Zukin's AI Workforce Wednesdays - June '26

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Zukin's AI Workforce Wednesdays - June '26

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Zukin's AI Workforce Wednesdays - June '26 June 16, 2026

The Wolfe Byte

Welcome to Workforce Wednesdays, where we provide you a monthly deep dive

into the latest headcount hiring trends, company sentiment analysis, and quota

attainment across our space. Please reach out if you'd like a copy of the following Alex Zukin

data sets! azukin@wolferesearch.com

(415) 878-6420

View Alex’s Research

Welcome to Zukin's NEW & IMPROVED AI edition of Workforce Wednesdays! We View Comp Table

are bringing back this monthly piece where we now use our proprietary AI native Joshua Tilton, CFA

scraper to identify 1) AI Native Job Postings, 2) AI Native hiring by role (including JTilton@wolferesearch.com

who is hiring most FDE's), 3) Revenue per Employee (Public's & AI Natives) as well (415) 878-6430 View Joshua’s Research

as the traditional 4) Job postings, 5) Total, Sales & Engineering Headcount Data

(LinkedIn), 5) Tech layoffs data and 6) Repvue. Arsenije Matovic amatovic@wolferesearch.com

(646) 582-9334

We're bringing Workforce Wednesdays back at what we view is a pivotal moment

where AI reshapes how software companies hire, build, and sell, the labor Ivan Radojicic iradojicic@wolferesearch.com

narrative has become an increasingly important signal for fundamentals across 415-878-6424

our coverage. May's workforce data showed job postings still declining (-14% vs.

6 months ago and -4% Y/Y), though layoffs moderated meaningfully from April's

elevated levels (which were driven by ORCL and Dell). AI-levered names like NBIS,

CRWV, and FIG continue to show the strongest headcount growth, while PAYC, INTU,

and APP show the most notable decreases.

●AI-Native Job Postings.