GM, Ford, and Stellantis have cut 20,000 white-collar jobs. AI is about to accelerate the trend.
Briefly

GM, Ford, and Stellantis have cut 20,000 white-collar jobs. AI is about to accelerate the trend.
"GM laid off between 500 and 600 IT workers in Texas and Michigan this week, partially due to changing workforce needs related to artificial intelligence. The cuts accelerated this week when GM laid off between 500 and 600 IT workers in Texas and Michigan, partially due to changing workforce needs related to artificial intelligence."
"Combined white-collar employment across the three automakers peaked at roughly 102,000 jobs in 2022. By the end of last year, it had fallen to 88,700. GM led the reductions, cutting approximately 11,000 salaried positions from a 2022 peak of 58,000, driven by the wind-down and eventual discontinuation of its Cruise robotaxi division, rolling workforce evaluations under CEO Mary Barra, and now AI-related restructuring."
"The disconnect between the cuts and the hiring tells you where the industry thinks the value is moving. The three automakers currently have more than 2,000 open US positions, of which nearly 400 involve AI. GM alone is seeking more than 250 AI-related roles. The company is simultaneously eliminating the workers who maintained legacy IT systems and recruiting the people who will build the AI systems that replace them."
"“Artificial intelligence is going to replace literally half of all white-collar workers in the US,” Ford CEO Jim Farley said in July at the Aspen Ideas Festival. The statement is more provocative than most CEO prognostications, but it aligns with"
General Motors, Ford, and Stellantis have reduced combined US salaried employment by more than 20,000 since recent peaks this decade, cutting about 19% of their combined white-collar workforce. White-collar employment peaked around 102,000 jobs in 2022 and fell to 88,700 by the end of last year. GM accounted for the largest decline, cutting roughly 11,000 salaried roles from a 2022 peak, influenced by the wind-down and discontinuation of its Cruise robotaxi division and subsequent workforce evaluations, with additional AI-related restructuring. GM also laid off 500 to 600 IT workers in Texas and Michigan while hiring for about 250 AI roles. The companies report thousands of open US positions, with nearly 400 AI-related roles, indicating a shift from maintaining legacy systems toward building AI systems.
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