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Block Cuts About 4,000 Jobs Citing AI Productivity Gains as Shares Jump More Than 20%

Executives frame the move as a shift to lean, high-skill teams powered by in-house automation.

Overview

  • Dorsey said internal AI and “intelligent” tools allow smaller teams to do more, reducing headcount from roughly 10,000 to just under 6,000.
  • Departing employees are offered about 20 weeks of pay, six months of health coverage, a $5,000 payment, and permission to keep company laptops, with Slack left open briefly for farewells.
  • The company reported code shipped per engineer up about 40% since September and cited agent-based coding tools that compress weeks of work into a fraction of the time.
  • Despite the cuts, Dorsey said Block expects to hire additional experienced AI engineers to strengthen technical and product capabilities.
  • Tech and VC leaders split on whether this marks the first major AI-driven layoff wave or a company-specific reset, and Dorsey predicted similar restructurings across firms within a year.