#ai

https://ai-ceo.org/

bye bye, Slurp. Dan, sent the letter

https://timesofindia.indiatimes.com/technology/tech-news/ibm-ceo-to-google-amazon-microsoft-and-other-tech-companies-does-not-make-sense-to-/articleshow/125804195.cms

Get ready folks, here comes another round... Pipeline is crawling, lots of folks on the bench... But wait, we spent a lot of money on SalesForce!! Just helps to show how bad it is, quicker and more efficiently. Can't fire people quick enough to save $$$. Let's fire more hard working Americans and move those roles offshore, stat! AAR please! Cause none of us have served in the military, but we did this really cool thing at West Point and like to believe that we really are tough, like rugged man tough and we got a T-shirt and love to add it to our linkedin profile, cause you know, it makes us look tough. Did I mention how rough and tough we are?

Solutions Integrator <---- Failed
VAR <---- Abandoned the back bone to chase a field of dreams
AI Super Star <---- Not really, but it sounds cool, like cool cool
Dud <---- Current state of affairs

All the execs are trying to get their buddies into the CEO role to save their behinds. Hey, I know let's hire more of the Lequin family to come and help out.. cause as you know, they crush quota! Hahahahah

If you invested funds in Insight five years ago, you only got a 17% return. Wow, those are some stats to brag about around the Christmas dinner table. Hey, we salvaged 1/3 rd of market cap to boot in only 2 years. Man, I can't wait to tell the kids. He-l, I think that I will be writing a book, doing a podcast, a vlog and well just telling the world how awesome we are. I just bought 20 more pieces of that awesome Fuchsia clothing to show just how much I love this place.

Make sure that you kiss a lot of behind to not get the boot on January 5th. Or just call yourself a CTO or CISO, since we have unlimited number of those around here and you'll be safe.

*. DAN LIKES TO SIP COFFEE LOUDLY INTO HIS MIC

*. DON'T BE LATE TO DAN'S MEETING BY EVEN 1 MINUTE. BUT EXPECT HIM TO HAVE AWKWARD LONG PAUSES DURING HIS MEETING CAUSING HIM TO GO OVER BY THREE MINUTES.

*. AI AND ROBOTS WILL TAKE OUR JOBS.

*. DAN WANTS TO REVOLUTIONIZE VZ WITH AI. BUT HE DOESN'T DON SLACK AND HE PREFERS LETTERS.

*. EVERYTHING ABOUT HAN'S VERIZON WAS HORRIBLE INCLUDING PERFORMANCE, CULTURE, EMPLOYEES. THE BOARD MEMBERS WERE EXCELLENT HOWEVER.

*. AI IS

Something to sound like an AI start up? OpenText as a brand sounds old and not sure how many companies associate us with successful AI.

Has it delivered anything anywhere?

https://www.cnn.com/2025/12/04/style/robot-dogs-beeple-art-basel

I want to buy one

Is Dan's way of saying "We don't need you anymore."

Outsourced and Ai is doing the work, while we all meet.

Don't get me wrong, there definitely was nepotism and racism with hiring inside orgs, namely IT, but this all started long before any of that. The C-level all across the US, not just Verizon, sold us out. Not the people working to live in other countries. Yet, somehow we want to blame the lower working people. Continue to be lied to, live in ignorance and be exploited. God help the next generation that will have to live through the same lies they spin-doctor with AI (once it's matured to be production ready).

Artificial Intelligence is being promoted as the next great engine of prosperity. AT&T, like many others, insists that AI will be a job creator, a force that opens new opportunities and drives innovation. But let’s be honest. If AI is as successful as its architects hope, it will never generate more jobs than it destroys.

The entire purpose of AI investment is efficiency. It is designed to automate, to optimize, to eliminate human error, and ultimately to eliminate human labor. If after billions in research and infrastructure AI does not eliminate millions of jobs, it will be judged a failure. That is the paradox. Success for AI means displacement on a scale society has never seen.

This is not alarmism. It is simple math. Every breakthrough in automation has reduced the need for human workers. AI is not just another tool. It is a general-purpose technology capable of replacing cognitive, creative, and managerial tasks once thought untouchable. When machines can write, analyze, negotiate, and even empathize, what remains for us?

The consequences go far beyond unemployment statistics. Work is not just a paycheck. It is the backbone of civil society. It structures our days, gives us purpose, and ties us to communities. Strip away meaningful employment for millions, and you do not just create economic instability. You unravel the social fabric itself.

If AI succeeds, we face a collapse of civil society:

• Mass displacement of workers across industries, not only manufacturing but also white-collar and professional roles
• Erosion of identity and purpose as people lose the roles that anchor them in society
• Concentration of wealth and power as the benefits of AI accrue to a handful of corporations and investors
• Political instability as inequality deepens and trust in institutions evaporates

We cannot afford to be lulled by glossy promises of “new jobs” or “reskilling.” History shows that the jobs created by automation are fewer, more specialized, and often inaccessible to those displaced. The scale of AI disruption will dwarf past industrial revolutions.

This is not a distant future. It is unfolding now. The urgency is real. If we do not confront the societal consequences head-on, we risk trading human dignity for technological progress. And that is not progress at all. It is collapse.

I guess the whole transition from employees to AI didn't really go as well as they had hoped, did it now?

I have not heard anything, just rumors. Does anyone have any info on how the landscape of S&T will change? Will DPA finally be eliminated for good? Dave’s org to be shrunken? D&AI???

Grok Avaya Update December 2025
-- Quoting a November 2025 discussion board that details about 19 U.S.-based cuts on November 17, attributed to leadership decisions and talent exodus in sales and design teams.
-- Avaya, a communications software firm, has executed multiple workforce reductions in 2025, including voluntary exit packages in September and over 30% staff cuts at its India hub in October, amid restructuring post-2023 bankruptcy
-- A separate Union-employee specific layoff announcement from October targets an unspecified number effective December 8, 2025, reflecting ongoing cost pressures in the #cloud and #AI-driven tech sector despite $1 billion annual revenue.

Quantum Corp. Sheds 1,500 Jobs Amid AI-Driven Restructuring

• TechCrunch
  Dec 3, 2025, 9:30 AM PT
• Quantum Corp., a leading innovator in AI, announced a significant reduction in its global workforce today, impacting approximately 1,500 employees. The company stated the layoffs are part of a strategic restructuring effort aimed at streamlining operations and shifting focus towards advanced AI development. This move follows a period of aggressive hiring but also increasing automation within its software and data departments. Affected employees will receive severance packages, outplacement services, and extended benefits. Analysts suggest this trend reflects a broader industry pattern where AI advancements are leading to efficiency gains at the cost of human jobs.
  https://techcrunch.com/2025/12/03/quantum-corp-layoffs-ai-restructuring/

When’s the next round for all those not embracing AI?

Salesforce Inc. gave an outlook for revenue in the current period that topped analysts’ estimates, suggesting the software company is persuading customers to buy its AI tools.

Revenue will be $11.1 billion to $11.2 billion in the period ending in January, the company said Wednesday in a statement. Analysts, on average, estimated $10.9 billion. Current remaining performance obligations, a measure of bookings, will increase about 15%, compared with analysts’ estimates of a 10% rise.

The revenue forecast includes 3 percentage points of growth from Informatica, a data integration software maker that Salesforce acquired last month in an $8 billion deal. The outlook for current remaining performance obligations includes 4 percentage points from Informatica.

The largest maker of software to track customer relationships is trying to push adoption of Agentforce — its AI tool that can complete tasks such as sales development and customer service without human supervision. Still, use has been largely limited to experimentation, in part due to customer confusion over pricing and disorganized data, wrote Derrick Wood, an analyst at TD Cowen, ahead of earnings.

Salesforce Chief Executive Officer Marc Benioff touted adoption of the AI tool, saying “our Agentforce and Data 360 products are the momentum drivers.”

Agentforce launched last year, and the company said it has closed more than 9,500 paid deals since then, an increase from 6,000 in the prior quarter.Annual recurring revenue for Salesforce’s division that includes AI-focused tools such as data organization and agents was $1.4 billion in the period ended Oct. 31, the company said.

The shares gained about 8% in extended trading after closing at $238.72 in New York. The stock has dropped 29% this year through Wednesday’s close as investors have grown concerned about AI disrupting incumbent application software makers.

In the fiscal third quarter, Salesforce reported that revenue increased 8.6% to $10.3 billion. Profit, excluding some items, was $3.25 per share. Analysts, on average, estimated adjusted earnings of $2.86 a share on $10.3 billion revenue, according to data compiled by Bloomberg. The current remaining performance obligation was $29.4 billion, while analysts expected $29.1 billion.

Earnings, excluding some items, will be $3.02 a share to $3.04 a share in the period ending in January. Analysts, on average, estimated $3.03.

For the full year ending in January, adjusted operating margin will be about 34%, in line with estimates.

From Seeking Alpha on Snowflake trading at 267 today.

Wall Street expects the cloud-based data storage company to post an EPS of $0.31, implying a 55% increase, while revenue is expected to rise 25.3% to $1.18 billion for the quarter.

The company, during its Q2 earnings call, stated that it expects Q3 product revenue to come in between $1.125 billion and $1.13 billion.

We expect this to support NRR around ~125% and healthy new customer growth of +18-19% YoY,” Oppenheimer analyst Ittai Kidron highlighted in a research note.

Over the last two years, SNOW has beaten EPS estimates 88% of the time and has beaten revenue estimates 100% of the time.

Over the last three months, EPS estimates have seen four upward revisions and one downward move, while revenue estimates have seen eight upward revisions, compared to one downward revision.

Since the start of the year, SNOW shares have gained over 70%, compared to nearly 16% rise in the broader S&P 500 index.

All this hype and push around AI has been going on for over a year now. What all do we have to show for it besides people posting that they did the AI dojo on LinkedIn, and some sloppy chat bot POC's that read internal documentation?

All this talk about agents and an AI future seems like a complete scam with no basis.

There were more layoffs in the Data and AI org today. Lots of VPs and product team members were affected.

Heard a rumour that the whole all employee call this week is going to be created by AI to show everyone what it can do…can’t wait to see if this is true

I don’t know where it started but someone in the banking sector painted a picture with golden rainbow of return via AI. All the banks all jumped on board with such a claim so as to not be left out.

Well its not panned out for any of them at all. Now, to make the shareholders happy $ has to be found. It’ll be done by way of layoffs. The first quarter of next year for all banks will be a bloodbath. All banks that made AI promises will be passing out pink slips left and right.

I don’t know where it started but someone in the banking sector painted a picture with golden rainbow of return via AI. All the banks all jumped on board with such a claim so as to not be left out.

Well its not panned out for any of them at all. Now, to make the shareholders happy $ has to be found. It’ll be done by way of layoffs. The first quarter of next year for all banks will be a bloodbath. All banks that made AI promises will be passing out pink slips left and right.

IBM CEO Arvind Krishna argues that at current infrastructure and energy costs there is effectively no way for the current wave of AI data center spending to earn an adequate return. Using back-of-the-envelope math, he estimates about 80 billion dollars to build and fill a 1 gigawatt data center, implying around 8 trillion dollars in total commitments if the world builds roughly 100 gigawatts of AI compute capacity.
• He says 8 trillion dollars of capex would require roughly 800 billion dollars of profit just to cover the cost of capital, and notes that AI chips depreciate over about five years, meaning they must be heavily utilized and then replaced, further straining economics.
• Krishna openly disagrees with Sam Altman’s belief that such spending will be paid back, framing it as a belief or bet rather than something he accepts.
• He is very skeptical that current large language model technology alone will reach AGI, putting the probability at only 0 to 1 percent without a new breakthrough. He thinks AGI will require additional technologies, such as combining LLMs with more structured or hard knowledge, and even then calls it only a “maybe.”
• Despite this, he is bullish on present-day AI, saying current tools can unlock trillions of dollars of productivity in enterprises, even if they fall short of true AGI.

• Oracle’s credit risk gauge on its debt closed at the highest level since 2009
• A surge in bond issuance from large tech companies helped trigger the move
• Investors are increasingly worried that the AI sector may be forming a bubble
• The cost of protecting Oracle’s debt against default rose to about 1.28 % a year
• This level is based on end of day credit derivative prices in New York
• It marks the highest cost of protection on Oracle’s debt since March 2009
• The price jumped nearly 0.03 % compared with the prior trading day
• The gauge has more than tripled from around 0.36 % in June
• Heavy funding activity by tech firms is adding pressure to credit markets
• Oracle is being viewed as more exposed to AI related volatility in investor sentiment
• The move fits into a broader rise in perceived credit stress for major tech issuers
• These shifts are intensifying doubts about how sustainable the AI driven expansion will be

https://www.bloomberg.com/news/articles/2025-12-02/oracle-credit-fear-gauge-hits-highest-since-2009-on-ai-bubble-fears

Because stupid people believe anything. Chucky and g2, d-mb and d-mber.

Consolidating the Tech leadership under a "sustainability" COO IN the same 2 weeks everyone is being told to hurry up and update their skills listing in Workday. The writing seems on the wall for another season of tech "reorganization".

Does this mean we're finally done fu--ing around with NFTs and trying to homebrew dead-end AI hype?

While a minority of the layoffs discussed during third-quarter earnings were attributed to AI, the AI-related share increased notably through 2025, growing to just above 15% in the quarter. But more broadly, he highlighted that the companies discussing AI in the context of their workforce or layoffs “indeed appear to be pulling back disproportionately on hiring.”

https://fortune.com/2025/12/02/are-layoffs-related-to-ai-job-opening-goldman-sachs/

Replace your boss with AI
I am not trolling- this is useful:

https://ReplaceYourBoss.ai

they are silently reducing people and giving out severance packages already. More to come. Before you ask me how I know. Go to your outlook and lookup “usrifsupport@thomsonreuters.com”. Then ask me again how I know and why I would be d-mb enough to tell you all. Not fear mongering but all I’m saying is just apply and keep your resume updated just in case because this isn’t TR specific and all organizations are downsizing due to AI.

I’m so sick of the AI slop on Penny’s Page. Real interesting how all these em dashes started showing up after generative AI advanced. Disrespectful. Just stop posting instead of pretending we are all too stupid to notice.

Currently, more than 6,500 unemployment claims remain pending, some dating back to February. To address this backlog, DOL is teaming up with Google AI and delivery partner Egen to build an interim process that consolidates claim information into a single system. The deployment of Google’s Adjudication Assistant, a GenAI solution, will help accelerate claim reviews.

https://www.capegazette.com/article/delaware-department-labor-launches-strategy-update/296823

Our annual shutdown will take place from December 25, 2025, through January 2, 2026, with a Day for Me on December 26, 2025. This time away gives us a chance to recharge and focus on what matters most — you and your family. The shutdown also helps Cisco reduce its carbon footprint, saving more than $6 million in energy costs and 22,500 metric tons of greenhouse gas emissions over the past seven years.

The shutdown also helps Cisco reduce its carbon footprint, saving more than $6 million in energy costs and 22,500 metric tons of greenhouse gas emissions over the past seven years.

CISCO forcing everyone to burn AI token for every stupid tasks using 1k tools at the same time is very concerned about footprint haha

Cuts are about squeezing out extra profit, plus a hefty dose of offshoring. They’ll hand us some clunky AI tool we have to babysit like a toddler, and we’ll spend half our time double-checking hallucinations and bad outputs. Yet they’ll still expect us to deliver the work of five people. It’s a convenient excuse, but it’s hardly convincing.

My manager has confirmed that “performance layoffs” will be implemented if the launch of Goosehead’s new AI Lily is successful. That’s why everyone in service was written up for something, to set the scene for firings that are designed to cut costs. That’s also why RTO is slated for February, to cut more staff. Charl Lombard and his McKinsey ilk are behind this nonsense, thinking that hold times will be improved by Lily and then they can cull the flock. Yeah, we’ll see

Trying sh---y AI into performance is a new low.

AI is a tool, and a pretty limited one at that. It can’t replace humans, and it still needs constant oversight. Probabilistic models can’t deliver consistently reliable results. What’s driving the cuts is the usual mix - greed, poor leadership decisions, offshoring, and a rough economy. And if anyone at the top truly thinks AI can replace the work we do, it’s going to turn into yet another very expensive misjudgment.

https://www.linkedin.com/posts/mako254_we-keep-blaming-ai-for-layoffs-but-the-truth-activity-7400198309136515072-FtGc

I am lucky that I still have job in Dell. But I want to move.
I am waiting for job market to become better for a couple years.
Unfortunately, 2025 could be the best year of job market in the next 10 y.
AI is going to take all of our jobs eventually.

Hot off the presses: If you don’t hit your quota AND you aren’t hitting 80% metrics with the “modern selling tools” (namely SalesChat), you are put on a “coaching plan”…. AKA PIP.

So dystopian. I’ve hit my number every quarter over the past four years, but I guess that doesn’t matter. I guess I am being paid to use the $hitty half baked AI tools instead of to close business & spend time with customers.

I’m no fool. Dell will unrealistically quadruple my quota and then rejoice as it opens up a means to cut me w/o severance. Yay for OPEX reduction!

I will admit: these AI tools are great for less experienced folks, but more tenured individuals don’t need to use the tools as much as the metrics they are setting. They do not replace experience. Dell is definitely going to overrate here and expect a freshie out of college to have the same production as me with glorious sAlEsChAT at their side.

This place is going down quicker than the titanic, and I’m enjoying watching while I quite quit and manipulate the metrics.

Everything is AI AI AI
What happened to basic things like Networking?