This is (unironically) what big institutional allocators love to hear. They've been sold the idea that almost every medium-very big tech corp is vastly overstaf

This is (unironically) what big institutional allocators love to hear. They've been sold the idea that almost every medium-very big tech corp is vastly overstaffed and can become a monster cash cow and stop SBC dilution by cutting headcount + becoming A.I first. They hear this from the sellside, from activists, from the guys managing their private market allocations etc.