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> you can tell shareholders a story about AI that doesn't cause them to panic.

Anecdotally I'm hearing that this is the story they're telling inside as a reason they're doing less hiring.

> "AI makes engineers more productive" should lead to more hiring not layoffs.

I'm not sure that follows. If you're a bean counter and you start thinking that maybe you'll be able to cut the engineering budget by 30% ("because AI") then that's going to be very tempting. It's not unlike the offshoring craze that started about 15 years ago. The MBAs then said "Hey, we could pay 1/2 of what we're paying now for the same engineering function" and they started offshoring willy-nilly. Then a year or two later when things weren't working they wondered why, but by then the MBA had moved on to the next company to initiate an offshoring program.



> Anecdotally I'm hearing that this is the story they're telling inside as a reason they're doing less hiring.

Well, you dont tell shareholders something different than what you say internally. That would be _material_.




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