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AI ROI Series | EP31 | Another Wave of Layoffs at Disney | 20% Impact - is this AI?!

Nov 3, 2026
10:01

Disney is preparing another wave of layoffs. Thousands of jobs, some managers asked to find up to 20% in annual savings, and the cash headed into technology. Within the hour, the internet decided it meant 46,000 jobs, and that AI did it. In this AI ROI Series, Show Me the Math, Paul Brzozowski, Co-Founder of Olakai, the Enterprise AI System of Record, tests that math. Then he runs the math nobody is running. What a real office desk spends on AI, where the AI bill actually scales, what value per finished task looks like, and the three numbers every CFO will ask for when money moves from people to AI. If you own an AI budget, or have to defend one, this one is for you. The math is directional, so check it and tell me where you read it differently. Chapters 0:00 Another wave of layoffs at Disney. Is this AI? 0:38 From Microsoft to Disney, same question 0:51 Today’s math 1:21 What Disney actually said 1:56 The word nobody used 2:25 The viral 46,000, tested 3:21 Five workforce moves this year 3:45 Where the money goes 4:36 So, is this AI? 5:02 Tokenomics and the two economies 5:40 What a real desk spends on AI 5:57 Seats are cheap, usage is not 7:03 Value per finished task 8:30 What to watch on November 17 8:46 The three numbers your CFO will ask for 9:03 The Enterprise AI System of Record 9:31 The line for the board New episodes every Tuesday (AI ROI Series) and Friday (Enterprise AI Weekly). Subscribe at https://www.youtube.com/@olakai-ai The full article, with every source and chart, is on LinkedIn at [LinkedIn article link] Want to see this on your own data? DM me on LinkedIn at https://www.linkedin.com/in/paulbrzozowski/ Learn more about Olakai, the Enterprise AI System of Record, at https://olakai.ai Sources. Bloomberg, CNBC, and Reuters, 2 to 3 Nov 2026; Disney fiscal 2025 10-K and Q3 fiscal 2026 results; Variety, Feb 2023; AP, Apr 2026; The Desk, Sep 2026; California WARN notice, Oct 2026; Fox Business, May 2026; PetaPixel, Mar 2026; Ramp AI Index, Aug and Oct 2026; Satya Nadella, Microsoft annual letter. The 46,200 and 9,200 figures, the office-desk estimate, and the value-per-task example are Olakai’s own directional math and illustration. Your AI is an investment. Let’s measure it like one. Tags: Disney, Disney layoffs, Walt Disney Company, Josh D’Amaro, layoffs 2026, AI layoffs, AI jobs, cost cutting, Disney earnings, OpenAI, Sora, Ramp AI Index, tokenomics, AI spend, AI ROI, AI FinOps, CFO AI budget, cost per task, enterprise AI, Olakai, Enterprise AI System of Record, AI ROI Series, Paul Brzozowski