🤖 Microsoft is making room for machines

Microsoft offered a voluntary exit to around 60,000 employees across the US, UK, Canada, and India, about 27% of its 223,000 workers, with even vice presidents eligible. The post argues that neither Covid-era overhiring nor AI is a clean explanation, noting revenue per employee is up two-thirds since 2022 to $1.5 million and margins are at record highs. It frames the offer as a bet on running far leaner, and says the rest of the post unpacks that bet and the signals that will show whether it pays off.