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Internal memo: Sundar Pichai says Google will see more “role eliminations” in 2024, though “not at the scale” of 2023's reductions and not affecting every team

Google has laid off over a thousand employees across various departments since January 10th.

The Verge Alex Heath

Context & Ripple Effects

Google's workforce tightening began with a 2022 hiring slowdown and escalated into Alphabet's planned 12,000-job reduction in 2023. The new guidance matters because it casts the 2024 cuts as a continuing operating choice rather than a single exceptional reduction.

It also follows January engineering role eliminations, including hardware cuts concentrated in AR, connecting the broad leadership message to recent changes in specific product organizations.

First-order effects

  • Employees and managers face additional role reviews and eliminations during 2024, albeit at a lower stated scale than the prior year's reductions.
  • Google can continue changing team composition without applying cuts uniformly across the company.

Second-order effects

  • Recent engineering and AR reductions suggest affected product groups may need to re-prioritize roadmaps and redistribute work as positions are removed.
  • The repeated restructuring signal makes workforce planning more cautious across Google, following the earlier hiring slowdown and large-scale 2023 cuts.

Third-order effects

  • If the pattern persists, Alphabet's post-growth operating model shifts from one-off layoffs toward recurring portfolio-based staffing adjustments.
  • That would make headcount allocation more tightly tied to product priorities, with employees and managers absorbing more frequent organizational change even when company-wide cuts are smaller.

The trend: Large technology companies are moving from broad reset layoffs toward ongoing, targeted reallocation of staff across changing product priorities.

Discussion

  • @msbertenthal Matthew Bertenthal on threads
    Google is entering their IBM era.  There's nothing wrong with that, but it is going to be squeezing profits from every stone.  Employees are no longer valued assets.  The consumer will be valued even less.  There will be more politics between departments. …
  • @benedictevans Benedict Evans on threads
    This year's euphemism for layoffs - ‘specific resource allocation decision’
  • @alexeheath Alex Heath on x
    Scoop: Google CEO Sundar Pichai confirms what his employees have been fearing: more layoffs are coming. Per internal memo today: “Many of these changes are already announced, though to be upfront, some teams will continue to make specific resource allocation decisions throughout.…