Layoffs are feeling awfully tempting for a lot of companies right now

商业
2 min read
2026-03-25
Guide
开年不久,裁员潮就席卷而来。根据美国就业顾问公司刚刚发布的数据显示,今年 1 月的裁员规模创下了 2009 年经济危机以来的最高纪录。当所有人都把矛头指向人工智能,认为是 AI 抢走了白领的饭碗时,华尔街的反应却耐人寻味——那些裁员的公司,股价反而涨了。这背后究竟藏着什么逻辑?当下裁员潮的背后,究竟是什么原因在作祟?让我们和 Natasha 一起走进今天的文章。
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January layoffs were the biggest for the start of a year since 2009, during the Great Recession, the outplacement firm Challenger, Gray & Christmas reported.

Much of the chatter around recent layoffs centers on fears that this is just the start of AI decimating white-collar jobs.

But job cuts often don't have as much to do with AI as with pragmatic decisions to reduce costs. That's particularly true for firms that grew rapidly during the pandemic, only to see demand soften subsequently. AI is just a convenient scapegoat.

For years, some firms have been trying to thin layers of both middle management and rank-and-file workers to create smaller, more nimble teams. In some industries, like tech, where many companies bulked up during a pandemic-era boom, layoffs can also bring payroll back in line with demand.

While cuts are unpleasant for all but the most hard-nosed CEOs — and, of course, the affected workers — they're often a hit with investors.

From Meta to Spotify, Wall Street has rewarded companies that trim staff and cut costs in recent years. When markets applaud job cuts, and compensation is tied to a company's stock performance, that incentive structure can make such decisions easier than they might otherwise be.

In general, Tim Walsh, CEO of KPMG US, doesn't see AI behind many corporate cutbacks. Instead, he said KPMG will likely need to hire more people as it continues to develop and incorporate AI tools into its business.

Understandably, AI anxiety remains pervasive, however. A lot of people have been just waiting for the AI shoe to drop. Yet because it often takes companies a while to adopt new technology, not all of the reductions are likely to show up right away.

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Layoffs are feeling awfully tempting for a lot of companies right now

2026-03-25

开年不久,裁员潮就席卷而来。根据美国就业顾问公司刚刚发布的数据显示,今年 1 月的裁员规模创下了 2009 年经济危机以来的最高纪录。当所有人都把矛头指向人工智能,认为是 AI 抢走了白领的饭碗时,华尔街的反应却耐人寻味——那些裁员的公司,股价反而涨了。这背后究竟藏着什么逻辑?当下裁员潮的背后,究竟是什么原因在作祟?让我们和 Natasha 一起走进今天的文章。