FAANG has shedded between 81,000 and 87,000 workers in the past 5 years; I suspect a significant chunk of these jobs aren't coming back.
Seems to me the companies are mostly in a holding pattern: sure, if an important project needs more bodies, it's probably okay to hire. I suspect that lots of teams have to make do until further notice.
Are some teams using AI instead of hiring junior engineers? I don't think there's any doubt about that. It's also a trial period to better understand what the value-add is.
Based on listening to engineers on various podcasts, almost all of them describe the current level of AI agents as being equivalent to a junior engineer: they're eager and think they know a lot but they also have a lot to learn. But we're getting closer to the point where a well-thought out Skill [1] can do a pretty convincing job of replacing a junior engineer.
But—at the rate AI is improving, a company that doesn't adopt AI for software engineering will be at a competitive disadvantage compared to its peers.
[1]: https://www.anthropic.com/engineering/equipping-agents-for-t...
Meta (Facebook)
2022: ~11,000 employees (13% of workforce)
2023: ~10,000 employees plus 5,000 open positions eliminated
2024: Multiple smaller rounds totaling ~100-200 employees
2025: ~3,600 employees (5% of workforce, performance-based cuts)
Total: Approximately 24,700-25,000 employees
Amazon
2022: ~10,000 employees
2023: ~17,000 employees (split between multiple rounds)
2024: Smaller targeted cuts
2025: ~14,000 employees announced
Total: Approximately 41,000+ employees
Google (Alphabet)
2023: ~12,000 employees (6% of workforce)
2024: Multiple smaller rounds, hundreds of employees
2025: Several hundred in Cloud division and other areas
Total: Approximately 15,000-20,000 employees
Apple
Apple has been an outlier among FAANG companies:
2022-2023: Minimal layoffs (hiring freeze instead)
2024: ~700+ employees (primarily from canceled Apple Car project and microLED display teams)
2025: Small cuts in sales and other divisions
Total: Approximately 800-1,000 employees (significantly less than peers)
Netflix
2022: ~450 employees across two rounds (150 + 300)
2023: Smaller targeted cuts in animation and drama divisions
2024-2025: Minimal additional cuts
Total: Approximately 500-600 employees
Overall FAANG Totals
Across all five companies over the past 5 years: approximately 81,000-87,000 workers
have been laid off, with the vast majority occurring in 2022-2023
during the post-pandemic correction period.