Now is precisely not the time to cut jobs, but to invest in people's usage of AI. You have domain expertise, and you are going to burn tokens trying to replace people's jobs, but the AI revolution is not at all about people replacement, its about a change of paradigm. Watch them closely rehire thousands of new employees (who won't have the domain expertise) once they see that you actually need people to operate their company :)

Oracle overcommitted on behalf of OpenAI, taking on debt to meet their obligations. Not that healthy companies are not also doing ridiculous layoffs, but in this case, Oracle does have to do some drastic things to get out of this tailspin.

Depends on which jobs; at a big enough scale you have people who are so deep in the hierarchy that their real connection to the domain is low.

Seems possible to flatten out a company, in a way the domain knowledge is kept.

That being said, I haven't seen many layoffs that actually seem directly AI related, because the main effects are not hiring junior Devs, and not outsourcing to low cost/skill areas.

What I don't get is why these companies are in all the rush to replace people with AI tools. Stuff is changing so fast that capital investment right now will just need to be reworked on after a few years when things settle down a little.

And that is not even considering how much it costs to run AI right now at scale AND retraining people to use the new tools AND possible disruption in existing workflows.

If I was running a large org I would actively try to slow down AI adoption in most areas until there are clear established solutions.

I easily do more than x 5 the workload I did in 2020. Replacing an employee with domain knowledge (only thing valuable now), with someone with zero domain knowledge is corporate suicide in 2026.

However, if you are oracle sending out consultants with zero domain knowledge around to help.... I would rather just use claude.