Other leaders who’ve cut workers big time don’t explicitly cite shrinking payrolls as a way to save cash they can re-channel into AI. Rather, they trumpet that AI is already substituting for people. Microsoft’s mass layoffs of 15,000 last year came as its AI-driven capex followed a soaring trajectory resembling Amazon’s. CEO Satya Nadella explained that the Windows and Azure titan needs to “reimagine its mission for a new era” via AI. Following layoffs of 4,000 in September and 10,000 in February, Salesforce co-founder and CEO Marc Benioff asserted that AI is already performing 50% of all the work at the top CRM platform. In May, CrowdStrike chief George Kurtz pointed to AI in announcing cuts a cut of 500. “AI flattens the hiring curve, and helps us innovate from idea to product faster,” Kurtz contended.
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