As I've mentioned ad nauseum on HN for years yet no one listened - much of the time we as corporates in the tech industry used "AI" as an excuse for layoffs was for the same reason we used "COVID" as an explanation for layoffs before GPT4 was GAed.
The reality is, hiring severely overshot in 2021-22 with a degradation in quality. And 2-3 years of remote first showed that you can offshore with little-to-no operational impact.
Dario's messaging made sense as the underdog - which Anthropic was until a year ago. Their moat used to be FedRAMP until Emil Michael called their bluff.