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I'd really love to read this article; this feels like it's totally under-explored, not discussed.

Paywalled.

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> Two weeks ago I laid off more than 20% of my workforce. I didn’t do it because Cloudflare is struggling. We posted record revenue growth, have strong free cash flow and are adding an unprecedented number of customers around the world.

Huh, I wonder why people hate AI so much?

> AI isn’t the harbinger of bleak youth unemployment—it is quite the opposite.

This makes no sense and directly contradicts everything else said before. How is gloating about how you're laying people off despite making more money than ever supposed to increase employment? Do they honestly believe everyone is gullible enough to believe blatant lies like this?

> AI isn’t coming for builders or sellers, but it is coming for measurers. Tireless, independent, efficient and available, AI systems can now measure an organization with a level of objective detail and precision that was previously impossible even for the best employees.

Honestly not the apocalyptic scenario I had on my bingo card.

> The interns we hired are extremely qualified and AI-native. wtf is "AI-native" ? couldn't he say "familiar with AI tooling?"
I think it’s akin to a child growing up with technology, and therefore being able to operate with it at an intuitive level.

These interns have never not used AI (in the industry), so they haven’t had the “handicap” of traditional development experience that slows down their AI usage.

A senior will see a problem they’ve done a thousand times and do it again the same way, a junior with AI will try to make it fit into any new hole they find.

I suspect these reasons are just more AI-washing of a mass layoffs indicative of pandemic-era business mismanagement, but supposing they aren’t…

Watch Cloudflare closely and hold Matthew Prince accountable to all of these statements. If LLMs enhance their builders while simultaneously making their measurers redundant, investors should expect record business growth, drastically fewer outages, and few if any security and compliance fails.

I expect LLM slop to be the thing that finally convinces software engineers to create a licensing board.
The distinct categories of building, selling and measuring seem fallacious
potentially ruining thousands of lives over some shit you read in a seventy year old book is a very normal thing to do
Yeah, measurers. You know, the people who help you verify claims such as "the LLM is measuring your organization accurately."
What a crazy trick. When you don't like the measurements, you can just fire people and get the robots to measure the way you asked them to instead.
Next year's headlines: Cloudfare fires CEO after year of AI vibe-coding related outages cause hundreds of millions in losses.
We care about outages? Asking as a GitHub and Anthropic user
Everyone who gets fired should be teaming up to start a competing product.
Apparently he only laid off "measurers" who wouldn't be able to build and sell their own product.
What was the compostion of folks let go by Cloudflare ? How many working in profitable lines ? How many in loss leaders ? How many engineers ? How many supporting business functions ?
The LLMs will now measure their own performance and conclude it’s stellar and the company should buy more LLMs tokens
The CEOs does it that way, why shouldnt the little people or the LLMs do the same.
So HR and middle management, legal is ... measuring?

They want to focus on builders and sellers but will support them like robots. A great recipe for disaster.

Legal is measuring too? I can't wrap my head around the reasoning process here. Unless cloudflare is going to be a teal enterprise (from the reinventing organisations book), I don't see how it makes sense.

Can't shake the feeling that in the US CEOs do vibe firing. Just spin a wheel and see who gets the axe.

Would be far too expensive in my country because of the severance package.

This is more about how the CEO enjoys having such power to just go ahead and lay off 20% of workspace than how AI is replacing people
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Hidden in there are a few very dystopian lines:

> We cut middle managers across the organization because AI allows us to have more direct reports per manager while still measuring and mentoring our teams effectively

You will be mentored and performance measured by AI, not humans.

> And, as CEO, I’ve never had better tools to measure exactly how the business is performing, including identifying our rising stars.

Everyone is tracked by AI

> They’re the next generation who will invent ways to drive our business. With AI we can now better measure their contributions and accurately identify those who will be tomorrow’s leaders.

Everything done by every employee judged automatically by AI 24/7, and you’ll put up with it because you’re desperate, 1000s of people applied per internship role.

This is a horrible dystopian future, we’re supposed to be excited by this?

  > You will be mentored and performance measured by AI, not humans
look on the positive side: it will be easier to game the system /s