Amazon stock is up 170% since the start of 2023. It is absolutely cheaper to fire employees who are owed hundreds of thousands or even millions in stock grants over the next 2-3 years and replace them with new hires. Doubly so at Amazon where vesting is all back-loaded (5/15/40/40).

Doesn't that also make current employees nervous that the same will happen to them, and that their backloaded grants are at risk until they cross the finish line? It would seem pretty de-motivating, even for those who aren't let go in this RIF.

At what point does the board and Bezos start thinking Jassy is the problem?

> At what point does the board and Bezos start thinking Jassy is the problem?

A company either dies a hero or lives long enough to install its own Ballmer.

Took MS 14 years to figure that one out. Even with accelerating tech timelines, Jassy has some time.

Hopefully soon. He's big innovations as CEO have been betting everything on AI and RTO

That’s what most institutional investors seem to want

We need them in the office... but also to replace them with AI...

All sounds like a sick fetish. I want to see them getting replaced - I want to see the look on their face and their archive box walk

The fetish, if you can call it that in this context, is control.

Even if they did, who would replace him? The risk of choosing someone that could end up making things even worse is pretty high.