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With the U.S. at war, a volatile stock market and increased fears of a 1970s-style stagflation—not to mention leaders like Block CEO Jack Dorsey already citing AI as a reason to slash headcount—it’s worth pausing to contemplate what’s really behind the job cuts. Nailing down the root cause will shape the perceptions and policies around unemployment, and the ability of leaders to do something about it. A few points that I think about: