TAM for agentic engineering is infinite. this is a 10x increase in 1 year.

@4484 And captured by a small set of companies. Who will compete with you in whatever you build using their agents.

@big_duca if we want to compare by analogy take cloud computing, engineering services ontop is a $100b industry. ai engineering will be much larger. it will definitely be very competitive, but there are many layers and many verticals.

Yeh but rlly hard to know how the game plays out. Example for cloud, AWS didn’t directly compete with most products being built on top. They did some, but not all. The AI models are competing with basically every single use case people are building on top. Every week they announce things competing with multiple of their customers. It’s just a weird vibe bc they intend to try and swallow the entire economy. But whether that can actually happen is a question mark (it hasn’t in the past)