#generativeai

Goodness, we are down another damn 5 percent on more AI misgivings

Any chance that India or the Philippines could keep Kerrins while she executes her global cheerleading tour? Many I believe would agree that AI could replace her role and save millions . Or a lower paid CIO in India could do the job since much of it is done in India and the person would be smarter.

People are really underestimating how much AI is driving job cuts. Salesforce reportedly used AI agents to lay off 5,000 employees across marketing, product management, data analytics, and even its own Agentforce AI division.

I'm not trying to be a Debbie downer here, but AI is no where near artificial intelligence but more of a language mirror able to apply some logic. But Centene seems overly gung ho to implement it everywhere. My team has been getting Chatgpt responses to emails for over a month and now copilot??? We're just going to ignore the environmental factors??? I'm sure our members will find it so easy to stay health when there's no f***ing water to drink. Well, those members that can still afford their healthcare that is

the reporter asked Eliza which bank has the best AI technology and Eliza answered JPM and GS. oops
lmaooooo

Artificial intelligence significantly impacts the American workforce. AI is cited as a reason for thousands of layoffs across various companies. Amazon, Dow, and Pinterest are among those cutting jobs due to AI. Conversely, demand for workers with generative AI skills is rapidly increasing. These AI-skilled roles offer significantly higher salaries than similar positions.

https://www.cbsnews.com/chicago/news/ai-job-market-workers-resume-hiring/

It summarized:

Dan and Alfonzi are good but the rest of you are facked!

We'll wait a few years for the follow-up article on how IBM became an AI dog.

https://www.economist.com/business/2026/01/29/how-ibm-became-an-ai-darling

It has pulled off yet another striking turnaround

Jan 29th 2026

Throughout its 115-year life IBM has shown itself to be a master of reinvention. In the mid-1990s the mainframe pioneer rescued itself from collapse by shifting its focus to the booming business of IT services. A decade later it sold its struggling PC division to China’s Lenovo.

Over the past half decade or so “Big Blue” has been through another striking transformation. During the 2010s its business was disrupted by the rise of cloud computing, which undermined not only sales of mainframes but also the work of servicing them at a time when low-cost outsourcers from India were pinching share. Revenues and margins shrank, and investors once again lost interest.

That has all changed in the past three years, during which IBM’s share price has more than doubled. As a multiple of net profits, it is now valued similarly to Microsoft and other software champions (see chart). On January 28th it reported that its revenue and net profit rose by 8% and 14% in 2025—a sharp reversal from its years of stagnation. How did IBM pull it off?

The strategy began with the acquisition in 2019 of Red Hat, a platform that, among other things, helps companies manage their workloads across data centres. Rather than trying to compete with Amazon, Google and Microsoft in the so-called public cloud, IBM created a layer between that makes it easier to mix and match among the hyperscalers while continuing to use on-premise mainframes or dedicated private clouds (including those run by IBM) for sensitive tasks. Deals in 2024 and 2025 to buy HashiCorp and Confluent, two more software firms, have solidified IBM’s role as an orchestrator of hybrid clouds.

IBM has also created a space for itself in AI. The company has long dabbled in the technology—including using it to beat Gary Kasparov, the world chess champion, in 1997—but missed the latest wave of large language models. Rather than trying to beat OpenAI and other model-makers at their own game, it has released a series of small language models, under the name Granite, which are tailored to business applications and require less computing power. These and other open-weight models, which make their numerical parameters freely available, are accessible through its watsonx platform, which enterprises can use to build AI agents trained on their own data.

IBM’s growing strength in AI has been helped by another big strategic shift over the past few years—the refashioning of its services arm. In 2021 the company spun off its struggling outsourcing business, now called Kyndryl, which at the time accounted for about a quarter of its workforce. That left it with a smaller consulting division focused on technical expertise, which has come in handy as clients grapple with AI. IBM has booked over $10bn-worth of consulting contracts related to generative AI since the middle of 2023. It has also been using the technology to digitise its own consultants’ work, a move the division’s boss has described as moving to “service as a software”.

Meanwhile, IBM continues to innovate in its original metier of hardware. It is still by far the world leader in mainframes. The z17, released last year, has been a hit. It offers access to IBM’s new Spyre chip, designed for running AI models. Then there is IBM’s work on quantum computers, where it is at the leading edge. McKinsey, a consultancy, reckons the market for the technology could reach nearly $100bn by 2035. IBM thinks it can capture about 20% of the business by selling machines and renting out capacity. It hopes to deliver Starling, a “fault-tolerant” quantum computer that can spot and correct the errors the technology is prone to, by 2029.

Lately investors in legacy technology companies have become increasingly jittery over the prospect of disruption from AI. In the past three months software businesses in America’s S&P 500 index have shed a seventh of their value. Shares in Accenture, the world’s biggest provider of IT services, are down by a quarter over the past year amid fears that bots could soon replace much of what the company does. But IBM, with its unique portfolio of businesses, looks well positioned to make it through the upheaval.

The current layoffs are continuing at the employee level, and there is a possibility that management-level layoffs may occur in the next round.

https://www.forbes.com/sites/tylerroush/2026/02/04/global-software-stock-selloff-oracle-adobe-more-fueled-by-anthropics-new-ai-tools/

This is on top of $50 billion loan problem to finance Open AI venture

Ran into a few customer service reps that may have been AI (based on how they sounded). They were much more knowledgeable than any PSO agent I’ve spoken with. Can we please replace PSO with AI? He-l, I’m willing to work Sundays if it means the calls are filtered by AI instead of PSO

Find humor in this tag line. Layoffs based on xls col autosum for bottom line $$ with a location multiplier. Interesting what AI enabled, data driven analysis of affected employees would tell as far as AI perceived detrimental impact to organizational infrastructure & enterprise level impact, simple prompt using historic comp & bonus, recognition & performance evaluations. Sad, and yes, for the shills, I am an impacted person with a 25 year tenure still at the top of my game, deleted as a line item on said xls spreadsheet. Realistically T-Mobile lost more $$ in the last 12 days putting me on garden leave than the next 5 years of my cost to them. Business will continue, always does.

Maybe someone can pose the AI enabled, Data driven question for the next All Hands on my behalf. Thank you in advance if you do.

Going to be a large number of Microsoft layoffs announced soon.

Someone on here said something about usage of ai is going to be a performance metric for 2026 for everyone. Like how does this work? Anyone know yet? I did hear someone on my team today mention this but doesn’t know details.

Long thread on reddit, wallstreetbets subreddit, link below:

Many commenters interpret the reported layoffs and asset sales as signals of underlying financial strain, not proactive optimization. The scale of the cuts is repeatedly cited as abnormal and alarming.

• “That seems like a really bad situation. Firing 20-30k employees is no joke just to generate cash.” ( u/labowner85 )
• “They have to cut 30k jobs and sell cerner because they are massively in debt and in danger of going bankrupt, even before the OpenAI deal.” ( u/sirzoop )
• “What the fu-k lol, they are gonna start liquidating the business to fund a business that is not profitable and has no road to profit.” ( u/Any-Tennis4658 )

Several users argue that layoffs do not actually solve liquidity problems and may worsen execution risk.

• “How does firing people generate cash? Sure your expenses lessen but the people working are also the ones generating income.” ( u/flyingGameFridge )

One of the strongest consensus themes is that Cerner is widely disliked by clinicians, engineers, and former employees. Many believe it is obsolete and losing to Epic and other competitors.

• “Used Cerner my entire career. Switched to epic with new job. Good lord is Cerner so outdated.” ( u/dahhello )
• “Cerner was trash before Oracle ever thought about acquiring the company.” ( u/Futbalislyfe )

Former Cerner employees describe a steep internal decline tied to outsourcing and leadership changes.

• “Then they started outsourcing QA and then SWEs. Quality went to sh-t.” ( u/Specialist_Fan5866 )

Some comments allege serious patient safety risks, especially in government deployments.

• “Cerner has literally KI-LED people. There's this thing called the ‘unknown queue’ that will just randomly su-k consults and tests away from the patient and send them into the ether.” ( u/1877KlownsForKids )

The dominant belief is that Cerner has little resale value and few willing buyers.

Many commenters express deep skepticism about OpenAI’s business model and the logic of massive capital commitments to it.

• “Open Ai? That non profit turned for profit that hasn't made a profit?” ( u/Lonely218 )
• “I don't see a path where Open AI makes money.” ( u/PDX-ROB )

Several users frame the situation as sunk cost fallacy or a circular financial scheme.

• “OpenAI NEEDS to be successful. They have already given so much money.” ( u/ChaseballBat )
• “Everyone ‘invests’ in openAI. Then openAI just hands the money right back to them as ‘revenue’.” ( u/Shawn_NYC )

The prevailing view is not anti-AI in principle, but anti-valuation and anti-timeline.

Larry Ellison is frequently portrayed as reckless, politically connected, or driven by ego rather than operational discipline.

• “What do you expect it’s Larry Ellison.” ( u/snowsnoot69 )
• “Oracle destroys everything they touch yet they print money.” ( u/virtualGain_ )

Some comments imply political influence or favoritism in AI infrastructure decisions.

• “No coincidence all of sudden White House now decided to support AI data center rollout.” ( u/Dmoan )

Others argue Oracle is abandoning its strengths.

• “They’re selling off the family silver to stay sub scale in AI.” ( u/blufin )

A smaller but more analytical theme explains Cerner’s historical profitability as a function of switching costs, not merit.

• “Once hospital systems are locked into an EHR software it is extremely costly to switch off.” ( u/mangofarmer )

Commenters note that this lock in is weakening as Epic consolidates market share.

• “All healthcare charting is going to end up being Epic anyway.” ( u/Federal-Dingo-6033 )

Some users extrapolate Oracle’s behavior into a macro narrative about systemic risk, debt, and speculative excess.

• “Entire US economy is one jenga tower right now.” ( u/defeated_engineer )
• “When this circular Ponzi scheme comes to an end, it will make the Lehman brothers a footnote in history.” ( u/Sweet-Mechanic4568 )

These views are less frequent but articulate deeper anxiety beneath the humor.

A small number of commenters push back against the overwhelmingly bearish sentiment.

• “Bullish. Anytime you see these mega caps cut jobs it’s bullish. Bearish for society. Bullish the stock.” ( u/HighlightFeeling4118 )
• “Much as we all may dislike the news. Bullish on Oracle.” ( u/LiveFreeOrRTard )

A few users defend Oracle or dispute claims about its financial position.

• “Many false claims about Oracle, and its debt in this article.” ( u/CryptoBoy-007 )
• “It’s good for cerner to be sold and leave Oracle.” ( u/sk169 )

  https://www.reddit.com/r/wallstreetbets/comments/1qrpe22/oracle_may_cut_30k_jobs_and_sell_cerner_to_fund/

Banker claims Oracle may slash up to 30,000 jobs, sell health unit to pay for AI build-out
https://www.theregister.com/2026/01/29/oracle_td_cowen_note/

I hope they're aware of the hallucination problem. Frankly, I doubt they'll ever manage to build a specialized, efficient, and, most importantly, reliable AI setup. But even if they could, responsible leadership would never discard the human elements - the institutional knowledge, the creative input, the essential oversight. This will backfire spectacularly. Unless, of course, the real motive was always to get rid of the people, and "AI" is just the latest excuse.

Investors know full well that Microsoft's AI and all of the software Microsoft pushes out the door is bug filled useless garbage, especially Copilot, so Investors punished the stock today and hopefully continued to do so.

I have an idea, why not run off more high quality developers and let AI do the work. I mean its worked out well so far.

With Brad Arkin at the helm, Salesforce's security team reportedly shrank from ~300+ to 188 engineers over two years, aligning with company-wide restructurings amid AI adoption and efficiency drives. No public data specifically attributes incident spikes to these cuts, but one has to ask. The volume of breaches has fueled speculation about under-resourcing in security.

Do they regret the security headcount drop? No explicit statements, but the incident surge (from sporadic in 2024 to widespread in 2025) and AI backpedaling suggest possible hindsight regrets and prioritizing efficiency over robust defense in a high-threat landscape like Salesforce.

Major Incidents-
Late 2024 – Early 2025 Vishing Wave (UNC6040)
June–July 2025 Major Vishing Campaign (UNC6040)
August 2025 Salesloft Drift OAuth Breach (UNC6395)
September–October 2025 Extortion & Leak Escalation (Scattered LAPSUS$ Hunters)
Late 2025 – Early 2026 Follow-On Incidents

https://x.com/edzitron/status/2015968336669245688

TD Cowen had a data center themed analyst letter today that said that Oracle may lay off 20-30,000 people or sell Cerner to keep up with the debt on the data centers it’s building for OpenAI. It also says multiple US banks have pulled back from Oracle data center deals.

The harm it will cause to both clients and us will be incalculable. I won't even mention the craziness of the AI business model or the broader impact on people and the environment. Since it's already being forced upon us, it should be regulated into oblivion.

Copilot guesstimates 2000-5000 cuts in 2026 just within Optum health. 572 confirmed in Jan. Out of 240000 employees could be worse.

https://www.beckersasc.com/asc-transactions-and-valuation-issues/whats-new-with-optum-9-updates-in-3-months/

Again, AI will be proven to be the largest scam and dupe of C suite mo--ns ever! For something that is supposed to transform humanity and solve all of our problems, it now needs ads? Remember when design thinking was going to solve the worlds problems? - LOL!!!

As of January 2026, OpenAI has begun testing the introduction of advertisements within ChatGPT in the United States. This move marks a significant shift for the company, whose CEO previously states that ads were a "last resort".

https://www.youtube.com/watch?v=USVZuOafIi4

https://www.linkedin.com/posts/ernestmedsel_ai-activity-7421968993181130752-CmN5?utm_source=share&utm_medium=member_desktop&rcm=ACoAAA4Bi0oBs8Ddvldtd9fxma6xbBuG6OaOo4I

What’s the reward to finish work? More work! I am exhausted with or without AI

Starting to see signs that something big is shifting in the Data & AI org. There’s quiet “rebalancing” happening and leadership changes piling up fast:
– SVP of AI reportedly on the way out
– Two VPs gone back-to-back
– Several senior leaders in India leaving.
– A couple of senior leaders from Data & AI now have their resumes quietly circulating in the market. Communication has been vague, lots of reorg talk but no real details, and plenty of closed-door meetings. This feels less like normal org churn and more like a coordinated reset after some big bets.
Anyone else seeing similar signals or hearing about more changes coming

The sheer stupidity of the way it was rolled out and that it hasn’t been rolled back yet. I hope no customers wanted any deployments this month.
Does anyone have any fun hawk ai stories?

Just got confirmation on February layoffs at the end of the month.
The numbers are staggering...
30% of collab being let go and replaced with AI.
Its time to become a plumber

Looks like these people are way too exploiting psychopaths so they want their slave humans to ask AI for solutions! So engineers you will never lose jobs, they will smoosh each other and milk companies saying stuff about human to human contact! Communication etc. they are still dependent on engineers to deal with anything engineering

Anyone thought about it? Many Intel engineers already received checks from the blacklisting lawsuit, but it was a pittance. Now all those companies are being investigated for their racial hiring programs. Many of us had to endure them rubbing our faces in the fact that our careers were limited because we were white males when they thought they were untouchable. You don't need a lawyer to sue in CA and we are all fairly detailed oriented. Seems like an easy couple of million per employee for a slam dunk case now that Intel is sitting on a $170 billion marketcap. Even if we dont win we can force them to explain themselves in public and expose the truth.

And how AI savvy are you? Do you know what the key developments in 2025 were and why AI is better positioned going in to 2026? Do you use AI for your job? I got the idea when a cousin sent an apparently popular news aggregator named Nate and I have no idea who this guy is. Of course we’re all enjoying our own caviar as Intel AI consumers…..

2025 in review: Headcount on the slide
Thousands more jobs disappeared from telco and vendor workforces in 2025 as company bosses blamed AI for cuts.
https://www.lightreading.com/ai-machine-learning/2025-in-review-headcount-on-the-slide

I received a request from management to investigate how AI could be used so that all the developers could be laid off. At the same time, there's a need to give management some levers to pull so they themselves can't be laid off, since they supposedly make important, high-impact decisions. Fu--ing muppets.

The article says the McKinsey layoffs are a warning for the whole consulting industry in the AI age. Consulting once depended on smart people and hard to find information, but AI now does much of that work faster and cheaper. Clients want firms that can use technology to actually make changes not just give advice, so traditional strategy firms must adapt or risk falling behind.

https://www.fastcompany.com/91463039/why-the-mckinsey-layoffs-are-a-warning-signal-for-consulting-in-the-ai-age-ai-layoffs-management-consulting

The new CEO, now in the role about 18 months, has a more down to earth style than Greed. He came in with lots of fanfare on transparency & to right the ship. Assets & Clients continue to bleed at record numbers & more is in the hopper. Employee sentiment is negative and many are - not feel - are - overworked and underpaid.

New revenue enhancers like managed accounts in group plan are non existent and the corporation is still an operational mess w/weak leaders overseeing sales & operations. Sales are down and automation upgrades cu-m at a snails pace.

PR wise, company is still taking it on the chin w/no real plan in place to boost public review sentiment.

One bright are the Lipper awards but company can't find a way to get this news in front of clients. On the dark side, CITs are not used & the investment line up changes every Haley's commet.

Website hasn't been updated in yrs, and AI and Omni channel communications w/clients is well behind competitors. Team CX really does Sucx.

Disastrous exit from Truspire, and fire sales of two property gems like 320 Park & 1150 Broken Sound were the only thing preventing NY DFS from some type of takeover and helping replenish the $500M in lost surplus since the Pandemic.

Rating Agencies have lowered ratings and lawsuits against former employees in an attempt to protect the bizness have been distractions and embarrassing.

The CEO ran on transparency and even in first public statements when Rich asked Janoffseky what surprised her the most, she went on the record and said "lack of transparency"

Board is invisible and old while being out of touch.

After 18 months, our grade is: D- (2 Star Rating) time for a performance improvement plan for him and his lackeys.

Please post fun lowlights of staff meeting.

• AI and agentic agents. Fortunately B. didn’t talk about autonomous workspace vaporware. Dex was supposed to be competing with control up several years back. Revenue is still not able to cover Bharat’s travel.
• Guada talking about recognition slack channel to motivate everyone.
• Someone asking about valuation in 2028. Will Omnissa be around by that time?
• Suni forced laughter.
• Simzhu volume is going lower quarter after quarter due to declining revenue.