近期，Meta、Google 和 Broadcom 等科技巨头纷纷进行裁员，但并非由于业务下滑，而是 AI 发展带来的内部效率提升和成本结构变化。Meta Superintelligence Labs 的裁员便是 AI 成果显著的体现，表明 AI 正在重塑科技行业的成本结构。裁员并非需求驱动，而是 AI 改变了技术本身的成本结构。Meta 内部的 AI 项目众多，此次裁员主要集中在重叠的研究或支持团队，标志着公司正从“AI 研究模式”转向“AI 产品化模式”，一旦模型训练部署完成，维护所需人力将减少，尤其在内部工具自动化大量工程师手动工作的情况下。这如同飞机达到巡航高度后，驾驶舱所需人手减少。AI 正在自动化中层技术和运营岗位，用重复和协调的自动化取代人力，从而实现更高效的执行。

🤖 **AI 驱动的效率提升与成本重塑**：科技公司如 Meta、Google 和 Broadcom 的裁员并非业务不佳，而是 AI 技术发展带来的内部结构调整。AI 的成功正在改变科技行业的成本结构，通过自动化工作流程，减少对传统人力岗位（尤其是中层技术和运营岗位）的需求，从而实现更高的运营效率。

💡 **从 AI 研究到产品化模式的转变**：Meta 的裁员尤其体现了从“AI 研究模式”向“AI 产品化模式”的战略转变。当 AI 模型训练和部署完成后，维护和迭代所需的团队规模将显著缩小，尤其是在自动化工具已能承担大量重复性工作的情况下，公司将更侧重于效率、推理和商业化。

🚀 **AI 自动化取代重复与协调工作**：AI 的发展正如同工业革命取代体力劳动一样，开始取代重复性和协调性的工作。这使得科技公司能够以更少的人力执行更多的想法和项目，将资源集中在创新和核心业务发展上，而非维持庞大的执行团队。

A version of this story originally appeared in the BI Tech Memo newsletter.Sign up for the weekly BI Tech Memo newsletter here.

Meta chopped 600 employees from its Meta Superintelligence Labs group this week. Google is removing managers again. Broadcom cut staff recently, too.

These 3 companies have one thing in common: They are growing quickly and minting money from the AI boom. So why are they still shedding employees?

I asked Brad Gastwirth, global head of research and market intelligence at Circular Technology. He's been analyzing the tech industry for decades.

"The Meta cuts are a perfect example of AI working too well not failing. These aren't demand-driven layoffs; they're the result of a massive internal restructuring as AI changes the cost structure of tech itself."

This is perfectly illustrated by another scoop this week from Business Insider's Jyoti Mann. She reported that Meta executive Michel Port recently told some employees that their jobs were being replaced by new automated processes.

Here's the rest of Brad's take, edited for clarity and length:

"In Meta's case, it looks like a consolidation and reprioritization issue. Meta has hundreds of separate AI initiatives spanning Llama, infrastructure, content moderation, recommendation systems, and ad optimization. The 600 jobs being cut are largely from overlapping research or support teams as Meta shifts from "AI research mode" to "AI productization mode." Once the models are trained and deployed, you simply don't need the same headcount to maintain that velocity, especially when internal tools are now automating much of the work engineers used to do manually.

Think of it like the moment after an airplane reaches cruising altitude: you need fewer hands in the cockpit. The heavy lift training, data labeling, model architecture is done. Now the focus is on efficiency, inference, and monetization.

More broadly, all the major AI players — Meta, Google, Microsoft, Broadcom — are demonstrating the same pattern. They're investing billions in infrastructure while trimming the human layers that are being displaced by those very systems. It's not layoffs because business is bad; it's because AI is doing exactly what it promised: automating middle-tier technical and operational roles.

If the industrial revolution replaced muscle, AI is replacing repetition and coordination. It's not that Meta or Google suddenly need fewer ideas; they just need fewer people to execute them."

Sign up for BI's Tech Memo newsletter here. Reach out to me via email at abarr@businessinsider.com.