
亞馬遜(Amazon)將每周例行的零售技術會議調整到周二,以排查零售網站頻繁崩潰的原因。據《金融時報》(Financial Times)報道,事件的真相被記錄在內部文件中,隨后又被火速刪除:問題根源,正是亞馬遜自身的AI項目。
在短短一周內,亞馬遜零售網站發生了四次高危故障,包括上周四持續六小時的系統崩潰,期間消費者無法進入結賬頁面,也無法查看賬戶信息和商品價格。此次會議由負責亞馬遜電子商務基礎業務的高級副總裁主持,旨在“深度剖析”故障根源。據《金融時報》報道,問題恰恰出在亞馬遜一直要求工程師使用的AI工具上。
一份為本次會議準備的內部文件,最初將“生成式AI輔助的變更操作”列為自第三季度以來一系列故障的誘因。《金融時報》查閱了該文件的前后兩個版本,證實相關表述在會議召開前被刪除。
亞馬遜對相關報道予以反駁。該公司在博客中稱,僅有一起事故與AI工具有關,“所有事故均不涉及AI生成的代碼”,事故原因是“一名工程師采納了AI智能體基于過時內部維基百科內容得出的錯誤建議”。亞馬遜還向《財富》雜志表示,這場會議是每周例行的運營復盤會,并非緊急會議。該公司同時澄清,網傳將對使用AI工具的工程師增設審批要求的說法并不屬實,且亞馬遜云科技(AWS)與所有事故均無關聯。
亞馬遜的發言人告訴《財富》雜志:“作為常規業務流程,我們會在會議中復盤網站與應用的可用性,以推動持續優化改進。”
美國消費者新聞與商業頻道(CNBC)獲取并曝光的內部文件,卻表明另有隱情。亞馬遜電子商務基礎業務高級副總裁戴夫·特雷德韋爾在給員工的說明中寫道:近期網站可用性欠佳,接連發生的一級事件(導致核心系統癱瘓的最高級別事故)亟需緊急處理。
據美國消費者新聞與商業頻道報道,最初的內部文件揭示了更復雜的真相。特雷德韋爾在備忘錄中承認,圍繞生成式AI使用的“最佳實踐和安全防護措施”尚未完全確立,并表示公司將在涉及零售體驗核心環節的部署中引入“受控摩擦”機制。無論亞馬遜如何表述,其向工程師傳遞的信息是:如今AI輔助的系統變更將受到更嚴格的審查。
對于亞馬遜而言,在這個節點承認相關問題,處境極為尷尬。這家剛剛超越沃爾瑪(Walmart)、榮登《財富》美國500強榜首的企業,預計今年的AI基礎設施資本支出將高達2000億美元,投資規模遠超全球任何一家公司。
與此同時,亞馬遜正在大規模裁員:2025年10月裁減約1.4萬名企業員工(多為中層管理人員),今年1月又裁員1.6萬人。這還不包括2022年至2023年間裁減的逾2.7萬名員工。去年6月,賈西在內部備忘錄中宣稱,AI驅動的“效率提升”將降低亞馬遜對員工的需求,并反復強調這家零售巨頭未來將依靠AI減少人力。10月裁員消息公布時,賈西在財報電話會議上將裁員重新界定為“文化建設”舉措,稱公司在新冠疫情期間擴張過快,亞馬遜需要朝著“精簡高效、快速響應”的方向轉型。
亞馬遜在另一份宣布同一裁員計劃的內部備忘錄中,卻將裁員歸因于適應“變革性技術”發展的需要。這種表述與“AI驅動的裁員”宣傳口徑更為契合,而非單純的內部整頓。然而無論以何種理由裁員,亞馬遜在這一過程中似乎需要更多的人力。
在AI相關的裁員浪潮中,這無疑是一個耐人尋味的敘事反轉。杰克·多爾西旗下的Block公司上月裁掉近半數員工——4000人——并明確將此歸因于AI帶來的效率提升。多爾西表示多數企業將在一年內得出相同結論。賽富時(Salesforce)的馬克·貝尼奧夫在裁減4000個支持崗位后同樣表示,公司未來對人力的需求將進一步下降。高管層普遍認為,加大AI領域的投入,可以通過縮減員工規模實現成本回收。
AI減輕工作負擔的承諾并未兌現,至少對留任員工及其管理的系統而言是如此。《華爾街日報》(Wall Street Journal)報道了ActivTrak針對16.4萬名員工開展的最新分析,分析結果顯示,AI非但沒有減少工作量,反而加快了工作節奏,增加了工作強度和復雜度。使用AI工具后,員工在電子郵件、即時通訊和聊天應用程序上耗費的時間增加了一倍以上。而用于解決復雜問題、不受干擾的專注工作時間下降了9%。與此同時,Anthropic公司的一項新研究表明,理論上AI能夠實現的自動化水平與實際落地效果之間存在巨大的差距。即便在軟件和數學領域,理論上94%的任務可以由AI處理,但如今僅有約33%的任務實現自動化。Anthropic公司表示,法律限制和制度障礙都在延緩AI的部署進程。亞馬遜接連發生的系統故障或許正是這一問題的生動例證。(財富中文網)
譯者:中慧言-王芳
亞馬遜(Amazon)將每周例行的零售技術會議調整到周二,以排查零售網站頻繁崩潰的原因。據《金融時報》(Financial Times)報道,事件的真相被記錄在內部文件中,隨后又被火速刪除:問題根源,正是亞馬遜自身的AI項目。
在短短一周內,亞馬遜零售網站發生了四次高危故障,包括上周四持續六小時的系統崩潰,期間消費者無法進入結賬頁面,也無法查看賬戶信息和商品價格。此次會議由負責亞馬遜電子商務基礎業務的高級副總裁主持,旨在“深度剖析”故障根源。據《金融時報》報道,問題恰恰出在亞馬遜一直要求工程師使用的AI工具上。
一份為本次會議準備的內部文件,最初將“生成式AI輔助的變更操作”列為自第三季度以來一系列故障的誘因。《金融時報》查閱了該文件的前后兩個版本,證實相關表述在會議召開前被刪除。
亞馬遜對相關報道予以反駁。該公司在博客中稱,僅有一起事故與AI工具有關,“所有事故均不涉及AI生成的代碼”,事故原因是“一名工程師采納了AI智能體基于過時內部維基百科內容得出的錯誤建議”。亞馬遜還向《財富》雜志表示,這場會議是每周例行的運營復盤會,并非緊急會議。該公司同時澄清,網傳將對使用AI工具的工程師增設審批要求的說法并不屬實,且亞馬遜云科技(AWS)與所有事故均無關聯。
亞馬遜的發言人告訴《財富》雜志:“作為常規業務流程,我們會在會議中復盤網站與應用的可用性,以推動持續優化改進。”
美國消費者新聞與商業頻道(CNBC)獲取并曝光的內部文件,卻表明另有隱情。亞馬遜電子商務基礎業務高級副總裁戴夫·特雷德韋爾在給員工的說明中寫道:近期網站可用性欠佳,接連發生的一級事件(導致核心系統癱瘓的最高級別事故)亟需緊急處理。
據美國消費者新聞與商業頻道報道,最初的內部文件揭示了更復雜的真相。特雷德韋爾在備忘錄中承認,圍繞生成式AI使用的“最佳實踐和安全防護措施”尚未完全確立,并表示公司將在涉及零售體驗核心環節的部署中引入“受控摩擦”機制。無論亞馬遜如何表述,其向工程師傳遞的信息是:如今AI輔助的系統變更將受到更嚴格的審查。
對于亞馬遜而言,在這個節點承認相關問題,處境極為尷尬。這家剛剛超越沃爾瑪(Walmart)、榮登《財富》美國500強榜首的企業,預計今年的AI基礎設施資本支出將高達2000億美元,投資規模遠超全球任何一家公司。
與此同時,亞馬遜正在大規模裁員:2025年10月裁減約1.4萬名企業員工(多為中層管理人員),今年1月又裁員1.6萬人。這還不包括2022年至2023年間裁減的逾2.7萬名員工。去年6月,賈西在內部備忘錄中宣稱,AI驅動的“效率提升”將降低亞馬遜對員工的需求,并反復強調這家零售巨頭未來將依靠AI減少人力。10月裁員消息公布時,賈西在財報電話會議上將裁員重新界定為“文化建設”舉措,稱公司在新冠疫情期間擴張過快,亞馬遜需要朝著“精簡高效、快速響應”的方向轉型。
亞馬遜在另一份宣布同一裁員計劃的內部備忘錄中,卻將裁員歸因于適應“變革性技術”發展的需要。這種表述與“AI驅動的裁員”宣傳口徑更為契合,而非單純的內部整頓。然而無論以何種理由裁員,亞馬遜在這一過程中似乎需要更多的人力。
在AI相關的裁員浪潮中,這無疑是一個耐人尋味的敘事反轉。杰克·多爾西旗下的Block公司上月裁掉近半數員工——4000人——并明確將此歸因于AI帶來的效率提升。多爾西表示多數企業將在一年內得出相同結論。賽富時(Salesforce)的馬克·貝尼奧夫在裁減4000個支持崗位后同樣表示,公司未來對人力的需求將進一步下降。高管層普遍認為,加大AI領域的投入,可以通過縮減員工規模實現成本回收。
AI減輕工作負擔的承諾并未兌現,至少對留任員工及其管理的系統而言是如此。《華爾街日報》(Wall Street Journal)報道了ActivTrak針對16.4萬名員工開展的最新分析,分析結果顯示,AI非但沒有減少工作量,反而加快了工作節奏,增加了工作強度和復雜度。使用AI工具后,員工在電子郵件、即時通訊和聊天應用程序上耗費的時間增加了一倍以上。而用于解決復雜問題、不受干擾的專注工作時間下降了9%。與此同時,Anthropic公司的一項新研究表明,理論上AI能夠實現的自動化水平與實際落地效果之間存在巨大的差距。即便在軟件和數學領域,理論上94%的任務可以由AI處理,但如今僅有約33%的任務實現自動化。Anthropic公司表示,法律限制和制度障礙都在延緩AI的部署進程。亞馬遜接連發生的系統故障或許正是這一問題的生動例證。(財富中文網)
譯者:中慧言-王芳
Amazon repurposed its regular weekly retail technology meeting Tuesday to figure out why its retail website keeps breaking. The answer, buried in internal documents and then quickly deleted, according to the Financial Times: its own AI initiatives.
Four high-severity incidents hit its retail website in a single week, including a six-hour meltdown last Thursday that locked shoppers out of checkout, account information and product pricing. The meeting, run by the senior vice president who oversees Amazon’s ecommerce infrastructure, was framed as a “deep dive” into what went wrong. What went wrong, it turns out, involves the very AI tools Amazon has been pushing its own engineers to adopt, according to the FT.
An internal document prepared for the meeting initially identified “GenAI-assisted changes” as a factor in a pattern of incidents stretching back to Q3. That reference was deleted before the meeting took place, according to the Financial Times, which viewed both versions of the document.
Amazon has pushed back on the reporting. In a blog post, the company said only one incident involved AI tools, that “none of the incidents involved AI-written code,” and that the cause was “an engineer following inaccurate advice that an agent inferred from an outdated internal wiki.” Amazon also told Fortune the meeting was a routine weekly operations review, not an emergency gathering. The company also said it is not accurate that it introduced new approval requirements for engineers working with AI tools, and that AWS was not involved in any of the incidents.
“As part of normal business, the meeting will include a review of the availability of our website and app as we focus on continual improvement,” an Amazon spokesperson told Fortune.
The internal documents, obtained and reported by CNBC, tell another story. Dave Treadwell, SVP of eCommerce Foundation, laid it out for staff:. Site availability had not been good recently, he wrote, and the string of Sev 1s—the most severe classification for incidents that take down important systems—demanded immediate attention.
But the internal documents, as initially written, according to CNBC, tell a more complicated story. Treadwell acknowledged in his note that “best practices and safeguards” around generative AI usage haven’t been fully established, and wrote that the company would introduce “controlled friction” into deployments involving the most critical parts of the retail experience, according to CNBC. Either way Amazon calls it, the message to engineers was that AI-assisted changes now get more scrutiny.
The timing for that kind of admission is brutal for Amazon. The company, which just surpassed Walmart to top the Fortune 500, is spending more on AI infrastructure than any company on Earth—$200 billion in projected capital expenditures this year.
Amazon is also aggressively thinning out its workforce. The company laid off roughly 14,000 corporate workers in October — mostly middle managers — followed by another 16,000 in January. That’s on top of more than 27,000 employees cut between 2022 and 2023. In June, Jassy wrote in an internal memo that Amazon would need fewer employees thanks to AI-driven “efficiency gains,” repeating his drumbeat emphasizing the AI future of less workers needed at the giant retail platform. When the October cuts came, Jassy reframed the rationale on an earnings call to be about “culture,” saying that the company had grown too fast during the pandemic, and Amazon needed to be “lean” and “move fast.”
But a separate Amazon memo announcing the same layoffs cited the need to adapt to “transformative technology,” the kind of language that maps a lot more cleanly onto an AI-driven workforce reduction than a spring cleaning. But it seems that either way, Amazon has found itself in need of more humans in the process.
It’s an interesting narrative violation in a world of AI-related layoffs. Jack Dorsey’s Block cut nearly half its workforce last month — 4,000 employees — and tied the decision explicitly to AI-driven productivity gains. Dorsey said most companies would reach the same conclusion within a year. Salesforce’s Marc Benioff said he needed fewer heads after cutting 4,000 support roles. The C-suite consensus is that increasing AI investment will pay for itself with smaller workforces.
But the promise that AI would lighten the load isn’t playing out— at least, not for the workers who remain, and not for the systems they manage. A new analysis reported by the Wall Street Journal of 164,000 workers by ActivTrak found that AI is increasing the speed, density, and complexity of work rather than reducing it. Time spent on email, messaging, and chat apps more than doubled after workers adopted AI tools. Time devoted to focused, uninterrupted work—the kind required for solving complex problems—fell 9%. Meanwhile, new research from Anthropic suggests the gap between what AI can theoretically automate and what it’s actually automating is enormous. Even in software and math — where 94% of tasks could theoretically be handled by AI, only about 33% are being automated today. Legal constraints and institutional troubles are all slowing deployment, Anthropic said. Amazon’s outages could be a live demonstration of why.