Sam Duval
551 posts

Sam Duval
@_SamDuval
https://t.co/71JH3ElcHA - giving computers to AI agents




I don’t know exactly what’s going on here, but it does feel AI-related. Unlike PM and eng, which started growing in 2024 (two years post-ChatGPT), design didn’t. If I had to venture a theory, I’d say that because AI is allowing engineers to move so quickly, there’s less opportunity—and less desire—to involve the traditional design process. That said, you’d think design would become a differentiator as more products compete for attention. Something to think about for your company! We’ll keep watching this trend and AI’s impact on org design more generally. One interesting observation we made when we went a level deeper: the ratio of demand for PMs vs. designers has flipped. In mid-2023, we went from more open designer roles to more open PM roles. And ever since, PM demand has been pulling away (currently 1.27x). This will be another trend to monitor, in terms of how AI is reshaping org design.


Almost every SaaS app inside Vercel has now been replaced with a generated app or agent interface, deployed on Vercel. Support, sales, marketing, PM, HR, dataviz, even design and video workflows. It’s shocking. The SaaSpocalypse is both understated and overstated. Over because the key systems of record and storage are still there (Salesforce, Snowflake, etc.) Understated because the software we are generating is more beautiful, personalized, and crucially, fits our business problems better. We struggled for years to represent the health of a Vercel customer properly inside Salesforce. Too much data (trillions of consumption data points), the ontology of Vercel was a mismatch to the built-in assumptions, and the resulting UI was bizarre. We generated what we needed instead. When you don’t need a UI, you just ask an agent with natural language. We’ve also been moving off legacy systems with poor, slow, outdated, and inconsistent APIs, as well as just dropping abstraction down to more traditional databases. UI is a function 𝑓 of data (always has been), and that 𝑓 is increasingly becoming the LLM.



Still can't believe I now actually really enjoy using Google Meet.












