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Oracle shed about 20k roles globally in the last year

bbc.com

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Re: Oracle shed about 20k roles globally in the last year

#51

Post by WoodenChair »

mrtksn wrote: post #48

What's stopping anyone else from using AI and eat into Oracle's market? Maybe know how specific for the market but at least 20K people with know how on this business are available at this moment. I'm inclined to believe that its no longer the case of employees being replaced by AI but simply those businesses being replaced by AI and the current businesses who were able to benefit from AI are reaping the momentum they…

> What's stopping anyone else from using AI and eat into Oracle's market?

Open source databases have already been doing this for decades. You can’t just clone its products and expect to eliminate it. Oracle is driven by a strong sales culture and ruthless business strategy.

Re: Oracle shed about 20k roles globally in the last year

#53

Post by DanielHB »

GL26 wrote: post #30

Now is precisely not the time to cut jobs, but to invest in people's usage of AI. You have domain expertise, and you are going to burn tokens trying to replace people's jobs, but the AI revolution is not at all about people replacement, its about a change of paradigm. Watch them closely rehire thousands of new employees (who won't have the domain expertise) once they see that you actually need people to operate their…

What I don't get is why these companies are in all the rush to replace people with AI tools. Stuff is changing so fast that capital investment right now will just need to be reworked on after a few years when things settle down a little.

And that is not even considering how much it costs to run AI right now at scale AND retraining people to use the new tools AND possible disruption in existing workflows.

If I was running a large org I would actively try to slow down AI adoption in most areas until there are clear established solutions.

Re: Oracle shed about 20k roles globally in the last year

#54

Post by cm2187 »

VladVladikoff wrote: post #18
angoragoats wrote: post #3

Earlier quoted context omitted.

IMO it’s not sudden, the AI excuses have been gradual and ramping up for a couple years now.

Maybe because the models keep getting better and the tools are slowly getting good enough to replace people? Keep in mind we’re talking about oracle here, it’s not like we’re talking about humanity’s best and brightest.

Say what you want about their business practices, their products are top notch.

Re: Oracle shed about 20k roles globally in the last year

#55

Post by mrtksn »

WoodenChair wrote: post #51
mrtksn wrote: post #48

What's stopping anyone else from using AI and eat into Oracle's market? Maybe know how specific for the market but at least 20K people with know how on this business are available at this moment. I'm inclined to believe that its no longer the case of employees being replaced by AI but simply those businesses being replaced by AI and the current businesses who were able to benefit from AI are reaping the momentum they…

> What's stopping anyone else from using AI and eat into Oracle's market? Open source databases have already been doing this for decades. You can’t just clone its products and expect to eliminate it. Oracle is driven by a strong sales culture and ruthless business strategy.

And why AI can't do all that? Apparently it can be a doctor, engineer, musician etc. but when it comes to do the jobs of certain class of people suddenly can't do that. It doesn't add up, maybe sales isn't as impossible to learn and do?

Re: Oracle shed about 20k roles globally in the last year

#56

Post by cryo32 »

None of this is due to AI. That’s just the cover story that stops the stock crashing. The reality is the market is contracting and it’s doing that because the extraction and monthly financial models are hurting other businesses which are also contracting because of lower customer demand.

Re: Oracle shed about 20k roles globally in the last year

#57

Post by red75prime »

Roark66 wrote: post #52

They will be hiring frantically next year. These companies seem to be led by mind bogglingly short sighted people. Maybe they should be replaced by AI. It can't possibly get any worse than now, right?

An adjacent comment: "For those curious, this is a report about firings from the last year. Not a new round of layoffs."

Re: Oracle shed about 20k roles globally in the last year

#58

Post by scary-size »

cryo32 wrote: post #56

None of this is due to AI. That’s just the cover story that stops the stock crashing. The reality is the market is contracting and it’s doing that because the extraction and monthly financial models are hurting other businesses which are also contracting because of lower customer demand.

IIRC, WARN filings in NYC require to indicate whether lay-offs were due to AI. None of the filings of the past year checked that box [1]

[1] https://www.hrgrapevine.com/us/content/article/2026-02-11-ai...

Re: Oracle shed about 20k roles globally in the last year

#59

Post by catigula »

cryo32 wrote: post #56

None of this is due to AI. That’s just the cover story that stops the stock crashing. The reality is the market is contracting and it’s doing that because the extraction and monthly financial models are hurting other businesses which are also contracting because of lower customer demand.

Source

>I made it up. It was invented by a writer.

Re: Oracle shed about 20k roles globally in the last year

#60

Post by catigula »

scary-size wrote: post #58
cryo32 wrote: post #56

None of this is due to AI. That’s just the cover story that stops the stock crashing. The reality is the market is contracting and it’s doing that because the extraction and monthly financial models are hurting other businesses which are also contracting because of lower customer demand.

IIRC, WARN filings in NYC require to indicate whether lay-offs were due to AI. None of the filings of the past year checked that box [1] [1] https://www.hrgrapevine.com/us/content/article/2026-02-11-ai...

We had the cops investigate themselves and they found no evidence of wrong-doing.
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