David Friedberg

Here it is.

I suggest everybody read it.

When you send a missive like this to your employees, you're trying to communicate something to them and to the public market.

So he published it on his website.

He talks about dozens of AI projects, AI tools for advertisers, obviously, GenII for sellers, their product detail page.

He's talking about Alexa coming back with a brand new version, shopping assistance, everything.

But then he started talking about the workforce size.

He says in this manifesto, in the next few years, we expect this will reduce our total corporate workforce as we get efficiency gains from using AI extensively across the company.

So my question to you, Thomas, is when you hear public CEOs talking about lowering the number of employees while they're growing 10%, 20% per year,

This is obviously awesome for earnings, the share price, but there's going to be massive job displacement.

Any thoughts on the job displacement, job replacement, and society navigating that?

And just as well, Andy Jassy specifically, and what you think of Amazon as a business and them being a player in AI and AI being a player in their business?

Chamath, any thoughts on Amazon?

They didn't come up, but obviously AWS crushing it, and they're a major player, and they have their own silicon they're making.

You mentioned that being an important part of the stack.

And then you have Optimus and robots figure that are going to be in their factories.

That's a lot of jobs, delivery robots.

They're doing drones like Zipline.

They have their own version of it, obviously, and they're doing Zoox.

So if you just look at their behavior and you look at their investments, they're massively, massively investing in robotics, robotics,