> probably the most honest message you’ll ever see

Interesting that this is your takeaway; it seems that this is effectively an investor-friendly way to admit that Block hired too many people over the course of the pandemic and doesn't necessarily have obvious expansion/growth (that would require people to write more software) on the roadmap.

"Oh the business isn't going too well so we need to lay people off" - said no CEO ever, but "AI go brrrr" makes investors happy!