一位阿里巴巴高级员工透露本轮裁员动向:高德(地图/本地服务)和飞猪(旅行预订)受AI驱动裁员冲击最大,岗位被替代;淘天(淘宝/天猫电商)暂好,但工具化优化后也将缩减。全集团开发角色面临压缩。脉脉本周报道飞猪裁员超40%。过去18个月,中国前五大互联网公司合计裁员超13万,同时AI工程师招聘增加47%。相比Meta、Google,中国大科技内部AI替代的具体岗位、工具和速度鲜有报道。
Hearing from a senior Alibaba employee on the current round of layoffs:
Gaode (mapping/local services) and Fliggy (travel booking, Alibaba's answer to Ctrip) are the hardest hit. AI-driven cuts are replacing headcount across both units. Taotian (Taobao/Tmall core e-commerce) is somewhat better - for now - but post-tooling optimization will thin ranks there too. Developer roles are facing major compression across the group.
This tracks with posts on Maimai (China's workplace social network) this week reporting 40%+ cuts at Fliggy. In the past 18 months, China's top five internet companies have cut a combined 130,000+ jobs while increasing AI engineer hiring by 47%.
There's plenty of reporting on AI replacing jobs at Meta and Google. Much less on how it's actually playing out inside Chinese big tech - which roles, which tools, how fast.