微软CEO公开信透露的“残酷真相”：公司盈利很好，但依然要裁员_老虎社区_美港股上老虎

微软CEO公开信透露的“残酷真相”：公司盈利很好，但依然要裁员

华尔街见闻2025-07-28

纳德拉在一份为9000名员工裁员进行辩护的内部公开信中强调，公司"比以往更成功"却仍要削减岗位。纳德拉反复提及"忘却旧知识"和"学习新技能"，暗示部分员工技能已过时。分析称，盈利性裁员成为新常态，这份备忘录实际上是整个软件行业的"天气预报"，预示着AI冲击下的行业巨变即将到来。微软CEO纳德拉（Satya Nadella）的一份内部公开信正在揭示科技行业的残酷转型现实：在AI驱动的变革中，即使业绩...

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Nadella）的一份内部公开信正在揭示科技行业的残酷转型现实：在AI驱动的变革中，即使业绩蒸蒸日上的公司也将大规模裁员，软件行业将首当其冲承受这一冲击。在这份为9000名员工裁员进行辩护的1150字备忘录中，纳德拉试图调和两个看似矛盾的现实——公司\"比以往任何时候都更成功\"，却仍要削减就业岗位。这一叙述框架反映出AI理论上将让公司更有盈利能力，但雇佣更少员工的严峻现实。纳德拉在备忘录中反复提及\"忘却旧知识\"和\"学习新技能\"，暗示部分员工的技能已经过时，公司选择雇用更少但更符合AI战略的专业人才。分析指出，这份备忘录的影响远超微软本身，它实际上是整个软件行业的\"天气预报\"。正如快速自动化改变了工业经济，数字经济也将面临同样的变革冲击，当前的软件业务模式将承受AI冲击的主要影响。盈利性裁员成为新常态Nadella在备忘录中写道：\"从任何客观标准来看，微软都在蓬勃发展：我们的市场表现、战略定位和增长都指向上升趋势。我们在资本支出上的投资比以往任何时候都多。这就是在一个没有特许价值的行业中成功的谜题。\"据见闻此前文章，今年7月，微软针对销售岗的9000人削减，恰发生在一季度营收加速增长后。公司今年累计裁员1.5万人创历史记录，同期AI基础设施投入激增至800亿美元。这段话试图为一个困难的问题提供答案：一家公司如何能够\"比以往更成功\"的同时却要裁员？在传统行业中，这就像医疗机构说\"我们赚了很多钱，但要裁掉护士用机器替代\"，或钢厂CEO说\"当然我们在盈利，但因为智能制造的到来要裁掉工人\"。\"在没有特许价值的行业中成功的谜题\"这一表述，实际上是另一种合理化手段。纳德拉将当前转变与1990年代PC革命进行比较是精心计算的，既激发了兴奋感和错失恐惧，同时将重大技术变革需要人员伤亡的观念常态化。\"学习\"口号下的技能淘汰当纳德拉说\"我们想要实现的成功将由我们经历这一困难的遗忘和学习过程的能力来定义\"时，他试图将注意力从即时挑战转向未来可能性。然而，这种方法掩盖了严酷现实：今天和不久将来的痛苦将是残酷的。微软领导层实质上在表达，他们裁员并非因为财务困难，而是因为这些员工不符合公司以AI为重点的战略，反复提到\"遗忘\"和\"学习\"暗示某些员工的技能已过时。公司选择雇佣更少但拥有更相关专业知识的员工，而不是投资于再培训。当纳德拉使用\"学习\"这个词时，它并非鼓舞人心的，而是伪装成激励的警告。这一严酷现实将面对许多员工。软件行业面临全面冲击这份备忘录预示着整个技术行业的新现实。忠诚已成为单向街道：员工必须保持忠诚，但科技公司只需要在他们认为必要时提供\"机会\"。新的行业规则正在形成：无论公司财务状况如何，裁员都将被用于战略定位；利润为投资转型提供机会，有时这涉及消除就业岗位；战略性裁员将不再与公司财务健康状况挂钩。据分析，盈利性裁员的常态化可能成为硅谷向更广泛经济领域输出的下一个重大趋势。就像快速自动化改变了工业经济一样，软件行业将首当其冲地承受AI冲击的影响。这正是纳德拉备忘录背后的真相——一个即将到来的行业巨变的预告。","kind":"highlight","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":2,"commentSize":0,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}