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In a new memo, Shopify CEO Tobias Lütke announced that he’s looking to employ the use of more AI rather than additional human employees.
The Big Bet: The use of AI agents is already reshaping white-collar jobs, with Salesforce CEO Marc Benioff (who’s very invested in AI) calling the tech a “limitless workforce.” A report out of the UN’s Trade and Development organization estimates that a whopping 40% of jobs worldwide could be disrupted by AI by 2033.
Behind the Hires: You’re no longer just competing with people for an open job… you have to beat AI for it, too.
- Lütke informed his teams that they have to prove why AI can’t perform a job before requesting additional headcount or resources.
- He says everyone at the company needs to start using AI and claims that some superstar employees are already leveraging the tech to get “100X the work done.”
Closing Thoughts: Shopify isn’t the only company looking to update its workforce for the AI age. Klarna CEO Sebastian Siemiatkowski said last year that his company’s AI does the work of roughly 700 customer service agents and will likely lead him to cut his human workforce by half eventually.
With tariffs pulling the rug from under Shopify, it’s no surprise that Lütke would make the decision as a cost-cutting measure… which might embolden other companies in the same position to make a similar announcement.
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