残酷真相：盈利很好，仍要裁员15000！微软CEO内部信透露新常态

Core Viewpoint - The internal memo from Microsoft's CEO Satya Nadella reveals the harsh reality of transformation in the tech industry, where even successful companies are resorting to large-scale layoffs due to AI-driven changes [1][2][3] Group 1: Company Performance and Layoffs - Nadella's memo attempts to reconcile the paradox of a company that is "more successful than ever" while still needing to cut jobs, indicating a shift towards hiring fewer employees with skills aligned to AI strategies [5][12] - Microsoft has laid off 15,000 employees this year, a record high, despite a significant increase in AI infrastructure investment, which surged to $80 billion [5][18] Group 2: Skills and Employment Dynamics - The memo emphasizes the need to "forget old knowledge" and "learn new skills," suggesting that many employees' skills have become outdated [3][12] - The company is opting to hire fewer employees with relevant expertise rather than investing in retraining existing staff, indicating a shift in employment dynamics [13][14] Group 3: Industry-Wide Implications - Nadella's memo serves as a forecast for the entire software industry, indicating that the current business model will face significant impacts from AI [3][18] - The normalization of profitable layoffs is expected to extend beyond Silicon Valley into broader economic sectors, reflecting a new industry rule where layoffs are used for strategic positioning regardless of financial health [17][18][19]