{ "schema_version": 1, "generated_at": "2026-06-11T01:37:31.822Z", "tally": { "net": -157300, "gross_replaced": 2700, "gross_protected": 160000, "count_visible": 11, "count_published": 11, "count_retracted": 0, "count_drafts": 0, "count_total": 11 }, "incidents": [ { "id": "2026-06-05-sag-aftra-ratifies-ai-contract", "date": "2026-06-05", "category": "walkout", "company": "SAG-AFTRA", "country": "US", "state": null, "sector": "entertainment", "system": null, "headline": "SAG-AFTRA members ratify four-year contract with 12 AI provisions, 91.4% voting in favor.", "translation": "The most complete contractual AI-replacement framework any US union has won is now ratified law for 160,000 entertainment workers. Producers may use AI performers only if they add \"significant additional value\" over a live actor — backed by arbitration, replica-security rules, and a penalty on synthetic performers.\n", "tally_weight": 0, "headcount_affected": 160000, "amount_usd": null, "pillar": "02", "executives": [], "quote": null, "sources": [ { "outlet": "Variety", "url": "https://variety.com/2026/film/news/sag-aftra-ratification-ai-pension-merger-1236767288/", "date": "2026-06-05" }, { "outlet": "Hollywood Reporter", "url": "https://www.hollywoodreporter.com/business/business-news/sag-negotiators-ai-pension-plan-changes-2026-contract-1236594212/", "date": "2026-06-05" } ], "tags": [ "ai-protections", "contract-language", "ratification" ], "related_incidents": [ "2026-05-03-sag-aftra-amptp-tentative-deal" ], "supersedes": null, "status": "published", "notes": "tally_weight 0 to avoid double-counting — the 160,000 protected already entered the Tally with the 2026-05-03 tentative-deal entry. Exact vote-announcement date not independently pinned at entry time; dated to first trade coverage (Variety/THR). Entered 2026-06-11 from vault intel 2026-06-05." }, { "id": "2026-06-04-house-ai-preemption-draft", "date": "2026-06-04", "category": "statement", "company": "U.S. House of Representatives", "country": "US", "state": null, "sector": "government", "system": null, "headline": "Bipartisan House draft — the Great American AI Act — would freeze state AI-development laws for three years.", "translation": "A 269-page bipartisan discussion draft would preempt state laws governing how AI models are built for three years — muting the development-side half of roughly 2,081 pending state AI bills, which is where nearly every existing AI-employment protection in America currently lives.\n", "tally_weight": 0, "headcount_affected": null, "amount_usd": null, "pillar": "02", "executives": [ { "name": "Jay Obernolte", "title": "Representative (R-CA)", "company": "U.S. House of Representatives" }, { "name": "Lori Trahan", "title": "Representative (D-MA)", "company": "U.S. House of Representatives" } ], "quote": null, "sources": [ { "outlet": "Axios", "url": "https://www.axios.com/2026/06/04/house-draft-bill-regulate-ai", "date": "2026-06-04" }, { "outlet": "The Hill", "url": "https://thehill.com/policy/technology/5909898-national-ai-framework-draft/", "date": "2026-06-04" }, { "outlet": "Daily Signal", "url": "https://www.dailysignal.com/2026/06/04/scoop-lawmakers-to-introduce-bill-preempting-some-state-ai-regulations-for-three-years/", "date": "2026-06-04" } ], "tags": [ "preemption", "state-laws", "great-american-ai-act" ], "related_incidents": [], "supersedes": null, "status": "published", "notes": "Completes the preemption arc: DOJ+xAI suit gutting the Colorado AI Act (April), the June 2 executive order, then bipartisan legislation (June 4). AFT and AFA-CWA issued a joint 'hard no.' Entered 2026-06-11 from vault intel 2026-06-04." }, { "id": "2026-06-03-skai-ai-layoffs", "date": "2026-06-03", "category": "layoff", "company": "Skai", "country": "US", "state": null, "sector": "tech", "system": null, "headline": "Ad-tech firm Skai lays off 20% of staff — about 100 people — explicitly citing AI-driven transformation.", "translation": "Skai cut roughly one in five employees and pointed at AI-driven transformation as the reason. Same Tuesday, the 2026 tech-layoff tracker hit 149,935 people — a pace of about 974 humans a day.\n", "tally_weight": 100, "headcount_affected": 100, "amount_usd": null, "pillar": "02", "executives": [], "quote": null, "sources": [ { "outlet": "TrueUp layoffs tracker", "url": "https://www.trueup.io/layoffs", "date": "2026-06-03" }, { "outlet": "Yahoo Finance", "url": "https://finance.yahoo.com/sectors/technology/articles/2026-tech-layoffs-near-150-110000224.html", "date": "2026-06-04" } ], "tags": [ "explicit-ai-attribution" ], "related_incidents": [ "2026-05-28-wix-ai-layoffs" ], "supersedes": null, "status": "published", "notes": "~100-person figure derived from the reported 20% of staff. Uber cut ~a quarter of its people division the same day but published no absolute headcount — not entered until a number is press-locked. Entered 2026-06-11 from vault intel 2026-06-04." }, { "id": "2026-06-01-unitree-ipo-cleared", "date": "2026-06-01", "category": "capital", "company": "Unitree", "country": "CN", "state": null, "sector": "manufacturing", "system": null, "headline": "Unitree's Shanghai IPO cleared at a ~$6.2B target valuation, with a stated goal of 20,000 humanoids shipped in 2026.", "translation": "The Chinese humanoid maker cleared its Shanghai listing — a ~$616M raise at a ~$6.2B valuation — paired with a stated target of shipping 20,000 humanoid robots this year. With AGIBOT cited at 10,000 units, coverage now frames a China humanoid duopoly.\n", "tally_weight": 0, "headcount_affected": null, "amount_usd": 616000000, "pillar": "04", "executives": [], "quote": null, "sources": [ { "outlet": "TechTimes", "url": "https://www.techtimes.com/articles/317632/20260602/unitree-ipo-cleared-agibot-hits-10000-units-china-humanoid-robot-duopoly-takes-shape.htm", "date": "2026-06-02" }, { "outlet": "eWeek", "url": "https://www.eweek.com/news/unitree-20000-humanoid-robots-2026-china/", "date": "2026-06-02" } ], "tags": [ "ipo", "china", "supply-side" ], "related_incidents": [], "supersedes": null, "status": "published", "notes": "amount_usd is the reported raise (~$616M), not the valuation. 20,000-unit ship target is a company-stated goal, not deliveries. Entered 2026-06-11 from vault intel 2026-06-09 (carried from June 1-2 cycle)." }, { "id": "2026-05-28-wix-ai-layoffs", "date": "2026-05-28", "category": "layoff", "company": "Wix", "country": "US", "state": null, "sector": "tech", "system": null, "headline": "Wix cuts 1,000 jobs — roughly a fifth of staff — naming AI's 'fast evolution' as the primary reason.", "translation": "Wix laid off 1,000 of its ~5,200 employees and said the quiet part in the filing: the primary reason was the \"fast evolution of AI capabilities.\" Not a cover story this time — the attribution is explicit.\n", "tally_weight": 1000, "headcount_affected": 1000, "amount_usd": null, "pillar": "02", "executives": [], "quote": null, "sources": [ { "outlet": "24/7 Wall St", "url": "https://247wallst.com/investing/2026/05/29/ai-layoffs-strike-again-as-company-dumps-1000-workers/", "date": "2026-05-29" }, { "outlet": "TechTimes", "url": "https://www.techtimes.com/articles/317392/20260529/tech-layoffs-reach-142000-2026-profitable-companies-cut-jobs-fund-700b-ai-infrastructure.htm", "date": "2026-05-29" } ], "tags": [ "explicit-ai-attribution" ], "related_incidents": [], "supersedes": null, "status": "published", "notes": "1,000-of-~5,200 figure per 24/7 Wall St (May 29), on top of prior CNBC framing (May 28). Incident dated to first coverage cycle. Entered 2026-06-11 from vault intel 2026-05-30." }, { "id": "2026-05-03-sag-aftra-amptp-tentative-deal", "date": "2026-05-03", "category": "walkout", "company": "SAG-AFTRA", "country": "US", "state": null, "sector": "entertainment", "system": null, "headline": "SAG-AFTRA reaches tentative four-year deal with AMPTP, with AI protections as the central sticking point.", "translation": "The first major US labor union of the post-2023-strike era to lock in fresh AI guardrails. SAG-AFTRA executive director Duncan Crabtree-Ireland reportedly refused to ratify a longer contract until AMPTP conceded more on AI. The deal covers 160,000 actors, broadcast journalists, dancers, stunt performers, voice-over artists, and other entertainment professionals. Specific contract language has not been released publicly.\n", "tally_weight": -160000, "headcount_affected": 160000, "amount_usd": null, "pillar": "02", "executives": [ { "name": "Duncan Crabtree-Ireland", "title": "Executive Director and Chief Negotiator", "company": "SAG-AFTRA" } ], "quote": null, "sources": [ { "outlet": "Deadline", "url": "https://deadline.com/2026/05/sag-aftra-studios-reach-new-bigger-deal-amptp-1236879157/", "date": "2026-05-03" }, { "outlet": "Variety", "url": "https://variety.com/2026/film/news/sag-aftra-tentative-deal-studio-contract-1236687517/", "date": "2026-05-03" }, { "outlet": "NBC Philadelphia", "url": "https://www.nbcphiladelphia.com/entertainment/entertainment-news/sag-aftra-amptp-tentative-agreement/4396310/", "date": "2026-05-03" } ], "tags": [ "walkout-list", "union-victory", "ai-guardrails", "sag-aftra", "wga-precedent" ], "related_incidents": [], "supersedes": null, "status": "published", "notes": "Walkout-category entry. Tally weight is negative — 160,000 workers covered by the protections. No verbatim Crabtree-Ireland quote captured at the deal-announcement moment; Deadline paraphrases him as \"adamant\" about AI. Treat all \"Crabtree-Ireland said X\" framing as paraphrase until SAG-AFTRA publishes its own statement in full. Re-verify once specific AI-protection contract language posts.\n" }, { "id": "2026-05-01-meta-ari-acquisition", "date": "2026-05-01", "category": "capital", "company": "Meta", "country": "US", "state": "CA", "sector": "tech", "system": null, "headline": "Meta closes ARI acquisition, integrating humanoid AI into Meta Superintelligence Labs and a new Meta Robotics Studio.", "translation": "Meta absorbed humanoid-AI company ARI into its Superintelligence Labs and a newly formed Meta Robotics Studio on May 1. The same company has announced 8,000 layoffs beginning May 20. The pairing is the receipt — the same week, the same balance sheet, fired workers on one side and bought humanoids on the other.\n", "tally_weight": 0, "headcount_affected": null, "amount_usd": null, "pillar": "02", "executives": [], "quote": null, "sources": [ { "outlet": "Meta (corporate)", "url": "https://about.fb.com/news/", "date": "2026-05-01" } ], "tags": [ "acquisition", "humanoid-AI", "meta-robotics-studio", "same-week-calendar" ], "related_incidents": [], "supersedes": null, "status": "published", "notes": "Acquisition price not yet disclosed in available coverage. Source URL is a placeholder for Meta's own announcement page; replace with the specific press release URL once captured. The companion Meta 8K layoff entry will be filed once the May 20 cuts are formally executed and headcount lands.\n" }, { "id": "2026-04-30-oracle-time-piece", "date": "2026-04-30", "category": "layoff", "company": "Oracle", "country": "US", "state": null, "sector": "tech", "system": null, "headline": "Time publishes named-employee accounts of Oracle workers asked to train AI before being terminated.", "translation": "Time published an account of Oracle layoffs in which named former employees describe being asked to train AI tools and then being terminated by single email after long tenures. A survey of 272 laid-off Oracle employees found 62% over age 40 and 22% with 15+ years of tenure. Total Oracle layoff count is not on the record in this coverage.\n", "tally_weight": 0, "headcount_affected": null, "amount_usd": null, "pillar": "02", "executives": [], "quote": null, "sources": [ { "outlet": "Time", "url": "https://time.com/article/2026/04/30/oracle-layoffs-ai-tech-jobs/", "date": "2026-04-30" } ], "tags": [ "age-discrimination", "training-AI-replacement", "tenure-cluster", "named-employees" ], "related_incidents": [], "supersedes": null, "status": "published", "notes": "Tally weight is 0 — 272 is a survey sample size, not the total layoff figure. The receipt stands as a Pillar 02 record without a body count. If a total Oracle layoff number lands later, supersede this entry with a weighted layoff incident.\n" }, { "id": "2026-04-29-ford-glendale-ev-battery-layoffs", "date": "2026-04-29", "category": "layoff", "company": "Ford", "country": "US", "state": "KY", "sector": "auto", "system": null, "headline": "Ford cuts all 1,600 jobs at new Glendale, KY EV battery plant; site reportedly converting to manufacture batteries for data centers.", "translation": "Ford laid off all 1,600 workers at its new EV battery plant in Glendale, Kentucky. Press coverage frames the site as being converted to manufacture batteries for AI data centers and other utilities. The 1,600-job figure is press-locked across multiple outlets. The data-center-batteries framing is reported in Plant Services and Yahoo Finance / FreightWaves and warrants direct Ford-statement verification.\n", "tally_weight": 1600, "headcount_affected": 1600, "amount_usd": null, "pillar": "04", "executives": [], "quote": null, "sources": [ { "outlet": "Yahoo Finance / FreightWaves", "url": "https://finance.yahoo.com/news/factories-fulfillment-centers-more-layoffs-220552669.html", "date": "2026-04-29" }, { "outlet": "Plant Services", "url": "https://www.plantservices.com/industry-news/news/55315654/factory-fallout-manufacturing-plant-closures-and-layoffs-from-owens-corning-dunkin-us-steel-and-more", "date": "2026-04-29" } ], "tags": [ "ev-battery", "data-center-batteries", "plant-conversion", "kentucky" ], "related_incidents": [ "2026-04-22-tesla-fremont-optimus-conversion" ], "supersedes": null, "status": "published", "notes": "Data-center-batteries framing is from press, not yet Ford-statement-locked. 1,600 job figure is press-locked. Translation deliberately hedges the conversion narrative until direct Ford or congressional-record verification surfaces. Local — Kentucky.\n" }, { "id": "2026-04-22-tesla-fremont-optimus-conversion", "date": "2026-04-22", "category": "deployment", "company": "Tesla", "country": "US", "state": "CA", "sector": "auto", "system": "Optimus", "headline": "Tesla confirms Fremont line will convert from Model S/X to Optimus humanoid production this summer.", "translation": "The Fremont plant that built Tesla's Model S and Model X is being repurposed to manufacture humanoid robots. Last S/X units roll off in early May. Optimus production at Fremont is targeted for late July or August. Texas Gigafactory carries the long-range 10M-unit production target.\n", "tally_weight": 0, "headcount_affected": null, "amount_usd": null, "pillar": "04", "executives": [ { "name": "Elon Musk", "title": "CEO", "company": "Tesla" } ], "quote": { "speaker": "Elon Musk", "text": "It will move as fast as the least lucky, slowest, dumbest part in the entire 10,000.", "context": "Tesla Q1 2026 earnings call, April 2026" }, "sources": [ { "outlet": "Electrek", "url": "https://electrek.co/2026/04/22/tesla-optimus-production-fremont-model-sx-line/", "date": "2026-04-22" }, { "outlet": "The Robot Report", "url": "https://www.therobotreport.com/from-evs-to-robotics-tesla-targets-10m-optimus-units-with-new-texas-plant/", "date": "2026-04-22" }, { "outlet": "Inc.", "url": "https://www.inc.com/leila-sheridan/elon-musk-launch-window-tesla-optimus/91335230", "date": "2026-04-22" } ], "tags": [ "factory-conversion", "optimus", "fremont", "line-pivot" ], "related_incidents": [], "supersedes": null, "status": "published", "notes": "Tally weight is 0 — no explicit displacement count tied to the Fremont conversion. Pit ranking captures the symbolic weight." }, { "id": "2025-11-30-bmw-spartanburg-figure-pilot", "date": "2025-11-30", "category": "deployment", "company": "BMW", "country": "US", "state": "SC", "sector": "auto", "system": "Figure 02", "headline": "BMW wraps a months-long Figure 02 pilot at Spartanburg — 10-hour shifts on the welding line, 30,000+ X3s supported.", "translation": "At BMW's largest plant on Earth, Figure 02 worked the welding line beside human beings — five days a week, ten-hour shifts, retrieving and positioning sheet metal at over 99% placement accuracy across 30,000+ X3 SUVs. BMW wrapped the pilot and announced its European humanoid rollout the same month.\n", "tally_weight": 0, "headcount_affected": null, "amount_usd": null, "pillar": "04", "executives": [], "quote": null, "sources": [ { "outlet": "Figure", "url": "https://www.figure.ai/news/ramping-figure-03-production", "date": "2026-06-08" }, { "outlet": "BMW Group Press", "url": "https://www.press.bmwgroup.com/global/article/detail/T0455864EN/bmw-group-to-deploy-humanoid-robots-in-production-in-germany-for-the-first-time?language=en", "date": "2026-06-02" } ], "tags": [ "pilot", "welding-line", "proof-of-shift" ], "related_incidents": [], "supersedes": null, "status": "published", "notes": "tally_weight 0 — the robot worked alongside humans; no displacement is press-locked. Pilot wrap is dated November 2025 per coverage; exact day not pinned, dated to month-end. Deployment figures (30,000+ vehicles, 1,250+ hours) are company-reported via Figure's production post. The Leipzig successor (AEON, Hexagon Robotics) began deployment Dec 2025 — separate entry when production status is confirmed. Entered 2026-06-11 from vault entities/companies/bmw.md + intel 2026-06-08." } ] }