Ford CEO latest to claim AI will wipe out half of white collar jobs in the U.S. — 'AI will leave a lot of white-collar people behind'
Others disagree, though, and CEOs often like to hype up potential savings and profits

Ford CEO Jim Farley said in a recent interview that he believes "half of all white-collar workers in the U.S." could lose their jobs to artificial intelligence (AI) in the coming years. Although other executives, like Nvidia's Jensen Huang, claim otherwise, Farley is not alone in his predictions. A number of other business leaders have been quoted this year saying that the workplace as we know it will change dramatically due to AI, and that's going to mean redundancies as per WSJ.
The debate over the impact of AI on workers and their employment status has been hot for the past few years. Some of the biggest fear-mongers come from the AI industry itself, with the CEO of Anthropic, Dario Amodei, recently stating that he thought half of all white collar workers would be replaced by AI, and that this could spike unemployment to 20%.
Although an argument could be made that Anthropic benefits from overhyping the capabilities and potential impact of AI, other CEOs in non-affiliated industries are also sounding warning bells. Along with Ford's Farley, Fiverr's CEO Micha Kaufman said in a staff memo earlier this year that it didn't matter what field you were in, "AI is coming for you."
The CEO of Shopify, Tobi Lütke, was quoted as telling workers to only make new hires if AI couldn't do the job instead. IBM has reportedly replaced several hundred of its HR workers with AI agents. There are also reports that Microsoft is internally trying to use AI for more tasks, which could be a factor in its latest round of layoffs.
The CEO of JPMorgan Chase also said in May that it could see its headcount being cut by 10% in the coming years as it makes use of new AI tools in its business. Amazon's CEO, Andy Jassy, told employees in June that it expected its overall corporate workforce to be reduced over the coming years. This may come in line with its expanded use of robotics across its logistics network.
However, CEOs are known to want to share exciting potential for new efficiency savings and potential profit expansion to stockholders and the media, and not every executive is convinced that AI will have such a devastating effect on the employment of millions of workers around the world.
Nvidia's Huang has previously said he “pretty much disagree[s] with almost everything," that the Anthropic CEO said about the potential dangers of AI. OpenAI's COO, Brad Lightcap, also stated on the "Hard Fork" podcast recently that there has been little evidence so far that AI has replaced entry-level jobs on a large scale and that any such change won't be as swift or as broad as others claim.
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It may be that certain jobs are displaced, but that others become more important in turn. Following IBM's reduction in HR staff, it actively hired more programmers and salespeople.
Others argue that AI will simply make workers more efficient, increasing productivity, rather than reducing the need for workers altogether.
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jp7189 When i step on to a consulting gig, the first thing to determine is it the org is CFO (finance) driven or COO (operations) driven. If CFO, then every decision will have to be justified by the cost with cheaper solutions being the preference. If COO, then even decision will be about improving operations and increasing efficiency.Reply
I'm calling it now: finance focused orgs will be a bloodbath of layoffs during the AI revolution. Operations focused orgs will experience explosive growth from the increased efficiency. To us worker bees the message is clear: get efficient or get laid off. -
vanadiel007 The CEO is also white collar, so there is that...Reply
Why have a board of directors when you can have them replaced by AI? -
vanadiel007 jp7189 said:When i step on to a consulting gig, the first thing to determine is it the org is CFO (finance) driven or COO (operations) driven. If CFO, then every decision will have to be justified by the cost with cheaper solutions being the preference. If COO, then even decision will be about improving operations and increasing efficiency.
I'm calling it now: finance focused orgs will be a bloodbath of layoffs during the AI revolution. Operations focused orgs will experience explosive growth from the increased efficiency. To us worker bees the message is clear: get efficient or get laid off.
I am also calling it: consultants not really needed anymore due to AI. -
punkncat Who was it said in an article the other day not to go to business school, but to learn a trade? I think the quote was "AI isn't going to fix the leak in your roof."Reply
There is a giant hole and opportunity opening back up in the trades, at least for the next three years and maybe to seven. Loads of experienced workers are being sent away and leaving opportunities that were filled decades ago. Swinging a hammer can be very lucrative. -
Giroro The easiest jobs for AI to replace are the paper pushers and business wank-word generators like the CEO and C-suite, followed by HR. People who's job is to always say and do the same old things in slightly different ways.Reply
The hardest (non-physical) job for and AI to replace are the designers, technical creatives, and engineers. The people's who sole job is to give you a technical edge by doing new things that have never been done before.
The companies who succeed will be the ones who use AI to remove business overhead to open up invention and innovation. The companies who fail will be the ones who let the suits think they can use AI to turn engineering into a factory and product development into an assembly line.
But the executives control the money, and they were taught to always sacrifice the company and its investors in order to protect and enrich themselves, even if only temporarily.
Suck it dry. Rip and tear until it is done. Welcome to the nightmare of the 21st century. -
davmol I wonder if these CEOs have figured out yet that these white collar workers, who they want to remove in huge swathes, are likely to also be their customer base? I would think it's particularly relevant with a company like Ford, who make a lot of money leasing vehicles to fleets. If the businesses downstream cut half of their white collar workers, then they'll also be significantly reducing their fleet sizes. It's possible that the majority of C-suite execs only look ahead to their next bonus or long term incentive payout (5 years max?), so they could be actively ignoring this fact, but it's also possible they just haven't thought it through to the end.Reply
There was an earlier comment about how
being in a trade is safe from AI. While it's true that robots with trade skills are still a reasonable way off (though they are coming), the earlier mentioned white collar job losses will reduce household spend on skilled trade work. Couple that with a likely massive oversupply of labour, from the redundant white collar workers moving into these lucrative "ai proof" trades, and the rates of pay are likely to decline substantially.
Personally, I think it's not much of a leap to see that we are gradually moving towards the end of capitalism, at least in its current form. Consumer driven economies cannot exist when the majority of consumers no longer have an income. A limited amount of high rollers can't sustain an entire country, particularly if they are choosing not pay tax because they are "smart". Interesting times ahead! -
JamesJones44 Entry level jobs are really the most at risk at the moment, I see it already with a lot of companies reducing their entry level hiring because they believe AI is as good as a junior software engineer (right or wrong they believe it). It will eventually work its way down the stack though, I've already consulted for some companies (who will go nameless) exploring how they could replace all but their senior engineers with "Gen AI" automation and augmentation (aka help the senior engineers carry out the work). I still think we are a few years away from that, but it's not going to stop companies from trying and some will likely succeed in ways that impact their workforces.Reply -
phead128 As someone who uses AI daily.... it won't replace jobs, because you need to guide it and clearly articulation your end goal/objective and expectation. Most people are really bad at giving instructions and articulating what they want. The hallucination rate alone is why I wouldn't trust it running off 24/7 doing it own stuff without oversight.Reply -
steve15180 punkncat said:Who was it said in an article the other day not to go to business school, but to learn a trade? I think the quote was "AI isn't going to fix the leak in your roof."
There is a giant hole and opportunity opening back up in the trades, at least for the next three years and maybe to seven. Loads of experienced workers are being sent away and leaving opportunities that were filled decades ago. Swinging a hammer can be very lucrative.
The dirty secret is that the trades have been paying exceptionally well while white collar positions have been on the decline, AI or no AI. College grad unemployment rate exceeds the overall rate for unemployment. It's harder to find a slot already.
As for what kind of CEO is Farley, he is a follower. He's run Ford by the "don't make any waves, go along with the crowd" school of business. He chases the big ideas hoping to ride the wave, but somehow, never catches it.
Ford's stock is stuck in a rut because of it, and how he's still in charge has more to do with him saying the right things to shareholders (or what they want to hear), rather than any success. He's all but abandoned cars and ICE in favor of SUV's and EV's. The abandoned tech is paying the bills, the new tech is a money sink hole.
AI is just what he needed to change the conversation for shareholders.
You'd get a better opinion on AI from a waiter or cabbie than from him. -
ravewulf We will get to a point where a universal basic income system becomes a requirement for survival. Assuming we aren't already at that point...Reply