Coinbase 裁员 700 人怪 AI，股价反涨 4%

marsbitОпубліковано о 2026-05-06Востаннє оновлено о 2026-05-06

作者:DLNews

编译:深潮 TechFlow

深潮导读:美国最大加密交易所 Coinbase 宣布裁员 14%,CEO Brian Armstrong 公开表示 AI 让工程师几天就能完成过去团队几周的工作,非技术团队也能写代码上线。华尔街用脚投票:股价早盘涨 4%。这轮裁员潮背后,是加密市场从高点蒸发 1.5 万亿美元,也是科技公司用 AI 重构组织的集体实验。

Coinbase 刚裁掉 700 人,但华尔街很买账。

这家美国旗舰加密交易所周二早盘股价一度涨 4%,此前公司宣布裁员约 14%,进行大规模重组,将业务重心转向人工智能。

CEO Brian Armstrong 在发给员工的邮件中点名两大压力:市场从高点蒸发约 1.5 万亿美元,以及 AI。

"过去一年,我看着工程师用 AI 几天就完成过去团队要几周才能搞定的事,"Armstrong 在邮件中写道,他随后把这封信转发到 X 上。"非技术团队现在也能写代码上线,我们很多工作流程正在被自动化。"

"我们正在从根本上改变运作方式:把 Coinbase 重建成一个智能体,人类在边缘负责对齐它,"他补充道。

根据 2025 年财报,截至去年 12 月 31 日,Coinbase 有 4951 名员工。按这个基数,14%的裁员影响 693 人。

此举让 Coinbase 跟 Meta 和微软站到了同一阵营——Meta 正在裁员约 10%,微软通过自愿退休计划减员。许多高飞的科技公司给出的理由都一样。

Coinbase 预计将产生 5000 万至 6000 万美元的重组费用,大部分计入第二季度。早盘市场反应显示,投资者认为这是早该来的调整。

Armstrong 表示,他希望 CEO 以下管理层级不超过 5 层,领导者直接管理最多 15 人,以及他所说的"AI 原生小队"——小而专注的团队,一个人就能同时担任工程师、设计师和产品经理。

"未来属于能快速行动的小型高语境团队,"他说。

熟悉的剧本

这不是 Coinbase 第一次挥刀。

自 2012 年上线以来,这家交易所在每次加密寒冬中都裁过员,凸显出它的命运有多依赖比特币价格和加密市场情绪。

这轮低迷尤其残酷。比特币距离 2025 年 10 月 12.6 万美元的峰值仍跌 35%,而同期标普 500 指数在 4 月创下历史新高。

"我们在提前主动调整,把 Coinbase 重建得更精简,"Armstrong 说。

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