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by drillsteps5
24 days ago
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Direct quote: >We have covered this math before. The $725 billion that Amazon, Microsoft, Alphabet, and Meta are spending on AI infrastructure in 2026 has to come from somewhere. For many companies, the somewhere is headcount. Not because AI replaced the work. Because the budget line got moved to a different row on a spreadsheet. So "headcount" (because that's what we call people) is being cut because of crazy spending on genAI infrastructure (part of which btw goes to Mr Hwang's company). Or, if you're not a hyperscaler, crazy spending on tools/tokens. But no, you should NOT tie reductions in "headcount" to genAI. That's "irresponsible" and "lazy". Did I get that right? |
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