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Cost savings replacing Stinkey with AI

We can replace Stankey for around 5k, and save the company $30 million+ per year. This doesn’t even include stock losses this dum--ss boomer has caused.

We give AI The Handmaid’s Tale, Elon’s annotated version of Mein Kampf, and tell it to always make the d-mbest decision possible. Abracadabra, we’ve replaced John Stankey and saved the company 30 mil a year.


Thoughts on things

Seeing all the panic about no raises this year and past cuts. Honestly im not worried about job security at all.
Were going hard on AI with AgentStack and that Autonomous Knowledge Platform. Leadership is putting the money where it counts to actually win instead of little bumps. Cloud numbers looking good and we got cash from the SAP settlement. Feels solid to me.
On a personal note this place reminds me of the strength in the LDS Church. The Mormon Church does such a great job building for the long term, focusing on preparation, self reliance and helping people. Their community is so strong and they invest smart in the future. Tithing, welfare programs and emphasis on education its all about thriving even when things get tough. Grateful for that example it keeps me positive here too. As it says in the Bible "therefore do not be anxious about tomorrow, for tomorrow will be anxious for itself" (Matthew 6:34). And "I can do all things through Christ who strengthens me" (Philippians 4:13). That faith helps a lot.
Still bullish on my role and the roadmap. No need for everyone to freak out.
Anyone else at Teradata feeling the same?


AI that makes the foreign employees sound worse than their actual voice.

I am so tired of this AI cr-p. Customers hate the customer service reps that are outside of the US and they make that clear every day! But now AI is covering up their voices. Their pitch changes every few moments and their voice goes fast then slow and changes from male to female and back. Outsourced reps spend minutes circling between saying “oh, by the way…., with this one”, and multiple phrases that make no sense over and over again. All our customers want is to have a comfortable conversation with someone they CAN relate to, someone that IS familiar and close to home. The company needs to respect customers and their needs by only offering native home speakers in the customer’s home language. If you are a global company then you have the ability to do that. There are plenty of US employees that don’t need to be RIFed and would love to have the position. Just like we send a lot of Spanish calls to MX, those customers should speak with someone that has no “gr---o” accent so it’s more comfortable for them. AI can detect the accent and place them with the correct dialect.


AI and all buzzwords are facade to Cut Workforce

The company has been using AI buzzwords and based on what we have seen internally, nothing has changed. RL uses pre scripted sentences and Sydney, HealthOS, data / information / insights (stop it), make it easy for members but all of the upside has been by cutting workforce or moving work at cheaper contract rates to vendors (nothing to do with AI), and all this has forced rest of the team to pick the load. I am sure there was waste - but attributing anything to AI or technological transformation is BIG overkill. There is nothing new, no real tech or AI strategy that has been shown since RL and gang came in. He just manages up at cost of real frontline workers. We see it every day.

There is nothing new, people are frustrated, new tech leaders are clueless and trying to figure out how to stay relevant by deliberately telling all things are broken, no respect for anyone with prior knowledge. I am sure in another 6 months to a year questions will be asked and leaders will blame each other. Front line managers and engineers / workforce is feeling the pressure and looking for leadership which does not exist. It’s a shame how the company is being run into ground.


Judge Denies Meta Workers' Layoff Halt Bid

A U.S. judge has refused to stop Meta Platforms from proceeding with layoffs affecting 26 employees. These workers claim the company used AI tools to unfairly target them for job cuts due to disabilities or medical leave. The judge stated the employees did not demonstrate irreparable harm to warrant an emergency injunction. Meta denies wrongdoing and asserts human decision-making in the layoff process. The company is in the midst of reducing its global workforce by approximately 10%.

Oakland, California

https://wkzo.com/2026/07/17/us-judge-wont-block-meta-from-laying-off-workers-who-filed-ai-discrimination-lawsuit/


**Use the thing they keep shoving at us**

Everyone's exhausted hearing the word AI. It's in every memo, every excuse for why headcount keeps shrinking. Fine. Let's actually use it, then. Not to write emails faster. To see the picture clearly.

We used it to pull profit numbers back to the year this company formed. Not a single loss year in over two decades.

We used it to compare executive pay against the exact years benefits got cut.

We used it to see that severance costs are often a fraction of what gets paid out in dividends in a matter of weeks.

We used it to understand who stock buybacks actually benefit, and it is not the person worried about their next paycheck.

We used it to recognize known corporate playbooks: titles structured to strip organizing rights, restructuring that lines up with headcount targets already decided.

We used it to confirm national union density has been eroding for seventy years, and we're living the tail end of it.

We used it to separate real savings from cost shifting, franchise conversions and rehire-at-a-lower-rate schemes that look like savings but are wage suppression with extra steps.

None of this required insider access. It's all public, buried under enough jargon that reading it feels like a second job.

So if they're going to hand us the tool and tell us to use it or get left behind, use it. Educate yourself on the company you actually work for. Don't take what they hand you in a rally with the claps and the p-m poms as the whole picture. Pull the numbers. Pull the board backgrounds. Pull the org chart changes. Do the research yourself, not because someone told you what to think, but because you finally can see it for yourself.

Once enough of us see the same picture, at the same time, the direction gets a lot less complicated.


Codex 5.6-Sol Ultra has a limit

Has anyone achieved running out of capacity with any of the models? Today I just got a message that 5.6-Sol Ultra has run out of capacity. “Selected model is at capacity. Please try a different model.” So what’s this mean for Oracle and the budget? lol Stocks aren’t looking good. Now we will have imposed limits on AI but also expected to change our entire SDLC over to agentic?

To me it sounds like the noose is slowly closing in on Oracles wallet.


One NM™

One NM™

Interesting. Twenty years ago we watched many greedy 1% globalists in many company leadership launch “One ___” transformations.

Different logo. Different PowerPoint template. Same promise:

  • Break down silos.
  • Align the organization.
  • Transform the culture.
  • This time it’s different.

The only real update for 2026 seems to be replacing “Digital Transformation” with “AI Transformation.”

Somewhere, a McKinsey consultant dusted off the old “One Company” deck, asked ChatBot to modernize the buzzwords, swapped “cloud” for “AI,” and sent the invoice.

The cynic in me is waiting for Phase 2:

  • Announce AI.
  • Hire consultants.
  • Reorganize org charts.
  • Explain why “global talent strategy” is the future and replace employees with offshore sweatshops and indentured foreigners.
  • Celebrate short-term cost savings.
  • Wonder five years later where all the institutional knowledge went.

History doesn’t repeat itself—it just gets rebranded.


CDW Implements Workforce Reductions Amid AI Focus

CDW has recently conducted layoffs as part of an organizational restructuring. The company stated these changes are intended to sharpen operating discipline and reinvest in high-growth opportunities. This move aligns with CDW's AI-first initiative, aiming to enhance efficiency and customer focus. The exact number of affected employees was not disclosed. Previous layoffs at CDW occurred in July of last year and in April 2023.

Vernon Hills, Illinois

https://www.crn.com/news/channel-news/2026/cdw-cuts-jobs-as-ai-cost-cutting-drive-takes-hold


Home Aggregation

We have fiber and FWA. Why don’t we leverage AI coding tools and OSS Home automation aggregation products to build our own free single pane of glass product to control virtually any home IoT device??? That’s value. We likely all have home IoT devices. The built in home aggregate software that comes with Android and iOS is all hot garbage. It’s low hanging fruit for a company that aims to have an operating income of 25B by 2028. We could become the defacto home automation platform. It could be a freebee for our customers and a paid product for those that are not with us for one reason or another. If your answer is we can’t do this because we su-k. Well then we should probably solve that. Because this sounds pretty simple and easy if we can get out of our own way. If Dan can’t figure out how to bend the company into something that can pull an idea like this off. Then he isn’t doing anything besides cutting jobs. Thus Wall Street should analyze us down. This is a low cost value proposition that a company with profits north of 20B should easily be able to pursue with AI coding tools these days.


Massively mixed funding messages

Our group seems to have a huge amount of money suddenly available and needing to be spent by EOY. Like… 100x what we spent on our most recent software implementation. Meanwhile other groups are still getting the “penny pinching” message I have heard most of my time here. And AI token costs are hitting. Anyone else confused?


More Pepsi Castoffs?

Am I to understand we're getting yet another Pepsi person at Paradigm? In charge of MDR and AI Products? What the he-l does that even mean? We're just making up executive positions.

And yet another vendor that is friends with G-yatri doing some bad live podcast that he got paid god knows what to do?

More nepotism happening at Paradigm than the White House.

Maybe I'll look for work at Pepsi, seems to be the only place safe from G-yatri's friends at this point.


Arvind announced his retirement

Now that I have your attention..,

IBM CEO Arvind Krishna tries to run a tight ship, but his legacy is famously marked by aggressive restructuring, massive stock plunges, and replacing human brains with AI.

Oh, Arvind Krishna sat in his chair,
With billions to make and a plan to prepare.
"Let’s fire some humans!" the CEO cried,"
And sweep our old mainframes all to the side!"

He gazed at the servers, the cloud, and the code,
While trimming the headcount along the dark road.
He aimed for the future with bright, shiny eyes,
But instead of a rocket, the stock took a dive!

He promised us Watson would cure every ill,
But the clients just yawned and refused the red pill.
When large deals all stalled at the end of the year,
He wrote us a letter confessing the fear:
“We failed to adapt, yes, we faltered quite fast,
And seventy billion just vanished at last!”

So here’s to the boss who replaced us with bots,
While hoarding his millions and tying in knots.
Just remember to breathe when your mainframe goes down,
And King Arvind smiles from his deep-learning crown.


UnitedHealth beats earnings expectations

UnitedHealth reported Q2 earnings this morning, and it’s worth looking beyond the headline. Digging in we see:

Highlights:

  • Revenue: $111.6B (+14%)
  • Adjusted EPS: $6.38, well above expectations
  • Medical Loss Ratio: 86.7%, better than expected
  • Raised full-year guidance
  • Continued emphasis on improving the quality and profitability of the book of business, even if it means fewer members.

Official results:
https://www.unitedhealthgroup.com/newsroom/2026/2026-07-16-uhg-reports-second-quarter-2026-results.html

The contrast with Centene couldn’t be much clearer. Both companies are dealing with membership pressure. The difference is that UnitedHealth is framing fewer members as a strategic choice in pursuit of a stronger operating model. Pricing, product decisions, analytics, AI, clinical execution, and disciplined growth all appear to be moving in the same direction.

Centene has spent the last year talking about Mission Simplify, reorganizations, buyouts, cost discipline, and a smaller organization. The stock has rebounded sharply from last year’s selloff, but that’s regained investor confidence… not necessarily proof the operating model has materially improved. It’s easy to look at the stock price this year vs. same time last year when it was in the dumpster.

The key takeaway and where the focus should be: Healthcare is no longer a game of who has the most members. It’s become who can generate the best outcomes with the members they have. With me so far?

Both companies will definitely end up serving fewer people. The difference is whether that’s the result of a stronger operating model… or simply a smaller organization. Both companies are getting smaller. UnitedHealth is treating it as a strategy. Centene is trying to convince investors it’s an opportunity.

And then there’s AI. UnitedHealth isn’t starting from scratch. While they’ve been embedding analytics and AI deeper into the operating model, Centene was very slow out of the blocks… and it has spent much of the last year restructuring, reducing costs, and trying to regain its footing. That’s a lot of ground to make up as AI becomes the next competitive battleground. Maybe they have the core competency internally, but I’ve never seen it, and you definitely can’t outsource it.

One of Centene’s guiding principles the past couple of years, “We do what’s right, not what’s easy.” The easy part was making the company smaller. The hard part is proving it became better.

The stage gets much bigger on the 27th. That’s where leadership has to show investors that Mission Simplify wasn’t just about reducing costs, but it’s resulted in a fundamentally stronger company. That’s what the market will be listening for. I’m not very optimistic they’ll pull it off.


Sprout Social Cuts Workforce Amid AI Shift

Sprout Social is reducing its staff by approximately 20%, impacting around 260 employees. This decision stems from significant changes in the software industry driven by artificial intelligence. The company has recently focused on integrating AI into its social media management tools. This move aligns with a broader trend of tech companies restructuring due to AI advancements. The company expects to incur substantial pre-tax charges related to this workforce reduction.

Chicago, Illinois

https://americanbazaaronline.com/2026/07/15/sprout-social-to-cut-260-jobs-as-ai-reshapes-software-industry-484641/


How good is Cisco AI???

This good…..

Cisco Systems Inc. President Jeetu Patel said artificial intelligence is likely to reshape the global workforce by creating more jobs than it eliminates

"I've been saying this for months, and the early data is beginning to support it. Five years from now, I believe AI will create more jobs than it eliminates,"

Is there one other person saying this? Certainly not CR with all the layoffs.


Stock rise was built on AI Infra hype

After the $130 all-time high, it has continued to fall and now is down for the past 1 month. How long will it stay above $100 until the street realizes Cisco is just rebranding the usual Switching orders as AI Infra? There’s no meaningful improvement in other BUs like Wireless or SBG - more than the traditional single digit growth.


Lenovo Shifts XR Focus to AI Wearables

Lenovo has confirmed layoffs within its US-based XR business unit. The company is transitioning its strategy from business-focused XR to a more consumer-oriented approach centered on AI-enabled wearables. This shift will integrate XR efforts into Motorola, aiming for a unified personal AI experience across devices. Lenovo's move reflects a broader industry trend of disinvesting from traditional VR/AR towards smart glasses and AI integration. The company's XR investments have not yielded expected returns, prompting this strategic pivot.

USA

https://skarredghost.com/2026/07/13/lenovo-vr-layoffs/


JPMorgan AI Adoption Leads to Job Reductions

JPMorgan Chase CEO Jamie Dimon revealed that artificial intelligence has led to significant job cuts in certain departments. While most affected employees were offered new roles within the company, Dimon acknowledged substantial reductions in specific areas. He stated that AI has already created huge efficiency gains, impacting job numbers. The bank is focusing on retraining its workforce for evolving roles. These changes reflect a shift in Dimon's previous stance on AI's impact on employment.

New York, New York

https://www.fastcompany.com/91573524/jamie-dimon-says-jpmorgan-has-slashed-40-of-jobs-in-some-departments-thanks-to-ai


CEO/CFO's - AI token cost needs to drop 90%

And OpenAI has a TRILLION dollars of promised spend with various hyperscalers, Oracle being one of the biggest. This doesn't bode well for AI in general as it's an admission that it's just not that useful, we are NOT "curing cancer" and likely never will.

IT budgets are fixed, not infinity growing like clowns such as Altman want people to believe.

Palo Alto Networks CEO Nikesh Arora warned that token costs need to drop as much as 90% to promote large-scale artificial intelligence adoption.

“I think 54% is a good start,” Arora told CNBC’s Seema Mody on “Squawk on the Street” on Thursday, after OpenAI CEO Sam Altman told CNBC that the frontier lab’s latest model is 54% more token-efficient for agentic coding. “I think we probably need another turn at it.”

Arora said token efficiency needs to drop to as much as 20% over the next 12 months, and 90% by the following year.


AI to decide the LR list after this next one...

Watch the Cisco Beat today...
They have rediscovered serious performance monitoring and evaluation and participation in the bullsh-t side of it is becoming mandatory. As a result they are moving it out of all the clunky tools they have today--into a new tool. Which is???

WEBEX!!

Yup, Webex. Likely so that they can use AI to run it all in the backend (which they own/control). So, from now on, you'll be effectively reporting to an AI tool that will evaluate your performance against the latest/greatest HR fashions.

Which means that next time they need to get rid of x'000 people they can ask AI for the list. Which is probably not good news for middle managers.


Are Op Positions Still A Thing

Over the past year, I’ve been keeping an eye on internal opportunities because my current role may be impacted any day now and definitely will be before the end of the year. One thing I’ve noticed is that I rarely see U.S.-based operational positions (BEC, Senior BEC, Leads, etc.). Most of the openings I come across appear to be in India, and U.S. operational postings seem few and far between almost extinct and obsolete.
Is anyone else seeing the same thing, or is it just the types of roles I’m searching for? I know these company believes several roles are replaceable by using AI instead.

I’m genuinely curious whether this is a broader trend or if Workday has limited/filter me out of internal roles.

For context, I’m not looking to debate whether I should stay with the company. I have my own reasons for wanting to pursue internal opportunities first. I’m mainly interested in whether others have observed the same hiring pattern.

Thank you for your time


Thomson Reuters Cuts Engineering Staff Amid AI Push

Thomson Reuters is planning to reduce its workforce by up to 500 engineering positions. This move affects approximately 5.2% of its operations and technology unit employees. The company is increasing its use of artificial intelligence across its various business segments. A spokesperson stated that affected employees are being supported during this transition. Thomson Reuters also anticipates hiring over 250 net-new engineering roles globally in the next two years.

Toronto, Ontario

https://seekingalpha.com/news/4613381-thomson-reuters-to-cut-up-to-500-engineering-roles