In a recent memo addressed to employees, Shopify CEO Tobi Lütke introduced a significant policy change that mandates teams to explain why artificial intelligence (AI) cannot handle a particular job before they can request additional headcount and resources. Lütke emphasized the need for teams to consider how their areas might function if autonomous AI agents were already integrated into their workflow. He suggested that this line of questioning could spark engaging discussions and innovative projects. This initiative implies that Shopify is exploring AI as a means to potentially reduce its workforce, a stance that may elicit controversy given the growing concerns over AI’s effects on employment.
A new report from the United Nations Trade and Development organization indicates that AI has the potential to disrupt more than 40% of global jobs. This concern echoes throughout the tech industry, where many leaders are also contemplating the efficiency gained through AI. For instance, Klarna’s CEO, Sebastian Siemiatkowski, has highlighted the capabilities of his company’s AI chatbot, claiming it can perform the tasks of 700 customer service agents. He mentioned that this technology might enable Klarna to downsize its workforce from 4,000 to around 2,000 employees in the future.
As of 2024, Shopify employed approximately 8,100 individuals, and the company faced significant layoffs in the past year, reducing its staff by 20%. In January, Shopify reportedly conducted quiet layoffs within its customer service division, further reflecting the ongoing shifts in the workforce due to technological advancements.