>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?
> The fear stacks. It compounds. And it creates political and regulatory blowback that lands on the entire industry, including the companies doing it well.
Are they clichés? Yes, they are. But AI certainly didn’t invent them.
It just amplified them, because even those who couldn’t put together an essay without AI now have the chance to write a coherent sentence.
AI is a ghost writer for people.
Is this the new thing that’s going to happen now? People use phrases that have been around forever and people accuse them of using AI?
I’m glad I’m not going to college in this environment. How unfortunate and demoralizing it would be if I wrote an essay by myself in a college class and the professor thought I was using AI.
I haven’t been to college in a while. That was long before AI. I do have access to some of my old essays. Based on their tone and some of the wording I was using, I don’t doubt that some people would accuse them of being AI written were it not for the fact I wrote them many years ago.
Will college students now deliberately try to avoid certain common phrases out of paranoia of being accused of this?
What's happening (in the most part) is that because people used that phrase long before AI, that its in the AI training set and being slopped back out at us.
sitting with something is for way more personal or emotionally intense shock than one ceo saying other ceos are lying sacks of shit about layoffs, albeit in ceo speak.
a republican party die hard from like the 70s or earlier would be so shocked and disgusted by the modern incarnation that would literally need to sit down for a while just to emotionally process their shock and disgust.
shitty ceos not owning their fuckups, not shocking
No, that's just the headline / reporting misquoting. He didn't say that. Jensen specifically said it was a cop out (not a direct quote word for word either).
The disruption is not following their playbook.
When faced with uncertainty we tend to look at past examples, the industrial revolution, the internet, electrification, etc. I think it is a weak predictor.
We don't know. But I have the feeling that it is going to be worse before it is getting better.
There are huge signs of capital misallocation and public sentiment backlash, the curve ahead seems likely to look a lot more like a roller coaster than a smooth ride.
They only fire, or hire, or do anything at all for ONE reason: to increase profits. Nothing else, nothing more.