Maybe because the models keep getting better and the tools are slowly getting good enough to replace people? Keep in mind we’re talking about oracle here, it’s not like we’re talking about humanity’s best and brightest.
It's a very convenient excuse, especially given the apparent lack of public backlash to it, compared to, say, "the business isn't profitable and we need to save money."
I am not sure we are there yet.
In my experience even the SoTA models are faaaaar away from replacing humans, maybe making them a bit faster.
When talking about bullshit jobs like, say, taking a bill received by paper and manually extracting data from it (company name, invoice number, bank account details) to enter into an accounting program, AI is already good enough according to the pareto principle.
If you have a team of 10 and make them all a little faster, you can do the same amount of work with 9. Run this out over the entire industry and it's hundreds of thousands of roles that are redundant.
While that research was published in 2026, it analyzed the 2023 period. Very much NOT sota models!
But we are talking about a corporation that is one of the most sociopathic in modern business history.