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Elastic lays off 7% of employees

https://www.elastic.co/blog/ceo-ash-kulkarni-announcement-to-elastic-employees
87•dakrone•1h ago

Comments

puszczyk•1h ago
Makes me sad to read it as an ex-Elastic employee.

AI is used to justify the redundancies, and the company still expects to grow in this fiscal year. In the SEC filling the specifically mention more “head count” in “go-to-market” roles [1].

> a reduction of approximately 7% of our workforce

> Advances in AI, automation, and technology are reshaping how work gets done, and we're changing with them. (…) That's what this reorganization is for: a simpler structure, with fewer layers, less complexity, and less friction.

> The changes we announced today are a sign of confidence in the business, not a retreat from it. We continue to invest in key growth areas and expect total headcount to grow year-over-year this fiscal year [the SEC filling says “ The Company plans to continue hiring in key strategic areas and locations, including continuing to grow headcount in customer-facing go-to-market functions, and expects total headcount to grow this fiscal year compared to last fiscal year, as it continues to invest in future growth opportunities”]

[1]: https://ir.elastic.co/financials/sec-filings/sec-filings-det...

ai_slop_hater•1h ago
I've grown to hate executives. This is obviously an AI-generated nothing burger. They never mean what they say publicly.
sandeepkd•1h ago
Do not want to sound like as if I am taking their side but the reality is that all these decisions are mandated by some subset of investors in one way or another.

These executives are replaceable, and they would be replaced if they do not toe the line. In other words these executives happen to choose a easy and beneficial path rather than standing up for the long term right thing for the company.

Grombobulous•31m ago
The thing is, a profitable company that sees an obvious efficiency staring it in the face is still going to take that efficiency.

I don’t think a lot of us employees will be happy to admit that AI is turning out to be a legitimate productivity aid that is allowing individuals to accomplish more work per person.

We’d rather sit here and stew about companies “blaming AI for layoffs” but I imagine that is only sometimes the case.

A somewhat related tangent: I have had the thought that many parts of the Japanese system of hiring for life might actually be really appropriate for the AI age. That system seems to result in a lot of companies finding ways to reshuffle employees into making some kind of product that has market value rather than the Western reaction that that seems to favor downsizing and focusing the company on a smaller set of markets in the name of ruthless efficiency. This seems to result in many Japanese firms making a wide breadth of interesting products at very high quality levels.

If your company is profitable because AI is increasing efficiency (allegedly, of course), why layoff 7% of your employees when you could instead assign them to make something new or complementary to your current product line? Western companies seem to refuse to do that out of a sense of focus and efficiency, but maybe giving that strategy a go more frequently would result in unrealized opportunities.

eli_gottlieb•13m ago
Ok so get rid of the investors then.
BobbyTables2
gaiagraphia•23m ago
What is so sad about riding the 0.0001% of humanity?

Did you really think your privileged position would last forever, and that your caste is truly special?

edit: downvotes are incoming. Not sure why you need to downvote if your so-called education/company is in a position of strength? I'd assume a strong market would laugh in my face.

nozzlegear•1h ago
This announcement spends remarkably few words talking about the what (7% of the company's workforce was laid off), and a great deal of words talking about how bright the future of the company is and how they're going to hire more people.
cyanydeez•1h ago
which is why most corporations should be classified as sociopaths, at a minimum.
lcnPylGDnU4H9OF•52m ago
Well, sort of. That anthropomorphizes them and allows the sociopaths running the corporations to pawn the responsibility of their decisions to the corporation, which is actually a legal fiction that is incapable of independent thought or expression.
calgoo•32m ago
They have already done that when giving companies right as people which then takes responsibility off the CEO.
skeeter2020•51m ago
If you were realigning your SaaS company to ignore your technology short-comings and technical debt, and isntead focus on selling as much "AI-enabled <whatever>" while the rush still looks like gold, this would be a great strategy & announcement.
mik3y•47m ago
Layoff announcements are this kinda tricky class of corporate comms where you need to speak to at least 3 different constituents, with 3 different messages, which are often in conflict.

It's something like:

(A) To the public (e.g. prospects, customers, investors): "This is a good thing and we're going to be an even better bet!"

(B) To the remaining team: "This is tough and I feel your pain and will do better."

(C) To the laid off: "It's not you, it's me, thank you and good luck."

It's hard if not impossible to handle all three of these authentically, concisely, and in the same message. Which is why you can almost immediately find something not to like..

msteffen•1h ago
I wonder if some of these CEOs are anticipating a big crash and trying to lay people off now, so that (1) they can raise/hoard cash while the money-go-round is spinning and (2) their eng organization is already lean and used to it if/when the money-go-round stops.

“Because of AI” indeed.

kev009•1h ago
I think it's just the relative cost of money. Credit, debt, raises, revenue all rely on it. The tech industry got used to zero interest rate and then Covid-era stimulus. Now, suddenly, cashflow matters, but the companies are still run by the same people that only know perception management. Eventually they too will get cycled out.
Ancalagon•1h ago
not to mention SaaS stocks are down making the cost of borrowing against their stock more expensive
skeeter2020•48m ago
Bingo - the combination of rising interest rates and tanking SaaS valuations has left a lot of these companies - specifically PE funded with mountains of debt - in a very weak position. Funny enough I think small SaaS companies are in a good position, both ownership & their potential use of AI, while larger SaaS companies, are in a lot of trouble. Why rent SaaS when you can build applications with AI? but then, who's going to maintain them?
trgn•43m ago
but none of this applies to elastic. it's cash flow positive, and has such a cash hoard it's doing stock buybacks.
SaucyWrong•1h ago
Funny, so many words used but my brain only hears, “I am currently mismanaging this company,” every time one of these layoffs occurs.
keithnz•1h ago
This just reaffirms my view is that big companies will lose headcount because of AI, but small and medium companies will (or at least have the potential to) leverage AI to do bigger and better things. This is because big companies could always spend big money on getting what they want made while small companies always have to tradeoff what they can realistically do with the resources they have.
wolvoleo•1h ago
Also big companies spend tons and tons of time and money on useless busy work.

I work in IT and when we needed something new we'd just implement or build it.

Now we have long certification processes for anything new, checking if it complies with hundreds of pages of policies. A lifecycle management program which we constantly have to keep updated. Governance teams that are constantly looking over our shoulders. All shit that has nothing to do with IT whatsoever.

As a result we spend 90% of time doing busywork jumping through hoops these guys set up for us. Only 5% is real technical work and a lot is outsourced or consulted out to a friend of the vice president who spends all day chatting in his office for 1000 bucks a day. Or a Deloitte guy who looks great in a suit and has no idea what he's talking about. Because companies hate employing people who have actual knowledge.

I really hate IT work now. Not sure about the rest of the industry but this change happened about 10 years ago. Until then we still were able to do actual useful work.

I can only imagine how awful a place to work it will become when they will use AI to dream up even more inhibiting policies to keep us down with.

Oh and meanwhile the CEO still goes around how innovative we are even though any innovation is absolutely killed by all this bureaucracy. Most of the time we come up with a great idea it doesn't move ahead because nobody wants to deal with years of pencil pushing to get it approved.

I can totally see how startups can do actual work with little money and we can't do anything.

georgel•51m ago
This has been the case forever in corporate environments, even before AI. I worked for 3 years on an app that in startup land should have taken a couple months at best.
gortok•1h ago
I recommended an elastic demo for a client that would be well served by Elasticsearch. The Elastic sales folks completely torpedoed the presentation by trying to focus on their AI “capabilities” and not on the recommended talking points. This was 2 years ago.
enraged_camel•1h ago
So how many people? I can't find this info anywhere.
dakrone•36m ago
There were around 4000 employees before this announcement, so around 280 people affected.
bigyikes•1h ago
Why even bother with such a small layoff? Is there a reason to not just dial up your attrition for a while?
trgn•52m ago
i dont understand this either. just dont hire for half a year or so, a generic globocorp gets to that 7% easily.
Avicebron•38m ago
That doesn't boost the stock after the announcements, why would they do it?
trgn•33m ago
i dont think this announcement will boost the stock either, for the same reason we are wondering here why 7% is noteworthy for a globocorp.
film42•50m ago
I've seen companies put a percentage of the team on a PIP as a "this is not a layoff but we do need to cut costs" situation. Hopefully Elastic is just being honest about it?
Legend2440•38m ago
Your best employees are the most likely to leave via attrition, because they have the most opportunity elsewhere.

In theory, a small layoff can target the least productive employees.

tracerbulletx•50m ago
Before the 1980s layoffs were seen as a massive failure of the company and almost never happened to tenured employees unless the company was collapsing. Before we are all made to think this is normal and unavoidable behavior.
zamadatix•37m ago
I wouldn't have nearly as many complaints about this mindset change if ones life (e.g. insurance) weren't still so deeply tied to who your current employer is.
Avicebron•37m ago
I don't know how the social contract between employees/employers gets rebuilt..feels like it needs to though
danans•28m ago
> I don't know how the social contract between employees/employers gets rebuilt.

The only social contract that is guaranteed is the one written into law. That's why we have government, but the problem is that the government is now (and for a while now) captive to / bought by large corporations, not responsive to employees/workers/voters.

Whatever principled social contract you may have thought large corporations upheld was smoke and mirrors. It just worked for enough of the right kind of person for a while.

b3kart•25m ago
What’s written into law is just “contract”, not “social contract”. Your argument is basically “if it’s not illegal it’s not wrong”.
eli_gottlieb
qwertyuiop_•38m ago
We're in an outstanding position and well-equipped for the future. I'm excited about the opportunities ahead and focused on making sure Elastic is positioned to lead in this next phase of innovation. - Ash Kulkarni"

If they are in an outstanding position why did he make 7% of the employees lives miserable with a stroke of a pen.

wegwerper•33m ago
No way to prevent this says workers of only country where this regularly happens.

Unionize, brothers and sisters!

thayne•31m ago
> Customer expectations are increasing and evolving faster than ever before

Wouldn't that suggest you need those workers more?

nobleach•29m ago
I'm sure now that they've right-sized the org, the leftover engineers + AI are really gonna grind out the best features. We should be seeing 10x any day now.
gaiagraphia•25m ago
I'm sure these workers signed up to the "free market principles".

Too bad, so bad?

moron4hire•21m ago
Looks like Elastic has a lazy CEO

https://www.entrepreneur.com/business-news/nvidias-jensen-hu...

coolid•12m ago
this should we do this or no this is not right
maxloh•8m ago
I wonder how much of the layoffs were caused by their license change in 2021.

They lost a lot of goodwill back then. Some of their potential customers migrated to OpenSearch and never looked back, even after they backed down and went open-source again under AGPL.

•
26m ago
An AI can also regurgitate others decisions, based on a much wider knowledge base than these executives.

AI hardware costs are nothing compared to executives’ stock options too…

Macha•15m ago
Is elastic a big company? I’d put them somewhere between small and medium…
georgemcbay
•
25m ago
> Your best employees are the most likely to leave via attrition, because they have the most opportunity elsewhere.

But this remains true after a layoff and the layoff often acts a motivator for your best employees to start looking even if they weren't previously.

Usually they aren't thinking "well, glad I survived that layoff and now my job is safe forever", they are thinking "huh, is this a sinking ship? Maybe I should look around and see what else is out there..."

...speaking as someone that has been at several companies during layoffs...

rconti•6m ago
yeah, it seems like it would have to be accompanied by a pay bump for the ones you really want to retain... which is challenging from an optics perspective.
•
14m ago
No, he's arguing that if it's not legal, it's not enforceable by men with nightsticks.
torben-friis•35m ago
I know HN is mostly against regulation, but I'm very glad my country restricts mass firings, and particular stricter rules apply for companies that turn a profit.

If you're generating benefits, there should be very few reasons you need to let go people massively.

vanrysss•9m ago
I have a cousin in Belgium who was laid off following some restructuring and her severance was 52 weeks. Not out of the goodness of the company's hearts, but mandated by law since they gave no notice and she had accrued seniority. US labor laws are a joke in comparison.
para_parolu•6m ago
This also a reason why starting a business in USA is usually better.

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