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alwillislast Tuesday at 9:20 PM2 repliesview on HN

FAANG has shedded between 81,000 and 87,000 workers in the past 5 years; I suspect a significant chunk of these jobs aren't coming back.

Seems to me the companies are mostly in a holding pattern: sure, if an important project needs more bodies, it's probably okay to hire. I suspect that lots of teams have to make do until further notice.

Are some teams using AI instead of hiring junior engineers? I don't think there's any doubt about that. It's also a trial period to better understand what the value-add is.

Based on listening to engineers on various podcasts, almost all of them describe the current level of AI agents as being equivalent to a junior engineer: they're eager and think they know a lot but they also have a lot to learn. But we're getting closer to the point where a well-thought out Skill [1] can do a pretty convincing job of replacing a junior engineer.

But—at the rate AI is improving, a company that doesn't adopt AI for software engineering will be at a competitive disadvantage compared to its peers.

[1]: https://www.anthropic.com/engineering/equipping-agents-for-t...

    Meta (Facebook)

    2022: ~11,000 employees (13% of workforce)
    2023: ~10,000 employees plus 5,000 open positions eliminated
    2024: Multiple smaller rounds totaling ~100-200 employees
    2025: ~3,600 employees (5% of workforce, performance-based cuts)
    Total: Approximately 24,700-25,000 employees

    Amazon

    2022: ~10,000 employees
    2023: ~17,000 employees (split between multiple rounds)
    2024: Smaller targeted cuts
    2025: ~14,000 employees announced
    Total: Approximately 41,000+ employees

    Google (Alphabet)

    2023: ~12,000 employees (6% of workforce)
    2024: Multiple smaller rounds, hundreds of employees
    2025: Several hundred in Cloud division and other areas
    Total: Approximately 15,000-20,000 employees

    Apple
    Apple has been an outlier among FAANG companies:

    2022-2023: Minimal layoffs (hiring freeze instead)
    2024: ~700+ employees (primarily from canceled Apple Car project and microLED display teams)
    2025: Small cuts in sales and other divisions
    Total: Approximately 800-1,000 employees (significantly less than peers)

    Netflix

    2022: ~450 employees across two rounds (150 + 300)
    2023: Smaller targeted cuts in animation and drama divisions
    2024-2025: Minimal additional cuts
    Total: Approximately 500-600 employees

    Overall FAANG Totals

    Across all five companies over the past 5 years: approximately 81,000-87,000 workers
    have been laid off, with the vast majority occurring in 2022-2023
    during the post-pandemic correction period.

Replies

JohnMakinlast Tuesday at 10:29 PM

> Based on listening to engineers on various podcasts, almost all of them describe the current level of AI agents as being equivalent to a junior engineer: they're eager and think they know a lot but they also have a lot to learn. But we're getting closer to the point where a well-thought out Skill [1] can do a pretty convincing job of replacing a junior engineer.

The people that comment as such are either so disconnected from the software development process or so bought in on the hype that they are forgetting what the point of a junior role is in the first place.

If you hire a junior and they're exactly as capable as a junior 3 years later (about how far we're in now) many organizations would consider letting that employee go. The point of hiring a junior is that you get a (relative to the market) cheap investment with a long-term payoff. Within 1-2 years if they are any good, they will not be very junior any more (depending on domain, of course). There is no such promise or guarantee with AI, and employing an army of junior engineers that can't really "learn" is not a future I want to live in as a mid-career senior-ish person.

Of course, you can say "oh, it'll improve, don't worry" but I live in the present and I simply do not see that. I "employ" a bunch of crappy agents I have to constantly babysit only to output more work "units" I could before at the cost of some quality. If I had spent the money on a junior I would only have to babysit for the first little while and then they can be more autonomous. Even if they can improve beyond this, relying on the moat of "AI" provider companies to make this happen is not exactly comfortable either.

show 1 reply
GoToROlast Wednesday at 5:37 PM

One of those companies sent me a linkedin request with a specific role. I searched on their website and there were very few roles and none like the one they proposed. So they are doing stealth hiring now. You can't let the world know you need people when you are supposed to use AI.