We tracked every AI mention across 71 earnings transcripts, sorting claims with dollar figures versus empty buzzwords. Spotify's AI density rose 3,100% with zero financial specificity. CrowdStrike jumped from 1 to 102 AI mentions in one cycle. Meanwhile, UPS and Nike mentioned AI once each after cutting tens of thousands for ordinary operational reasons.

https://readuncut.com/the-ai-layoff-receipts/

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