亚马逊CEO安迪·贾西:继裁员2.7万后,AI或将进一步削减工作岗位

亚马逊CEO安迪·贾西:继裁员2.7万后,AI或将进一步削减工作岗位

2025-07-06Technology
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纪飞
早上好 user111,我是纪飞,欢迎收听专为您打造的 <Goose Pod>。今天是7月6日,星期日,上午10点。今天我们将深入探讨一个热门话题。
国荣
大家好,我是国荣。我们今天的话题确实引人深思:亚马逊首席执行官安迪·贾西在公司已经裁员2.7万人之后,再次表示人工智能可能会导致更多的工作岗位被削减。
纪飞
没错,让我们直接进入主题。贾西最近的表态非常直接,他认为生成式AI是我们这个时代最具变革性的技术,甚至超过了互联网。这个评价可以说是非常高了。
国荣
超过互联网?这真是个大胆的说法!互联网已经彻底改变了我们的生活和工作方式。说AI的影响力会更大,这几乎让人难以想象。这是否意味着我们将迎来一场比过去二十年更剧烈的变革?
纪飞
从他的角度看,正是如此。他明确指出,随着技术自动化了许多常规工作,从事这些工作的人员需求将会减少。这不仅仅是理论上的推测,他提到,亚马逊内部已经在使用AI代理来处理编码、分析和研究等任务。
国荣
哇,所以这已经不是“未来时”,而是“现在进行时”了。这让我立刻想到了他们之前的大规模裁员。那2.7万个岗位已经让市场震惊了,现在这番话,听起来像是更大规模调整的序幕。
纪飞
是的,这是一个关键点。贾西坦率地承认,在未来几年,随着公司广泛应用AI带来的效率提升,他预计公司总体的白领员工数量会减少。这与之前的裁员共同构成了一个清晰的趋势。
国荣
我明白了。所以,我们看到的现象是:一位科技巨头的CEO,不仅肯定了AI的巨大潜力,还非常直白地预告了它对就业岗位的冲击。这不是在某个技术论坛上的探讨,而是直接发给150万员工的内部信和公开采访。
纪飞
完全正确。这个现象的冲击力在于它的确定性和规模。它告诉我们,关于AI取代工作的讨论已经从边缘进入了主流商业决策的核心。这为我们接下来的讨论奠定了基础。
国荣
好的,纪飞。要理解为什么亚马逊现在如此激进地拥抱AI,我们可能需要回顾一下。那之前2.7万人的裁员,背后到底是什么原因?仅仅是为了削减成本吗?
纪飞
问得好,国荣。这不仅仅是简单的成本削减。我们需要把时钟拨回到新冠疫情初期。当时,电子商务和云服务(AWS)的需求爆炸式增长,亚马逊为了应对这种空前的需求,进行了大规模的招聘。
国荣
哦,我记得那个时期!大家都在家工作和购物,对亚马逊的服务依赖性极高。所以他们当时是为了抓住市场机遇而快速扩张团队。这听起来很合理。
纪飞
是的,但疫情带来的增长泡沫最终会消退。当世界恢复正常,消费行为也开始回归线下,亚马逊发现自己的人员规模有些过于庞大了。因此,最初的裁员,可以看作是对疫情期间过度扩张的一种修正和战略再聚焦。
国荣
所以,那是一次“瘦身”行动,为了让公司更健康。但现在AI的加入,似乎让这次“瘦身”有了新的、更深层的含义。它不再仅仅是裁减冗余,而是主动地、系统性地重塑整个劳动力结构。
纪飞
说得非常到位。如果说之前的裁员是“被动”应对环境变化,那么现在由AI驱动的变革就是“主动”出击。尤其是从2022年底ChatGPT发布以来,生成式AI的能力和潜力震惊了整个科技界。亚马逊作为科技领头羊,必须迅速将这项技术融入其核心战略。
国荣
我来试着用一个比喻解释一下。这就好比一家餐厅,开始因为顾客太多雇了很多服务员。后来顾客恢复正常,他们解雇了一些人。但现在,他们决定引入一个智能点餐和机器人上菜系统,这就不是服务员多不多的问题了,而是这家餐厅的运营模式要彻底改变了。
纪飞
这个比喻很贴切。而且,我们谈论的AI,正如你之前提到的,不只是仓库里的机器人。贾西举的例子是编码、数据分析和研究。这些都是高技能的白领工作。比如,一个软件工程师可能需要花时间编写测试代码,现在AI可以代劳。
国荣
是的,或者一个市场分析师,过去可能需要几天时间来整理销售数据和撰写报告,现在可能只需要向AI提几个问题,几分钟内就能得到一份详尽的分析图表。这效率提升是惊人的。所以,我们讨论的背景是,亚马逊正从疫情后的调整期,无缝衔接进入一个由AI驱动的、更深刻的结构性转型期。
纪飞
完全正确。还有一个有趣的背景信息,报道这则新闻的《财富》杂志在文章末尾声明,他们也使用了生成式AI来辅助完成初稿。这本身就是AI如何改变白领工作的一个活生生的例子。它不再是遥远的威胁,而是已经融入我们内容创作过程的工具。
国荣
这太有意思了!我们在这里讨论AI如何影响工作,而我们获取信息的源头本身就是AI协作的产物。这真是一个绝佳的注脚。所以,整个背景就是:后疫情时代的企业效率优化,与一场革命性的技术浪潮,在亚马逊这里交汇了。
纪飞
正是这种交汇,催生了我们接下来要讨论的核心矛盾。一方面,是CEO口中充满机遇和创新的美好愿景;另一方面,是“需要更少的人”这一残酷的现实。这就是这场变革中最具张力的地方。
国荣
没错,这种矛盾感非常强烈。贾西说,AI能将员工从“死记硬背的工作”中解放出来,让他们专注于更高价值的创新。这听起来非常鼓舞人心,对吧?好像每个人的工作都会变得更有趣、更有创造力。
纪飞
理论上是这样。他给员工的建议是“对AI保持好奇,自我教育,参加培训”,并且要“用更精干的团队完成更多工作”。这是典型的自上而下的、充满积极性的企业叙事。它描绘了一个员工与AI和谐共存、共同进步的未来。
国荣
但是,这里就有了冲突点。如果我的工作恰好就是那个可以被AI替代的“常规工作”,那么“保持好奇”这句话对我来说可能就有点刺耳了。因为我面临的不是工作变得更有趣,而是工作岗位可能直接消失。这中间的鸿沟要如何跨越?
纪飞
这正是冲突的本质。企业追求的是效率最大化和股东价值。在这个逻辑下,用AI提高生产力、优化成本结构是必然选择。亚马逊需要在与谷歌、微软等公司的AI竞赛中保持领先,这种压力是巨大的。所以从公司战略层面,这是理性的、甚至是必要的。
国荣
但从员工的个人角度来看,这就充满了不确定性和焦虑。比如,新创造的岗位,像机器人技术、AI开发,这些都需要非常专业的、前沿的技能。一个原本从事数据录入或客户支持的员工,要转型成为一名AI开发者,这中间的技能差距是巨大的。公司会提供足够的、有效的再培训吗?每个人都有能力完成这种转型吗?
纪飞
这是一个非常现实的问题。所谓的“技能再培训”说起来容易,做起来很难。这就构成了第二个冲突点:公司对未来人才的需求,与现有员工技能储备之间的矛盾。贾西呼吁员工拥抱变化,但没有承诺公司会为每一个受影响的员工提供新的岗位。
国荣
我还看到了另一层冲突,那就是企业内部文化的冲突。亚马逊一直以其“Day 1”文化自豪,强调创新和主人翁精神。但当你同时告诉员工,他们中的一些人未来可能不再被需要时,要如何维持这种积极创新的文化和员工的归属感、安全感?这不是很矛盾吗?
纪飞
非常深刻的观察。一方面鼓励大家用AI去大胆实验,另一方面又暗示AI会减少岗位,这会在员工中制造一种微妙的氛围:既要积极使用一个可能会淘汰自己的工具,又要努力证明自己的价值是AI无法取代的。这种内部的紧张关系,对公司的长期发展也是一个挑战。
国荣
聊了这么多矛盾和冲突,我们来看看这场变革会具体带来哪些影响。首当其冲的,肯定是亚马逊那150万员工了。对他们来说,最直接的影响是什么?
纪飞
最直接的影响就是普遍的职业不安全感。即使是那些目前工作看似稳固的员工,也会开始思考:“我的工作中有多少是可以被AI自动化的?我需要学习什么新技能才能不被淘汰?” 这种从上而下的战略转型,会给整个组织带来巨大的压力和不确定性。
国荣
我完全能想象那种感觉。这就像一场所有人都必须参加的“升级”游戏,但不是每个人都能轻易找到升级攻略。那么,对我们这些消费者呢?亚马逊的这场AI变革对我们有什么影响?服务会变得更好还是更糟?
纪飞
这是一个双刃剑。从好的方面看,AI驱动的效率提升可能会带来更快的物流、更精准的商品推荐、甚至更创新的服务。比如,基于AI的客服也许能7x24小时提供即时回答。但负面影响是,过度自动化可能会导致服务失去人情味。
国荣
我懂了,就像有时候我们遇到复杂的客服问题,却只能和一个理解能力有限的聊天机器人反复纠缠一样,那种体验真的很糟糕。所以,效率和人性化体验之间的平衡,会对消费者产生直接影响。那么,跳出亚马逊本身,对整个科技行业乃至整个就业市场呢?
纪飞
这才是影响最深远的部分。亚马逊是行业的风向标。当它如此明确地将AI与未来的劳动力削减联系起来时,其他公司很可能会效仿。这会加速AI在各个行业的应用,并可能引发一波更广泛的白领岗位转型浪潮。一个“亚马逊效应”可能会在就业市场上显现。
国荣
所以,这不仅仅是一个关于亚马逊的故事。它像是一个预告片,向我们展示了未来几年许多办公室里都可能发生的事情。这对于即将进入职场的年轻人,或者正在考虑职业发展的人来说,都是一个非常重要的信号。影响是结构性的,也是全局性的。
纪飞
没错。展望未来,这场由AI驱动的变革将如何演进?一个核心问题是:从长远来看,这究竟会导致净失业,还是会像过去的工业革命和互联网革命一样,最终创造出更多我们现在无法想象的新工作?
国荣
这是一个价值百万美元的问题。历史告诉我们技术进步最终会创造就业,但过程总是伴随着阵痛。那么,对于正在收听的user111,我们能从中得到什么启示?我们应该感到恐慌,还是应该像贾西说的那样,赶紧去报名AI课程?
纪飞
我认为关键不是盲目地学习某个特定的AI工具,而是培养一种与AI协作的能力。未来的工作,可能更多的是如何聪明地向AI提问,如何利用AI来增强自己的创造力和判断力。核心是适应性和终身学习的心态。与其被动焦虑,不如主动去了解和试用这些工具。
国荣
说得好。所以,未来并不是人与AI的竞争,而是“会用AI的人”与“不会用AI的人”之间的竞争。把AI看作一个强大的助手,而不是一个替代者,可能会是更积极和有效的应对方式。
纪飞
总结一下我们今天的讨论:亚马逊的AI战略预示着一场深刻的职场变革,它既通过自动化带来了效率和挑战,也催生了对新技能和创造力的需求。核心的启示是,适应变化、拥抱学习将是未来职业发展的关键。
国荣
是的,与其担忧未来,不如从现在开始,就去探索和学习。今天的讨论就到这里了。感谢您的收听,这是专属于您的 <Goose Pod>。我们明天再见!

Of course. Here is a comprehensive summary of the news report, formatted as requested. ### **Summary of News Report: Amazon CEO on AI and Workforce Transformation** This summary covers a report on Amazon CEO Andy Jassy's statements regarding the impact of artificial intelligence on the company's workforce, based on his recent interview with CNBC and an internal memo to employees. --- ### **News Metadata** * **News Title:** Amazon CEO Andy Jassy says AI will probably mean fewer jobs after 27,000 people have already been cut from its workforce * **Report Provider:** Yahoo / Fortune.com * **Authors:** Jim Edwards, Fortune Intelligence * **Date Published:** July 1, 2025 * **Time Period Covered:** Recent statements from CEO Andy Jassy, including a conversation with CNBC and a memo sent to employees in the month prior to publication. --- ### **Executive Summary** Amazon CEO Andy Jassy has publicly stated that generative artificial intelligence will fundamentally reshape the company, leading to the automation of routine tasks and a likely reduction in the overall corporate workforce in the coming years. While emphasizing that AI will also create new, higher-value jobs and make existing roles more innovative, Jassy was candid that efficiency gains will mean "fewer people" are needed for certain functions. This strategic shift is presented as an acceleration of an existing trend, as Amazon has already reduced its workforce by over 27,000 employees in recent years. --- ### **Main Findings and Key Statements** Amazon's strategy, as articulated by its CEO, presents a dual impact of AI: significant disruption through automation alongside the creation of new opportunities. * **AI as a Transformative Force:** Jassy described generative AI as the most significant technological shift of our time, surpassing even the internet in its potential impact. > **Critical Quote:** *"I think that AI and generative AI specifically is the most transformative technology of our lifetime, which is saying a lot, given that we have had the internet."* * **Workforce Reduction is Expected:** Jassy was direct about the effect on headcount, stating that the adoption of AI will mean **"fewer people"** are needed for certain roles. An internal memo further clarified this outlook for the corporate workforce: > **Critical Quote:** *"We will need fewer people doing some of the jobs that are being done today... in the next few years, we expect that this will reduce our total corporate workforce as we get efficiency gains from using AI extensively across the company."* * **Job Transformation and Creation:** * **Automation of Routine Work:** AI is already being used at Amazon to handle tasks like coding, analytics, and research, freeing employees from "rote work" to focus on innovation and higher-value tasks. * **Creation of New Roles:** Jassy anticipates new job creation in advanced fields such as robotics, AI development, and other areas that require human creativity and complex decision-making. --- ### **Key Statistics and Context** The numerical data provided in the report highlights the scale of Amazon's ongoing and future workforce changes. * **Over 27,000 Jobs Cut:** This figure represents the number of employees already laid off by Amazon over the "past few years." This context is critical as it shows that the anticipated AI-driven reductions are an acceleration of a pre-existing trend of workforce consolidation and cost-cutting, not an entirely new phenomenon. * **1.5 Million Employees:** This is the total size of Amazon's global workforce to whom Jassy's memo was addressed. The sheer scale of the company means that even small percentage changes in its corporate headcount due to AI will affect a very large number of people. --- ### **Recommendations and Outlook** Jassy positioned the AI-driven transformation as an opportunity for adaptable employees and outlined a clear call to action. * **CEO's Advice to Employees:** Jassy urged staff to embrace the change by: * Being "curious about AI, educate yourself, attend workshops and take trainings." * Experimenting with AI tools to "get more done with scrappier teams." * **Company Outlook:** The immediate future for Amazon's corporate workforce involves a strategic focus on efficiency, with AI being the primary driver. This is expected to result in a net reduction in jobs over the "next few years" as the company rebalances its talent needs toward more advanced and creative roles. --- ### **Notable Source Information** * The article includes a disclaimer stating that **Fortune used generative AI to assist with an initial draft** of the story. An editor subsequently verified all information for accuracy before publication. This serves as a real-world example of the human-AI collaboration model discussed in the article itself.

Amazon CEO Andy Jassy says AI will probably mean fewer jobs after 27,000 people have already been cut from its workforce

Read original at Yahoo

Amazon CEO Andy Jassy delivered a clear message in his recent conversation with CNBC’s Jim Cramer: Artificial intelligence will fundamentally reshape Amazon’s workforce, automating routine jobs while creating new opportunities in advanced technology fields.Jassy’s remarks, which echo a memo he sent to Amazon’s 1.

5 million employees last month, underscore both the disruptive and transformative potential of generative AI across the company’s operations.Jassy told Cramer that, as with every major technological shift, “there will be fewer people doing some of the jobs that the technology actually starts to automate.

” He emphasized that AI is already freeing Amazon employees from rote work, making jobs “more interesting,” and enabling staff to focus on innovation and higher-value tasks.For example, AI agents now handle coding, analytics, and research at Amazon, he said.However, Jassy was candid about the impact on headcount.

He acknowledged that the adoption of generative AI will mean “fewer people” are needed for certain roles. In a recent internal memo, Jassy wrote, “We will need fewer people doing some of the jobs that are being done today, and more people doing other types of jobs. It’s hard to know exactly where this nets out over time, but in the next few years, we expect that this will reduce our total corporate workforce as we get efficiency gains from using AI extensively across the company.

”Amazon has already been through significant layoffs, cutting more than 27,000 jobs over the past few years. Jassy positioned the ongoing transformation as an opportunity for those willing to adapt, urging employees to “be curious about AI, educate yourself, attend workshops and take trainings,” and to experiment with AI tools to “get more done with scrappier teams.

”Jassy also pointed out that AI will create new jobs in areas such as robotics, AI development, and other fields requiring human creativity and complex decision-making.“I think that AI and generative AI specifically is the most transformative technology of our lifetime, which is saying a lot, given that we have had the internet,” he told CNBC.

Disclaimer: For this story, Fortune used generative AI to help with an initial draft. An editor verified the accuracy of the information before publishing.This story was originally featured on Fortune.com

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