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亚马逊裁员风波显示,中层管理岗位首当其冲

财富中文网 2025-11-01 22:32:32

亚马逊裁员风波显示,中层管理岗位首当其冲
亚马逊周二宣布将裁减约1.4万名公司职员,约占白领员工总数的4%。图片来源:skynesher—Getty Images

就在媒体披露亚马逊内部文件,暗示公司可能用机器人取代50万个仓库岗位之时,这家电商巨头却出人意料地裁撤了1.4万名中层管理者。

此举或许揭示了人工智能重塑劳动力市场的早期趋势:并非如众人预期的那样立即取代需要动手操作、重复性高的工厂岗位,而是先向管理这些岗位的白领阶层“开刀”。

根据一份内部备忘录,亚马逊周二宣布将裁减约1.4万名公司职员,约占白领员工总数的4%。此次裁员是公司重组计划的一部分,旨在“破除官僚主义”和“精简组织架构”。亚马逊人力与经验高级副总裁贝丝·加莱蒂(Beth Galetti)在备忘录中表示,此次裁员的目的是让公司在加大对生成式人工智能投入的同时,打造更精简灵活的组织架构。直白来讲,亚马逊此举是在“押注”——算法能够承担过去专属于人类管理者的诸多工作,包括协调、汇报及决策。

过去一年间,首席执行官安迪·贾西(Andy Jassy)对公司转型直言不讳。

“未来,部分现有岗位所需的人力将会缩减,”他在今年早些时候对员工表示,原因在于生成式人工智能在规划、分析和预测领域的作用日益凸显。他称,这些工具已助力团队“加快工作节奏、做出更明智的决策”。

这种逻辑正在美国企业界蔓延。生成式人工智能系统已具备娴熟处理中层管理者日常事务的能力:汇总最新进展、起草备忘录、生成进度报告、提炼会议要点。

目前尚不清楚,周二宣布的裁员是否直接源于“生成式人工智能在完成中层管理工作上可与人类比肩甚至更胜一筹”这一论断。但对那些承受着降本增效压力的高管,尤其是热衷于削减开支的高管而言,精简组织架构的吸引力显而易见。

然而颇具讽刺意味的是:亚马逊——这家率先实现仓库自动化、让机器人成为颠覆蓝领岗位标志的企业——如今却释放出白领群体将首当其冲的信号。高德纳(Gartner)分析师预计,到2026年,五分之一的企业将借助人工智能削减至少半数管理层级。

对劳动者,尤其是正试图晋升的年轻劳动者而言,当下时机尤为不利。美联储主席杰罗姆·鲍威尔(Jerome Powell)在9月警告称,招聘活动已“明显放缓”,对处于职业生涯初期的员工影响尤为突出。鲍威尔及其他经济学家均承认,美国经济已步入“低招聘、低裁员”阶段——即便经济持续增长,企业也不愿增设新岗位。

爱彼迎(Airbnb)首席执行官布莱恩·切斯基(Brian Chesky)向《华尔街日报》坦言:“倘若员工的工作效率得以提升,企业便无需招聘更多人员。我看到很多公司都在提前布局,控制招聘规模,预测未来走向,期望能精简员工队伍。”

亚马逊并非个例。本周,塔吉特(Target)宣布十年来首次大规模裁员,削减近2000个岗位。派拉蒙(Paramount)刚与天空之舞传媒(Skydance)完成合并,也于本周启动重组并裁撤1000个岗位。

若人工智能推动企业层级走向“扁平化”,催生“低招聘、高裁员”的市场格局,这将进一步侵蚀传统职业晋升通道,并可能对经济各层面造成破坏性影响。而这恰好与10月2日Challenger, Gray & Christmas发布的最新报告描绘的图景一致。这家离职安置与高管辅导机构指出,今年迄今美国雇主已宣布裁撤94.6万个岗位,创2020年以来同期最高纪录,其中超1.7万个岗位明确归因于人工智能,另有2万个岗位与自动化及“技术更新”相关。该机构指出,仅科技公司2025年就裁撤了10.8万个岗位,受假日季消费放缓影响,零售业裁员同比增幅达203%。该公司高级副总裁安迪·查伦杰(Andy Challenger)在报告中写道:“自2020年以来,裁员计划规模极有可能首次突破100万大关。历史上出现如此大规模的裁员,要么发生在经济衰退时期,要么就像2005至2006年那样,正值第一波自动化浪潮导致制造业和科技行业岗位流失的阶段。” (*)

译者:中慧言-王芳

就在媒体披露亚马逊内部文件,暗示公司可能用机器人取代50万个仓库岗位之时,这家电商巨头却出人意料地裁撤了1.4万名中层管理者。

此举或许揭示了人工智能重塑劳动力市场的早期趋势:并非如众人预期的那样立即取代需要动手操作、重复性高的工厂岗位,而是先向管理这些岗位的白领阶层“开刀”。

根据一份内部备忘录,亚马逊周二宣布将裁减约1.4万名公司职员,约占白领员工总数的4%。此次裁员是公司重组计划的一部分,旨在“破除官僚主义”和“精简组织架构”。亚马逊人力与经验高级副总裁贝丝·加莱蒂(Beth Galetti)在备忘录中表示,此次裁员的目的是让公司在加大对生成式人工智能投入的同时,打造更精简灵活的组织架构。直白来讲,亚马逊此举是在“押注”——算法能够承担过去专属于人类管理者的诸多工作,包括协调、汇报及决策。

过去一年间,首席执行官安迪·贾西(Andy Jassy)对公司转型直言不讳。

“未来,部分现有岗位所需的人力将会缩减,”他在今年早些时候对员工表示,原因在于生成式人工智能在规划、分析和预测领域的作用日益凸显。他称,这些工具已助力团队“加快工作节奏、做出更明智的决策”。

这种逻辑正在美国企业界蔓延。生成式人工智能系统已具备娴熟处理中层管理者日常事务的能力:汇总最新进展、起草备忘录、生成进度报告、提炼会议要点。

目前尚不清楚,周二宣布的裁员是否直接源于“生成式人工智能在完成中层管理工作上可与人类比肩甚至更胜一筹”这一论断。但对那些承受着降本增效压力的高管,尤其是热衷于削减开支的高管而言,精简组织架构的吸引力显而易见。

然而颇具讽刺意味的是:亚马逊——这家率先实现仓库自动化、让机器人成为颠覆蓝领岗位标志的企业——如今却释放出白领群体将首当其冲的信号。高德纳(Gartner)分析师预计,到2026年,五分之一的企业将借助人工智能削减至少半数管理层级。

对劳动者,尤其是正试图晋升的年轻劳动者而言,当下时机尤为不利。美联储主席杰罗姆·鲍威尔(Jerome Powell)在9月警告称,招聘活动已“明显放缓”,对处于职业生涯初期的员工影响尤为突出。鲍威尔及其他经济学家均承认,美国经济已步入“低招聘、低裁员”阶段——即便经济持续增长,企业也不愿增设新岗位。

爱彼迎(Airbnb)首席执行官布莱恩·切斯基(Brian Chesky)向《华尔街日报》坦言:“倘若员工的工作效率得以提升,企业便无需招聘更多人员。我看到很多公司都在提前布局,控制招聘规模,预测未来走向,期望能精简员工队伍。”

亚马逊并非个例。本周,塔吉特(Target)宣布十年来首次大规模裁员,削减近2000个岗位。派拉蒙(Paramount)刚与天空之舞传媒(Skydance)完成合并,也于本周启动重组并裁撤1000个岗位。

若人工智能推动企业层级走向“扁平化”,催生“低招聘、高裁员”的市场格局,这将进一步侵蚀传统职业晋升通道,并可能对经济各层面造成破坏性影响。而这恰好与10月2日Challenger, Gray & Christmas发布的最新报告描绘的图景一致。这家离职安置与高管辅导机构指出,今年迄今美国雇主已宣布裁撤94.6万个岗位,创2020年以来同期最高纪录,其中超1.7万个岗位明确归因于人工智能,另有2万个岗位与自动化及“技术更新”相关。该机构指出,仅科技公司2025年就裁撤了10.8万个岗位,受假日季消费放缓影响,零售业裁员同比增幅达203%。该公司高级副总裁安迪·查伦杰(Andy Challenger)在报告中写道:“自2020年以来,裁员计划规模极有可能首次突破100万大关。历史上出现如此大规模的裁员,要么发生在经济衰退时期,要么就像2005至2006年那样,正值第一波自动化浪潮导致制造业和科技行业岗位流失的阶段。” (*)

译者:中慧言-王芳

Just as news outlets shared leaked Amazon documents suggesting the company could replace half a million warehouse jobs with robots, the e-commerce giant pulled the rug out and laid off 14,000 middle managers instead.

The move may offer an early glimpse of how AI is actually reshaping the labor force: not by immediately displacing the tactile, mundane factory roles everyone expected, but by hollowing out the white-collar ranks that run them.

Amazon announced Tuesday that it will cut roughly 14,000 corporate jobs, or about 4% of its white-collar workforce, as part of a restructuring meant to “reduce bureaucracy” and “remove organizational layers,” according to a memo. In the memo, Beth Galetti, senior vice president of people experience at Amazon, said the cuts are designed to make the company leaner and more agile as it expands its investments in generative AI. In plain terms, it’s a bet that algorithms can handle many of the coordination, reporting, and decision-making functions once reserved for human managers.

Over the past year, CEO Andy Jassy has been frank about Amazon’s transformation.

“We’ll need fewer people doing some of the jobs that are being done today,” he told employees earlier this year, citing generative AI’s growing role in planning, analytics, and forecasting. Those tools, he said, are already helping teams “move faster and make better decisions.”

That logic is spreading across corporate America. Generative AI systems have become adept at precisely the kinds of tasks that fill middle managers’ days: synthesizing updates, drafting memos, producing status reports, and summarizing meetings.

It’s unclear if the layoffs announced Tuesday are a direct result of that calculation, that gen AI can perform middle-management tasks just as well, or better, than humans can. However, for executives under pressure to boost productivity at lower costs—and especially for those with a penchant for cutting—the appeal of flattening the hierarchy is obvious.

Yet there’s an irony here. Amazon—the company that pioneered warehouse automation and made robots the poster child of blue-collar disruption—is now signaling that the white-collar workforce may be first to feel AI’s bite. Analysts at Gartner estimate that by 2026, one in five organizations will use AI to eliminate at least half of their management layers.

The timing couldn’t be worse for workers, particularly younger ones, who are trying to move up. Federal Reserve Chair Jerome Powell warned in September that hiring has slowed “in a noticeable way,” especially for early-career employees. Powell and other economists have acknowledged that the economy has entered a “low-hire, low-fire” phase, where companies are reluctant to add jobs even as growth continues.

“If people are getting more productive, you don’t need to hire more people,” Airbnb CEO Brian Chesky told the Wall Street Journal. “I see a lot of companies preemptively holding the line, forecasting, and hoping that they can have smaller workforces.”

Amazon isn’t alone. This week, Target announced its first major round of layoffs in a decade, cutting just shy of 2,000 jobs. Paramount, fresh from its merger with Skydance, is also laying off 1,000 jobs this week as it undergoes restructuring.

If AI flattens corporate hierarchies, creating a “low-hire, high-fire” market, that could further erode the traditional career ladder and potentially be destructive across all layers of the economy. This just so happens to be the picture painted by the latest Challenger, Gray & Christmas report, released Oct. 2. According to the outplacement and executive coaching firm, U.S. employers announced 946,000 job cuts so far this year, the highest year-to-date total since 2020, with over 17,000 explicitly attributed to artificial intelligence and another 20,000 tied to automation and “technological updates.” Tech firms alone have shed 108,000 jobs in 2025, and retail layoffs are up 203% year over year as companies brace for a slower holiday season, the firm said. “It’s very likely job cut plans are going to surpass a million for the first time since 2020,” Andy Challenger, senior VP at Challenger, Gray & Christmas, wrote in the report. “Previous periods with this many job cuts occurred either during recessions or, as was the case in 2005 and 2006, during the first wave of automations that cost jobs in manufacturing and technology.”

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