Jack Dorsey Block: AI 让组织变小备忘录
On February 26, 2026, Block CEO Jack Dorsey released a memorandum emphasizing that artificial intelligence (AI) will make organizations smaller, more efficient, and more responsive. The memo, released both internally and publicly, explains Block's decision to lay off nearly half of its employees (from over 10,000 people to below 6,000), meaning a 40% reduction.
Dorsey explicitly stated in the memorandum that this massive layoff was not due to financial difficulties facing the company, but because "intelligent tools" have fundamentally changed the company's operational and construction model. He believes that artificial intelligence tools combined with "smaller, flatter teams" can achieve a completely new way of working, thereby improving efficiency.
Dorsey mentioned that Block has already observed that significantly smaller teams, with the help of these tools, can accomplish more and better work. Dorsey chose to make a substantial one-time layoff rather than a phased approach, believing that repeated layoffs would damage employee morale. He had previously described "100 people + AI = 1,000 people" to illustrate the productivity potential brought by artificial intelligence.
Despite the company's strong performance in 2025 with continued gross profit growth, Dorsey insisted on this restructuring to achieve higher efficiency through artificial intelligence. After this announcement, Block's stock price soared, with investors viewing it as a decisive profit reset.
Key Implications
This decision by Jack Dorsey and Block represents a significant shift in corporate strategy:
1. AI-Driven Efficiency: AI tools enable smaller teams to achieve what previously required larger organizations 2. Organizational Restructuring: Companies may need to fundamentally restructure their teams to leverage AI effectively 3. Productivity Transformation: The "100 people + AI = 1,000 people" equation suggests massive productivity gains 4. Market Response: Investors appear to view AI-driven restructuring positively, seeing it as a path to higher profitability
Broader Trend
Block's move is part of a broader trend where companies are recognizing that AI doesn't just augment existing processes but fundamentally changes how organizations should be structured and sized. This could lead to:
- More agile, flatter organizations
- Reduced middle management layers
- Increased focus on individual productivity and output quality
- New organizational models designed specifically for AI augmentation
The memo signals that AI is not just a tool for optimization but a catalyst for fundamental organizational transformation.