David Sacks

Anthropic doesn't really seem to be practicing what they're preaching if they're paying enormous amounts still for software engineers, even as they claim they're obsoleting the entire category.

Anthropic doesn't really seem to be practicing what they're preaching if they're paying enormous amounts still for software engineers, even as they claim they're obsoleting the entire category.

Something doesn't quite add up.

Something doesn't quite add up.

Citadel Securities did a new report that rebuts that Citrini

Citadel Securities did a new report that rebuts that Citrini

report and they show a couple of stats here, which I think are really interesting.

report and they show a couple of stats here, which I think are really interesting.

So job postings for software engineers are rapidly rising.

So job postings for software engineers are rapidly rising.

They're showing, I think it was roughly a 10% year over year increase in the demand for software engineers.

They're showing, I think it was roughly a 10% year over year increase in the demand for software engineers.

On a related note, they also show that company formation is also rapidly expanding.

On a related note, they also show that company formation is also rapidly expanding.

And that may have something to do with AI making it easier to start a business or to get leverage.

And that may have something to do with AI making it easier to start a business or to get leverage.

To your point, Freeberg.

To your point, Freeberg.

So look, there's a couple of competing effects going on here.

So look, there's a couple of competing effects going on here.