Post
Conversation
Post your reply
This is Jevons paradox: like any other valuable commodity, as software is becoming cheaper thanks to AI coding, demand for software (and developers) is going UP
Climbing from a big recent decline just to the left:
Quote
Matt Zieger
@mattzieger
Replying to @Noahpinion
When you zoom out:
Get term life insurance 100% online in as little as 10 min. No medical exam. Just answer health questions online.
The curve is climbing but the composition might be unrecognizable. If AI/ML postings replaced traditional dev roles, the index goes up while the workforce underneath rotates out. More postings doesn't mean more of the same jobs. It could mean a different industry wearing the old
How many of those are Mercor and others, posting "Jobs" for AI training farms, for which they never contact you back or they are pay per task (gig jobs).
It's like posting Uber driver gigs as job growth.
software folks are the folks that are going to help expand ai adoption, so not surprising to see
The irony is that it is difficult to distinguish between the real job posts, and the posts that were made to take the box to be able to hire foreign talents under H1B visas
Do we know what's driving this increase in job postings, or is it just a sign of more companies finally accepting remote work as the new norm?
Discover more
Sourced from across X
A Bloomberg Terminal costs $24,000 a year. Someone just recreated one using Perplexity Computer for $200 a month.
Bloomberg's moat was never the data, that's increasingly commoditized. It was the interface: thousands of keyboard shortcuts, proprietary screens, and muscle memory
Quote
ₕₐₘₚₜₒₙ
@hamptonism
Perplexity just became the the first Al company to truly go head-to-head with the Bloomberg Terminal...
Using Perplexity Computer (with no local setup or single LLM limitation), it was able to build me a terminal with real-time data to analyze $NVDA using Perplexity Finance: x.com/perplexity_ai/…
Show more
The media could not be played.
Quote
The Kobeissi Letter
@KobeissiLetter
CURRENT STATE OF THE AI REVOLUTION:
The fact that Nvidia, $NVDA, just posted $68.1 BILLION in quarterly revenue yet markets are unimpressed is telling.
Nvidia's free cash flow jumped nearly +$20 BILLION year-over-year and the company crushed just about all expectations.
In
Hong Kong Stocks: Structure & Strategy
In the last 10 years, Netflix, Broadcom, and Tencent all increased revenue between 4.5-5X. Broadcom and Netflix have been leading performers, but Tencent’s stock has almost exactly a 0% return over the last five years.
This is the problem.
