[HN Gopher] Lyft to lay off about 700 employees in second round ...
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       Lyft to lay off about 700 employees in second round of job cuts
        
       Author : WFHRenaissance
       Score  : 339 points
       Date   : 2022-11-03 15:44 UTC (7 hours ago)
        
 (HTM) web link (www.wsj.com)
 (TXT) w3m dump (www.wsj.com)
        
       | [deleted]
        
       | ChrisMarshallNY wrote:
       | Anyone that was around for the "Turn of the Century Crash" may
       | find this familiar.
       | 
       | With all the massive scaleups, companies were becoming bloated as
       | hell. They also became fairly sloppy with their money.
       | 
       | Time to pay the piper.
       | 
       | But unlike some bubbles, there's a real industry, here (like in
       | the 'oughts). It's a return to a [still pretty decent] baseline,
       | as opposed to an implosion to nothing.
       | 
       | In the early Web days, the money started to become silly, and
       | people were thronging to the industry, despite having no
       | qualifications, and no passion for the tech. They just wanted
       | money.
       | 
       | Basically, they were expensive, and they sucked (sound
       | familiar?). Most were Web developers, or around the process of
       | creating and maintaining Web presence.
       | 
       | Also, some people were very, very good, and some marvelous tools
       | came of it.
       | 
       | This is like the Late Devonian extinction. The table needed to be
       | cleared off, to give rise to the new.
       | 
       | The company that I worked for, had survived being fire-bombed
       | during the war, a major depression, and multiple recessions. They
       | were absolute tightwads.
       | 
       | At one point, they started making a whole lot of money, and got
       | silly.
       | 
       | Piper, meet company.
       | 
       | They have basically contracted back to what they were. Everyone
       | is writing them off, but I'll bet they come out of the scrum, OK.
       | 
       | Same with the tech industry.
        
         | granshaw wrote:
         | I was too young then, but did that crash have the same
         | "everyone and their mother sees it coming and have been talking
         | about it months before" feeling?
         | 
         | Cause this "crash" is surely like that - it has to be the most
         | "expected and talked about" one in modern times...
        
           | matwood wrote:
           | The .com crash was obvious it was going to happen, but when
           | was the problem [1]. Companies were IPOing with no business
           | model and no clear path to one. Imagine if the majority of
           | the nasdaq was SPACs and crypto...yeah. I wish
           | fuckedcompany.com was still around because it cataloged the
           | implosion of the insanity.
           | 
           | [1] The market can stay irrational longer than you can stay
           | solvent.
        
             | jonathankoren wrote:
             | > I wish fuckedcompany.com was still around because it
             | cataloged the implosion of the insanity.
             | 
             | Kozmo was the GOAT in the dead pool.
             | 
             | Blows my mind that Kozma's failed business model is back
             | and bigger than ever, but with the same fundamental
             | profitability problems.
        
               | matwood wrote:
               | Haha...I will always remember Flooz [1] as my personal
               | 'WTF is going on'?
               | 
               | [1] https://en.wikipedia.org/wiki/Flooz.com
        
               | bombcar wrote:
               | They were missing a blockchain!
        
               | WillPostForFood wrote:
               | Amazon Prime is Kozmo with a profitable version of the
               | business model.
        
               | matwood wrote:
               | Talk of Kozmo has made me want to peruse failed .com
               | companies and see if any of the models could work today.
        
               | jonathankoren wrote:
               | I always think of it as more of a DoorDash thing. There
               | was that whole partnership with Starbucks immediately
               | before the implosion.
        
           | [deleted]
        
           | __s wrote:
           | Yes
        
           | daxfohl wrote:
           | Plenty of people prognosticating a crash every year since
           | 2009 but it never came. Most of us expected a long term crash
           | in 2020 but it was a quick rebound. This year seemed like
           | something was off but maybe just temporary due to supply
           | chains and Ukraine, since spending and employment was still
           | strong. I'd not say a crash is written in stone yet.
        
           | hindsightbias wrote:
           | The .com eventually became obvious in the last year or so,
           | but before that is was 4 years of lunches with ex-coworkers
           | in some .com telling me "you just don't get it."
        
           | kerbs wrote:
           | I was young too, but I think the .com bust was far more
           | obvious than the housing crash which snuck up on a lot of
           | people.
        
             | somenameforme wrote:
             | I would argue that this is not because it was difficult to
             | see coming, but because most people have a bias that makes
             | it difficult for them to imagine something that's "normal"
             | abruptly coming to an end. This was the era of _" I got a
             | loan for this house in 10 minutes. I added granite counter
             | tops, mopped the floor, and sold it for a $20k profit in 9
             | days."_ type shows.
             | 
             | TV is TV, but that was genuinely happening. The market was
             | just completely broken.
        
               | kerbs wrote:
               | The part of the housing crash that I was inferring was
               | hidden to most was how deep the credit markets were tied
               | up in housing, to the point where a housing bust meant
               | banks collapsed and all money was frozen.
               | 
               | I was young(ish) at the time, but I imagine some knew
               | housing wasn't sustainable. I'm not sure there were many
               | outside the stars of The Big Short quite knew how
               | vulnerable the entire banking system was because of
               | housing before it all came down.
        
             | bcrosby95 wrote:
             | The housing crash was obvious - talk to anyone trying to
             | buy a house in 2004 or even 2003. By 2005 or so I had
             | friends that were getting cold called with offers of nodoc
             | nodown interest only loans.
        
               | kerbs wrote:
               | Was it obvious Bear Stearns and Lehman Brothers would
               | collapse? That Morgan Stanley would need a bailout?
               | 
               | The crisis with the housing criss wasn't that housing
               | collapsed, it's that the world economy went along with
               | it.
        
               | acdha wrote:
               | It wasn't necessarily obvious that specific banks would
               | fail but it was obvious that the big guys were playing
               | high-risk games and were going to be left with a lot of
               | foreclosures or writing off a lot of paper value. This
               | was known to basically everyone in the industry, too - I
               | briefly considered buying in New Haven in 2008 and got
               | mortgage pre-approvals from a few banks. I had an
               | interesting conversation with an older loan officer at a
               | Connecticut state bank, who was the only one who didn't
               | approve me for WAY more than I thought reasonable and
               | explained why very matter of factly, and noted that since
               | his bank didn't resell the mortgages as CDOs they had to
               | be more careful about risk.
        
           | yardie wrote:
           | 2001 crash primarily affected tech and finance. Everyone else
           | that worked in physical atoms just got on with it and did
           | their job.
           | 
           | 2008 crash was different. Literally everyone was over-
           | leveraged and swimming debt.
           | 
           | This feels more like the 2001 crash coming than the 2008
           | crash. Most of the economy will trundle along while those
           | running on VC money will fade away.
        
             | ghaff wrote:
             | To be sure the 2001 crash was also mixed in with 9/11 and
             | its aftereffects. But, in general, I agree. 2001 was
             | catastrophic for a lot of people in the broad tech domain--
             | as in not even a sniff of work and, for many, just got a
             | job any job doing something else. I was really lucky to get
             | a related job at the small company someone who I had been a
             | client of in a prior role ran. Things still got difficult
             | over the following year but I had not so much as a nibble
             | otherwise.
             | 
             | Offers were withdrawn, tons of companies went under, even
             | the big firms like Cisco had massive layoffs.
        
               | khazhoux wrote:
               | > To be sure the 2001 crash was also mixed in with 9/11
               | and its aftereffects
               | 
               | The dot-com crash was in the Spring of 2000.
        
               | ghaff wrote:
               | It wasn't a point in time. I was laid off a couple weeks
               | after 9/11--and there were many subsequent layoffs at
               | many companies through ensuing weeks and months. It
               | probably began around Spring of 2000. I was at an analyst
               | conference around that time when Cisco reported down-
               | earnings.
        
           | suzzer99 wrote:
           | In 2000 it was a lot more obvious that dotcom prices were
           | completely untethered from reality. Same for home prices and
           | handing out loans like candy in 2006.
           | 
           | This one is more of a general "Hey this market is too high",
           | but nothing as concrete that's completely out of whack imo.
        
         | tqi wrote:
         | Oh awesome, would love to ask a few questions about your
         | experience:
         | 
         | 1. What did it feel like day to day as a person working in the
         | industry during that time, and did it differ from the "bubble"
         | period prior or more "normal" period immediately following?
         | 
         | 2. How long after the bottom before the recovery felt "real" to
         | you, and did you see companies / people change their behavior?
        
           | freshfunk wrote:
           | Not OP but first off I'd say that while some things feel
           | similar, I don't think we're close to how bad it was back
           | then if you look at the magnitude of the fall out. So take
           | these answers understanding that things were worse back then.
           | 
           | 1. It felt like a nuclear winter for tech jobs between
           | 2000/2001 and 2004/2005. Jobs were available but it was way
           | more competitive to get them and you were a lot less likely
           | to get that dream job. You either settled for a crappier job
           | or you changed directions. Many younger people just went back
           | to school (get the master, law degree, etc.) as an
           | alternative.
           | 
           | It felt like the party was over. All the great company perks
           | disappeared. Traffic on freeways disappeared. The mood was
           | very flat. It wasn't sexy being in tech like it is today.
           | Nowadays people just talk about TC or stock. That kind of
           | talk disappears.
           | 
           | 2. Like I mentioned above, it was about a 3-5 year period.
           | Again, not all situations are the same. But whenever you have
           | large macroeconomic problems, they take time to sort out. It
           | also depends on how quickly the downside factors resolve
           | themselves. The longer it takes to solve those, the longer a
           | recovery is dragged out.
           | 
           | It also depends on what the growth engine is for pulling
           | things back up. Back then, there was a resurgence in internet
           | business starting around 2005 when "web 2.0" got popular and
           | many new businesses came on the scene. This includes social
           | networking, ecommerce, web publishing.
        
             | ChrisMarshallNY wrote:
             | That's a fairly good explanation.
             | 
             | My company made imaging peripherals, and were very
             | conservative, so they weren't on a bandwagon. Our jobs were
             | OK.
             | 
             | I feel like the .com crash was pretty telegraphed. People
             | who could spell "HTTP" were being hired as Chief In Charge
             | Of Everything Web Gods, and they were spending company
             | money like candy.
             | 
             | It cleared the way for companies like Google and MySpace
             | (which met its end, not long after).
             | 
             | My company got fat on consumer cameras, which were
             | destroyed in about 2010, after the smartphone revolution
             | started to really get going. The next seven years were kind
             | of a mad scramble for market share, while the managers kept
             | doing everything but admitting that they really screwed the
             | pooch, by not anticipating the rise of cellphone cameras.
             | 
             | Come to think of it, there is a lot of that "Nobody saw it
             | coming" language, here, as well.
             | 
             | I am very fiscally conservative, and my indicator of a
             | coming reckoning, was watching all the Scrooge McDucks,
             | diving into their piles of money. That doesn't end well
             | (see: 1929).
        
             | dver wrote:
             | Mostly the same points.
             | 
             | In early 2000 within a few months the traffic on 680 south
             | over the Sunol Grade(main road to the SV from points NE)
             | went from dead stopped at 4:30am, to no traffic at all at
             | 7:30am. It was breathtaking.
             | 
             | I managed to hole up in a consulting gig in manufacturing.
             | We had our rates shaved 20% and felt lucky. Everyone who
             | had left for greener pastures called up looking for work
             | over the next year. I mean everyone. It was sad.
             | 
             | As described above, there were no jobs to had.
             | 
             | I recall a new building put up around the 580/680
             | interchange. I used it as my canary, when it was occupied I
             | would call the recovery happening. It was empty from
             | 2000-2003.
             | 
             | 2008 was bad for other sectors, tech had issues, but
             | nothing like 2000.
             | 
             | What's going on now isn't the same. There are specific
             | pullbacks. Twitter is about the Elon buyout. In other
             | places there is money. And in my manufacturing universe I'm
             | having trouble finding people.
        
             | tqi wrote:
             | Super interesting, thanks for sharing!
        
           | ChrisMarshallNY wrote:
           | 1. During the time, as was alluded, I was watching all these
           | folks I _knew_ were knuckleheads, getting all  "tech-bro"
           | (That is not a new thing). They would often treat me in
           | fairly shabby fashion, for not jumping on their bandwagon.
           | 
           | I did get pretty good at Web stuff, but as a volunteer side
           | gig. I've actually been designing Web sites since the
           | mid-'90s, but I never made it a full-time vocation.
           | 
           | 2. I think it was about five years, before the next bubble
           | began to form, as Google started getting big. 2007, was when
           | smartphones showed up (the iPhone). That changed everything,
           | but it took a few years, to really become ubiquitous.
        
       | jeffbee wrote:
       | Although I do think an industry downturn is here/coming, I don't
       | think Lyft is part of the trend. Lyft, specifically, is just a
       | bad company. It has never made an annual profit, will never make
       | an annual profit, and is gravely overstaffed for its operations.
       | Liabilities are approaching assets on the balance sheet. They
       | have to cut somewhere. They already shed their useless little
       | autonomous driving division, and I expect them to just abandon or
       | spin off the bike share.
        
         | darkwizard42 wrote:
         | I believe the bike-share is their most profitable division.
         | Would it make sense to spin that off? It has a de facto
         | monopoly in many markets it operates in
        
           | janeerie wrote:
           | The one specific person I saw that was laid off today was in
           | their bike-share division, so it apparently is involved in
           | the layoffs.
        
           | jeffbee wrote:
           | That's cool, I am just vaguely concerned about it. They seem
           | to have tacitly abandoned it in the East Bay area.
        
             | shoshoshosho wrote:
             | The maintenance for Citibike is also basically nonexistent,
             | many bikes that feel like peddling through mud
        
         | silveraxe93 wrote:
         | But that's the point right? The economy was flush with cash and
         | bad companies were alive that shouldn't be. It was
         | unsustainable.
         | 
         | Now we're just seeing the good companies slimming down and bad
         | ones failing.
        
       | 4gotunameagain wrote:
       | Ask HN: Isn't recession just mass hysteria ?
       | 
       | Layoffs leading to more layoffs leading to the entire economy
       | slowing down ?
        
         | DocTomoe wrote:
         | Worse: Money is an illusion. We mistake a unit of measurement
         | (like grams, or gallons) for wealth. In a recession, workers
         | come to a construction site - material is still there, so is
         | electricity and power tools ... but work can't continue and
         | they will be fired because the boss has run out of inches.
         | 
         | (Thought stolen from Alan Watts)
        
           | nine_zeros wrote:
           | > Worse: Money is an illusion. We mistake a unit of
           | measurement (like grams, or gallons) for wealth. In a
           | recession, workers come to a construction site - material is
           | still there, so is electricity and power tools ... but work
           | can't continue and they will be fired because the boss has
           | run out of inches.
           | 
           | This is because the boss imagined getting more inches in
           | future and made a leveraged bet. A downturn is a great
           | opportunity for someone enterprising to become a boss and
           | take everything in the construction site, hire people and
           | build it themselves.
        
           | ISL wrote:
           | Money isn't an illusion. It is a useful abstraction of human
           | effort/potential.
           | 
           | The workers will be fired because the boss has run out of
           | societal-effort credits.
           | 
           | The only "illusion" is the collective understanding that
           | these "made-up" credits can be redeemed with other
           | counterparties for human effort in the future. So long as we
           | all approximately believe that idea, it works.
        
         | dougmwne wrote:
         | Yes!
         | 
         | Both the bubble and the crash are almost purely psychological.
         | It's greed and fear coming in waves. There can be technical
         | fundamentals, but to take the example of Bitcoin, you don't
         | need any technical fundamentals. Humans can create and destroy
         | value on top of a very complex random number generator.
        
           | ryandrake wrote:
           | It just feels like the psychology behind a bank run. 1.
           | Convince people their bank is in trouble. 2. They withdraw
           | all their money. 3. Now the bank really is in trouble.
           | 
           | Or 1. Convince people stocks are going to go down. 2. Mass
           | sell-off. 3. Now stocks really are going down.
           | 
           | I think this is just a self-fulfilling prophecy where
           | business leaders convinced themselves a slowdown is coming,
           | causing them to take actions that will result in a slowdown.
           | A lot of what happens at the CxO level is looking around at
           | your peer companies and imitating what they are doing.
        
             | CamperBob2 wrote:
             | _1. Convince people stocks are going to go down. 2. Mass
             | sell-off. 3. Now stocks really are going down._
             | 
             | Pet conspiracy theory: boom/bust cycles are not only
             | inevitable, but desirable to some extent. If the housing
             | and stock markets didn't undergo catharsis every so often,
             | new/beginning investors wouldn't be able to buy in.
             | 
             | The signs are usually telegraphed well in advance, but not
             | by collusion or intent. A self-organizing conspiracy of
             | sorts. It could be interpreted as "herd mentality" but I
             | think that oversimplifies what's really going on, and why.
        
               | eric-hu wrote:
               | > Pet conspiracy theory: boom/bust cycles are not only
               | inevitable, but desirable to some extent.
               | 
               | I wouldn't call this a conspiracy theory at all. The
               | founder of Bridgewater Associates, the largest hedge fund
               | in the world, spent time and money to publish this idea
               | in various forms. I learned about it from here:
               | 
               | https://youtu.be/PHe0bXAIuk0
               | 
               | There's more to this idea---the long term debt cycle---
               | but the premise is exactly what you stated. There are
               | benefits to both the boom and bust phases of the economy.
        
             | suzzer99 wrote:
             | Or - stocks have been ridiculously overvalued for a while
             | now and are just coming back to earth somewhat.
             | https://www.longtermtrends.net/market-cap-to-gdp-the-
             | buffett...
             | 
             | I'm not saying I know that's what's happening. But I
             | wouldn't be surprised.
        
               | nemo44x wrote:
               | Stocks were valued mainly pretty good when you consider
               | interest rates. As rates go up then the expected return
               | on stocks needs to change (we expect more return on them)
               | so the prices fall. For instance, a dividend paying stock
               | will see its price fall when interest rates increase
               | because the dividend yield is a percentage of the stock
               | price. When interest rates are low the yield can be low
               | which means the price of the underlying stock is high.
               | Until their profits catch up with the new reality the
               | stock price will remain lower.
               | 
               | As for high flying tech (cloud, etc) - yeah, probably too
               | much speculation there.
        
             | gryBrd1987 wrote:
             | Yup.
             | 
             | Powell has been saying for months he wants people to save
             | and pull cash out of the economy.
             | 
             | This is intentional because DC decided tech workers were
             | undermining Washingtons of course most correct and
             | immutable control over agency.
             | 
             | Why if all these people kept earning and could acquire more
             | assets and live comfortable, politicians and uber rich
             | would have no place in our society.
             | 
             | The fundamentals must be maintained. Fundamentals being we
             | serve their goals, not the other way around.
        
               | vkou wrote:
               | Somehow, I doubt that Marxism-Leninism and a destruction
               | of social class in America is going to be achieved on the
               | backs of... Comfortable, gruntled white collar employees
               | making 200k-500k/year from selling ads.
        
               | gryBrd1987 wrote:
               | Mostly I was agreeing with the analogy of a run on a
               | bank. Fed pulled out of funding the economy as it was.
               | Less money for them to spend on coffees, Ubers, etc.;
               | less to "trickle down" given the uncertainty of grandpa
               | Powell's intention to bring pain to households (except
               | his own of course; he's got enough to be insulated from
               | his actions).
               | 
               | If you want to go on a specific tangent involving dead
               | men's philosophy, be my guest. I was merely attempting to
               | illustrate how apt the bank run analogy is.
        
             | itsoktocry wrote:
             | > _Or 1. Convince people stocks are going to go down_
             | 
             | Stocks are not the economy.
             | 
             | We literally have a cold war with China escalating, a hot
             | war in Europe (which we aren't _directly_ involved
             | in..yet), all after years of loose monetary and fiscal
             | policy, inflation is at generation highs, with rates rising
             | and housing relating prices crashing, and on and on...
             | 
             | Maybe HN needs some more serious economic analyses posted
             | if people think all of this is caused by a 15% fall in SPX.
        
               | bee_rider wrote:
               | At least we can get jobs in the MIC I guess.
        
               | umeshunni wrote:
               | MIC?
        
               | waterhouse wrote:
               | Guessing "military-industrial complex".
        
           | 3pt14159 wrote:
           | I was there during the dot com bubble bursting. Psychology
           | factored into it, but it wasn't the primary reason the bubble
           | bursted. The main two reasons were:
           | 
           | 1. Hype around new technologies is sometimes warranted.
           | Electrification, for example. It wasn't clear how long it
           | would take for these weird new internet companies to really
           | start turning a buck, but after a few years spreadsheet
           | parameters were updated and the whole financial industry saw
           | the writing on the wall for most web companies.
           | 
           | 2. Many _profitable_ and _completely unfunded_ web companies
           | primarily received their funding from other web companies
           | that were. This set off a cascading reaction of bankruptcies
           | and massive layoffs. Advertisers, publishers, tool makers,
           | and many others were in this second category of legit
           | business that lost the vast majority of their customers.
           | 
           | One of the downsides of an inflating currency is that there
           | is a general feeling of "well I have to invest my money
           | somewhere!" that is hard to overcome and leads to bubbles
           | until the sky starts falling, so I agree with you that
           | psychology is a factor; but the fundamentals still dominate
           | in the medium to long term.
        
             | UncleOxidant wrote:
             | The current environment has a similar feeling to the early
             | part of the dot com bubble-burst. In that early part of the
             | burst we had the feeling that it _could_ get bad, but we
             | also were sort of deluding ourselves into thinking that it
             | wouldn 't be _that_ bad.
             | 
             | ...also HN today kind of looking like fuckedcompany[1] back
             | in those days.
             | 
             | [1] https://en.wikipedia.org/wiki/Fucked_Company
        
               | 3pt14159 wrote:
               | I agree that there are similarities, but many of the web
               | businesses these days are legit with happy customers. The
               | challenge seems to be more widespread across the economy
               | and there are a few not-so-black-swan-anymore looking
               | things on the horizon (e.g., a Sino war) that could
               | dramatically change the picture for the whole industry.
               | 
               | My take away is that we may have a mild recession, but
               | the likelihood of a massive recession is a lot higher
               | than it has been in decades.
        
               | ethbr0 wrote:
               | Exactly. One of the central features of the dot-com
               | bubble were that stupid (as in never-gonna-work /
               | _Silicon Valley_ -the-series) companies were getting
               | massive amounts of funding.
               | 
               | Then, it was because {value} = {idea} + {Internet}.
               | 
               | Except nobody knew how much value the {Internet} part
               | added, because the Internet wasn't done solidifying in
               | terms of capability (e.g. "AJAX? What's that?") or
               | connectivity (PocketPC!).
               | 
               | Now, the Internet is a pretty well-known quantity.
               | 
               | So while Uber and Lyft and Masayoshi Son's portfolio
               | might be massively overvaluing things, the fundamental
               | nature is well understood.
               | 
               | Some stupid companies will die, but there are lots of
               | companies making actual money doing actually useful
               | things.
               | 
               | And the primary casualties of the dot-com bust are all so
               | consolidated that the tools-impact will likely be lesser
               | too. Amazon/MS/Google aren't going to go bankrupt over
               | softer cloud demand.
        
               | foobarian wrote:
               | I have a hard time imagining the analog of Nortel or
               | Lucent today. They simply vanished.
        
               | umeshunni wrote:
               | Wework, various lending and fin-tech companies (e.g.
               | Better), Crypto companies.
        
               | UncleOxidant wrote:
               | It's not hard to imagine Lyft and/or Uber vanishing.
               | Paraphrasing Buffet: The easy-money tide is going out and
               | we're going to find out who's been swimming naked.
        
               | 3pt14159 wrote:
               | Then imagine this: War over Taiwan. One way or another
               | all the fabs get incinerated.
               | 
               | Which companies go bankrupt now?
        
               | [deleted]
        
         | anm89 wrote:
         | Is people leaving an area that's about to get hit by a
         | hurricane mass hysteria?
         | 
         | Was it not mass hysteria when FB, a company that everyone
         | openly hates and who's main product is clearly dying was hiring
         | by the thousands so they could "expand"?
        
         | psadri wrote:
         | Inflation do to supply side constraints is not just mass
         | hysteria.
         | 
         | High inflation - need to reduce demand - slower economy -
         | layoffs.
        
         | pphysch wrote:
         | Is it mass hysteria, or returning to the mean after a decade+
         | of mania?
        
         | lamontcg wrote:
         | Definitely not. Not in the absolute way that you phrased the
         | question.
         | 
         | Psychology is a clear factor which acts as a positive feedback
         | loop, but raising the cost of money/credit is very, very real
         | to a lot of businesses. The immediate effect it has on the cost
         | of loan service for cars and houses will start to affect those
         | markets pretty quickly, which spills over into homebuilders.
         | And companies at the margins that have been surviving by cheap
         | debt service will get pushed over into insolvency.
         | 
         | Then those closures and layoffs affect demand, that affects
         | every other company in the economy. Those people couldn't
         | afford houses and cars at any interest rate, and they're not
         | buying computers or anything else as well, they're probably
         | trying to sell their used cars for some cash. Since everyone's
         | spending is someone else's demand then as spending contracts
         | demand destruction ripples through the economy.
         | 
         | The psychological effect is another positive feedback loop,
         | though, and it will cause the correction to overshoot to the
         | downside.
         | 
         | At the same time, though, this means that assets are on a fire
         | sale, and the rich people who have cash on the sidelines can
         | step in and buy up even more of the country, which does put a
         | floor under the crash.
        
         | jdlyga wrote:
         | That's how the economy works basically. We cycle between
         | overenthusiasm and sheer panic.
        
         | PragmaticPulp wrote:
         | In this case, rising interest rates have a very direct negative
         | impact on new investments. As new investments contract, demand
         | shrinks for services across the industry. As demand shrinks,
         | fewer employees are needed and companies need to reduce
         | headcount to avoid overspending relative to revenues.
         | 
         | There is a cascading effect, but it would be a mistake to
         | attribute it all to a big psychological mistake. When demand
         | goes down (in this case due to rising rates) there really is
         | less money flowing into companies.
        
           | frontiersummit wrote:
           | This puts it mildly. Paul Volcker has been (perhaps unfairly)
           | called the Father of the Rustbelt, due to how rising interest
           | rates broke the back of manufacturing in the American Midwest
           | during the late 1970s and early 1980s. "Cooling" the economy
           | means layoffs and plant closures, often concentrated in
           | specific geographic regions. The only question is: what firms
           | and employees get sacrificed to placate the inflation Gods
           | this time around?
        
             | ethbr0 wrote:
             | Rising interest rates & a strong dollar
             | 
             | Ironically, you can generally have your financial house in
             | order as a country or be globally manufacturing-
             | competitive, but not both*.
             | 
             | * Exceptions Germany, Japan, et al., but as you go up the
             | value chain you gain enough profit leeway to paper over the
             | general rule.
        
               | aksss wrote:
               | We should not ignore that for countries like Japan and
               | Germany, they have an enormous advantage in not having to
               | spend realistically on a defense budget relative to their
               | risk-prone geography, living as they do under an
               | umbrella.
               | 
               | https://data.worldbank.org/indicator/MS.MIL.XPND.GD.ZS?en
               | d=2...
               | 
               | https://www.washingtonpost.com/news/worldviews/wp/2015/02
               | /19...
        
               | Clent wrote:
               | Why are those countries the exception and not America?
               | 
               | Other countries figure it out. America cannot. Therefore,
               | it's not possible. America!
        
               | gretch wrote:
               | The poster you are responding to is probably incorrect in
               | many regards. There aren't really 'exceptions' just
               | 'differences'.
               | 
               | For example, Japan's economy definitely is not feeling
               | good at the moment, even if some particular metrics are
               | performing at a top tier.
        
           | drc500free wrote:
           | Critically, tech workers are compensated highly because they
           | are working on investments. We're not laying bricks where
           | it's easy to measure what we accomplished in a given day, we
           | are usually building products and tech stacks that are
           | projected to bring in FUTURE cash.
           | 
           | When interest rates were held low, the planning horizon was
           | very long and we got a huge expansion in future-looking
           | projects. Now that horizon is shrinking and
           | disproportionately impacting the jobs that are associated
           | with future investments rather than ongoing operations.
        
           | nunez wrote:
           | Adding context: the US Fed raised the interest rate benchmark
           | this week to 4%, with the expectation that it will be raised
           | higher. Credit's getting a lot more expensive.
        
             | Spivak wrote:
             | Yep, don't even look at mortgages until housing prices drop
             | in response to the rate increases. Because the amount of
             | total money paid in interest over a 30 loan increased more
             | than 2x over the last year.
        
           | curiousgal wrote:
           | > avoid overspending relative to revenues.
           | 
           | Most companies are already making a shit ton of money. Firing
           | people won't keep their stock prices from going down if a
           | recession actually hits. It's moot.
        
             | disgruntledphd2 wrote:
             | Lyft are not one of those companies though.
        
             | s1artibartfast wrote:
             | How far the stock goes down will depend on profitability.
             | 
             | Would you rather own a more or less profitable company?
        
             | vineyardmike wrote:
             | They could run out of money of course. It's about the cash
             | flow. When rates were low a lot of companies used debt to
             | acquire cash, use it to hire/spend beyond their current
             | means in order to expand their business (more revenue
             | later). This is pretty common, use debt to build a
             | warehouse/data center/app widget/etc. In a recession, that
             | extra revenue may not come, so they need to cut spending so
             | spending < revenue instead.
             | 
             | Especially a company like Lyft that is likely losing money
             | many months. I don't know about today, but Uber and Lyft
             | were famous for using venture capital to spend more than
             | they took in every month. Eventually they run out of cash
             | reserves, or they decide they can't acquire more.
        
             | ShivShankaran wrote:
             | they are also a lot in debt. Almost everyone of them
             | borrowed with corporate bonds in the last 6 months on a
             | very low interest rates.
        
           | echelon wrote:
           | It also impacts the loans that companies frequently take out
           | and the interest-inflated payments they need to service their
           | debt.
        
             | UncleOxidant wrote:
             | And this is more likely what's impacting companies like
             | Lyft. Their business model worked in an easy-money
             | environment, but doesn't work in an environment with more
             | normal interest rates where it's harder to borrow money and
             | costs more.
        
           | programmertote wrote:
           | > As new investments contract, demand shrinks for services
           | across the industry. As demand shrinks, fewer employees are
           | needed and companies need to reduce headcount to avoid
           | overspending relative to revenues.
           | 
           | As someone who has only taken Econ 101 in college, can you
           | explain
           | 
           | 1) why the demand shrinks when there's not enough new
           | investments? Shouldn't demand at least be the same overall (I
           | mean I can see that fewer new houses are built, so the demand
           | for timber might shrink. But that only explains the housing
           | sector. I'd imagine the demand might stay constant for some
           | industry such as transportation)?
           | 
           | 2) Related to #2, if demand does not shrink by much,
           | shouldn't the same number of workers be kept employed to
           | fulfill the demand for goods?
           | 
           | If it's true that the contraction of new investments causes
           | shrinkage of demand, it means the economy is heavily reliant
           | on industries/sectors which relies on new investments (aka
           | growth)?
           | 
           | Thank you in advance for elaborating your answer!
        
             | rchaud wrote:
             | Some of these questions won't be answered in Economics
             | class, but may be in Management Science class (that's what
             | they called in back in my day).
             | 
             | Regarding your #2:
             | 
             | Companies cannot adjust headcount in real-time. Economics
             | is a 'social science' as a result; you cannot create
             | experiments in controlled environments with randomly
             | selected populations like you can with the natural
             | sciences. Experiments of this kind happen do happen, but
             | for small-scale things like behavioural finance among
             | neighborhoods, rather than between billion-dollar
             | companies.
             | 
             | Layoffs are a human decision. As such, the logic behind
             | them, and the timing of them, can't fully be explained by
             | economic theory.
             | 
             | One reason why workers are sacked even when demand remains
             | the same, can simply be because there is a surplus of
             | labour available at that time, and the company is betting
             | that they can fire them and rehire at lower wages.
             | 
             | Another reason is simply 'fitting in' with what everyone
             | else is doing to meet Wall St expectations (or VC
             | expectations). Look at the job cuts today: Stripe 14%, Lyft
             | 13%, Mollie 15%. Why are they all the same? Because they
             | are all in the 'tech' industry and valued by the same set
             | of metrics.
        
             | s1artibartfast wrote:
             | To put it simply, a portion of demand today is speculative
             | and based on the expectation of greater demand in the
             | future.
             | 
             | for example, you might buy 2x the material and labor you
             | need for today's demand, because you need them to meet
             | tomorrows higher demand.
        
             | opportune wrote:
             | New investment is things like making buildings, investing
             | in VC, making new machines for manufacturing. Those are
             | funded by cash or loans. When interest rates rise more cash
             | goes to seeking interest and less toward these physical
             | investments, and less money is created de novo from loans
             | to fund these things.
             | 
             | It's worth keeping in mind that money spent on new
             | buildings and machines goes to wages of employees building
             | them, which then goes to rents and food, and elsewhere
             | throughout the economy.
             | 
             | For 2, yes and no. A lot of workers are employed doing
             | things with low or speculative marginal ROI (example: Coca
             | Cola starts funding R&D into a new line of beverages)
             | because the cost of capital (taking a loan against cash
             | flow or spending earnings on reinvestment instead of
             | returning it to shareholders) is low. Increasing interest
             | rates increases the cost of capital, the risk feee
             | opportunity cost of spending money on more speculative
             | pursuits like R&D. So now Coca Cola might instead choose to
             | return that money to shareholders or not take out financing
             | to start operations like that
        
             | amf12 wrote:
             | > why the demand shrinks when there's not enough new
             | investments?
             | 
             | The way I understand it: when interest rates increase, the
             | ROI for any investment goes down, which makes many new
             | investments risky or worthless. Thus investments in new
             | projects go down, which reduces the demand. The investment
             | could be a new shop, raw materials for new buildings,
             | software projects, etc. When it's said the "demand"
             | decreases, its not the want that goes away but the ability
             | of people to realize the want that goes away.
             | 
             | > if demand does not shrink by much, shouldn't the same
             | number of workers be kept employed to fulfill the demand
             | for goods?
             | 
             | Depends. If the cost of doing business rises, the profit
             | decreases. To maintain value, there could be a decrease in
             | headcount increase or layoffs.
             | 
             | > it means the economy is heavily reliant on
             | industries/sectors which relies on new investments (aka
             | growth)
             | 
             | I think (and someone who is more aware can correct me), it
             | boils down to the ROI. Why would any business investment in
             | something with risk when the ROI doesn't make it worth it.
             | If the risk-free interest rate 5%, any investment with a
             | ROI of say 7% or below (higher for riskier investments) are
             | out of the question. Any entity could make money by saving
             | at the risk free rate.
        
             | drc500free wrote:
             | Tech jobs are somewhat decoupled from true demand. They are
             | usually inherently an indirect investment, not a direct
             | cost. But when they and their activities go away, you lose
             | the B2B demand that they had to accomplish their jobs and
             | the B2C demand they had from spending their salaries.
             | 
             | For example, my last 3 product jobs have been a business
             | travel offering, an HR learning management tool, and a
             | Predictive analytics tool for data scientists working in
             | marketing. A lot of the users who paid the bills were some
             | form of tech worker that were executing on projects that
             | were future investments.
             | 
             | Investors have been handed a truly mind-boggling amount of
             | cash since 2008, but there hasn't been a lot of stimulus to
             | the actual day-to-day economy. Valuations had to go up to
             | accommodate this cash, and without a corresponding increase
             | in consumer spending there's really only one lever in the
             | financial model that drastically impacts valuation without
             | seriously changing the core business: year-on-year growth.
             | 
             | Most growth stories are laughably improbable, and the
             | investors need plausibility to play the game. Fundraising
             | turned into a story-telling competition of who could spin
             | the most plausible growth story that is hard to verify and
             | hasn't been disproved. That story is some form of "we will
             | completely dominate market X, by building software that
             | enables hyper-scaling with minimal unit costs, and that
             | also includes AI/ML/Optimization (to be developed) that
             | solves the inherently hard problems in this industry."
             | 
             | That story is used for both VC-style external fundraising
             | and internal project pitches, and it has crowded out most
             | other approaches. A side-effect of that story has been a
             | massive bubble in the jobs that can deliver on it -
             | software engineers, designers, data scientists, product
             | managers, etc. The game at most firms has been to keep
             | kicking the outcomes down the road and claim that the
             | hockey stick growth is right around the corner.
             | 
             | That worked until interest rates went up and far-future
             | cash became much less valuable. The CFO and the Fund now
             | need to show results in the very near term, and the knives
             | are being sharpened for departments and companies who can't
             | deliver on that. Those departments and companies remove
             | demand when they fold, and there isn't a clear immediate
             | activity that returns quick cash to replace them.
        
         | himinlomax wrote:
         | Mass hysteria is a positive feedback loop, but not all positive
         | feedback loops are mass hysteria.
        
         | hammock wrote:
         | What recession? We are not in a recession. Unemployment data
         | and the broader economy are still strong. Saying otherwise is
         | dangerous, to be honest
        
           | superfrank wrote:
           | Agree we're not in a recession, but I'm not sure I'd say
           | we're in a strong place. The impression I've got from the
           | articles I've read is that no one knows what the fuck is
           | going on. Some indicators look great (like unemployment), but
           | others look bad (like inflation).
        
             | bombcar wrote:
             | We are certainly in _something_ but what it is hasn 't had
             | a word assigned to it yet. Maybe it's stagflation, maybe
             | it's swagflation, I dunno.
             | 
             | Every downturn is like all the others and every downturn is
             | a unique snowflake.
        
             | ssteel wrote:
             | Low employment combined with high inflation is forcing the
             | fed to raise interest rates to induce lower demand with the
             | side affect being higher unemployment. This is how they
             | killed inflation in the 80's. They are trying to thread the
             | needle of inflation and recession. The likely outcome is
             | eventually a recession.
             | 
             | Conversely, the government could raise taxes across the
             | board to control demand and trickle that money back to
             | individuals over time, but it is political suicide.
        
               | matwood wrote:
               | Keep in mind when the fed talks about lower demand, that
               | includes lower labor demand. They are likely to be forced
               | to push demand to recession levels if they want it to
               | match supply across the board. More lockdowns in China is
               | certainly not helping on the supply side, and the latest
               | jobs report showed the labor market not loosening.
        
           | andreilys wrote:
           | The definition of a recession is two consecutive quarters of
           | negative growth, which we've had.
           | 
           | We're waking up from a a long night of heavy drinking (free
           | money via zero interest rate, unrestrained QE, etc.), the
           | bill is due and you're plugging your ears and yelling that
           | the party must go on.
        
             | hammock wrote:
             | Yeah, that sounds like MAGA speech. Aka the greatest threat
             | to our democracy right now
        
             | jhickok wrote:
             | But we had growth last quarter now, right?
        
               | SoftTalker wrote:
               | Preliminary report. It will get revised.
        
           | snapcaster wrote:
           | dangerous? come on man get a grip
        
           | stingrae wrote:
           | Tech or SAAS has definitely had a major correction/downturn.
           | This is not evident in the unemployment data because it is
           | such a small contingent vs the US population
        
             | VBprogrammer wrote:
             | It might be overdue. Tech came out of the 2008 recession
             | pretty well in the mean (of course some people suffered
             | badly). A lot of companies came out of it saying to cut
             | costs they had to invest big in their technology.
        
         | [deleted]
        
         | colechristensen wrote:
         | Yes, but so was the bubble that preceded it, in the opposite
         | direction.
         | 
         | If you have a whole economy ignoring signs and pretending
         | growth goes forever you get bigger, harder crashes.
         | 
         | We can hope that this downturn is going to be a short wave just
         | in response to the post covid overhype. But really there are
         | still big problems with real estate valuation with lots of
         | things going to be literally under water in decades and
         | everything overpriced as a result of bad policy with low
         | interest and too many people having enormous loans for most of
         | their working lives.
         | 
         | Housing as investment needs to be drug out into the street and
         | shot, but there isn't really any way to do that which doesn't
         | cause a huge economic shock.
        
         | melling wrote:
         | We could have raised rates a few years ago but the markets
         | panicked , the President complained, and the Fed caved.
         | 
         | https://www.cnbc.com/2018/10/24/interest-rates-trump-attacks...
         | 
         | We deserve the world we have.
        
         | pjc50 wrote:
         | This is definitely something considered by economists; Keynes
         | called it "animal spirits" or more boringly "expectations". If
         | people think the economy is likely to be bad they're likely to
         | want to take defensive action early .. causing the economy to
         | be worse.
        
         | chomp wrote:
         | Macroeconomics is economics plus psychology. Broader trends in
         | the economy have elements of human behavior affecting them.
         | 
         | If you see cloudy skies, and the weather reports suggest "maybe
         | hurricane, maybe not", and your neighbors are boarding up their
         | windows, you might be driven to action as well.
        
           | ajsnigrutin wrote:
           | On the other hand, if you have a pizzeria, and people are
           | talking about diets, cholesterol, unhealthy food, everyone is
           | buying fitness gear... but you still have a line infront of
           | the restaurant, and your take-out phone operator doesn't have
           | time to go pee, you don't fire workers.
           | 
           | So, internal numbers are probably showing a downwards trend
           | too, if so many companies are laying off workers.
        
             | selectodude wrote:
             | On the other hand, companies use recessions to cut
             | headcount without causing the people they want to keep to
             | head for the exits too.
        
         | ouid wrote:
         | no? If paying employees has a return on investment that is
         | lower than the interest rate on federally insured bonds, I will
         | prefer the federally insured bonds. The biggest driver of
         | inflation, and thus interest rate, is the supply/demand for
         | labor.
         | 
         | What we're seeing are the natural consequences of the fed's
         | mandate to prevent inflation. This is _always_ at the cost of
         | demand for labor, bu design.
         | 
         | The regulation supplied by the fed preserves the interests of
         | capital at expense of the interests of labor. The dual mandate
         | is essentially meaningless.
        
         | weatherlite wrote:
         | Recession is mass hysteria just like an economic boom is mass
         | euphoria...
        
         | rollulus wrote:
         | I've been wondering the same. At some point it could become a
         | self-fulfilling prophecy. Sadly enough we cannot A/B test both
         | scenarios: one with the (possible) mass hysteria and one where
         | everyone stays calm and stays the course.
        
         | s1artibartfast wrote:
         | Yes and no. Economics involves the trade of real Goods or real
         | value. It also involves a psychological level based on
         | expectation and predictions. There's a constant dance trying to
         | align the latter with the former.
        
         | paganel wrote:
         | I don't know about "mass hysteria" but this inflation has
         | certainly made me purchase less physical stuff and especially
         | less services, I guess I'm not the only one. Generally speaking
         | a sudden decrease in buying is cause for a recession, unless
         | you go the Keynesian way and make the Government make up for
         | the lost demand, but I have a feeling that most of the
         | governments are out of "good" money to throw at that.
         | 
         | I do live in Europe and not in the States, though, maybe things
         | are different there.
        
           | yonaguska wrote:
           | I believe it's probably worse for you in Europe simply
           | because of the energy costs eating up more of your income.
           | Energy costs are going up here as well, but it seems to be
           | more dependent on where you live and less dramatic for now.
        
         | AnotherGoodName wrote:
         | You need to be profitable today in the current market. The
         | money funnel is turned off so little venture funding and high
         | rate loans.
         | 
         | So I don't see it as mass hysteria but instead. "We need to cut
         | costs by 10% to avoid hitting the downward spiral of taking out
         | loans".
        
         | lysecret wrote:
         | Nothing is "just" one thing. But the there is a reinforcing
         | effect which definitely makes it worse. You can check out
         | "animal spirits" and Keynes if you want to go down a rabbit
         | hole ;)
        
         | spaceman_2020 wrote:
         | I don't see any mass layoffs among manufacturers, commodities
         | producers, and energy companies
         | 
         | More like a long overdue correction in tech.
         | 
         | Some of these businesses have been around for nearly 15 years
         | and haven't had a single year of consistent profits. It was
         | about time that markets humbled them.
        
           | WillPostForFood wrote:
           | There were huge layoffs in energy throughout 2020 and 2021,
           | and while employment levels have been increasing, they are
           | still far below 2019 levels. The correction has already
           | happened in energy, triggered by COVID shutdowns, so they
           | don't need to happen again now (hopefully).
        
           | gitfan86 wrote:
           | Yes, tech businesses built up a lot of unnecessary employees
           | during the boom and didn't want to have layoffs for morale
           | and PR reasons.
        
             | Workaccount2 wrote:
             | Tech work went from deathly 60-80hr work weeks, to comfy
             | WFH jobs where you can skate by on 2 hours of work a day.
        
         | spamizbad wrote:
         | Layoffs are the working stiff's cancel culture.
        
       | seydor wrote:
       | big tech trying to increase unemployment ... except tech is a
       | tiny fraction of the workforce.
        
       | jstx1 wrote:
       | Where are we heading if every company drop 10-20% of their staff?
        
         | findthewords wrote:
         | Narrower "operating leverage".
        
         | lovich wrote:
         | Might get absorbed by other companies but at lower rates. The
         | faangs, and especially meta and google, have been starving a
         | lot of startups and less efficient companies of talent.
         | 
         | If your business model wasn't profitable enough to handle all
         | your engineers having over 250k tc it's been a bit of a
         | difficult market to hire and retain people in the past few
         | years
        
         | seanmcdirmid wrote:
         | 2 years ago?
        
         | seibelj wrote:
         | 10-20% of their staff _so far_
        
         | ren_engineer wrote:
         | the TikTok "day in the life of a project manager" ecosystem
         | will be devastated.
         | 
         | People who actually get work done will be fine
        
           | malfist wrote:
           | Tell me you've never been laid off without telling me you've
           | never been laid off.
        
         | mabbo wrote:
         | An interesting time, imho.
         | 
         | The costs to explore a startup are pretty low these days. You
         | can live anywhere (move somewhere with relative low COL), you
         | can develop just about anything cheaply (open source, plus easy
         | frameworks). You can work with like-minded people all over the
         | world easily (remote work for '20-'21 made big inroads in that
         | department).
         | 
         | And we may suddenly have a few tens of thousands of talented
         | developers looking for work- maybe they'll make a startup, or
         | maybe they'll join one where they get paid mostly in equity.
         | 
         | Interest rates are high, which means that investors into
         | startups will want a bigger cut, but still have their money
         | that they want to invest.
         | 
         | Overall, it sounds to me like a great time to be investing in
         | startups.
        
           | dmitrygr wrote:
           | > or maybe they'll join one where they get paid mostly in
           | equity.
           | 
           | Yup, most people who lost their jobs and are wondering how to
           | feed their families will definitely pick to to not be paid
           | for even longer...
        
         | smileysteve wrote:
         | To completely reasonable 6% unemployment levels that will
         | slightly shift the scales of worker supply and demand?
        
         | onlyrealcuzzo wrote:
         | Tech meme stocks != every company.
         | 
         | If the Department of Defense & Amazon & Walmart start laying
         | off 10-20% of staff - that would mean something. All of these
         | tech layoffs don't even represent 1% of tech jobs so far. Let
         | alone anything meaningful for the overall US economy.
        
         | datalopers wrote:
         | All these companies have vastly overhired. Think of your own
         | peers and colleagues. How many are a) utterly useless or b)
         | competent but don't have anything to do so they spend time
         | working on mostly pointless projects to improve their CV?
        
           | onion2k wrote:
           | _How many are a) utterly useless or b) competent but don 't
           | have anything to do so they spend time working on mostly
           | pointless projects to improve their CV?_
           | 
           | I hope my colleagues aren't reading this and looking at me.
        
             | bombcar wrote:
             | If you don't know who the useless colleague is, it's
             | probably you!
             | 
             | Not entirely true, but I think most people can (if they're
             | being honest) get 70% or more correct when guessing who
             | will be laid off.
             | 
             | The only wildcard usually is when entire teams are let go,
             | and sometimes those are predictable, sometimes surprising.
        
               | BitwiseFool wrote:
               | >" If you don't know who the useless colleague is, it's
               | probably you!"
               | 
               | My problem is that I have an almost crippling sense of
               | impostor syndrome and I undervalue my contributions
               | constantly. I don't feel entirely useless, but I do feel
               | like an under-performer - despite probably being an
               | average developer in my cohort.
        
               | datalopers wrote:
               | > get 70% or more correct when guessing who will be laid
               | off.
               | 
               | What happens when it's the managers themselves who are
               | useless, overpaid, and can't evaluate the team for actual
               | efficacy?
        
               | BoorishBears wrote:
               | One comment in the Stripe layoff thread was someone who's
               | manager didn't get to put any input into the process.
               | 
               | Honestly its funny reading threads like this with people
               | beating their chest about useless coworkers. Instead of
               | thinking of useless coworkers and colleagues, think about
               | what percent of the entire industry that's working on
               | things with no hard output, no interest in profitability,
               | banking on free money that's drying up...
               | 
               | If you're working somewhere with so many incompetent
               | colleagues you think 13% layoffs is not trimming anyone
               | useful, odds are _your entire unit_ is in trouble.
        
               | [deleted]
        
               | bombcar wrote:
               | Yeah, I should have clarified - useless doesn't
               | necessarily mean the employee sucks at the job they're
               | doing; it could also mean they're an expert at doing a
               | useless job, even if the skillset could be utilized quite
               | valuably.
               | 
               | I feel there's a lot of this in crypto, where you have
               | absolutely amazing developers doing amazing code for no
               | point.
        
               | hef19898 wrote:
               | I consider myself to be rather decent at what I do. I
               | also know that, all things considered, I am mostly
               | useless as an employee right know. Wjy? Because in
               | reality my skill set is simply noy needed at the moment,
               | nor will it be for quite some time to come. Things
               | changed since I was hired, lucky for me current
               | management doesn't have the stomach to announce a x %
               | layoff, even if they should IMHO. Not that I complain so,
               | for now.
        
               | bombcar wrote:
               | That's when you start seeing teams get axed, though you
               | will often have a "reorg" instead, where managers are
               | shuffled around and then a layoff event where the ones
               | they don't want are let go.
               | 
               | Unfortunately the useless and overpaid managers are often
               | the best at brown nosing.
        
           | djur wrote:
           | I can't think of a single person I work with or have worked
           | with recently who meets this description.
        
             | [deleted]
        
           | anonymoushn wrote:
           | sir the promo criteria say to do complex things that require
           | coordinating a lot of people
        
             | hef19898 wrote:
             | You have promotion criteria?
        
           | forgotusername6 wrote:
           | Not my experience at all. I work for a big company and we've
           | been under staffed for basically as long as I can remember.
           | The default position is not enough people to do what we need
           | to do.
        
             | newaccount2021 wrote:
        
           | jasonlotito wrote:
           | > How many are a) utterly useless or b) competent but don't
           | have anything to do so they spend time working on mostly
           | pointless projects to improve their CV?
           | 
           | I bet the people who hired them get to keep their jobs
           | despite failing to a) hire useful people or b) competent
           | people that can work on useful projects and c) burning cash
           | while d) not turning a profit because e) they are just a
           | gambling mechanism for investors.
        
             | spacemadness wrote:
             | I absolutely will never conduct interviews for a company
             | again if I'm going to be punished depending on how they
             | work out. Some people interview well and their behavior on
             | the job does not match what you expected due to a large
             | number of reasons from team fit to personal issues.
        
           | superfrank wrote:
           | No idea if it's true, but in my mental model, remote work
           | plays into this as well. Pre-covid, large companies were
           | restricted to hiring the talent in their area. If there
           | weren't enough talented people near the company, they would
           | often end up hiring people who were under qualified, just to
           | fill seats. Remote work made the talent pool bigger which
           | means more qualified candidates. These layoffs are allowing
           | large companies to lay off some of those under qualified
           | local hires.
        
           | jylam wrote:
           | Weird to put that on the employees if you ask me. It's not
           | like there is exactly 13% of bad employees. Or 25% of bad
           | employees but they decide to just fire 13% for some reason.
           | 
           | To me, it seems quite evident, they need to reduce the
           | spending for any reason, so they reduce the workforce.
           | Nothing to do with useless employees. You can be shit at your
           | job or very good, they will have a metric threshold telling
           | them you need to go. Same at Twitter, Meta, Google, whatever.
           | 
           | Stop putting that on the employee who spent 3 months to get a
           | job just to be told they wasn't useful. That's 'bad' managing
           | all the way down, nothing to do with the employee, at all.
        
             | YetAnotherNick wrote:
             | GP said they have overhired, which is definitely bad
             | managing, or that employee aren't productive, and if >5-10%
             | employees are non-productive that is a managing or
             | interviewing problem as well.
             | 
             | But saying it has nothing to do with employee is also not
             | correct. If someone is signing up for a company that does
             | not manage its finance sustainably, they should expect
             | this. And company would only overpay if they aren't
             | focusing on cost at that moment. So for all the folks who
             | managed to double their CTC in COVID period should be
             | prepared for this case.
        
             | gretch wrote:
             | > they decide to just fire 13% for some reason
             | 
             | Maybe they fired some after and evaluation process, and
             | than number came out to be 13%. Or maybe they laid of
             | department X and that department just happened to be 13% of
             | the company.
             | 
             | Why are you so sure the 13% was the starting place of all
             | their thought process?
        
           | bluedino wrote:
           | Back in the 90's my step-father worked in a factory, and he
           | and his buddies always joked about a guy there that never did
           | a single lick of work.
           | 
           | He took a VHS camcorder in one day, and recorded the guy
           | flipping a piece of metal over on a table a couple times,
           | then moving the piece of metal to a new table. Repeating this
           | over and over throughout a 10/12 hour day.
        
             | cvhashim04 wrote:
             | Your dad should mind his own business rather than worry
             | about someone else's pockets and/or the work they're doing.
        
             | nathanvanfleet wrote:
             | And your dad had 10 hours to film him apparently
        
               | bluepizza wrote:
               | The camcorder stays still, and you need to press the
               | button twice. Couldn't have taken the guy more than 5
               | mins.
        
               | pc86 wrote:
               | 5 minutes to press a button twice? I'll do it in 4.
        
               | datalopers wrote:
               | I like that you only went for 4 minutes, giving yourself
               | ample room to demonstrate continued improvement in the
               | future
        
               | bombcar wrote:
               | Under promise and over deliver!
        
               | bluedino wrote:
               | Union button-pushers.
        
           | fortuna86 wrote:
           | Every tech company has only a fraction of the works that
           | traditional companies have compared to their value.
        
           | SkyPuncher wrote:
           | I literally cannot name a single person like this in my
           | entire career. Yes, less than ideal performs, but nobody
           | that's utterly useless or spending all day on side projects.
        
             | boredtofears wrote:
             | Same here until my most recent job that I took just this
             | year. The amount of brain waste is staggering.
        
             | watwut wrote:
             | I knew an utterly useless guy. He was good at making
             | impression of a good programmer - read right blogs and had
             | correct opinions. Probably reads HN and definitely knows
             | all the fads.
             | 
             | It is just that, he never produced anything. I worked with
             | him twice. They moved him between teams and both times he
             | got absurd amount of benefit of doubt (one of the companies
             | was firing people quickly, but not him). Anyway based on
             | what I heard, he did nothing whole his career.
             | 
             | But like, he was definitely not a norm.
        
               | acdha wrote:
               | In 3 decades I think I've met a couple of programmers
               | like that, but about a dozen managers and at least half
               | of the consultants. It's pretty hard to pull off in a
               | position which usually has some kind of directly-
               | measurable product.
        
           | spamizbad wrote:
           | I strongly disagree. Many companies (maybe not tech
           | companies) are posting very strong profits. Employee surveys
           | also show people feeling the pressure of being given
           | additional responsibilities due to labor shortages.
           | 
           | I suppose you could make the argument companies are both
           | over-working their employees _and_ over-hiring if you 're
           | willing to concede these companies are poorly managed...
           | which I think has a kernel of truth to it.
        
             | dcolkitt wrote:
             | Wouldn't this be explained by the "quiet quitting"
             | hypothesis?
             | 
             | If 10-20% of the employees in an org pretty much stop
             | working completely, then it's pretty natural that the
             | remaining 80-90% are going to feel overworked making up the
             | slack. Also explains why companies are laying off the dead
             | weight resuming hiring almost immediately (like Tesla).
        
               | spamizbad wrote:
               | Quiet quitting isn't people refusing to work on the job.
               | It's to merely work hard enough to "meet expectations".
               | So rather than trying to be a straight-A student you only
               | work hard enough to get Cs and Bs.
               | 
               | Anyway, I would say if the Quiet Quitting hypothesis is
               | true it definitely points to a business management
               | failure. If an employee joined your organization highly
               | motivated and a year later feels like going above and
               | beyond is not worth it you did something wrong.
        
               | bluedino wrote:
               | >> Quiet quitting isn't people refusing to work on the
               | job. It's to merely work hard enough to "meet
               | expectations".
               | 
               | Office Space came out in 1999 so this isn't anything new.
               | 
               |  _That 's my only real motivation is not to be hassled,
               | that and the fear of losing my job. But you know, Bob,
               | that will only make someone work just hard enough not to
               | get fired._
        
               | bsimpson wrote:
               | > If an employee joined your organization highly
               | motivated and a year later feels like going above and
               | beyond is not worth it you did something wrong.
               | 
               | So you've also worked at Google?
        
           | sangnoir wrote:
           | Fundamental attribution error: how many of your colleagues
           | think the same of you? When it come to you, _obviously_ the
           | problem is the  "complixities of the problem space" and
           | "blockers" you're dealing with, but when it's someone else on
           | some random team, they are slow because they are useless.
        
             | bluepizza wrote:
             | Wish you were right. Unfortunately, most tech companies
             | have some decent amount of people coasting at the lowest
             | level of effort.
             | 
             | My current team has 6 people. 3 are delivering at normal
             | levels, but the other 3 complete one task per week at most.
             | And those are tasks that take a couple of hours at most.
             | This is happening everywhere, and is a clear consequence of
             | overhiring.
        
               | pc86 wrote:
               | How is it a natural consequence of overhiring that 50% of
               | your team will work 4 hours/week?
        
               | bluepizza wrote:
               | Too many people for too little task queue. Engineering
               | managers are more than happy to hold on to headcount to
               | justify their own existence.
        
               | mensetmanusman wrote:
               | An organization with no slack can't respond to
               | emergencies in an effective way.
        
               | bluepizza wrote:
               | Excellent point. This adds a different dimension to the
               | situation, for sure. I can see that the slower crowd
               | would keep the boat afloat while the high performers go
               | and solve the pressing issues. I have seen it happen a
               | couple of times. Still seems a bit wasteful to have half
               | of a team essentially parked.
        
             | [deleted]
        
         | mamonster wrote:
         | Slowdown in inflation due to wage component of inflation
         | falling. What, didn't you hear that the Fed was very interested
         | in pulling on that lever? Just yesterday Powell complained
         | about the labour market being tight, guess businesses heard him
         | all right.
        
           | JumpCrisscross wrote:
           | > _Powell complained about the labour market being tight_
           | 
           | No, he didn't [1].
           | 
           | He justified a rate rise in a faltering economy by pointing
           | to the labor market's strength. Were the labor market weaker
           | we'd be in stagflation and monetary policy would have no room
           | to manoeuvre.
           | 
           | [1] https://www.federalreserve.gov/mediacenter/files/FOMCpres
           | con...
        
             | mamonster wrote:
             | I don't see how what you posted contradicts what I said. I
             | guess it all depends on how you interpret what Powell says,
             | but him saying the labour market is overheated is a signal
             | to the market that unless the labour market stops
             | overheating the Fed pivot is not becoming more likely(which
             | is all that market participants care about as of today with
             | regards to the Fed meeting, i.e when is the pivot coming).
        
               | JumpCrisscross wrote:
               | > _him saying the labour market is overheated is a signal
               | to the market that unless the labour market stops
               | overheating the Fed pivot is not becoming more likely_
               | 
               | The labor market isn't being targeted. We have had tight
               | labor markets with low inflation before. The Fed doesn't
               | spike them for the sake of it.
               | 
               | What's targeted for reduction is inflation. Labor market
               | tightness permits the Fed to respond to it, which is why
               | it's constantly talked about. If you are on a road trip
               | and decide you can take a detour because you have ample
               | gas, it wouldn't be correct to say you took the detour to
               | burn gas.
        
             | im-a-baby wrote:
             | Powell has previously said that he wants higher
             | unemployment. He believes this is the only way to decrease
             | demand and bring down prices.
             | 
             | > The labor market continues to be out of balance, with
             | demand for workers substantially exceeding the supply of
             | available workers. The labor force participation rate
             | showed a welcome uptick in August but is little changed
             | since the beginning of the year. FOMC participants expect
             | supply and demand conditions in the labor market to come
             | into better balance over time, easing the upward pressure
             | on wages and prices. The median projection in the SEP for
             | the unemployment rate rises to 4.4 percent at the end of
             | next year, 1/2 percentage point higher than in the June
             | projections
             | 
             | > We're never going to say that there are too many people
             | working, but the real point is this: Inflation--what we
             | hear from people when we meet with them is that they really
             | are suffering from inflation. And if we want to set
             | ourselves up, really light the way to another period of a
             | very strong labor market, we have got to get inflation
             | behind us. I wish there were a painless way to do that.
             | There isn't.
             | 
             | That is why the market goes down when low unemployment
             | numbers are released. Powell will continue to raise rates
             | until the labor market cools. He's not using the labor
             | market to determine whether or not the economy can handle
             | more rate increases. He's absolutely determined to increase
             | unemployment via rate hikes.
        
               | JumpCrisscross wrote:
               | > _has previously said that he wants higher unemployment_
               | 
               | He has not. I am open to being corrected with a credible
               | source. But every time I see this conspiracy theory, it's
               | based on summaries of Fed statements unsupported by the
               | statements themselves.
               | 
               | > _is why the market goes down when low unemployment
               | numbers are released_
               | 
               | Because the market is anticipating rate hikes. When
               | inflation is low strong employment boosts the market. We
               | just went through a decade of that.
        
               | im-a-baby wrote:
               | I gave you direct quotes from Powell's September Press
               | Conference.
               | 
               | https://www.federalreserve.gov/mediacenter/files/FOMCpres
               | con...
               | 
               | He goes on to say that supply and demand for workers
               | needs to be brought into balance. The goal of raising
               | interest rates is to reduce demand for labor. He says
               | that directly. This isn't a conspiracy theory.
        
               | JumpCrisscross wrote:
               | > _goal of raising interest rates is to reduce demand for
               | labor. He says that directly_
               | 
               | None of your quotes say that.
        
               | AnimalMuppet wrote:
               | Exactly. The quotes say that the Fed's goal is to control
               | inflation, and that reduced demand for labor is going to
               | be collateral damage. But reducing demand for labor is
               | not the _goal_ ; controlling inflation is. The quotes do
               | not say what im-a-baby claims they say.
        
               | im-a-baby wrote:
               | This quote says it:
               | 
               | > The labor market continues to be out of balance, with
               | demand for workers substantially exceeding the supply of
               | available workers. The labor force participation rate
               | showed a welcome uptick in August but is little changed
               | since the beginning of the year. FOMC participants expect
               | supply and demand conditions in the labor market to come
               | into better balance over time, easing the upward pressure
               | on wages and prices. The median projection in the SEP for
               | the unemployment rate rises to 4.4 percent at the end of
               | next year, 1/2 percentage point higher than in the June
               | projections
               | 
               | He's expecting the act of raising interest rates to
               | increase unemployment to 4.4%. He's doing this to bring
               | balance to supply and demand for labor, to ease upward
               | pressure on prices.
               | 
               | He is also asked directly when he will know when to stop:
               | 
               | > So I will answer--I will answer your question directly,
               | but I want to start here today by saying that my main
               | message has not changed at all since Jackson Hole. The
               | FOMC is strongly resolved to bring inflation down to 2
               | percent, and we will keep at it until the job is done. So
               | the way we're thinking about this is, the overarching
               | focus of the Committee is getting inflation back down to
               | 2 percent. To accomplish that, we think we'll need to do
               | two things, in particular: to achieve a period of growth
               | below trend; and also some softening in labor market
               | conditions to foster a better balance between demand and
               | supply in the labor market.
               | 
               | He directly says he's waiting to see softening of the
               | labor market before stopping the rate hikes.
        
               | JumpCrisscross wrote:
               | > _He 's expecting the act of raising interest rates to
               | increase unemployment to 4.4%_
               | 
               | > _He directly says he 's waiting to see softening of the
               | labor market before stopping the rate hikes_
               | 
               | Yes, because we don't want to ruin the labor market.
               | Right now, rates can be raised without spiking
               | unemployment. The Fed is trying to estimate when that
               | stops happening.
               | 
               | A clear signal that the limit has been reached is the
               | labor market actually softening. That doesn't mean the
               | Fed is trying to raise unemployment. It's trying to lower
               | inflation, and thinks unemployment may rise as a result
               | of that, though to date it has not.
        
               | im-a-baby wrote:
               | No, that's not what Powell is saying. Read this quote
               | again:
               | 
               | > So I will answer--I will answer your question directly,
               | but I want to start here today by saying that my main
               | message has not changed at all since Jackson Hole. The
               | FOMC is strongly resolved to bring inflation down to 2
               | percent, and we will keep at it until the job is done. So
               | the way we're thinking about this is, the overarching
               | focus of the Committee is getting inflation back down to
               | 2 percent. To accomplish that, we think we'll need to do
               | two things, in particular: to achieve a period of growth
               | below trend; and also some softening in labor market
               | conditions to foster a better balance between demand and
               | supply in the labor market.
               | 
               | Powell says (paraphrasing slightly): "In order to get
               | inflation under 2%, we need to do two things. 1. achieve
               | a period of low growth, and 2. soften the labor market."
               | Low growth and higher unemployment aren't simply side-
               | effects of Powell's policy. These two things are
               | explicitly stated goals.
        
               | JumpCrisscross wrote:
               | Would it be correct to say the Fed's goal is to lower
               | economic growth? I don't think so. It's trying to lower
               | inflation and predicting negative, possibly necessary,
               | side effects. But if you read that quote as saying the
               | Fed is trying to raise unemployment, then it's also
               | saying the Fed is trying to lower growth, which is an odd
               | reading to say the least.
        
               | im-a-baby wrote:
               | I think we're arguing over the definition of goal and
               | side-effect.
               | 
               | Let's say I have a goal of running a marathon, so I
               | decide to start jogging every day. Is my daily jogging a
               | side-effect of my goal to run a marathon? I wouldn't say
               | so. Rather, jogging every day is an explicit course I've
               | set out on with the hopes of achieving my main goal.
               | Daily jogging is a sub-goal of the main goal, if you
               | will. This logic can be applied to the Fed. The main goal
               | is to lower inflation, and the chosen course of action
               | (i.e. the sub goals) are to lower economic growth and to
               | increase unemployment.
               | 
               | A side-effect would be something akin to knee pain. I
               | can't jog without hurting my knees, but having pain in my
               | knees isn't something I explicitly set out to do.
               | 
               | A side-effect of Fed policy would be something like the
               | gilt crises in the UK. Higher US rates increase yields on
               | UK bonds indirectly. But that isn't something the Fed is
               | actively setting out to do.
        
               | JumpCrisscross wrote:
               | > _Let 's say I have a goal of running a marathon, so I
               | decide to start jogging every day. Is my daily jogging a
               | side-effect of my goal to run a marathon?_
               | 
               | You can't run a marathon without your daily jogs.
               | Inflation _can_ be lowered without spiking unemployment.
               | It 's unlikely. Hence the Fed's messaging. But until
               | recently the Fed forecasted a soft landing, _i.e._ growth
               | and low unemployment amidst rising rates and falling
               | inflation.
               | 
               | Better analogy: engine temperature. You're driving and
               | keeping an eye on the thermometer. You see the
               | temperature is low and so feel comfortable accelerating.
               | The goal is getting to your destination faster. The low
               | temperature lets you accelerate, which in turn raises the
               | temperature. But raising the engine temperature wasn't
               | the point. It reverses cause and effect to say your goal
               | was to raise engine temperature. It wasn't. Engine
               | temperature was simply a limiting factor you were paying
               | attention to.
        
               | im-a-baby wrote:
               | Using analogies is always dangerous because they're never
               | going to be a perfect fit. But the difference between
               | your engine analogy and the federal reserve's actions is
               | that anemic economic growth and high unemployment is not
               | a side effect. In your engine analogy, adding more gas
               | and air into the engine increases the amount combustion.
               | It's the combustion that increases speed, so in a sense
               | increase combustion is a goal. Released heat is just a by
               | product of the reaction. In the economy, the amount of
               | economic activity and the amount of available labor are
               | what drive prices, so these things are the combustion in
               | the piston, not a byproduct.
        
               | JumpCrisscross wrote:
               | > _amount of economic activity and the amount of
               | available labor are what drive prices_
               | 
               | The relationship is sufficiently complex to permit _e.g._
               | falling unemployment, falling (not negative) wage growth,
               | falling (including negative) growth and falling
               | inflation. It 's not a deterministic system.
               | 
               | > _in a sense increase combustion is a goal_
               | 
               | No, it's not, because the goal--reaching the destination
               | quickly--would be accomplished equally well in an
               | electric car with no combustion. That's the difference
               | between a goal and an effect.
        
               | im-a-baby wrote:
        
               | AnimalMuppet wrote:
               | No. That quote still doesn't support your assertion. It
               | clearly says that the actual goal is to control
               | inflation.
        
               | [deleted]
        
               | zeroonetwothree wrote:
               | > We're never going to say that there are too many people
               | working
        
               | [deleted]
        
               | JumpCrisscross wrote:
               | > _We're never going to say that there are too many
               | people working_
               | 
               | I'll admit that was a poorly-worded statement. But it
               | still doesn't convey the Fed targeting a higher
               | unemployment rate. It isn't. It's targeting lower price
               | growth, and keeping an eye on the labor market to avoid
               | overtightening.
        
               | andrekandre wrote:
               | > He's absolutely determined to increase unemployment via
               | rate hikes.
               | 
               | either i'm deluded or there has to a better way to run an
               | economy than this...
        
               | bombcar wrote:
               | It's literally the mandate of the Fed and the only levers
               | they have are rate changes and threats of future rate
               | changes.
               | 
               | Something something the measure becomes the means or
               | something.
        
               | stingrae wrote:
               | Their goal is to reduce inflation. Increasing
               | unemployment, is a side effect of rate hikes but
               | ultimately, reduces demand for consumer goods thus
               | reducing inflation.
        
               | seanmcdirmid wrote:
               | Their goal is to keep inflation steady at a manageable
               | rate, and to prevent any deflation at all. Since
               | inflation indicators haven't been too reliable in the
               | last 20 years, they were caught horribly off guard. But
               | ideally, they would make small changes one way or the
               | other to maintain a nice equilibrium that would keep
               | employment levels relatively stable.
        
               | stingrae wrote:
               | True in the ideal case.
        
               | hajile wrote:
               | Inflation in staple supplies and food are radically
               | inflated too and they aren't reducing when people go on
               | unemployment.
        
               | baq wrote:
               | the economy runs itself, mostly. rates are one of the
               | very few direct knobs anyone has that are sort of
               | predictable.
               | 
               | well you can also commit fiscal suicide like the recent
               | has-been-a-PM of UK showed, but in that case the economy
               | runs you quite explicitly.
        
               | dfxm12 wrote:
               | There are a ton of levers (not all under the Fed's
               | purview). This is just how capitalism works though,
               | others must suffer at the expense of capital. It's bad
               | enough when the government doing the bare minimum, like
               | trying to put a bunch of people to work to replace our
               | crumbling infrastructure, gets decried as "socialism".
               | Those voters must not understand (or simply not care)
               | that voting for the same corporate interests over and
               | over again will just lead to the working man sacrificing
               | more to big business.
        
               | Aunche wrote:
               | > Powell will continue to raise rates until the labor
               | market cools.
               | 
               | This is entirely different from "complaining that the
               | labor market is too tight." The Fed has nothing against a
               | tight labor market so long as we don't have high
               | inflation. Imagine you're a doctor and you're telling
               | your patient that you're going to administer chemotherapy
               | to a child until either the cancer goes away or they get
               | too sick. Then you see protestors trying to convince
               | laymen that you're complaining that a child is
               | experiencing too much cell growth. That's exactly what GP
               | is doing.
        
               | im-a-baby wrote:
               | This seems unnecessarily pedantic. Powell has said he
               | believes the tight labor market is driving inflation.
               | It's a totally fair characterization to say "Powell
               | believes the labor market is too tight" given his
               | statements. In this case, "too tight" means "tight to the
               | point of causing inflation"
        
               | JumpCrisscross wrote:
               | > _Powell has said he believes the tight labor market is
               | driving inflation_
               | 
               | No, he has said nominal wage growth is driving inflation.
               | Wages and unemployment are related but not the same
               | thing.
        
               | s1artibartfast wrote:
               | What do you think is driving nominal wage growth if not
               | low unemployment?
        
               | lsllc wrote:
               | Zorg-onomics?
               | 
               | "Excuse me, sir. The council is worried about the economy
               | heating up. They wondered if it'd be possible to fire
               | 500000. Maybe from one of the smaller companies where no
               | one would notice..."
               | 
               | "Fire one million".
               | 
               | https://www.imdb.com/title/tt0119116/
        
               | aliqot wrote:
               | Jean-Baptiste Emmanuel Zorg! Put some respect on his name
        
         | pcurve wrote:
         | slowly returning to normal salary, along with stagnation of
         | pays for those who were brought on high.
         | 
         | I suspect a lot of underqualified people were able to get jobs
         | at high salary in the past 1 year.
         | 
         | I know this has caused grief and concerns for more tenured
         | employees doing the same job (and better)
        
         | dv_dt wrote:
         | The conventional wisdom floating around financial news is that
         | a recessionary period is/was expected lasting around a year.
         | This is a way to smooth out gross revenues over that year as
         | well as knock out some expectations on salary growth. That it
         | all happens to be coordinated is an interesting thing to
         | contemplate about self-fulfilling prophecy, or natural market
         | reactions, or maybe spin wild conspiracy stories about.
        
           | dv_dt wrote:
           | *net not gross fyi
        
         | adam_arthur wrote:
         | Rising discount rate hits companies with higher valuation
         | multiples first, so tech will be hit worse than other sectors.
         | A bit different than the GFC
         | 
         | Lower wages in tech, higher unemployment.
        
       | Overtonwindow wrote:
       | Twitter, Lyft, Swipe... is there a wave coming?
        
         | xtracto wrote:
         | IMO We are in the middle of it: https://www.trueup.io/layoffs
         | 
         | Hoping it doesn't get uglier than 2020.
        
       | cabbagesauce wrote:
       | Given Lyft have (had?) an office in semi-fascist state of
       | Republic of Belarus, there's no wonder they are laying off
       | someone. I double checked, the evidence of Minsk office is washed
       | from their career portal. Yet, the old listings are there[0].
       | 
       | UPD. One more link was located[1]
       | 
       | [0] https://startup.jobs/backend-engineer-all-teams-minsk-
       | lyft-1...
       | 
       | [1] https://park.by/en/residents/lift-bieler/
        
         | cowuser666 wrote:
         | what's the connection between having an office in a quasi-hemi-
         | fascist state and layoffs?
        
           | cabbagesauce wrote:
           | Layoff to save rep among other things?
        
       | bryanlarsen wrote:
       | Tesla was one of the first big tech companies to start this
       | cycle, announcing a 10% layoff in June. Now they're hiring at a
       | rapid clip. https://insideevs.com/news/617007/tesla-hiring-boost-
       | after-l...
        
         | [deleted]
        
         | xeromal wrote:
         | Didn't they layoff a lot of labelers after they felt confident
         | in their auto labeling?
        
           | gamblor956 wrote:
           | Incidentally, those layoffs were shortly followed by a huge
           | increase in the number of reported FSD incidents...
        
             | bryanlarsen wrote:
             | That probably has a lot more to do with the massive
             | expansion in the FSD beta pool.
        
           | dilyevsky wrote:
           | I've never heard of labeler ftes but nothing about tesla
           | would or should surprise me at this point
        
         | __Parfait__ wrote:
         | Getting talent on the cheap
        
         | fny wrote:
         | This is all pretty standard culling. They're just trying to
         | scare people into recession think (i.e. don't try to negotiate
         | a raise) and rehire cheaper outsourced or--get ready for this
         | buzz word--"insourced" labor.
         | 
         | Remember, the big tech cos also increased their work force
         | sizes dramatically during COVID, so a more aggressive reduction
         | push is understandable.
        
           | ChuckNorris89 wrote:
           | _> big tech cos also increased their work force sizes
           | dramatically during COVID_
           | 
           | During Covid freshly printed money was raining from the sky
           | fort big tech. Not so much now.
        
           | ulchar wrote:
           | What would "insourced" mean exactly? Cheap remote domestic
           | hires?
        
             | papercrane wrote:
             | Unless it's taken on a new meaning, insourcing is just the
             | opposite of outsourcing, i.e. using the companies own
             | workforce and resources for a project.
        
               | booi wrote:
               | That's just called a job
        
               | jonny_eh wrote:
               | That doesn't sound that scary.
        
             | fny wrote:
             | Yes. They hire devs from the Midwest instead of major metro
             | areas.
             | 
             | The term was coined during the Obama era[0] and I've seen
             | it shopped around by a few US dev shops recently. It's also
             | called "near shoring" or "rural outsourcing."
             | 
             | [0]: https://obamawhitehouse.archives.gov/blog/2012/01/11/e
             | veryth...
        
               | henryfjordan wrote:
               | I've heard "near-shoring" before but always in the
               | context of hiring workers from Mexico or other countries
               | further south that share time-zones with the US.
        
               | [deleted]
        
               | PragmaticPulp wrote:
               | > Yes. They hire devs from the Midwest instead of major
               | metro areas.
               | 
               | Which is great, IMO. It's time we opened the doors to
               | more talented developers across the country rather than
               | requiring everyone to move to a few big cities to get the
               | best jobs.
               | 
               | Yes, compensation will come down relative to those big
               | cities, but it will still be coming up for those devs
               | outside of major metro areas (otherwise they wouldn't be
               | taking the jobs, obviously)
        
             | dr-detroit wrote:
        
             | sn_master wrote:
             | The term "insourcing" was used in the movie "The Campaign"
             | to refer to bringing cheap Chinese labor to the US and
             | paying them similar wages and offer same working conditions
             | as in China to save on shipping costs.
             | 
             | https://www.youtube.com/watch?v=KLwdvvzKJqs&t=32s
        
       | SevenNation wrote:
       | This is what the other side of a hiring blitz looks like. On the
       | ascent, company after company speculatively hired extremely
       | expensive workers - because the surface economic signals were
       | misleading people who should have known better. There was so much
       | money to throw at employees that offers were being extended just
       | to keep candidates away from competitors.
       | 
       | This went on so long and with such fury that employees,
       | candidates, and CS students began to view the orgy of
       | overspending as the new normal.
       | 
       | Now a normalization of economic conditions throws the entire
       | thing into reverse. Too many fresh-faced candidates showing up
       | with resume in hand, too many workers on payrolls doing little to
       | nothing for wages 3-10x what they should be, too little revenue
       | to continue business as usual, and a stock market that pulled the
       | rug out from public companies using shares as a form of self-
       | printed currency.
        
         | spaceman_2020 wrote:
         | CS was already a popular bet among incoming college students,
         | but the memory of the manic 2020-21 period have fuelled a vast
         | flight of talent to CS majors, at least in my country. Everyone
         | is convinced that the only way to make any real money fast is
         | to learn how to code. The expectations are absurd - most expect
         | to make doctor-tier salaries right after graduation (source:
         | wife teaches at university).
         | 
         | By 2024, the steady drip of fresh CS graduates is going to turn
         | into a flood.
         | 
         | An entire generation of teenagers saw the tech boom, the crypto
         | boom, and the SPAC/IPO mani. Its going to color college major
         | choices for years.
         | 
         | In short: downward pressure on programmer wages.
        
           | dilyevsky wrote:
           | > In short: downward pressure on programmer wages.
           | 
           | Entry level programmers maybe - lets see how many can
           | actually stick around past first midterm
        
             | nkjnlknlk wrote:
             | People have been making these doomer claims since 00s to my
             | memory and all that has been proven since then is we don't
             | have enough software engineers.
        
               | delecti wrote:
               | I almost feel like coding is currently what typing was 60
               | years ago. "Typist" isn't really a job anymore, but
               | stenographer and transcriptionist are. Likewise, I think
               | that coding needs to become something basically everyone
               | can do a tiny bit of, but only a relatively smaller group
               | do as their entire job.
        
               | baq wrote:
               | almost anybody can be a coder but _software engineering_
               | is super freakin ' hard - and I only say this because I'm
               | soon wrapping up my second decade of doing it. the amount
               | of things you can't efficiently learn at school is
               | staggering. I see young promising people focusing on
               | 'tech stacks', 'deep learning', etc. hence missing the
               | forest from the trees and think that it simply isn't
               | possible to exit school as a competent software engineer.
               | you have to really try to be one to become one and no
               | school makes you do that. it's you.
        
               | dilyevsky wrote:
               | Yes my algebra professor used to say same thing almost 20
               | years ago now
        
               | robotnikman wrote:
               | On the other hand, it seems like technical proficiency
               | might be going down with newer generations. Many were
               | raised on smartphones and tablets where you just tap
               | something and it does the thing. Devices nowadays
               | abstract a lot of the underlying system away from the
               | users, even to the point where apparently the newer
               | generation struggles with the concept of files and
               | directories.
        
         | mountainofdeath wrote:
         | This has been happening for at least the second half of the
         | prior decade. I graduated in 2014 and that was the second year
         | EE/CS had a significant uptick in enrollments. When I started
         | in 2010, it was mostly the "runs Linux on the desktop" hacker-
         | types.
        
           | dilyevsky wrote:
           | I was a freshmen in 2004 it was already widely believed CS
           | career was reliable source of middle class income. Nothing we
           | see here is new
        
         | aksss wrote:
         | Wage inflation, interesting that the whole "fight for $15"
         | thing literally died overnight at some point. But when you're
         | at 40-year high for inflation, rates rise, part of what the Fed
         | is _trying_ to do is raise unemployment. Here you are.
         | 
         | https://thehill.com/policy/3658981-why-the-fed-is-pushing-un...
        
           | relaxing wrote:
           | > interesting that the whole "fight for $15" thing literally
           | died overnight at some point
           | 
           | Not that interesting. With the Senate split 50/50 it only
           | took one Democrat to kill that effort.
        
       | tqi wrote:
       | Did these companies accelerate planned layoffs because they
       | figure Twitter layoffs on Friday would help take the spotlight
       | off of them?
        
         | dotnet00 wrote:
         | I doubt these are at all related to Twitter layoffs, we've been
         | seeing announcements of layoffs from tech companies a few times
         | a week for a few weeks now.
        
           | nkozyra wrote:
           | I think the point is about the timing of the announcement. I
           | could see it landing a little softer when people are talking
           | about the Twitter stuff.
           | 
           | On the other hand, big companies do this all the time and get
           | a little bad press and then move on with their lives.
        
         | shaburn wrote:
         | More likely in response to the interest rate raise. Effectively
         | the leathal injection to the tech sector.
        
         | vecter wrote:
         | There's no way that they planned a layoff within a week. They
         | take much longer to plan and execute.
        
           | gryBrd1987 wrote:
           | There's no way these people chat in a Signal chat group?
           | 
           | It's funny how people on a technology forum discount other
           | normal humans also using technology
           | 
           | I mean Musk's Twitter texts just revealed they do exactly
           | that.
        
           | tqi wrote:
           | Def, I meant more moving up the timeline to get it into this
           | new cycle.
        
         | bombcar wrote:
         | If they did they'd have pushed to Friday evening or Monday.
         | 
         | I think once the layoffs _started_ companies began to follow
         | suit. There 's a serious herd mentality that's hard to avoid.
        
         | eclipticplane wrote:
         | I suspect we'll see more of these in the coming weeks as
         | companies go through planning for next year.
        
       | WalterSobchak wrote:
       | https://archive.ph/VKWGP
        
       | WFHRenaissance wrote:
       | Reminds me of COVID onset tbh.
        
         | pcurve wrote:
         | people have short memory, but that was pretty brutal.
        
       | pelagicAustral wrote:
       | Wow, another one? I just finish reading the thread on Stripe... I
       | think we're going to need a Sacked-HN category.
        
         | [deleted]
        
         | toomuchtodo wrote:
         | https://layoffs.fyi
        
         | Taurenking wrote:
        
         | tinyhouse wrote:
         | Wait until Twitter layoffs are out today or tomorrow. Winter is
         | coming.
        
           | drstewart wrote:
           | >Winter is coming.
           | 
           | Pressing X to doubt. Many of these companies did layoffs
           | during the pandemic (like Lyft) - which in many cases were
           | just an excuse to cull low performers - then just continued
           | to grow at insane paces. Even these layoffs just put them
           | back at pandemic-level figures.
           | 
           | Call me when companies are smaller than they were even before
           | the pandemic, let alone crashing and burning.
        
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