Whatever happened to "show, don't tell"? Other productivity boosters certainly didn't need such memos; they were naturally adopted because the benefits were unambiguous. There were no "IDE-first company memos" or "software framework-first company memos"; devs organically picked these up because the productivity gains were immediately self-evident.
But for an individual cobbler, you basically got fired at one job and hired at another. This may come as a surprise to those who view work as simply an abstract concept that produces value units, but people actually have preferences about how they spend their time. If you're a cobbler, you might enjoy your little workshop, slicing off the edge of leather around the heel, hammering in the pegs, sitting at your workbench.
The nature of the work and your enjoyment of it is a fundamental part of the compensation package of a job.
You might not want to quit that job and get a different job running a shoe assembly line in a factory. Now, if the boss said "hey, since you're all going to be so much more productive working in the factory, we'll give you all 10x raises" then perhaps you might be more excited about putting down your hammer. But the boss isn't saying that. He's saying "all of the cobblers at the other companies are doing this to, so where are you gonna go?".
Of course AI is a top-down mandate. For people who enjoy reading and writing code themselves and find spending their day corralling AI agents to be a less enjoyable job, then the CEO has basically given them a giant benefits cut with zero compensation in return.