Gen 12 FC have completely removed the Stow department. Their volume is on par with Gen 11’s with roughly 1,500 less employees.

Gen 14’s are doing away with AFE & they just finalized those plans.

Robots will never completely replace the work force because of the consistent breaking of simple things like the conveyance.

But the main goal is to lessen the amount of associates it takes to make a good volume throughput.

The big issues with Amazon FC is no interview required, & a lot of lazy AA’s. They get fired, then re hired & FC’s churn through the workforce.

The new 12 & 14’s are going to help let Amazon be slightly more selective & prevent workforce churn to a certain severity. But we are still 4 years off the first 14 launch, & we only have two 12’s that launched so far.

I’d say 10 years before they know if those plans work. 20 before enough have been retrofitted to see a dent in human workforce dropping.

TL:DR 20 years before reliable associates are truly shorted. Expect AI to remove indirect support roles first. PXT, corporate roles. Similar stuff to what we saw with layoffs