#ai

https://seekingalpha.com/article/4888770-ibm-ai-sting
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"International Business Machines Corporation faces as much AI-driven disruption risk as potential AI-driven growth, challenging the prior bullish narrative."
"IBM stock valuation still doesn't reflect limited AI upside and the risk of AI cannibalizing legacy businesses despite quickly falling $70 this year."
Take a look.

With the corporate split, two major parts of HON that have high barriers to entry are now their own companies. It seems all Automation wants to talk about is software, AI, software, AI, software, AI, which any startup can also sell in. Is the “innovating by powerpoint” finally going to come home to roost, no longer able to hide in the conglomerate?

Hey fellow Vteamers! I am really proud of us for completing our Google AI professional certificates and posting about it on LinkedIn for attention and praise. It’s a monumental achievement in showing to the world that we play to win by completing another company’s training materials! When my kids bring home their participation awards, I show them my AI certificates and we celebrate our accomplishments together. AI unlocks EI and makes us amazing humans. This will save us from layoff risk and differentiate us as superstar thought leaders. Yay team!!!!

Tech companies cut nearly 79,000 jobs in early 2026. Oracle eliminated over 25,000 roles, and Amazon cut 16,000 positions. Many cuts are linked to AI adoption or automation-driven restructuring. Despite layoffs, companies still compete intensely for skilled talent. Hiring processes are becoming longer and more intentional for quality candidates.

https://hrexecutive.com/79000-tech-jobs-cut-but-the-talent-war-isnt-over/

Unionized ProPublica staff began a 24-hour strike. They are protesting issues including AI use, layoff protections, and wages. The ProPublica Guild unionized in 2023 and is negotiating its first contract. Management's unilateral AI policy prompted an unfair labor practice charge. This marks the first work stoppage for the nonprofit newsroom's employees.

https://www.theverge.com/news/908401/propublica-union-strike-negotiations-ai-layoffs

Ok all of my other theories have been wrong but hear me out. The March C14 -C16 cuts didn't really happen in risk/analytics/strategy/mis. It's beginning to look like AI is not going to replace 60 - 70% of analytic functions, its going to be closer to 90%+. I think these 2 things are related. The C14+ were retained to facilitate major C12 & C13 reductions.

Pendo announced layoffs affecting 90 positions. This reduction impacts approximately 10% of its workforce. Thirty of the affected employees worked at the Raleigh headquarters. CEO Todd Olson cited company reorganization as the reason. The company is adapting to changes in the technology landscape and AI tools.

Raleigh, North Carolina

https://www.axios.com/local/raleigh/2026/04/07/raleigh-software-unicorn-pendo-layoffs-jobs

When will Cristiano be fired for his incompetence and silence on the declining stock ?
Aksah and CA completely missed the AI bo-m. Bunch of mo--ns. Time to fire them and sell the company to someone who knows how to manage it.

is anyone else concerned about the future outlook of appian against the growing AI competitors? how long do you think we can manage before becoming obsolete?

It feels like we are just playing a new meta… “look how much we are using AI for everything! Omg it’s amazing!”

Meanwhile, I’m dying to work on any customer problem. 😆 is it just me or are we in crazy town?

No need to give specifics, but I am just curious about everyone's experience with AI outside of conversational chat, so I'm not talking about prompting Copilot to help with summarizing stuff, helping debug a coding problem, or writing user stories... I mean like actually using Copilot agents to streamline tasks, etc.. I've found that in all the cases where we've tried to chase down AI tools or agents, all the ideas have failed to be implemented properly or are still ongoing, but not very hopeful about the end result.

I'm not anti-AI because I know that Copilot chat can be helpful, but when we get a push to add AI in everything, it's like we always go towards the conversational chat components and not in the other direction of actually innovative solutions like agents, etc. I am open to learning more since this seems to be the future, but I just haven't seen the return on investment from my perspective.

Tyler recently began incorporating AI into all aspects of development. It's well known that the AI they use is being trained in all aspects of the software. The plan is to begin shifting much of the development to AI around two years from now, and to downsize the human developers and support staff.

We keep talking about employees needing to adopt AI tools, but what about the SVPs, VPs, and SDs? How are they being held accountable for adapting to a world powered by AI?

AI opens doors to speed, efficiency, and smarter decision-making. But it also exposes a problem: it lets poor leaders procrastinate, hide while solutions have been obvious for months.

AI can supercharge productivity, but it doesn’t fix leadership inertia. If senior leaders can’t act until forced, no amount of AI will save the organization.

It’s time we start asking: how are we upgrading their skills for the AI era?

I see ServiceNow falling into the same trap as other legacy technology companies have. They’re all about the people and AI but now they’ve started with hiring freezes, Budget cuts, and more. Not totally shocking with the price of the stock, but they have to stop playing like they’re not like others

Offshoring is what’s been truly destroying us.

CIO just want their metric shine by reducing ppl and showing off ai is working … let’s replace MD cto with AI

Training the Ai

The What IBM does today section is illuminating. . .

https://www.thestreet.com/investing/stocks/what-does-ibm-do

Cyber LOB is going through a major shift the long-term plan for this is to have stateside executives using AI agents to manage everything in automation by the end of the year they plan on having the Cyber LOB be around 41% India staff and under 20% American staff.
For those who have not looked at the CISO LinkedIn page and his executive subordinates then you should know that they haven't fulfilled a position like the ones they are fulfilling now ever in their career let alone for a long period of time what they are good at is producing positive data analytic numbers which is what the CIO Wants.
It's a tough market all around but the executives are looking to generate their own wealth on your backs as they put you out of a job this is why they want everything automation and everything AI because they want to push the buttons to solve the problems and remove you as the middleman.
The reality is you have two choices you can start looking for another job now and hopefully find something that allows you to leave on your terms or you can continue working and hope that they keep you but in doing so you will continuously be psychologically and emotionally abused and groomed to be their push button monkeys who has no real value or thought to the real world.

The unescapable fact is that under the leadership of the CISO the entire CS LOB will have its American workforce drastically dropped by the end of this year thus following the same corporate trends that other tech companies have been doing.

You losing your job is what's going to give the CIO and others bigger paychecks and that's what it's all about it's always been what it's about so continue working those 60 plus hours breaking your back losing your family and your health being psychologically and emotionally abused by your managers in doing so thinking you're going to matter, come Tuesday in the not so distant future you will be laid off if not fired... Not because the color of your skin or because of your performance or anything like that but because you are an American and because Americans cost too much corporations like Wells Fargo are not feeling like you're worth investing in so make sure that you leave on your turns and not theirs

Sharing an interesting article on the current future of work and what it now means for U.S. workers, American citizens, new graduates, and the accelerating role of AI.

'https://ifspp.substack.com/p/graduating-into-second-place?utm_medium=email'

Summary:
The trends highlighted in "Graduating Into Second Place" reveal a labor market undergoing a structural shift that disadvantages American workers—especially new college graduates—long before AI enters the picture.

The article points to a widening employment gap between U.S. citizens and foreign graduates in STEM fields, driven largely by federal visa programs that incentivize employers to hire lower‑cost, visa‑dependent labor. These programs, particularly STEM OPT and H‑1B, have become embedded in corporate hiring strategies, creating a parallel workforce pipeline that increasingly displaces domestic talent at the entry level.

For U.S. graduates, the consequences are immediate and sobering. Even after earning advanced degrees, many find themselves competing not only globally but domestically against workers whose employment is subsidized through tax advantages and regulatory structures. The traditional promise—that education leads to stable, upwardly mobile careers—is eroding as entry‑level roles are offshored, outsourced, or filled through visa channels designed to reduce labor costs.

AI compounds these pressures. While the article argues that AI is not the primary driver of current disparities, its rapid adoption accelerates the same dynamics: fewer junior roles, more automation of foundational tasks, and a corporate preference for leaner teams supported by global labor markets. For U.S. workers, this means fewer on‑ramps into professional careers and a steeper climb toward mid‑career stability. For new graduates, it signals a future where opportunity is shaped less by merit and more by policy choices that prioritize cost efficiency over cultivating the domestic workforce.

There is an AI assistant called Sherlock that is now handling the majority of customer cases. Instead of working directly with TAC engineers, customers are unknowingly interacting with this virtual assistant for most of their support experience.

TAC engineers have been instructed to “overwatch” — essentially to train and correct the AI model — with the expectation that a significant portion of AMER TAC will be laid off in FY27. After these reductions, customers will primarily be supported by cheap TAC teams in India and Mexico.

What’s most concerning is that TAC engineers have been explicitly told not to disclose any of this to customers. They are being directed to remain silent about how cases are actually being handled, leaving customers with the false impression that human engineers are actively working their issues when, in reality, the AI system is driving the process.

This lack of transparency means customers are being misled about the nature and quality of the support they are receiving.

Note: This should not concern you if you're a premium HTTS customer

A recent study reveals 40% of Maryland's workforce is at high automation risk. This is the largest share of any U.S. state, excluding Washington, D.C. State leaders are now addressing potential job displacement from artificial intelligence. Governor Wes Moore is promoting job training initiatives. The Maryland Department of Labor announced a $4 million plan for worker retraining. This plan focuses on fields like cybersecurity and advanced manufacturing.

Baltimore, Maryland

https://foxbaltimore.com/newsletter-daily/how-is-maryland-preparing-for-ai-layoffs

From the emails and town halls, they are outsourcing some departments in two waves. We are near the end of wave two. We all received the email that future waves are not planned at this time.

But with AI, tension internationally, cheaper international call centers, demand for product changes, who knows what the future looks like.

And to the comment: umm yes, if they let people go they are probably age 40+. The people that continue work here are also over age 40 on average. Not sure why you made a comment on age, oh because you don’t work here.

The (Bottom Line) is that (No Matter What) Corporate (AI Workforce Displacement) is going to (Increase) into 2027 (at least) -

• A (Perfect) recent example is Oracle who just (Prioritized) Ai spending over Employees by laying off 25,000 on W, 4/1/26.

• Employees are (Always) considered a line-item (Expense) due to the (Cost) of salary, and benefits by a Corporation.

• AI RPA (Robotic Process Automation), and other AI efficiencies contribute to the Corporate bottom line.

Per the LEI - Leading Economic Index, a Major Recession is enroute > 2027.

I think the market has this wrong, especially if they think this is in anyway tied to the company gaining some new foundry customer.

This appears to me to be a typical financial leveraging exercise, where they take on a lot of debt in order to own 100% of the revenue from lagging node production.

Seems like typical short-term Finance thinking to me, all well and good unless demand falls off a cliff when the megacap tech hyperscalers are forced to pull back sharply on capex.

Why would they do that? Because (unlike the AI disruption they all face) the other corporate users of AI are not ready to run off an adoption cliff.

Each and every one of the megacap tech companies are in an existential race, scrambling to replace a good deal of their existing products with datacenter revenues. Users are already shifting to use of AI in place of the key products offered by the megacap tech companies, so those companies are moving to AI as quickly as possible, before their entire business model is destroyed.

Oracle is a great example of what is happening, where they are slashing headcount at the same time as they are going all in on debt-fueled datacenter construction. Amazon appears to be at the other end of the spectrum and that is likely because they don't feel as at risk from AI. Microsoft, Google, Meta..soon to be disrupted.

So much manipulation by so many to create competitive moats, all for naught.

Other companies are also adopting, but not at such a furious pace, and so don't need the datacenter growth being offered by the megacap tech companies. At some point (very soon) there will be a reckoning, which results in datacenter capex being probably cut in half (more or less).

AI is still a thing, just not quite as fast as megacap tech companies need it to be.

Oracle is laying off thousands of workers nationwide. The company has not confirmed how many Austin employees are affected. Economists view these cuts as a broader tech industry strategic shift. This shift aims to free up capital for AI infrastructure investments. Experts advise job seekers to focus on acquiring AI-related skills.

Austin, Texas

https://www.kxan.com/news/local/austin/oracle-cuts-thousands-of-jobs-prompting-questions-about-austins-tech-economy/

U.S. employers announced 60,620 job cuts in March, a 25% increase from February. This figure is still down 78% compared to March last year. Artificial Intelligence (AI) was the leading reason for cuts in March, accounting for 15,341 positions. Technology, Transportation, and Healthcare sectors show the highest year-to-date job reductions. Overall first-quarter cuts are the lowest since 2022. Companies are shifting budgets towards AI investments, impacting traditional roles.

https://www.challengergray.com/blog/challenger-report-march-cuts-rise-25-from-february-ai-leads-reasons/

earlier this week I got an API key for Claude Code. my coworker in EMEA got one too. she also got an email from her band 5's chief of staff asking to verify if she still needs to use Microsoft Apps and to present a "convincing and strong business case" for keeping them. are we buying these off the shelf?!

so let me get this straight: we have money to burn for AI (Gemini, VEGAS and now Claude Code amongst more probably) - BUT WE DON'T HAVE MONEY FOR MICROSOFT APPS?!

To write a Charlie Scharf earnings call commentary, and co-pilot nailed it.

Replace Senior Management with ai, they're all just a bunch of group thinking robots anyway

Flowers in the townhall: “We are not going to stop focusing on risk. On the contrary. We will continue to focus on risk management.”

Also Flowers: “Pick up co-pilot. Use it. Experiment. Get familiar with it. It is our future”

lol. How many people are using co-pilot to knowingly or unknowingly sp-t out nonsense right now. These banks are highly regulated. Zero controls in place for how outputs are being used. Most managers are reviewing nothing. No one has a clue hoo o w often people are using AI or where.

I’ve seen people submit so much gibberish to me over the past month. Clearly AI outputs.

Good job guys. Not only is RCSA a joke in terms of quality but now we are layering in more risk to every process without understanding the impact.

What could go wrong?

Why Oracle is cutting so deep, so fast
The layoffs are directly tied to Oracle’s aggressive and debt-heavy expansion into artificial intelligence infrastructure. According to analysis from TD Cowen, the job cuts are expected to free up between $8 billion and $10 billion in cash flow — money the company urgently needs to fund a massive buildout of AI data centers.

Only to have ANOTHER AI review that work and say it’s all wrong. This place is run by mo--ns and I cannot wait until it falls into a pit.

FCRM/FCM remote OR employees were told by executive team, they would be displaced in October 2025, 4th quarter. That came around and they changed the date to the 1st quarter of 2026. Now into the 2nd quarter of 2026 with more empty promises and no displacement in sight. Prevent Ai not working as planned 😂 buggy program and they need to keep senior staff around to balance out the cascading CPH metrics. Also changed to IPH and lowered metrics because Fraud Agents are underperforming with a rushed Ai product.

The truth is, Oracle was an ocean of innovation once, with mature software development that was run by adults. We believed in being a place for responsible and business oriented work/software, and to be a company that made other companies successful. Kinda like "All ships rise with the tide". A quiet confidence. The Oracle name had cachet. Sure, we lost people during mergers and aquisitions, but those were logical business decisions. Where did I fit? I came into Oracle's influence around 1997, and I was in and out of Oracle several times. The stories I could tell. However, the stories were within the norms of a company that was run by adults. Good and bad. I look around my life, and Orace paid for everything. My life is what it is now, because of Oracle. There was good. There was great. There is no way I can ever say that Oracle was a bad experience overall, but I can surely say there were some horrible times. Things started to go really bad, when Oracle got a case of insecurity and heavily recruited from AWS. Like the AWS folks had some secret sauce to take Oracle into the "new age". The AWS folks - or shall I say - refugees, hated AWS and jumped ship to be in Oracle. Sadly, those people who left AWS, for whatever reason, brought those same dysfunctions into Oracle. You could see it in how they interacted with "Oracle people". Yeah, the AWS transplants felt that the Oracle people were old, without innovation and at every chance, they replaced/cancelled where they could. Those AWS folks HATED Oracle! Crazy right? You left AWS because it was a terrible place to work, then you came and hated the people that hired you? We saw this happen over and over. If you want to see where this layoff cruelty came from, look no further than who came from AWS. Instead of being an ocean of innovation at Oracle, we have islands now...and they are shrinking. I am so sad to see these layoffs. Its horrible to see all the good people gone over the last year or so. These new people who are running things at Oracle, just don't get it. I think Oracle, at least the Oracle I remember (Good and bad) is dying a quick death. The current leadership is not reading the room on the AI narrative. They are doubling down on a plan that won't work because the room has changed. People - as in the general public - are getting tired of AI Resumes, AI videos, AI words, AI decisions created by a machine running on old data. These folks who are running things don't have the experience of knowing how trends go (Blockchain anyone?) So these layoffs. My guess is Oracle will implode soon on this direction. I just hope there are enough adults to want to get back in the game and fix things, and hire these folks back when it does implode.

Who has been RIF'd this round or over the last several months? I'll go first. I was in October...anyone else? Any whispers about what's next? First they combined DS/DM roles...then they added extra layers of Sales Help and Deal Desk...so they combined essentially four roles into one, no extra pay, less headcount, and now they are just shoving it all to AI?

AI is good but our core tech and management are managed by those old school people, non competent guys. Why?

Jon McNeill, the former president of Tesla, has released a new book, "The Algorithm," which outlines a five-step framework for Elon Musk's high-growth business operations. Which is not applicable in OpenText.

Step 1 | Question Every Requirement
Answers like "department regulations" or "it's always been this way" are not acceptable. Even safety or regulatory requirements must be re - examined for their necessity.

In OT, permissions are limited and prevented us from doing things.

Implementation method:

• Ask: Is this requirement mandated by law, safety, or physical laws?
• Find the name of the person who initially proposed this requirement.
• Requirements with no clear source are assumed to be deletable.

—————

Tech bosses say AI will make us work less. So far, that's mostly meant fewer of us will be working for them full-time in the long run. So be distrustful of anything you hear from leadership.

Oracle just laid off 25,000 employees on yesterday due to AI spending constraints.

They are looking at 30,000 total this round.

Total Technology layoffs 33,302 year-to-date.

Higher Energy prices will lead to a potential Major Recession by 2027.

Oracle is laying off 491 employees in Washington state. These cuts affect workers in Seattle offices and remote staff. The layoffs take effect on June 1. This reduction is part of broader company job cuts. AI-driven efficiencies and funding new data centers contribute to the decision.

Seattle, Washington

https://www.geekwire.com/2026/oracle-cuts-491-jobs-in-washington-state-as-it-embraces-ai-led-engineering/