5층사나이
98 posts
여기서 아무도 주목하지 않는 구조가 있다. 다들 별 생각도 없는 것 같고. 하지만 곧 알아채는 사람들이 있을 것 같다. 나는 이걸 먼저 알아챈 사람들을 알고 있지만.
F1 of Robots. Using dry ice to cool down the robot.
2026년 테슬라 월별 주가 뇌피셜 해본다. 1월 398달러 / 2월 381달러 / 3월 361달러 / 4월 339달러/ 5월 445달러 / 6월 501달러 / 7월 487달러 / 8월 452달러 / 9월 457달러 / 10월 460달러 / 11월 534달러 / 12월 703달러 월가놈들 지금 per가 높아서 자동차 판매량으로 누를꺼 뻔하고, 누르다누르다 하반기에는 도저히 누를수없는 수준으로 폭발하게됨 ㅎ 테슬라는 월가 눈치보면서 어닝을 빡시게 챙긴다기보단 수직통합으로 자신만의 제국을 만들어가고 있다. 그 제국이 완젼 수면위로 올라오는건 27년 중반기 쯤이 겠지만 월가가 아 슈발 이건 장난아닌데 라고 부랄을 치게되는 시기가 26년 말이 아닐까란 생각을함 ㅋ 아마 1월주가부터 빡칠수있는데 ㅋ 다시말하지만 뇌피셜임 ㅋ
Anthropic has 454 open roles. The company is hiring software engineers at $320K-$405K. Their CEO, Dario, said three months ago that coding is "going away first, then all of software engineering." The paradox resolves instantly. Dario's engineers told him they don't write code anymore. They let Claude write it. They edit. They review. They architect. They didn't lose their jobs. They got faster. Anthropic grew from a small research lab to 1,500 employees in four years, adding engineers the entire time. This has played out five times in computing history. Compilers replaced assembly. Frameworks replaced boilerplate. Cloud replaced server management. Every prediction was the same: most programmers won't be needed. Every result was the same: the number of engineers grew. The global software engineer pool went from roughly 5 million in 2010 to 28.7 million today. BLS projects 17% growth in US software developer roles through 2033, adding 304,000 positions. The pool is projected to hit 45 million by 2030. When building software gets cheaper, more problems become worth solving with software. A startup that needed 10 engineers now needs 3. But 50 companies that couldn't afford to build at all now can. The denominator shrinks. The numerator explodes. Meta's engineering headcount is up 19% from January 2022. Google's is up 16%. Apple, 13%. These companies adopted AI coding tools years ago. They're using Copilot and Claude Code daily. They're hiring more engineers than before those tools existed. Every generation of "coding is dead" content creates two cohorts: engineers who freeze up, and engineers who build 10x more with the new tools. The second group has won every single time.
많이들 하고 있겠지만 Codex와 트레이딩봇 개발 중입니다. Chatgpt3.5/4 시절에 두 번 시도했다가 Profit 만들기에 한계를 느끼고 접었는데 이번엔 어떨지 궁금하네요. 완성되면 또 공유할게요. 하하하
