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Fortune

Sharon Goldman

Shopify's CEO just said the quiet part out loud: AI will replace new hiring—other CEOs just won't admit it

Shopify United States Elon Musk Google

Shopify CEO and founder Tobias Lutke. (Credit: Dustin Chambers/Bloomberg—Getty Images)

Welcome to Eye on AI! I’m Sharon Goldman, AI reporter at Fortune. I’m excited to share that I’ll be taking the helm on the Thursday edition going forward. Don’t hesitate to reach out and let me know what you think! In today’s edition: Musk's DOGE uses AI to snoop on federal workers...a Meta exec denies the company artificially boosted Llama 4’s benchmark scores...Europe unveils plan to become ‘AI continent’ with simpler rules, more infrastructure...Google uses AI to recreate The Wizard of Oz for the Las Vegas Sphere

On Monday, Shopify CEO Tobias Lutke shared on X an internal memo he sent to his over 8,000 employees. The memo, which mostly focused on requiring Shopify employees to use AI effectively and often, went viral and set off a firestorm because of one spicy sentence: “Before asking for more headcount and resources, teams must demonstrate why they cannot get what they want done using AI.”

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