on the software job climate

kept by eddie jan 01

A writer identifies six structural factors—interest rates, AI capital intensity, R&D tax changes, market saturation, lower build costs, and workforce growth—explaining the software job slump beyond AI.

State of Markets - by David George - a16z
a16z’s inaugural State of Markets deck finds that AI adoption drives a power-law market where top tech winners capture most revenue growth and multiples.
also on a16z, #business-strategy, #ai
Will AI Kill Spreadsheets? - a16z speedrun
AI code generation will replace many spreadsheet use cases by enabling non-technical users to build real software, though spreadsheets will persist for financial modeling and data exploration.
also on a16z, #business-strategy, #developer-tools
Anthropic invests $100 million into the Claude Partner Network
Anthropic commits $100 million to the Claude Partner Network, offering training, technical support, and market development to partners helping enterprises adopt Claude.
also on AWS, #business-strategy, #ai, #developer-tools
Amazon’s Durability – Stratechery by Ben Thompson
Amazon's decade-long investments in infrastructure, custom silicon, and physical-world operations position it to dominate the inference era of AI.
also on AWS, #business-strategy, #ai