Jamal Khashoggi

I mean, it confirms what I predicted last year, that Amazon would be cutting all these jobs for robots.

That's all.

It's not confirmation bias.

Actually, they have less employees now than they did three years ago.

Yep.

Yeah, it's interesting you picked 2018 as the point because the actual peak employment there was 1.6 million in 2021, and it's now 1.55 in 2025.

Yeah, no, there's definitely nuance here.

I would believe Andy Jassy when he says we're going to be reducing jobs.

And when this chart shows that they're flat to down over the last five years and that that same trend is just happening at Google, like I just showed, because there is a static team size or slightly down team size that's occurring at all these companies.

And it is notable.

And then on top of this, which has occurred in the review mirror for the past five years because of COVID return to office and efficiencies.

They're saying, hey, we've got to come up with a way to frame these robots coming into the factory as a good thing.

So Americans don't get really upset at us and we need to buy more toys for tots.

I think you'd be underestimating exactly what's happened with LLMs being put into robots.

We've had these robots before, but they were very purpose built.

As you pointed out many times, Friedberg, they were able to do like one very simple thing very well.

Now we're going into general robotics, like the Optimus, like the figure.

And those are designed to be able to learn anything.

And they're going to be absolutely a game changer.

They're going to be able to do a hundred times, a thousand times what the purpose-built robots do.