Thread regarding Centene Corp. layoffs

@bv Their current hiring signals are leaning heavily toward compliance, clinical ops, regulatory work, and automation product roles. There’s a much heavier vendor reliance, with an obvious “see it right now” sustained margin squeeze on core operations. It supports EPS improvement in the short run, which is the stated objective.

The trade is short-term efficiency for structural fragility. AI introduces error pathways that weren’t visible before, rework becomes a built-in tax on the automation scaling effort, and provider friction increases as exceptions multiply. When accountability is spread across vendors, product, and ops, these issues don’t stay isolated, rather they pile up, and the organization just ends up paying for it in friction, rework, and a steady loss of control over outcomes.

AI is bad for both. No it will not save them money in the long run and if it does in the short run it will be short lived. It is a sad reality that the company in truth signed a contract with shareholders just to make the shareholders more money not with providers to provide affordable quality services to members. It's not about the members or the providers who are the real customers - without them the company would have no revenue stream. AI will and is currently destroying that revenue stream just with the constant mistakes automation makes on a daily basis. Laying off employees = people that can no longer afford employer based insurance so they lose that money from premiums. If these people aren't working they can't purchase the product - providers can't get paid and eventually stop renewing contracts. Federal funds for Medicaid only go so far and tax revenue for those funds are going to shrink. You have even less providers willing to take Medicaid - because lets be honest Medicaid barely pays anything at all. This will force members to either go without insurance or be forced into CM insurance that they can't afford resulting in loss of coverage because they default on their premiums. Same thing for MarketPlace & Medicare. "We do what's right, not what's easy" is the biggest load of BS I have ever heard - its a farce.