Microsoft(US:MSFT) 硬AI·2025-07-28 15:03Core Viewpoint - The internal memo from Microsoft CEO Satya Nadella highlights the paradox of a company being "more successful than ever" while simultaneously laying off 9,000 employees, indicating a significant transformation in the tech industry driven by AI [2][4][10]. Group 1: Company Performance and Layoffs - Microsoft is experiencing strong market performance, strategic positioning, and growth, yet it is still reducing its workforce, which raises questions about the sustainability of its current business model [4][5]. - The company has recorded a historic total of 15,000 layoffs this year, coinciding with a surge in AI infrastructure investment amounting to $80 billion [4]. Group 2: Skills and Employment - Nadella emphasizes the need to "forget old knowledge" and "learn new skills," suggesting that many employees' skills have become outdated in the face of AI advancements [2][10]. - The company is opting to hire fewer employees with more relevant expertise rather than investing in retraining existing staff, indicating a shift in workforce strategy [10][11]. Group 3: Industry Implications - The memo serves as a forecast for the entire software industry, suggesting that layoffs will become a common strategy regardless of a company's financial health, as firms adapt to AI-driven changes [2][14]. - The normalization of "profitable layoffs" may extend beyond Silicon Valley, impacting broader economic sectors as the software industry faces significant disruption from AI [14][15].