被裁的亚马逊普通员工,怒怼AI
AmazonAmazon(US:AMZN) 虎嗅APP·2025-11-23 13:41

Core Viewpoint - Amazon's recent layoffs, affecting approximately 14,000 positions, represent a significant organizational restructuring aimed at adapting to the AI era, rather than a typical cost-cutting measure [5][22][34]. Group 1: Layoff Details - The layoffs are not due to employee performance but rather a systematic reduction of roles deemed unnecessary in the face of AI advancements [6][10]. - Employees experienced abrupt terminations without transition periods, highlighting the cold nature of the restructuring process [8][12]. - The layoffs were characterized by a lack of communication and support from management, with many employees learning about their termination through emails rather than direct conversations [11][12]. Group 2: AI Integration - Amazon's CEO emphasized the need to "Use AI or Bye-bye," indicating a strategic pivot towards AI infrastructure, large models, cloud computing, and automation [5][22]. - The company plans to invest over $100 billion in AI, further diminishing the strategic importance of traditional business operations [34]. - Internally, Amazon has been promoting AI tools and applications, but many employees feel disconnected from these initiatives, perceiving them as administrative tasks rather than genuine enhancements to their work [23][25][27]. Group 3: Employee Experiences - Employees shared personal accounts of the abrupt nature of the layoffs, with some feeling that their roles had been rendered obsolete overnight [8][16][35]. - The emotional impact of the layoffs was profound, with employees expressing feelings of shock and disillusionment as their contributions were suddenly deemed unnecessary [10][14][35]. - The restructuring has led to a sense of anxiety among remaining employees, who fear that their roles may also be at risk as the company continues to prioritize AI [27][45]. Group 4: Company Performance and Market Response - Amazon's cloud service revenue growth has lagged behind competitors like Microsoft and Google, prompting a need for a more compelling AI narrative to reassure investors [30]. - The company's international retail business contributes only 22% of revenue but only 5.5% of profits, while cloud services account for 17% of revenue but nearly 60% of operating profit [33]. - The market's reaction to Amazon's AI strategy has been mixed, with stock prices reflecting investor skepticism about the company's ability to effectively implement its AI vision [30].