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Amazon could replace up to 75% of its workforce with robots. 🤖 The company reportedly plans to automate up to 75% of its operations which could translate to 600,000 U.S. workers being replaced by robots, according to internal documents viewed by the New York Times. Amazon, which was founded...

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Amazon to lay off 600,000? There’s been a lot of noise floating around about Amazon laying off 75% of its workforce. On the surface, it looks like a baseless rumor. But after digging past the initial chatbot denials, the truth is, as usual, more complex and more significant. The “75% layoff” rumor stems from a leaked internal document, reportedly from Amazon’s robotics division. And no, they aren’t planning to lay off 75% of their entire workforce tomorrow. The reality, however, is a clear, data-driven strategy to aggressively automate the company at every level, from the warehouse floor to the corporate office. These leaks are a rare, honest glimpse behind the corporate curtain. They confirm what many of us have been saying for a long time: the story you hear publicly is not what is being discussed behind closed doors. Here’s a breakdown of what the leaked strategy reveals. The “Damage Control” Memo: What the Leak Reveals The 75% figure isn’t about people but processes. The Amazon robotics team is reportedly working toward a goal of automating 75% of the company’s operational processes. This goal is supported by several other staggering numbers: 160,000 Warehouse Roles Cut: The plan aims to eliminate 160,000 warehouse roles by 2027. 600,000 Avoided Hires: Perhaps more significant is the goal to avoid hiring 600,000 new workers by 2033. This will be achieved through attrition, hiring freezes, and replacing human-centric processes with automation. 30,000 Corporate Jobs: This isn’t just about blue-collar roles. The CEO, Andy Jassy, has been explicit that generative AI is expected to reduce the corporate workforce. The current round is targeting ~30,000 jobs in divisions like HR and PXT (People, eXperience, and Technology—Amazon’s HR wing). This isn’t a new direction for Amazon, which already operates over a million robots. But those are mostly “oversized Roombas” shuffling bins in highly controlled environments. A Quick History Lesson: Robotic automation in controlled environments is decades old. I remember seeing a robotic arm in a data center in the early 90s that managed a tape library. It was adapted from a car assembly line, safely in a cage, just picking up and putting down standardized tapes. What we’re seeing now is the next leap: automation moving into dynamic, complex, and administrative tasks. The new plan is about expanding automation’s capability, driven by modern AI and robotics that can handle tasks previously reserved for humans. By 2033, AI will be orders of magnitude more capable, and we will likely have millions of humanoid robots. Amazon is building the foundation for that future today. Follow the Money: $12.6 Billion in Savings Why the aggressive push? The financial incentive is massive. The leaked report estimates these automation efforts will save the company $12.6 billion in labor costs by 2027 alone. This breaks down to an average saving of 30 cents per item shipped. When you’re a company that ships billions of items, that 30 cents isn’t just a rounding error—it’s the entire financial motive. This is the cold, hard math of post-labor economics. Human capital is expensive. Automation, once the capital expenditure is paid, is not. How to Talk About Automation (Without Talking About It) One of the most telling parts of the leak is the section on public relations and messaging. The strategy reportedly included language advising staff to avoid terms like “automation” and “AI.” Instead, they were encouraged to use softer terms like “advanced technology” and “cobots” to suggest partnership instead of replacement. This is a classic corporate messaging strategy. It’s unpopular with employees and consumers to talk about replacing jobs. The only people who love to hear it are on Wall Street, where stock prices jump on news of layoffs because it signals lower operating costs. The other pillar of this PR strategy is to focus on “upskilling.” Amazon’s public defense consistently highlights its programs to upskill employees for higher-paying positions in robotics maintenance and engineering. The problem, as critics note, is that the number of new technical roles created is minimal compared to the hundreds of thousands of lower-skilled jobs being eliminated or avoided. This is the exact dynamic of a heavily automated economy: yes, new job categories are created, but they are far smaller and require a skill set that most of the displaced workforce does not have. The AI Red Pill vs. The AI Blue Pill As a society, we are not having an honest conversation about this transition. The Overton window is broken. Your average citizen either: Doesn’t believe AI and robotics can really take all the jobs. Believes it, but thinks the solutions are impossible and that imagining a better future is futile. I refuse to accept either position. This is the choice I call the AI Red Pill versus the AI Blue Pill. The Blue Pill comes in many forms: “AI is going to kill everyone.” “AI is just a stupid fad.” “The future is techno-feudalism, and you will own nothing and be happy.” The Red Pill is waking up to reality: Yes, hyper-abundance of cognition is coming. Yes, superintelligence is coming. Yes, humanoid robots that are better, faster, cheaper, and safer than humans are coming. And guess what? It’s going to be glorious for humanity. It will be a future where, instead of having to work to survive, any work you do is out of pure joy. This requires a critical distinction: Work: Anything that requires effort (climbing a mountain, running a marathon, growing a garden). Labor: Work that you get paid for. We are headed for a post-labor economy, not a post-work one. The labor is what’s being automated. This Amazon leak is just one more piece of evidence. This hyper-abundant future isn’t a foregone conclusion, and it won’t be easy. But there is a “golden path” to a future where work becomes optional. The first step on that path is to have the honest, clear-eyed conversation that corporations are trying so hard to avoid.

David Shapiro ⏩

17,683 Aufrufe • vor 9 Monaten