(https://www.cnbc.com/2026/05/29/sentinelone-s-stock-earnings-ai-layoffs.html) and the market punished them 12%. But the real signal isn't the layoffs — it's that growing AI infrastructure doesn't save you from cutting costs elsewhere. If you're investing $1B+ in AI capex and *still* need to fire people to fund it, the unit economics of AI deployment aren't working yet.

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