#ai

what does CSCO have <2B??? I kind of feel sorry for CR and the gang.

https://www.fool.com/investing/2025/11/17/jensen-huang-just-delivered-incredible-news-for-nv/

It's frustrating when the leaders responsible for AI implementation are completely out of touch. The folks actually building the solutions are not the ones attending major industry AI events.

Instead, we get VPs and CDOs who secured their positions through politics, not expertise. They talk big about "AI models" and use all the buzzwords in meetings, but have zero technical background and have never written a line of AI code.

The gap between leadership talk and ground-level reality is HUGE. This is why we struggle to innovate. Stop promoting boot-lickers and start promoting builders! Reduce slide preparations and do actual work.

If Dan really wants AI to transform, remove all top level execs from AI&D/EDAI team and replace with real folks who has some background in this space. Otherwise, this will remain as myth.

AI bubble deflating

https://finance.yahoo.com/news/peter-thiel-dumps-top-ai-143300737.html

Does any of you perceive AI as bubble like SDN or is it going to stay for ever. I am not sure if cognitive alogrithms break AI patterns create more confusion for the future to adapt. If not, AI is not real AI.

Affirm's CEO is -

Naive.

Automation.

RPA - Robotic Process Automation (will continue) to replace entry-level white-collar jobs

RPA has (always) been a (Large) part of (Global) manufacturing.

AI robots (will continue) to replace employees in manufacturing as it grows.

The Unemployment rate (will rise) over time because of it, it should show even more so; over the next several years.

The Trump thesis is (Totally Wrong) for bringing back manufacturing to the U.S. (employee-wise).

Remember, AI does (not) pay Tax revenue; employees do.

Reference the exponentially rising U.S. National debt of $38.2 Trillion a year (current) in which U.S. taxpayers pay $969 Billion in Interest (almost a Trillion a year) to outside Investors (U.S. based, Japan, China; etc.) per usdebtclock.

there is 15% cuts coming for feb for gp2025, promise due AI efficency. list is being prepared/finalized now...followed by more coming as part of WP closure

The recent round of Amazon corporate layoffs isn’t a sign of an imminent AI apocalypse. It's an expression of the company's brutal corporate culture, enabled by its use of the H-1B visa program.

https://jacobin.com/2025/11/amazon-layoffs-artificial-intelligence-h-1b-visa

I am an enterprise architect that has been tasked with implementing AI from design to implementation. We have been very busy for the past two years, from governance, safety and control rack, and stack. Yes, AI is very impressive, and does bring a lot to the table for immediate impact on workflows, data science and automation. With that All being said AI still needs human in the loop, I don’t care how much we can build the guard rails, hallucinations are still a plague for us. But I will tell you that Google is very active and their consultant services, about what they are learning from Gemini. Every day employees use Gemini, but all you’re doing is training a system. I know they have that little disclaimer at the bottom that they are not using any Verizon data to train, but they are. They just use different words for it. This has been in the works for a while, and will be used as future metric data, for future cuts. I will tell you that this downsizing that’s coming is not because of AI, it’s not mature enough inside of Verizon. These cuts are trying to curve the bleeding that our past leadership has left us in. They are going to sting, but won’t be part of a overall strategy. Yes they will announce some flashy, news attention seeking moves this week. But nothing truly about the honest direction where we’re about to go. Do you think it was just by chance that our new CEO mentioned perplexity in his first? conversation? He has a very big stake in perplexity.

I love it. Saw this on another board for PWC layoffs. (Price Waterhouse..one of the big 4 accountiing firms) I Googled this:
Client Demands and PwC's Response
Demand for Discounts: As PwC has publicly touted its significant AI investments and the resulting efficiency gains (e.g., in audit and tax processes), clients have started requesting price cuts. Clients argue they are entitled to a portion of the benefits when AI tools complete work faster.

As interfaces move to AI platforms, I was trying to figure out which market data providers have the most proprietary value. I think this may be part of the challenge they are facing.

MSCI = Benchmark/risk models
LSEG = Exchange, RT
S&P = Ratings, Benchmark
Moodys = ratings
Morningtar = stars
BBG = FI content
FactSet = cusip

Besides cusip, is there a proprietary data/analytics set that Factset provides in this new world.

So much for jobs coming back to the US. Mid and entry level jobs are disappearing by the tens of thousands and the trend is accelerating thanks to enhanced AI and its adoption across the jobs universe. Finance, law, entertainment are all in its crosshairs and the only people benefitting are those who can afford to play in the stock market. It’s time to rethink what’s happening around us.

The transformation of Verizon under CEO Dan Schulman, driven by AI, to mirror the goals of the Department of Government Efficiency (DOGE)—to achieve a radical reduction in operating friction and an aggressive overhaul of the cost structure—but focused on customers and internal processes rather than stove piped, bureaucracy.

Schulman has explicitly stated his plan is to "aggressively transform our culture, our cost structure and the financial profile" to make the company "simpler, leaner, and scrappier," using AI as the central engine for this change.

AI-driven transformation, analogous to a DOGE-style overhaul at Verizon:

AI as the "DOGE" for Verizon: Two Core Pillars
The transformation centers on AI simultaneously improving the customer experience (to drive retention) and automating operations (to slash costs).

1. Eliminating Customer "Bureaucracy" (The CX Overhaul)
   The goal is to use AI to dismantle the complexity and friction that causes customers to leave (churn).

Hyper-Personalized Offerings:

The Change: Instead of navigating complex plans and bundles, Generative AI analyzes each customer's real-time usage (data, call, streaming), device ecosystem, and loyalty history to instantly suggest the single best, most cost-effective plan for them. This simplifies the shopping process and eliminates the customer suspicion of being overcharged.

The DOGE Parallel: This eliminates "wasteful" time and frustration for the customer, much like streamlining a government form.

Proactive and Instant Customer Service:

The Change: AI-powered churn prediction models identify customers who are highly likely to have an issue or switch carriers before they even call. AI then triggers a proactive intervention, such as adjusting network capacity in their area, automatically applying a loyalty discount, or sending a personalized text to check in.

The DOGE Parallel: This is a shift from reactive management (only fixing problems after a complaint/crisis) to proactive, preventative problem-solving, eliminating the need for expensive, high-touch support calls.

Intelligent Agent Routing and Support:

The Change: When a customer does call, AI uses a "Fast Pass" or similar system to instantly categorize the caller's need (e.g., "international billing issue," "Fios speed problem") and route them to the exact human expert trained in that niche, cutting down transfer times and repeat explanations.

The DOGE Parallel: Maximizing the productivity of the human workforce by ensuring they only handle the most complex cases, eliminating time wasted on simple tasks.

1. Aggressively Restructuring the Expense Base (The Cost Transformation)
   AI will be deployed internally to achieve the "simpler, leaner" operations Schulman has promised, translating directly into major job role changes and cost cuts.

Automation of Back-Office Functions:

The Change: Intelligent automation takes over large-scale, repetitive tasks in billing, supply chain, and contract management. This results in significant staff reductions (layoffs) in administrative and support roles, a key part of the "scrappier" business model.

The DOGE Parallel: This is the direct application of "cutting wasteful expenditures" and "downsizing the federal workforce" by replacing manual labor with efficient software.

Network Optimization and Predictive Maintenance:

The Change: Machine Learning (ML) models continuously analyze network performance data to predict equipment failures, automatically adjust power consumption across cell sites, and optimize technician dispatch routes. The network essentially becomes self-healing and energy-efficient.

The DOGE Parallel: Modernizing technology and software to "maximize governmental efficiency and productivity," saving billions in maintenance and energy costs.

Precision Capital Allocation:

The Change: Data science and AI are used to determine precisely where capital should be invested (e.g., which specific neighborhoods need a 5G Ultra Wideband upgrade versus which areas can rely on existing infrastructure) to maximize subscriber growth and revenue return, rather than blanket spending.

The DOGE Parallel: Ensuring that every dollar is spent wisely and effectively to achieve strategic goals, much like a government audit of taxpayer funds.

The overall goal is a tectonic shift in Verizon's identity: from a company primarily defined by its physical network build-out to a digital-first, data-driven organization where AI dictates every interaction, promotion, and operational expense.

Notice how after a layoff, the Lumen higher ups like to post about the "wonderful awards" they seem to garner from this group or that group, and directors like to post about "brain storming" sessions with subordinates that they are working on things like AI and NAAS, but not addressing the real elephant in the room regarding declining revenues on the services that are still paying the bills? "look at this shiny thing over her, while we run Lumen into the ground" Kate and Kye are truly lost, it's no wonder why they jump from company to company, and bring all their friends with them.

Another Verizon setback is on the horizon. Cuts are being made without collaboration with leadership that is directly involved in the work. Not the slightest idea of who does what and their job function. Dan starts his vision by taking 10 steps back, and it will take many years to get back to where we are at the moment. While AI is the future, it often produces inaccurate results and information that is not even relevant to the data sets it has been instructed to review, summarize, and recommend. Can't wait to witness the lawsuits and chaos it produces.Well deserved to the leadership that is blind to the way systems and technologies are currently working!

Adobe has chosen not to give an FSA lump sum at the start of 2026. Something they've done since I started in 2011. Rather, they are going to spread it out over January to October. That significant change, among many other things I'm seeing around AI, suggests to me that they are aligning corp expenditures around planned mass layoffs at some point in 2026.

If your job can be done from home then it can be replaced by either AI or offshoring. I’m sorry, I’m not trying to be mean but blue collar is all that will be left in the near future.

when half the population is jobless because of AI, who is going to buy the products that the company needs to pay out the $80 MILLION a year that the executive board has been getting paid?

“In 2025, Verizon launched an innovative upgrade to its customer service program. Deriving its name from its June 24 launch date, Project 624 is only the first step in Verizon’s ambitions of being “the best applied AI company in the world.” The new product utilizes AI-driven tools to enhance the services provided by human agents, significantly upgrading the telecom giant’s customer experience platform and freeing up agents’ time significantly.”

Link:
https://www.bcg.com/publications/2025/driving-growth-innovation-leading-telco?fbclid=IwZnRzaAOFQj1leHRuA2FlbQIxMQBzcnRjBmFwcF9pZAo2NjI4NTY4Mzc5CGNhbGxzaXRlAjI1AAEerLAVPW9q5eP8p9m1WxxdwDETCbPZ7W2aPMXdKgGm30Sv_0fhZNjv6QzaNAc_aem_NdzCqx7G2lXzCBabvBgtpg

Greedy AI investment with un realistic expectations burned out IT team. IT teams started digging hole for all store and core employees, ended up digging too many. Now it's time to burry them all including the one who dug it in the first place.
Irony is, Now everyone is asking AI will they be on the list.

https://www.msn.com/en-us/money/companies/in-the-age-of-ai-ceos-quietly-signal-that-layoffs-are-a-badge-of-honor/ar-AA1QqxWA

In today’s CEO Daily: Geoff Colvin on how CEOs are becoming bolder about replacing human workers with AI.
The big story: White House considers reducing tariffs on food imports.
The markets: Down bad.
Plus: All the news and watercooler chat from Fortune.
Good morning. The wave of layoff announcements over the past few weeks is telling us something, most importantly, something that isn’t as easily measured as the number of jobs eliminated. It’s a change in the business environment. We can see this especially in big-company culture, a shift in what is OK and even virtuous to say out loud. Just maybe it’s signaling a new norm for employment and leadership. At its foundation, of course, is AI, regardless of whether companies say so directly.

Over the past two weeks. we’ve learned that Amazon will eliminate 14,000 jobs with plans to eliminate more. Target will cut 1,800 corporate jobs, the company’s biggest layoff in a decade. United Parcel Service reported it had eliminated a staggering 48,000 jobs so far this year. Verizon will lay off 15,000. Nestlé said it will cut 16,000 jobs, mostly white-collar, in the next two years. Why all those mega-layoff announcements in just a few weeks? The usual reasons don’t explain it. The economy hasn’t suddenly changed significantly. Companies could conceivably be bracing for a recession, though it’s far from clear when or if that might arrive; the Wall Street Journal’s October survey of economists shows growth increasing next year. The traditional season for general “slimming-down” layoffs is December and January.

The obvious explanation is AI. Amazon CEO Andy Jassy had already warned employees what was coming: “In the next few years,” he announced in June, Amazon “will reduce our total corporate workforce as we get efficiency gains from using AI extensively across the company.” The recent announcement emphasized “removing layers.” Target COO Michael Fiddelke (becoming CEO in February) didn’t say “AI,” but he said the company had “too many layers and overlapping work” and would “accelerate technology.” JPMorgan Chase isn’t announcing layoffs but is taking a stance to avoid hiring even as the company expects to grow. The company has “a very strong bias against having the reflexive response to any given need to hire more people,” CFO Jeremy Barnum told analysts recently. “There are definitely productivity tailwinds from AI.”

Note the language. It isn’t defensive or apologetic. Just the opposite—it’s direct and confident. Among Fortune 500 CEOs, having fewer employees is becoming a badge of honor. Call the new model Human Capital Lite, or from employees’ perspective, Right Sizing, Left Standing.

In January 2024, OpenAI CEO Sam Altman said, “In my little group chat with my tech CEO friends, there’s this betting pool for the first year when there’s a one-person billion-dollar company—which would have been unimaginable without AI and now will happen.”We’re not there yet, and we may never go there. But we’re getting closer.—Geoff Colvin

Contact CEO Daily via Diane Brady at diane.brady@fortune.com

The AI bubble is bursting, the so called AI factories are doomed. Yann LeCun left Meta tired with the shennanigans of Zuck and his honchos.. Nothing good on the horizon for Dell either..

Said specifically by CEO yesterday during UBS call. Also indicated Centene is not trying to grow at this point (hence the title) and that they are bracing for up to 30+ percent drop in ACA membership. Medicaid will really feel it come 2017. And that’s not even considering what impact continued gains in AI will mean for employees. I hate to be negative here, but I’m not seeing much upside.

This round is employees. Next round The Company is literally eliminating groups. Any business that's been struggling to make money is gone. They make no money in advertising because yahoo was a failure, they make no money in fleet, no money in video they failed at TV and the streaming business, no money in international business, no money in cyber security, no money in government contracts

Dan is focused on being a wireless phone company with hopes of AI bringing new ideas to the table. The old ideas are going to be eliminated

https://blogs.cisco.com/news/building-the-future-of-enterprise-ai-ciscos-intent-to-acquire-neuralfabric

OpenAI has been making it rain infrastructure deals. The AI startup just dropped another $38 billion on Amazon Web Services, adding to agreements with Oracle, Microsoft, AMD, and a plethora of other deals that total over $1 trillion this year so far. But there's one company conspicuously missing from the invite list to this very expensive party. Intel, the former belle of the Silicon Valley ball, is now watching everyone else dance.

So when OpenAI came knocking in 2017, hat in hand, asking Intel to invest in their fledgling AI startup, Intel said no thanks. Why would the king of computing need to bet on some nonprofit's sci-fi dreams?

Now, Intel is the one begging for a seat at the table while OpenAI doesn't seem to be interested.

"Why go back to a firm that has an inferior product and also snubbed you?" said Tim Derdenger, an associate professor at Carnegie Mellon's Tepper School of Business.

https://semiwiki.com/forum/threads/openai-wont-buy-intels-ai-chips-says-associate-professor.24015/

There is a new program across T&S call PDS. Anyone heard about it? They call themselves data leads and AI experts what is far from the truth. IDT said they will not survive 2026 but who knows.

In the next 6 months as the ai bubble will be in full affect

Strategy since TU acquired Neustar team to replace (cut) TU workforce. You dont know where you are heading; New tune now talking AI and so on. Prangana failed , OneDev 1.0 expired, One Tru & OneDev2.0 frozen; new tune AI 1.0
Soon dump stocks and then out of office.

“My grandfather was a union organizer in the garment district in New York City. My mother took me to a civil rights demonstration in Washington in my stroller”

What a fu--ing charlatan. Everyone around this a--hole is su-king up to him to keep their jobs. This was some low level account executive without a comp sci background just a month ago telling us the wonders of AI he’s exposed to cause he sees pre-release models. What would this fool be able to discern? Charlatans of Silicon Valley jingling keys in front of a boomer toddler. Ask grandpa if he can convert to PDF or if he needs perplexity to do that for him. Funniest thing about this farce is him talking about being scrappy and then going in hiring his buddy from Columbia who did a sh-t job there against the Trump admin.

If you are working from home, your job will be replaced by AI.

https://www.cnbc.com/video/2025/11/12/oracle-and-coreweave-represent-bad-behavior-in-the-ai-buildout-says-da-davidsons-gil-luria.html

Cisco had an incredible quarter.
J2 has righted the ship hyperfocusing on AI Infrastructure

http://techrights.org/n/2025/11/13/Under_IBM_Red_Hat_Isn_t_a_Linux_Company_It_s_Sold_to_Clients_as.shtml

The impending layoffs are about the same thing as it's always been about. Prioritizing PROFITS over people! This company is by no means struggling. Free cash flow for the nine months ended September 30, 2025 was $15.8 BILLION, an increase from $14.5 BILLION during the same period in 2024. This company is still making BILLIONS in profit. Where did the increase in revenue come from? Through price hikes and rising fees; and they wonder why churn is high?

There's a WSJ article where Dan is saying 'We'll hit AGI (human level intelligence) in the next 2-4 years'. He's a big proponent of pushing AI. Why?
Bc he is an investor in the AI field primarily as a Managing Partner at Valor Capital Group, which invests in various technology companies. Wall St and Silicon valley are obsessed with AI and they pushing it down our throats even though regular consumers are not asking for it. The demand for AI comes from the top down, not bottoms up.

Where is the HUMANITY in AI? What will happen to the PEOPLE after our jobs are replaced by AI? Seems like the Board has let the fox in to guard the hen house.

I’m happy our stock is up - but markets are over-rewarding hyperscaler AI exposure; ( we know the Hyperscaler ) Kudos to Martin ‘s Silicon One team and let’s hope they continue to deliver else will be punish harder next year - AI infra is the hottest narrative in tech.

Top-heavy CPO office not done much here - btw NO SECURITY headlines !!! What’s going on there ?

Looking at the feedback and followups from the flaccid ‘fireside chat’ meetings, you will see that Eliza was used to collate responses and determine what the outcomes were. There are bullets that spouted off management groomed responses. All you see is that all BNY working people are excited and thrilled with the direction of the company. Then Eliza somehow determined that people agree with the direction of management and our mission. Lastly, people felt the top level communication was very informative and appropriate.
Let that sink in and ask yourself, does anyone believe this speaks for the majority of people working here? Anyone?
It’s now official. Eliza is a lying BS tool that truly is artificial ‘intelligentsia’ at BNY’s elite management level. Not intelligence at all.

How many of us will be replaced by AI in the next few years?

https://fortune.com/2025/11/12/next-level-leadership-cisco-leaning-on-recruitment-upskilling-staff-ai-era/

Reports that Verizon leadership had denied mass closings are false. I work closely with Global Real Estate. We have stopped renewing some Retail leases about a year ago in preparation for mass closings. This will equate to about 2/3 stores per district being closed. Verizon wants out of the expensive in-person experience and move to AI. By 2030 all retail will be shifted to an app.

I wish everyone here the best.