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The Hard Numbers Around Layoffs Today

9 snips
Nov 4, 2025
They dive into the wave of layoffs hitting giants like Amazon and Microsoft, debating if AI advancements or pandemic-era overhiring are to blame. Insightful analysis of ADP's job reports reveals conflicting labor trends, while they explore the rising efficiency of AI in the workplace. The discussion includes the impact of layoffs on company profitability and how consulting firms might adapt to the AI-driven future. Striking marketing moves from Disney and Google spark curiosity about their implications, rounding out a thought-provoking dialogue.
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INSIGHT

Widespread Layoffs Signal Labor Weakness

  • Companies across sectors announced large layoffs, suggesting a weakening labor market.
  • Reported cuts include UPS, Amazon, Intel, Nestle, Accenture, Ford, Novo Nordisk, Microsoft, and PwC.
INSIGHT

ADP Shows Modest Hiring Despite Layoffs

  • ADP's weekly reports showed modest job additions over recent four-week periods.
  • This contrasts with high-profile layoffs and complicates the labor-market picture.
INSIGHT

AI Blamed, But Overhiring Likely Root

  • Companies often claim AI efficiencies as reasons for cuts, but many experts suspect overhiring from COVID-era expansion.
  • Public messaging favors 'AI' as it sounds modern and avoids admitting bloat or poor profitability.
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