Future Ready Leadership With Jacob Morgan

Best of Q1 2026: The $1T Market Crash, Citi's Results Mandate, and the AI Revolution at Amazon, Accenture, and Workday

Mar 30, 2026
A Q1 roundup on the trillion-dollar software sell-off and how AI workflows rewrote work design. A look at Citi's shift to results-only accountability and Amazon's 90-day internal mobility approach to automation-driven role changes. A debate on HR software becoming infrastructure as AI flattens seat-based economics. Questions about tying promotions to AI usage and the need to prove real impact.
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INSIGHT

AI Agents Versus Seat Based Software

  • AI agents threaten seat‑based enterprise software by performing end‑to‑end workflows, shifting value from tools to outcomes.
  • Jacob Morgan cites the near $1T sell‑off after Anthropic demos as evidence that markets see AI turning work into a commodity interface supervised by fewer humans.
ADVICE

Replace Effort Metrics With Outcome Measurement

  • Stop rewarding visible effort and measure results because technology now renders effort invisible and outcomes measurable in real time.
  • Jacob Morgan references Jane Fraser's memo at Citi telling 200,000+ employees "we are not graded on effort. We are judged on our results" and linked cuts up to 20,000 roles.
ANECDOTE

Amazon's 90 Day Internal Mobility Window

  • Amazon announced ~16,000 role eliminations while giving affected employees 90 days to find other internal roles, reframing layoffs as internal mobility.
  • Jacob Morgan highlights Beth Galetti's blog post which offers three months to redeploy inside Amazon.
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