 | ~700 | 700 | 15% | partial | Cuts framed as redirecting resources toward expanding AI systems and capabilities. | Company statement | https://www.cbsnews.com/news/pinterest-layoffs-workforce-artificial-intelligence/ | null |
Chegg | 2025-10-27 | 388 | 388 | 45% | explicit | Blames the "new realities of AI" for cutting nearly half the company. | Company announcement | https://www.cnbc.com/2025/10/27/chegg-slashes-45percent-of-workforce-blames-new-realities-of-ai.html | Third AI-linked round: 319 (Jun 2024), 248/22% (May 2025), 388/45% (Oct 2025). |
Salesforce | 2025-09-02 | 4,000 | 4,000 | support 9k → 5k | explicit | Benioff on the cut: "I need less heads" — support workload moved to AI agents. | CEO podcast appearance | https://www.foxbusiness.com/economy/salesforce-cuts-4000-jobs-due-ai-ceo-says | null |
Microsoft | 2025-07-02 | ~9,000 | 9,000 | 4% | partial | Company cited org changes; Reuters framed the cuts "amid hefty investments in artificial intelligence." | Company statement | https://www.reuters.com/business/world-at-work/microsoft-lay-off-many-9000-employees-seattle-times-reports-2025-07-02/ | Followed a 6,000/3% round in May 2025 with the same framing. |
Chegg | 2025-05-12 | 248 | 248 | 22% | explicit | Cuts announced as AI tools shake up the ed-tech category it once led. | Company announcement | https://www.reuters.com/world/americas/chegg-lay-off-22-workforce-ai-tools-shake-up-edtech-industry-2025-05-12/ | null |
UPS | 2025-04-29 | 20,000 + 14,000 mgmt | 34,000 | null | partial | "Network of the Future" automation and AI-driven efficiency named alongside Amazon volume pullback and tariffs. | Earnings call + company plan | https://www.wabe.org/ups-is-slashing-up-to-30000-jobs-and-plans-to-increase-automation/ | AI/automation is one of several stated drivers — the Amazon glide-down is the primary one. |
Workday | 2025-02-05 | 1,750 | 1,750 | 8.5% | explicit | CEO email: cuts needed to "prioritize investment in critical areas like AI." | CEO email to staff | https://www.reuters.com/business/workday-cut-85-its-workforce-2025-02-05/ | null |
Klarna | 2024-02-27 | 700 FTE-equivalent | 700 | null | capacity | AI assistant "doing the equivalent work of 700 full-time [customer service] agents." | Company case study | https://openai.com/index/klarna/ | Not a layoff announcement — contractor headcount, not employees. In May 2025 the CEO said they cut "too deep" and began re-hiring humans. |
Intuit | 2024-07-10 | 1,800 | 1,800 | 10% | explicit | 8-K CEO email: reorganizing to reallocate "substantial" investment toward AI-driven products. | SEC 8-K (email exhibit) | https://investors.intuit.com/sec-filings/all-sec-filings/content/0000896878-24-000030/ex9901-emltointuitemployee.htm | The same email says over 1,000 of the 1,800 were performance exits — the AI framing and the mechanics diverge. |
SAP | 2024-01-23 | 8,000 positions | 8,000 | null | partial | €2B company-wide transformation program focused "entirely" on AI capabilities. | Official news release | https://news.sap.com/2024/01/sap-updates-its-ambition-2025-and-announces-transformation-program-for-2024/ | Restructuring, not pure layoffs — company said most affected roles move to retraining or are backfilled, with headcount roughly flat by end-2025. |
Dropbox | 2023-04-27 | 500 | 500 | 16% | partial | CEO memo cites "the era of AI" and slowing growth; investments redirected to AI. | CEO memo (company blog) | https://blog.dropbox.com/topics/company/a-message-from-drew | null |
IBM | 2023-05-01 | 7,800 back-office roles | 7,800 | ~30% of back office | capacity | CEO: hiring paused for roles AI could do — "I could easily see 30% of these roles replaced by AI in five years." | CEO interview (Bloomberg, via Reuters) | https://www.reuters.com/technology/ibm-pause-hiring-plans-replace-7800-jobs-with-ai-bloomberg-news-2023-05-01/ | Attrition without backfill, not a layoff announcement — the quietest form of AI workforce change. |
AI-Attributed Layoffs Tracker
Company-level dataset of workforce reductions where the company itself (CEO memo, SEC filing, earnings call, shareholder letter) tied the cuts to AI. Maintained by Revolutio, an AI disruption intelligence project by UZEN Labs.
- 23 events since April 2023; 126,000+ announced job cuts (layoffs only)
- Each row is graded: explicit (company directly tied the cut to AI), partial (AI is one of several stated drivers), capacity (no layoff; company said AI does the work of N people)
- Every row carries the company's own words and a primary source URL
Columns: company, date_announced, jobs_display, jobs_numeric, workforce_pct, attribution, what_they_said, said_via, source_url, notes.
Announced cuts are not completed cuts. Capacity-substitution and restructuring rows (Klarna, IBM, SAP) are excluded from the headline total.
Live table and method: https://revolutio.si/layoffs/
Related: BLS industry statistics · GitHub · Kaggle
License: CC BY 4.0. Cite as: Revolutio (UZEN Labs), AI-Attributed Layoffs Tracker, https://revolutio.si/layoffs/
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