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Perspective Coming from a “forced” Retired Data & Process Engineer

I think C-Suite Executives consider replacing engineers with AI as being the equivalent of replacing humana cashiers with automated checkouts.

Well, all of you engineers know that the good ones know how to not just how to handle the “normal” mold fit scenarios but also how to handle scenarios that do not fit the mold and find innovative ways to come up with solutions that most others, including AI, would.

From what I have seen, AI even struggles handling the most basic tasks and processes without an abundance of handling by their human creators. So, as to the non-conforming mold fit processes, forget about it!

Why am I posting this? Because I am so sick of all the AI hype being shouted on the roof tops. Please, can we now start having real honest conversations as to the very limited scenarios for which AI maybe can be used?


Apparently the “Strong Foundation” Needed a New Foundation

At the risk of sounding like I’m “whining” to my opps… yeah, I’m talking to you. 😂

Lemme get this right… Centene just hired the former Fannie Mae CIO to lead technology, data, and AI.

Sarah London: ”We are entering a new era where data, technology and AI are not just business enablers, but strategic capabilities that shape how we operate, innovate and create value.”

Meanwhile they’ve been cutting internal technology capabilities, pushing a ton of work to Accenture and Cognizant, reorganizing everything that isn’t nailed down, and shedding institutional knowledge along the way.

And the new CIO says: “I look forward to building on the strong foundation already in place…”

😂

So… cut, outsource, reorganize, shed institutional knowledge, then announce that technology, data, and AI are strategic capabilities and hire someone to “build on the strong foundation.”

They are effin brilliant. 🙃

Source: https://investors.centene.com/news-events/press-releases/detail/1169/centene-appoints-bradley-bolivar-as-chief-information-officer


IBM Stock Is Under Pressure. Is Its Quantum Business Reason Enough to Buy?

https://www.barrons.com/articles/ibm-stock-quantum-computing-1384b7c4

By: Mackenzie Tatananni | Updated Aug 31, 2026, 11:11 am EDT / Original Aug 31, 2026, 10:39 am EDT

In their latest research note, Susquehanna analysts raised a question most tech investors probably have considered at least once: “When do investors need to own IBM for quantum?”

The line of questioning makes sense, considering IBM’s quantum division has drummed up plenty of attention in recent months—a bright spot at a time when the stock is under pressure.

Second-quarter earnings were the latest reminder of IBM’s sluggish organic growth, compounded by new threats including customers reallocating their budgets to artificial-intelligence hardware.

Shares have slumped 19% since July 14, anchored by a record plunge the same day IBM pre-announced earnings. In contrast, the S&P 500 has gained 2.1% over the same period.

As other business lines face headwinds, IBM’s quantum division has been a shining star in its portfolio. Susquehanna analyst James Friedman ticked off a number of recent developments including IBM’s acquisition of HRL Laboratories to bolster its hardware capabilities and a partnership with the Commerce Department to build Anderon, a standalone quantum chip foundry to serve IBM itself as well as industry players.

Still, it may seem difficult to consider quantum a cornerstone of IBM’s business. Although Big Blue has researched the technology since before the turn of the 21st century—and contributed to major scientific breakthroughs along the way—the effort generates paltry revenue. Researchers are banking on big technological advances before the end of the decade to usher in broader commercialization.

Friedman is tempering his expectations. “With a number of upcoming quantum catalysts on the horizon, each deliverable keeps accelerating,” he wrote Monday. “At the same time, there is a lot more to getting IBM’s fundamentals right as the other segments transform.”

The analyst flagged a renewed focus on software within the consulting arm, marked by a new leadership appointment, and limited growth in IBM’s Red Hat software business due to passing server supply constraints. There is also the “math of the mainframe cycle” to consider: Revenue was delayed rather than lost, with 40% of the deals that slipped in the second quarter closing early in the following period.

While Friedman remains Neutral-rated on IBM shares, he raised his price target to $235 from $225. The revision reflects upcoming catalysts expected to generate buzz around the technology, particularly the annual Quantum World Congress meeting in late September.


AI Hype

I love this company. I came here from a completely different industry 5 years ago. I was drawn by the owner’s story in a Harvard Business Review article. I still think it’s a great company, on the balance. What I wish the leaders would understand is that AI is an amplifier. If you feed it noise (e.g. “bad” data, unclear business logic / rules), it will amplify chaos. If you feed it good stuff like a piece of beautifully crafted music (e.g. well designed process with “good” data and clear rules), it can turn it into concert. How do you get the “good” stuff? Through your SMEs, through SMEs working closely together, TRUSTING each other, by respectfully challenging each other. It’s hard work. There’s no switch, no buttons you can press. You won’t get there by trusting outsiders, trusting people who agree with you at all times, trusting copilot AI slop, that’s how organizations walk off a cliff. It’s the same old boring things. Cleaner diet, exercise, good habits that determine good health outcomes. Don’t be tempted by the weight loss pills (eg GLP1), because not only are you NOT going to get what you want sustainably. There are a TON of unknown side effects that you will pay a hefty price for. Excellent output requires excellent inputs and excellent process. Right now, the market is up, and we have tolerance for trying out GLP1. What happens when the market is down? Still, I love this firm and its people, and I focus on the little I have control over. There is hope yet


EGC: John Stankey admitted to using AI to query what people are doing

It should come as no surprise but at the employee group conference Stankey admitted to using AI to query things like how many power points had a version of x or more, how many meetings include x or more people. This is what he's admitting to. Just a reminder that anything you do on a company device or product is more readily available than ever.


Wells Fargo Continues Workforce Reductions

Wells Fargo executives indicated that further layoffs are expected as the company aims to increase efficiency. Technology and AI are expected to play a role in achieving this goal. The bank has seen its employee count decrease for 24 consecutive quarters. Despite overall staff reductions, Wells Fargo is actively hiring in high-growth sectors and technology roles. This strategic hiring aims to expand market share and enhance client relationships.

Charlotte, North Carolina

https://www.charlotteobserver.com/news/business/article316519034.html


Layoffs 6am on Monday

Layoffs will start 6am on Monday by email. Approx. 11,000 employees. No change in severance from last round. No garden leave- effective immediately. Retroactive WARN notices. Remember WARN also doesn’t apply to remote workers. A similar sized layoff in March. Nearly all teams are expected to solidify AI development processes even further. Teams will begin to transition to big picture small headcount silos. This will begin the shift and divestment from resources abroad to a smaller Oracle <90,000 employees by 2028


India Expansion Sets Table for More Layoffs

This was quietly just reported from Indian news sources:

TIAA Global Capabilities, an Indian subsidiary and strategic global delivery centre for TIAA (Teachers Insurance and Annuity Association of America), has leased 255,713 square feet of office space in Pune.

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According to lease-related documents accessed via Propstack, a real estate data analytics firm, TIAA Global Capabilities has leased the space for 10 years at Panchshil Vantage in Wagholi, with the contractual rent over the 10-year term estimated at around ₹320 crore.
 
TIAA Global Capabilities has leased the space from P-one Infrastructure “to carry out its business”, according to the deal-related document.
 
The lease is at ₹92 per square foot per month, translating into an initial monthly rent of about ₹2.35 crore, with a 15 per cent escalation every three years and a security deposit of ₹14.11 crore.
 
TIAA Global Capabilities, the technology and shared-services arm of the New York-based financial services firm TIAA, will take the space in two tranches. It will occupy 187,996 square feet across floors 5-7 from December 2026 and 67,717 square feet on floor 8 from June 2027.

In response to the queries sent by Business Standard, TIAA Global Capabilities said that 2026 marks 10 years of TIAA Global Capabilities’ presence in India, and this expansion reflects the continued growth and strategic importance of our India operations. 
 
“As an artificial intelligence (AI)-powered GC, TIAA Global Capabilities has been scaling its footprint to support increasing demand across technology transformation, including artificial intelligence and emerging technologies, data and analytics, risk management, and client experience functions. This additional space in Pune will allow us to consolidate our teams and better support the range of capabilities we continue to build in the city, with scope for further growth as our operations evolve,” TIAA Global Capabilities noted. 
 
Established in 2016 as TIAA's Global Capability Centre (GCC) in India, TIAA GC supports the organisation's technology, operations, and business-facing functions. 
 
TIAA Global Capabilities already has offices in Mumbai and Pune, which house its 3,500 associates. The firm delivers high-quality global technology, operations and shared services to TIAA's businesses and associates.
 
Earlier, Pune recorded its highest half-yearly gross office space absorption volume in the last decade at 6.4 million square feet (msf) in the first half of calendar year 2026 (H1 2026), up 56 per cent year-on-year (YoY), according to property consultancy firm Savills India.
 
The city emerged as India's second-largest office market after Bengaluru. Leasing activity was primarily driven by IT-BPM, flexible workspaces, and engineering and manufacturing, with the latter replacing the banking, financial services and insurance (BFSI) sector among the top three demand drivers, Savills noted.


Scripps Stations Embrace AI, Cut Staff

E.W. Scripps Company has implemented widespread layoffs across its television stations to transition to a 24-hour AI-powered streaming model. This shift has resulted in a noticeable change in local newscasts, with reduced on-air talent and increased reliance on automated content. Viewers in Corpus Christi have expressed dissatisfaction with the new format at KRIS 6, citing a lack of personality and abrupt transitions. Many locals have indicated they are considering switching to competing news channels. The company aims for increased efficiency through this technological integration.

Corpus Christi, Texas

https://www.yahoo.com/news/us/articles/kris-6-loses-anchors-banter-120700035.html


I can’t wait when Big Tech swallows Big Finance after AI

Scharf is so corrupt that his c-suite continues to lie, lie, lie that work produced by AI is not the product of the employees who know the subject matter to properly use AI. I will laugh when after Scharf is done firing everyone - big Tech price gouges Wells Fargo and takes it over.


Warehouse Staff Replaced by Automation

Warehouse employees at a major beverage distributor were reportedly laid off and replaced by AI robots. The affected workers stated the layoffs occurred on Sunday, March 8. Their daily tasks of picking and palletizing products are now handled by machines. Approximately 50 out of over 100 warehouse workers were let go. Drivers were reportedly not impacted by these specific layoffs.

Las Vegas, Nevada

https://www.8newsnow.com/news/las-vegas-warehouse-workers-claim-ai-replaced-them/


Defense Tech Firm Expands, Software Giant Slashes

Anduril Industries is investing an additional $1 billion into a new campus in Long Beach, California. This expansion will include facilities for offices, labs, and prototype manufacturing. The company is developing advanced technologies such as drones and autonomous fighter jets. In contrast, Autodesk is reducing its workforce by approximately 1,000 employees. These layoffs are attributed to strategic realignments and a focus on artificial intelligence leadership.

Long Beach, California

https://www.latimes.com/0000019b-fd37-dccc-a3bb-ff3fc3ce0000-123


Employee survey question on process

Ever wondered why this question always scores the lowest?

I think that's because leaders don't give a flying f to people who can understand and fix the process. Process teams are either working on spi maintenance with low value, paid very low or buried under change managers who have no clue about the process. A handful of leaders in the organisation give importance to process and until process ideas move out of change teams, there's little hope for improvement here. AI is no help to a bad process. What do you think?


JPMorgan Reduces Jersey City Workforce

JPMorgan Chase has announced an additional 63 job cuts at its Jersey City office. This latest reduction brings the total number of layoffs at this location to 541 for the year. The company cited ongoing efforts to align staffing with business requirements as the reason for these actions. Artificial intelligence is reportedly contributing to staff reductions in certain departments. These cuts are part of a recurring pattern of workforce adjustments at the Jersey City site throughout 2026.

Jersey City, New Jersey

https://www.newsbytesapp.com/news/business/jpmorgan-chase-cuts-63-at-jersey-city-office-541-total/tldr


AI

AI will do your work for you but make sure you read everything because it doesn't do it right so you're going to spend twice as much time checking the AI. Don't worry about using tokens because we're going to optimize for tokens and anyway no one got to use it this week because we pushed an update and all the agents crashed.

One thing I guarantee: anyone who's good at software development is working for another company, not wells .


Regardless of Layoff Panic

Lots of floating discussions on upcoming layoffs.
Regardless few facts to consider even you survive ...

  1. You are always on the chopping block just waiting for your time
  2. Oracle is always a low-payer and during this transition its going to be worse
  3. Promotions are going to be night mare
  4. Ratings are also getting bad (Usually in Oracle we don't care ratings much. but now we do)
  5. We stick with old technologies (POJO - Plain Old Java Only)
  6. AI is driven at each org. but without heads and tails. You prepare an axe to cut yourself.
  7. Favoritism and Bureaucracy sits at top.
  8. Job hunting takes time even you survive now. So better start now
  9. Managers are always not good. They might seem sweet to you now. What happens to your colleague can happen to you tomorrow. You are just a paper cup.
  10. People come for signing the confluence papers and running the meetings. But they don't come for sharing your workload and pain.

You know what's becoming more and more obvious?

The execs would love to run this place with zero employees, they just can't yet. But that's their goal. Not even India is safe from this. I can't wait for the AI bubble to burst and with it their dreams of bringing the actual workforce to a bare minimum. And it's only a matter of time before it happens.


AI vs BTC

Old colleagues who have left have told me they're developing AI agents at their new company that can assess inspection reports and output recommendations that are spot on in minutes. A small team of engineers doing the work that took our BTC months, without all the errors.
Anyone else hearing similar things?


Asking for $60 billion in debt financing

I know AI is all the rage, but when I see we're looking for more than $60 billion in debt financing, I can't help but wonder how much risk is piling up. That's a huge amount of money, and if the AI bo-m slows down, I don't want the employees paying for it through more cost-cutting or pressure to hit impossible targets.


Is this a good or a bad thing?

Marvell's stock pops 10% on AI chip deal that lets Google buy up to $12.2 billion in shares

  • Marvell Technology stock popped on a deal for Google to buy up to $12.2 billion in shares.
  • The deal is part of Google and Marvell's partnership on custom chips and includes products that "attach to the TPU ecosystem."
  • Google has largely been working with Broadcom on custom chips

https://www.cnbc.com/2026/08/19/marvell-google-ai-chips.html


This is guaranteed to bring more layoffs

DE Shaw has accumulated a stake worth more than $1bn in Sysco, adding significant weight to the hedge fund’s long-standing investment in the US food distribution giant as the company seeks to accelerate growth and cut costs through AI, according to a report by Reuters.

https://www.hedgeweek.com/de-shaw-builds-1bn-plus-sysco-position/


In case this whole thing wasn't horrible already

Google agreed to pay $10 million for an enormous trove of business data from bankrupt Spirit Airlines—but the carrier’s flight attendant union is raising questions about what happens to privacy after a company goes belly up and AI swoops in.

https://www.forbes.com/sites/suzannerowankelleher/2026/08/18/google-train-ai-spirit-airlines-data/


What does it mean?

JE leaving as CIO has me concerned. In all of O&T he seemed to be the one guy who had a vision (that wasn’t 100% AI driven).

The why is what I wanna know. Was he unhappy? Was there a rift with him at KR? Was it because of the ServiceNow disaster? Anyone know


AI assessment of outlook for Markham lab

Google AI’s analysis/prediction for Markham lab given recent past and current goings on ..

While the physical facility at Warden Ave is legally consolidated, the internal reality for the teams working there is entirely different. The lab is being aggressively hollowed out through rolling layoffs, PIPs used as exit mechanisms, and massive offshoring to India.If things continue at the current pace, the Markham lab as a major, high-value North American development hub could effectively disappear within 2 to 3 years, functioning instead as a skeleton crew or a regional customer-facing support office.The systemic gutting of the Markham site is driven by a clear operational strategy:📉 Aggressive "Workforce Rebalancing" and Shifting to IndiaResource Actions (RAs): IBM has conducted successive waves of global layoffs across late 2024, 2025, and into 2026. Hundreds of Canadian employees across Markham, Ottawa (Cognos), and Montreal have been quietly handed packages.The Cost Arbitrage Pivot: This is a clear case of "cut here, hire there". Software engineering, development, and cloud architecture roles are being systematically closed down in Markham and backfilled by a massive hiring spree in Bengaluru, Hyderabad, and South India offices. The core driver is cost arbitrage—replacing North American developer salaries with offshore engineering pools.Knowledge Transfer Demands: Multiple internal accounts reveal a strict pattern where impacted North American teams are mandated to document their processes and train their replacements in India during their notice periods to guarantee their severance.🛠️ PIPs We-ponized as Hidden ExitsForced Attrition: Performance Improvement Plans (PIPs) are increasingly being we-ponized as covert exit tools rather than true improvement pathways.The "Workforce Reset": Rather than paying out standard Canadian severance packages under Resource Actions, management is pushing more strict utilization metrics and stack-ranking to push out senior, higher-earning Markham engineers through forced attrition.🔄 The Transition to Junior/AI StaffEliminating Senior Devs: Legacy product teams (including Db2, WebSphere, and security infrastructure) are seeing senior engineering talent eroded.A Different Type of Lab: IBM's stated corporate strategy for North America has shifted away from traditional software engineering. Leadership plans to lean heavily into entry-level, junior hires whose responsibilities focus less on core coding and more on client management and supervising automated AI agents.The physical building won't vanish overnight, but the engineering heart of the Markham lab is being rapidly dismantled.