Ara Kharazian

Which jobs pull back?

In engineering specifically, software engineering, there's some really interesting research about quantity of PRs, some quality measurement of PRs too.

So I think that's really the next stage of our research.

Well, it's really early.

I'll say that no paper has answered it effectively.

Because what you really want is you want a data set that shows, hey, these firms adopted AI and here's how their headcounts change.

I can tell you my early sense of it.

Two things are going on.

One, there has been a decoupling of revenue growth from headcount growth, particularly at software companies where there's not an obvious, there's a less obvious connection between growing your headcount and growing your revenue.

That's one.

The second thing, though, that counteracts it is that firms that adopt AI are typically quite fast growing and they have a lot of opportunity ahead of them.

And that is in part because they're adopting AI.

It's in part because of features of that firm already.

But my instinct is that...

The firms that are adopting AI particularly well probably have a lot of work for people to do as well.

Doesn't mean that we're ever going to get rid of layoffs completely in the world.

You know, there's always some reasoning for that in some world, in some way.

Oh, yeah.

But I'm not one of those like doomers about AI.

I would love to see some research about why the model companies keep saying that it's going to destroy all jobs because I don't see why that is helpful to them.