Walmart’s CEO Just Gave a Sobering Prediction About AI. The Time to Prepare Is Now

Doug McMillon, as the CEO of Walmart, runs the largest private employer in the United States. When he talks about the future of work, it isn’t theory—it’s the lived reality of millions of families. In fact, more than 2.1 million people around the world get a paycheck from Walmart. That’s why it matters that, speaking at a workforce conference in Bentonville, Arkansas, last week, Walmart’s CEO didn’t mince words about artificial intelligence. “It’s very clear that AI is going to change literally every job,” McMillon said, according to The Wall Street Journal. “Maybe there’s a job in the world that AI won’t change, but I haven’t thought of it.” Look, a lot of people have predicted that AI will change the way we work in the future. For that matter, people are predicting that AI will change the way we do pretty much everything. It’s already changing the way we look for and process information. And it’s having a real impact on creative work, from generating ideas to editing photos. But this is different. This isn’t some kind of edge case where AI is doing something that benefits niche work. This is a sober assessment from someone who thinks about the livelihoods of millions of people, from truck drivers to warehouse workers and store managers. So far, much of the AI conversation around work has been about replacing humans with robots or computers capable of doing everything from menial tasks to coding. The pitch is that companies will save extraordinary costs as humans are replaced with AI that can do more work, faster, and cheaper. The fear among many employees is that automation will come for knowledge work the same way robots came for manufacturing. McMillon’s warning is different: AI isn’t confined to Silicon Valley jobs. It’s coming for the retail floor, the supply chain, the back office, and the call center. For example, AI can already predict what items a store will sell and when, automatically adjusting orders. That doesn’t eliminate the need for employees—but it will definitely change what their job looks like. McMillon also made another point: Walmart’s overall head count will likely stay flat, even as its revenue grows. That—if you think about it—isn’t just surprising, it’s incredibly revealing. The assumption is that AI equals fewer jobs. Instead, Walmart expects them to be different. To make that happen, the company is mapping which roles will shrink, which will grow, and which will stay stable. The strategy is to invest in reskilling so workers can move into the new jobs AI creates. “We’ve got to create the opportunity for everybody to make it to the other side,” McMillon said. This is the part of the warning many leaders ignore. Pretending AI won’t affect your workforce is irresponsible. Pretending AI only means job cuts is short-sighted. The challenge is to figure out what your workforce looks like and what you need to do to make the transition. There are a few reasons that Walmart’s perspective matters. The obvious one is because it’s the largest private employer in the world. It is the company that, single-handedly, affects the greatest number of people when it makes a change to its workforce. That’s why AI isn’t just a technology problem; it’s a leadership problem. It’s one thing for McMillon to say “AI will change every job.” It’s another thing to commit that Walmart will still employ millions of people, even if the jobs look different. He’s saying the responsibility to guide workers through change rests squarely on leaders’ shoulders. That’s a message worth hearing far beyond the company’s Bentonville headquarters. AI is often pitched as a productivity story. That’s true, but the bigger story is about people. Technology that changes “literally every job” also changes lives, families, and communities. The ripple effect is enormous when you’re a company the size of Walmart. By the way, Walmart isn’t perfect, but its approach offers a model. Instead of framing AI as cost-cutting, it’s framing AI as a transformation challenge. That may seem like semantics, but reframing the conversation makes all the difference between a fearful workforce and a resilient one. McMillon’s prediction is sobering precisely because it’s credible. He isn’t selling software or trying to impress investors. He’s planning for how millions of his own employees will navigate the AI future. If you’re leading a business—whether that’s 20 people or 20,000—the message is pretty clear. AI is going to change every job. Your job is to be thinking hard about what that means for your company. It means thinking about how it will impact your people and coming up with a plan. It seems like almost everyone agrees that AI will change almost everything about the way we all work. The only question is whether you’ll help your people prepare or leave them to figure it out on their own. By then, it will be too late. That’s why every leader should start now. EXPERT OPINION BY JASON ATEN, TECH COLUMNIST @JASONATEN