Amazon's plan to automate 75% of operations isn't just about job replacement; it's a fundamental workforce transformation. Future roles, even for hourly workers and managers in its facilities, will increasingly require knowledge of engineering and robotics to maintain the vast robot fleet, shifting the baseline for employment.

AI allows companies to suppress their 'hunger' for new hires, even as revenues grow. This breaks the historical correlation where top-line growth required headcount growth, enabling companies to increase profits by shrinking their workforce—a profound shift in corporate strategy.

Unlike human employees, who are an expense, humanoid robots are assets. This allows companies to capitalize their labor force for the first time, turning an operational expense into a depreciable, value-generating asset on the balance sheet. Each million robots could add a trillion dollars in market capitalization based on their profit-generating potential.

Elon Musk predicts that rapid advancements in AI and robotics will lead to a future, less than 20 years away, where working is no longer a necessity for survival. It will become a choice or a hobby, much like gardening is for some today.

While most tech giants focus AI on digital information (bits), Amazon leverages it for physical logistics (atoms). This fusion with robotics will massively expand retail margins, yet the market undervalues Amazon, as shown by its historically low P/E ratio, creating a significant investment opportunity.

The true market opportunity for AI is not merely replacing existing software but automating human labor. This reframes the total addressable market (TAM) from the ~$400 billion global software industry to the $13 trillion US-only labor market, representing a thirty-fold increase in potential value.

The narrative of AI destroying jobs misses a key point: AI allows companies to 'hire software for a dollar' for tasks that were never economical to assign to humans. This will unlock new services and expand the economy, creating demand in areas that previously didn't exist.

The AI job impact conversation has moved beyond tech. Walmart's CEO expects AI to change every job and plans for flat headcount over the next three years, even while growing the business. This signals a new mainstream corporate playbook focused on productivity over job creation.

Backed by top tech leaders, the startup Mechanize operates on the thesis that fully automating all jobs is a technologically determined and desirable future. Their public goal is to accelerate this 'inevitable' outcome, revealing a deliberate and well-funded movement to replace human labor entirely, not just augment it.