华尔街：亚马逊裁员力度不够，devices和Alexa得继续裁！

摩根士丹利：亚麻需要削减非核心业务的开支。

‘We look for even more discipline’ on Amazon’s non-core spending, analysts say

金融分析师表示：希望devices 和 alex能进一步削减开支。因为亚马逊 100-150亿的 other bets开支，大部分来自 devices和alexa。

The Morgan Stanley analysts said they expected the layoffs at Amazon to lead to around $3.6 billion in yearly savings. But they said they were surprised that most of Amazon’s layoffs will be concentrated in Amazon Stores and its People Experience and Technology Solutions — or PXT — teams.

They said they expected more paring back within the company’s segments devoted to devices and Alexa — Amazon’s AI assistant — which they believe comprised a majority of the estimated $10 billion to $15 billion in what the analysts called “other bets” investment projects.

source: Amazon is laying off more than 18,000. Morgan Stanley is looking for the company — and the tech industry — to tighten things up even more-more-11672949322

匿名用户 发表于 2023-1-6 07:07
金主不满意

customer 不满意，管理层需要更加
* Dive Deep
* Obsess to Customer/金主
* Earn Trust from 金主
* Think Big -- retail和ads这么紧密，裁retail长远影响ads的未来
* Are Right, A Lot -- Leaders/金主 are right a lot. They have strong judgment and good instincts.
* Bias for Action——拖拖拉拉远不如Meta啥干脆，决策交流也貌似拖泥带水到现在没和金主讨论清楚，Speed matters in business.

By the way, 但愿金主哪天站出来说：”AMZN别那么疯狂pip，需要增加公司diversity“

补充内容 (2023-01-07 00:11 +8:00):
金主没注意AMZN各种toxic culture --hire to fire, diversity导致unfair toxic？

PUA啥倒无所谓，金主们估计挺喜欢PUA

花街是要扼杀这些公司所有关于未来的投资，变成短期不断压榨的印钞机，而长期没有未来。。。
到时候花街赚钱，企业倒闭，花街再换新一批企业投资。

华尔街把这些大公司每一块业务的支出和潜在回报研究的明明白白

这些部门通过pip更好，既能裁掉大包，还能给剩下的人打鸡血。stores等等无差别裁员更合适，那些人容易替换

补充内容 (2023-01-06 21:42 +8:00):
"We will look to see whether a significant portion of these headcount reductions will still becoming from these more expensive teams,” the analysts said.

金主不满意

其实不管怎么裁裁多少都阻止不了股价下跌，美联储不降息科技行业只会一路走低

涩涩发抖ing

ZhouyangSTVS 发表于 2023-1-6 08:18
其实不管怎么裁裁多少都阻止不了股价下跌，美联储不降息科技行业只会一路走低

Meta涨确实有点不正常，说实在觉得Meta问题感觉比AMZN大挺多

链接打不开？

我觉得凭借码农智商，应该在被裁后去摩根士丹利当分析师，取代掉这些经济学毕业小水货。