He explains the rationale, smaller teams work faster.
we're already seeing that the intelligence tools we’re creating and using, paired with smaller and flatter teams, are enabling a new way of working which fundamentally changes what it means to build and run a company. and that's accelerating rapidly.
This is just rephrasing the same concept.
Claiming than a small group with AI can accomplish more than a large group with AI doesn’t make sense.
More likely the company doesn’t have enough work for the large group.