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  • It was, you know, one of the hardest calls that I've had to make in the 18 years of running the company.

    那是我經營公司 18 年以來,必須做出的最困難決定之一。

  • Company-wide announcements from tech CEOs have all had similarities recently.

    近期科技公司執行長向全公司的宣布都有共通性。

  • - This is a very difficult decision. - Tough decision.

    - 這是非常艱困的決定。 - 困難的決策。

  • Amazon is preparing to lay off up to 10,000 workers.

    Amazon 準備要解僱近一萬名員工。

  • Meta is cutting 11,000.

    Meta 將裁員 1 萬 1 千人。

  • Netflix has made big cuts, so has Shopify, Snap, Twitter.

    Netflix 做了大幅縮編,Shopity、Snap、Twitter 也一樣。

  • Well, maybe that's a unique circumstance.

    不過 Twitter 的狀況或許比較特殊。

  • Here are the macro and micro reasons why the tech industry is seeing massive layoffs right now.

    以下是科技業目前有這麼多縮編狀況的大、小原因。

  • Picture it: Silicon Valley, 2019.

    想像一下:2019 年的矽谷。

  • These three major tech companies' revenues were growing steadily as everything moved online.

    這三間主要科技公司的營收隨著一切轉為線上而穩定成長。

  • And their number of employees was also growing.

    他們的員工數量也在成長。

  • Then, of course, the pandemic hit.

    當然,新冠肺炎接著襲擊了。

  • People began shopping from home, binge-watching, and just generally being online more.

    人們開始在家購物、追劇,基本上就是花更多時間使用網路。

  • Not only did the revenues of many of these tech companies skyrocket, but so did their head count.

    這些公司不僅僅是營收一飛沖天,他們的員工數也是如此。

  • I think Amazon is the quintessential example here.

    我覺得 Amazon 是這個狀況的典型範例。

  • If you're promising two-day shipping, you have to deliver two-day shipping.

    如果你承諾兩天送貨時間,那你就必須做到兩天送貨。

  • Amazon, in response, just had to hire many, many more people.

    為了因應,Amazon 只好僱用更多人。

  • Not only did Amazon grow its delivery operation but it also grew from its web services.

    Amazon 不僅是讓貨運成長,也提升了其網路服務。

  • Companies and businesses that might not have been online before now had an online presenceyou have to hold that data somewhere.

    過去可能不在線上的公司與企業現在在網路上也有一席之地,那些資料必須儲存在某個地方。

  • And, so, Amazon saw their cloud computing service do very well during the pandemic.

    所以 Amazon 在疫情期間發現他們雲端運算服務的業績良好。

  • Revenues stayed high through 2021, and many tech CEOs thought the growth would continue at the same rate they had seen for the last two years.

    營收在 2021 年居高不下,許多科技公司執行長都認為這個成長會以他們過去兩年看到速度持續成長。

  • We're gonna continue to invest aggressively into the growth opportunities that we see.

    我們講持續積極投資在我們看到的成長機會。

  • So, they continued the hiring spree, and not just a lot of employees but some expensive employees.

    所以他們繼續瘋狂徵人,不只是一般員工,而是高薪員工。

  • Because this is also when the talent wars ramped up, where companies were vying for in-demand employees.

    因為這也是人才戰高漲的時期,公司爭相爭奪搶手員工。

  • Facebook launching the Metaverse is a prime example.

    Facebook 推出 Metaverse 是個主要案例。

  • From now on, we're going to be Metaverse-first, not Facebook-first.

    從現在開始,我們將以 Mataverse 優先,而不是 Facebook 優先。

  • We saw about 100 or so people leave Microsoft for Meta, and some of these people who left the company said that they were being offered double their salary.

    我們看到約百人為了 Meta 離開微軟,這些離開公司的人當中,有人表示他們被給予雙倍薪資。

  • But by 2022, consumer habits had changed in a big way.

    但到了 2022 年,消費者習慣大幅地改變。

  • People were no longer stuck inside.

    人們不在被困在室內。

  • Netflix saw a drop in subscribers for the first time in over a decade.

    Netflix 在超過十年的時間內,首次見證訂閱者人數下降。

  • People began spending more of their money on services and less on goods.

    人們開始花更多的錢購買服務,而更少在商品上。

  • Revenues for many tech companies started to stall or even decline for the first time.

    許多科技公司的營收也初次開始停滯,甚至下跌。

  • Some of these CEOs sort of overestimated where that new middle ground is.

    這些執行長當中,有人高估了新的中間點在哪裡。

  • Which is why they're explaining while apologizing that they grew too fast.

    這就是為什麼他們說明自己成長太過快速時,同時會道歉。

  • Each tech company has also faced distinct problems.

    每間科技公司也面臨了明顯問題。

  • A major one?

    一大問題是?

  • Apple's privacy change, which required apps to ask users if they wanted to be tracked.

    Apple 隱私政策的改變,要求應用程式詢問使用者他們是否想要被追蹤。

  • It affected a key component of many of these social media companies' digital ad-focused business models.

    它影響了許多社交媒體公司的數位廣告商業模型的關鍵要素。

  • Add in the threat from TikTok taking away viewership from other social media platforms.

    加上 TikTok 從其它社交媒體平台上奪取觀眾的威脅。

  • When you have all these things happening at the same time, I think that's what really did it for these companies and put them in.

    當這些事情同時在發生,我覺得那是真的讓這些公司決定以及加入的因素。

  • The bigger companies aren't outliers either.

    大公司也不是異於一般情況。

  • Layoffs have been happening across the industry throughout 2022 but have recently surged.

    2022 年一整年在全國上下都持續發生,但最近增加了。

  • But even though these are a lot of layoffs, the companies are not shrinking back to pre-pandemic levels.

    不過這些儘管是很大幅的裁員,這些公司並不會縮減至疫情前的規模。

  • Meta's layoffs will bring the number of employees to about here.

    Meta 的裁員會把員工數量降到大約這個位置。

  • Amazon's to about here.

    Amazon 大概是在這裡。

  • Netflix brought the employee count here.

    Netflix 則是把員工數降低到這裡。

  • To be clear, a lot of these companies are still growing.

    要釐清一點,這些公司很多都在成長。

  • It's just that the growth is slowing back to, sort of, pre-pandemic or early pandemic levels.

    只不過,這個成長減緩到疫情前或疫情早期的程度。

  • CEOs also say the timing has to do with the threat of an economic downturn.

    執行長們也說,這個時間點與經濟衰退的威脅有關。

  • Well, there certainly have been a lot of changes very quickly in the macroeconomic environment.

    嗯,宏觀經濟環境當中,確實非常快速地發生改變。

  • We're in a very rapidly changing economic environment.

    我們身處一個非常快速改變的經濟環境當中。

  • In some ways, these layoffs are a bit proactive.

    就某些層面來說,這些裁員有些積極。

  • I mean, some of them have said that we're doing this now so that we never have to do this again.

    我是說,他們有些人表示,我們現在做這件事的目的是,未來不再需要做這件事。

  • These layoffs, while concentrated in the tech industry, are still a lot.

    這些裁員雖然集中在科技產業,但數量還是頗多。

  • Tens of thousands of people.

    數萬個人。

  • For a lot of people, this reversal and these layoffs are something that they've never seen before.

    對許多人來說,這樣的反轉和裁員是他們過去從未看過的。

  • The tech industry had the exceptionally pronounced experience of growing during the pandemic.

    科技產業擁有在疫情期間格外突出的成長經驗。

  • And now, while the rest of the labor market is growing, they've having the exceptional experience of not.

    而現在,當剩餘的勞力市場成長同時,他們有了無法成長的特殊經驗。

It was, you know, one of the hardest calls that I've had to make in the 18 years of running the company.

那是我經營公司 18 年以來,必須做出的最困難決定之一。

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