Zukin's AI Workforce Wednesdays - July '26

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Zukin's AI Workforce Wednesdays - July '26

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Zukin's AI Workforce Wednesdays - July '26 July 8, 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 back to another month of Zukin's Workforce Wednesday! This month, View Comp Table

we expanded our AI-native scraper to 111 companies (86 prior) to help unpack the Joshua Tilton, CFA

latest trends in AI. June's workforce data showed job postings still declining (-14% Y/ JTilton@wolferesearch.com

Y vs -4% Y/Y in May), with layoffs slightly moderating. Forward-deployed-engineer (415) 878-6430 View Joshua’s Research

demand keeps rising (+34% M/M), with AI-first names (NBIS, CRWV, and FIG) leading

headcount growth. Highlights include AI-natives hiring the most in sales and less Arsenije Matovic amatovic@wolferesearch.com

in data/analytics and design. On Job postings, we'd call out that NOW's job posting (646) 582-9334

declined meaningfully (-66%, ~412 openings from ~1,221 prior), whereas CRM job Ivan Radojicic

postings increased 25% (from ~1,180 to ~1,474). Finally, on headcount, we note that iradojicic@wolferesearch.com 415-878-6424

per LinkedIn data TWLO's headcount increased by 26%, but was driven primarily

by engineering headcount (+65%).

●AI-Native Job Postings. Our scrape of 7,345 open roles across 111 AI-native

companies shows hiring up +0.9% M/M, with the most notable dichotomy being

OpenAI down -3% and Anthropic up +5%. AWS (65% of companies), GCP