top | item 46976317

AI-First Company Memos

132 points| bobismyuncle | 19 days ago |the-ai-native.company

208 comments

order

MontyCarloHall|19 days ago

Whatever happened to "show, don't tell"? Other productivity boosters certainly didn't need such memos; they were naturally adopted because the benefits were unambiguous. There were no "IDE-first company memos" or "software framework-first company memos"; devs organically picked these up because the productivity gains were immediately self-evident.

munificent|19 days ago

Think about the Industrial Age transition from individual craftspeople working on small shops using hand tools to make things into working in factories on large-scale assembly lines. The latter is wildly more productive than the former. If you owned a business that employed a bunch of cobblers, then moving them all out of their little shops into one big factory where they can produce 100x as many shoes means you just got yourself 100x richer.

But for an individual cobbler, you basically got fired at one job and hired at another. This may come as a surprise to those who view work as simply an abstract concept that produces value units, but people actually have preferences about how they spend their time. If you're a cobbler, you might enjoy your little workshop, slicing off the edge of leather around the heel, hammering in the pegs, sitting at your workbench.

The nature of the work and your enjoyment of it is a fundamental part of the compensation package of a job.

You might not want to quit that job and get a different job running a shoe assembly line in a factory. Now, if the boss said "hey, since you're all going to be so much more productive working in the factory, we'll give you all 10x raises" then perhaps you might be more excited about putting down your hammer. But the boss isn't saying that. He's saying "all of the cobblers at the other companies are doing this to, so where are you gonna go?".

Of course AI is a top-down mandate. For people who enjoy reading and writing code themselves and find spending their day corralling AI agents to be a less enjoyable job, then the CEO has basically given them a giant benefits cut with zero compensation in return.

paodealho|19 days ago

Goes to show how infested with disconnected management this industry is.

All the tools that improved productivity for software devs (Docker, K8S/ECS/autoscaling, Telemetry providers) took very long for management to realize they bring value, and in some places with a lot of resistance. Some places where I worked, asking for an IntelliJ license would make your manager look at you like you were asking "hey can I bang your wife?".

malfist|19 days ago

Remember when companies all forced us to buy smartphones? Or switch to search engines instead of books? Or when Amazon announced it was "react native first"?

nilkn|19 days ago

People will voluntarily adopt modest productivity boosters that don't threaten their job security. They will rebel against extraordinary productivity boosters that may make some of their skills obsolete or threaten their career.

SatvikBeri|18 days ago

Bezos's API memo is the biggest example I can think of. It was not individually productive for teams but arguably it was very productive for Amazon/AWS as a whole.

Noumenon72|19 days ago

On the other hand, there were surely memos like "our facility will be using electric power now. Steam is out". Sometimes execs do set a company's direction.

SkyPuncher|18 days ago

That doesn't work in an environment where there are compliance and regulatory controls.

In most companies, you can't just pick up random new tools (especially ones that send data to third parties). The telling part is giving internal safety to use these tools.

charcircuit|18 days ago

>Other productivity boosters certainly didn't need such memos; they were naturally adopted because the benefits were unambiguous.

This is simply not true. As a counter example consider debuggers. They are a big productivity boost, but it requires the user to change their development practice and learn a new tool. This makes adoption very hard. AI has a similar issue of being a new tool with a learning curve.

rchaud|18 days ago

Stock valuation has moved further away from Ben Graham-era emphasis on analysis of cash flow.

jezzamon|19 days ago

Productive output is a lagging indicator. Using AI tools is theoretically leading???

badc0ffee|19 days ago

20 years ago or so, we had an exec ask us about our unit tests.

apimade|18 days ago

Contract-first. API-first. Domain-driven. Platform driven. Microservice driven.

Tech loves making something a top priority (and forgetting about it several years later); AI is the first one that is applicable to the masses.

.. Well maybe not User-first. But that was even less clear than AI-first.

whiplash451|19 days ago

It's so sad to see some of these companies completely fail their AI-first communication [1], when they would just get so much from "We think AI can transform the way we work. We're giving you access to all these tools, please tell us what works and what doesn't". And that would be it.

[1] there was a remote universe where I could see myself working for Shopify, now that company is sitting somewhere between Wipro and Accenture in my ranking.

debo_|19 days ago

Unfortunately at this scale, when you are this soft on the message, everyone ignores it and keeps doing what they were doing before. Carrot and stick are both required for performance management at this scale. You can argue whether the bet is worth it or not, but to even take the bet, you need a lot more than some resources and a "please".

plaidfuji|19 days ago

Fiverr CEO goes on a pretty dark rant about how people who don’t upskill and convert to AI workflows will have to change professions, etc.

Then concludes his email with:

> I have asked Shelly to free up time on my calendar next week so people can have conversations with me about our future.

I assume Shelly is an AI, and not human headcount the CEO is wasting on menial admin tasks??

azinman2|18 days ago

The irony is if you take this to the limit, ChatGPT replaces fiverr

yencabulator|13 days ago

I assume Shelly Paran is Fiverr's Chief of Staff, and a human. You already knew that rules don't apply to CEOs.

upupupandaway|19 days ago

I work for a large tech company, and our CTO has just released a memo with a new rubric for SDEs that includes "AI Fluency". We also have a dashboard with AI Adoption per developer, that is being used to surveil the teams lagging on the topic. All very depressing.

A friend of mine is an engineer of a large pre-IPO startup, and their VP of AI just demanded every single employee needs to create an agent using Claude. There were 9700 created in a month or so. Imagine the amount of tech debt, security holes, and business logic mistakes this orgy of agents will cause and will have to be fixed in the future.

edit: typo

steveBK123|19 days ago

This is absolutely the norm across corporate America right now. Chief AI Czars enforcing AI usage metrics with mandatory AI training for anyone that isn't complying.

People with roles nowhere near software/tech/data are being asked about their AI usage in their self-assessment/annual review process, etc.

It's deeply fascinating psychologically and I'm not sure where this ends.

I've never seen any tech theme pushed top down so hard in 20+ years working. The closest was the early 00s offshoring boom before it peaked and was rationalized/rolled back to some degree. The common theme is C-suite thinks it will save money and their competitors already figured out out, so they are FOMOing at the mouth about catching up on the savings.

coldpie|19 days ago

I'm so glad I'm nearer the end of my career than the beginning. Can't wait to leave this industry. I've got a stock cliff coming up late this summer, probably a good time to get out and find something better to do with my life.

ej88|19 days ago

1. execs likely have spend commits and pressure from the board about their 'ai strategy', what better way to show we're making progress than stamping on some kpis like # of agents created?

2. most ai adoption is personal. people use whichever tools work for their role (cc / codex / cursor / copilot (jk, nobody should be using copilot)

3. there is some subset of ai detractors that refuse to use the tools for whatever reason

the metrics pushed by 1) rarely account for 2) and dont really serve 3)

i work at one of the 'hot' ai companies and there is no mandate to use ai... everyone is trusted to use whichever tools they pick responsibly which is how it should be imo

gtowey|19 days ago

Leadership loves AI more than anything they have ever loved before. It's because for them, the fawning, sycophantic, ego-stroking agents who cheerfully champions every dumb idea they have and helps them realize it with spectacular averageness, is EXACTLY what they've always expected to receive from their employees.

SkyPuncher|18 days ago

I'm so happy I work at a sane company. We're pushing the limits of AI and everyone sees the value, but we also see the danger/risks.

I'm at the forefront of agentic tooling use, but also know that I'm working in uncharted territory. I have the skills to use it safely and securely, but not everyone does.

SketchySeaBeast|19 days ago

This feels like a construction company demanding that everyone, from drywaller to admin assistant, go out and buy a drill.

mdavid626|19 days ago

Reminds me of those little gadgets, which move your mouse, so that you show up online on Slack.

I’d just add a cron job to burn some tokens.

palmotea|19 days ago

> We also have a dashboard with AI Adoption per developer, that is being used to surveil the teams lagging on the topic. All very depressing.

Enforced use means one of two things:

1. The tool sucks, so few will use it unless forced.

2. Use of the tool is against your interests as a worker, so you must be coerced to fuck yourself over (unless you're a software engineer, in which case you may excitedly agree to fuck yourself over willingly, because you're not as smart as you think you are).

Tangurena2|18 days ago

One small company I worked for had a similar mandate come from their large clients - since offshoring was fashionable in business journals, they must offshore the next project for those clients. That company spent more time reworking the offshored software than if we had done the development in-house.

This is just another business fad, but because the execs want to seem to be cool and seem to be doing what their "peers" claim to be doing, well, then by gosh, all of the workers have to do the same fad.

Rover222|19 days ago

I mean get onboard or fall behind, that's the situation we're all in. It can also be exciting. If you think it's still just slop and errors when managed by experienced devs, you're already behind.

monkaiju|19 days ago

That sounds awful... Thankfully our CTO is quite supportive of our teams anti-AI policy and is even supportive of posting our LLM-ban on job postings. I honestly dont think that I could operate in an environment with any sort of AI mandate...

stuaxo|19 days ago

I like to think if someone can't be bothered to write something, I can't be bothered to read it.

wussboy|18 days ago

There was an article on here a few months ago that I agreed with. "Just give me the prompt".

andrewshawcare|19 days ago

The Klarna guy:

>The misconceptions about Klarna and AI adoption baffle me sometimes.

>Yes, we removed close to 1,500 micro SaaS services and some large. Not to save on licenses, but to give AI the cleanest possible context.

If you remove all your services...

throw876987696|19 days ago

Same here in LATAM. We are also an AI-First company now. No customer-first, or product-first, or data-driven (I actually liked the idea behind being data-driven). All the code must be AI-generated by the end of Q1. All the employees must include at least one AI-adoption metric or project in their goals.

ej88|19 days ago

seems to be a pattern:

[Company that's getting disrupted by AI: Fiverr, Duolingo]: rush to adopt internal AI to cut costs before they get undercut by competition

[Company that's orthogonal: Box, Ramp, HFT]: build internal tools to boost productivity, maintain 'ai-first' image to keep talent

[Company whose business model is AI]: time to go all in

entropyneur|18 days ago

Reading this thread suggests being "AI-first" is hardly a talent magnet.

gowld|19 days ago

Why wouldn't HFT be disrupted by AI? AI-enhanced trading algo designs are likely to be competitive? AI disrupts everything on the computer from the low-end on up. The higher end requires more expensive or custom models that aren't as easy to obtain yet.

halamadrid|18 days ago

HubSpot CTO was very vocal about how AI is changing everything and how he is supporting by offering the domain chat.com to OpenAI etc. I say was because it has toned down quite a bit. I always thought HubSpot will transform into a true AI CRM given how invested the CTO was in the space from the early days.

Now the stock is down from $800+ to $200+ and the whole messaging has changed. The last one I saw on LinkedIn was "" No comment on the HubSpot stock price.

But, I strongly agree with this statement:

"...I don't see companies trusting their revenue engine to something vibe-coded over a weekend." ""

The stock dip is likely because of the true AI native CRMs being built and coming to market, but why couldn't HubSpot take that spot given the CTOs interest in the space.

jahnu|19 days ago

If the person who wrote this is reading, many of us block tracking in our browsers and all we see for each of those X embeds is

"X trackers and content blocked

Your Firefox settings blocked this content from tracking you across sites or being used for ads."

Screenshots don't track me so they would be ok.

burkaman|19 days ago

I'm not sure a person wrote this website, but FYI on Firefox Nightly the text of the tweet is shown below the blocked tracker in a box labeled "Content from blocked embed". It doesn't have images or longer posts, so not that useful for this specific website, but it's a nice feature. It also gives you a link to the tweet so you can easily open it in a private window or XCancel if you want to.

siliconc0w|19 days ago

If you hire good people and set proper incentives they will figure out the best way to do something. If leadership has to direct employees to use AI it's a bad sign. If it were a huge boon to productivity, you won't need to force people to use it.

nemomarx|19 days ago

That Fiverr one seems especially cold somehow. I guess it lines up with their business model though.

some_random|19 days ago

It also lines up with what has to be their outlook on the market, their model is especially challenged by AI. Years ago I paid for a Ukrainian to write me some scrapers, today that would be a quick project in Cursor. Lots of people used it for cheap art, voice work, etc, now the low end is all AI.

rvz|19 days ago

This is "AGI".

Also notice how almost all the stocks of these companies except Meta who have announced AI-first initiatives are at best flat or down but more than 20% YTD.

What does that tell you?

SoftTalker|18 days ago

Reminds me a bit of the old f*ckedcompany website, where internal layoff notices and other insider gossip got posted.

kevincloudsec|18 days ago

The Klarna reversal is the most honest thing on this list. Went all in, quality dropped, hired humans back. Every other memo on here is still in the 'we declared victory' phase. Be interesting to check back in a year and see how many quietly walk it back without a blog post

lmeyerov|18 days ago

I get ai-adjacent dev teams going all in, as they're equipped to deal with the hard edges, but this is brutal for everyone else. Like Frank in collections is just trying to make sure people get paid, not worry about whatever it means to be "prompt injected".

politelemon|19 days ago

May I suggest directly hosting the images and text instead of embedding the x and linked in posts.

warkdarrior|19 days ago

You could use AI to summarize the website without X and LinkedIn embedding code.

bigbuppo|19 days ago

What are the AI-never companies doing? May be a useful comparison. Is the AI work actually improving the bottom line, or is it being used to assuage noisy shareholders that think AI is a hack for infinite profit?

renewiltord|18 days ago

People have always resisted change especially one that modifies the way they work. They’d rather work on the same thing for life. To get them to adopt new tools you need to do this stuff.

And yes, people did resist IDEs (“I’m best with my eMacs” - no you weren’t), people resisted the “sufficiently smart compiler”, and so on. What happened was that they were replaced by the sheer growth in the industry providing new people who didn’t have these constraints.

entropyneur|18 days ago

Emacs is an interesting analogy. I've switched from IDEs to Emacs at some point in my career, and inertia obviously wasn't the reason. Then another 15 years later I went back to using IDEs (inspired by Carmack's interview). 2 years in I realized it destroyed my ability to generate and maintain mental maps of the codebase and generally remember things about it, although I think it's still a net gain so I stick with it. Agentic coding poses the exact same problem and the exact same tradeoff. And I think the jury is still out on whether it's worth it. At the very minimum you need to take proactive measures least you end up with a codebase no one can maintain (other than maybe future AGI).

otabdeveloper4|18 days ago

It's Emacs. Also Emacs is an IDE.

lokimedes|18 days ago

The trap for many companies is that as everyone automate with AI, their competitive advantage erodes, as they prove that a few centralized models can run the businesses.

What are the trenches in businesses in 2030, purely ownership over physical assets and energy?

palmotea|19 days ago

> Within weeks, CEOs across industries posted their own versions. The AI-first memo became a genre. Here they all are.

That may be all the publicly-posted ones, but I'm skeptical. They have 11.

There were a lot more internal memos.

CountHackulus|19 days ago

This reads like they don't want AI, they just want tooling. More, better tooling. AI is just a scapegoat/easy out for writing more tooling that makes them more efficient.

munificent|19 days ago

CEOs want productivity. They don't want employees. Employees are a cost center.

daniel_iversen|19 days ago

Isn’t there tons more, like the note from Andy Jassy at Amazon and the CEO at Airwallex etc? Maybe you can use an ai agent to find all the other big examples? ;-)

thedangler|19 days ago

Its easier to adopt AI when starting from scratch or code base is well maintained.

Mave83|19 days ago

The software defined storage company croit.io announced it in their Workation in May 2023. AI is just another tool and people have to understand that it's not going away. As a company, you still need people to make use of this tool.