Weng

Companies are hiring like crazy for Generative AI talent. In this 🧵 I’ll dive into: - Companies leading the hiring surge (+1 that stands out) - Technologies/cloud services most mentioned in these jobs - How much $$$ companies are paying for GenAI talent - Common use cases

@aschmelyun Yeah it reminds me of developers who love to spend a ton of time ensuring their codebase is 100% elegant, everything scales, and is automated, etc. That’s great… but you could’ve used that extra time in actually shipping? Marketing? Sales?

Feel like I'm missing out because I don't use skills, or a lot of MCP, or multi-agent orchestrations when using AI dev tools. I'm just like "implement this feature" or "how do this work" or "no not like that, do this instead". Idk, I feel fast and accurate so why change?

Meanwhile, the # of websites that are using $NET as a CDN has also surged, as the need to protect their data/content from AI agents and bots keeps rising. The # of new websites using Cloudflare in the past 3 months is up 57% from the same period a year ago

$NET continues to be one of the biggest beneficiaries of AI. The # of new Zero Trust instances (CloudFlare Access) in the past 3 months is up 86% YoY as companies are scrambling to protect their AI agents, MCP servers, and applications (Source: Bloomberry)

@burkeholland @k_sasha Thanks for the clarification! I'll update the chart since what I tweeted was inaccurate. I'll also delete it! Thanks again for bringing this up to me!

@k_sasha @AznWeng x.com/pierceboggan/s…

@Grauwacht Cursor isn't available in VS Code, so hard to really measure it against those other 3

@AznWeng Where's Cursor? Hovering out of sight?

@Julien_Bouvier This is measuring just VS Code extension installs (a subset of all installs, ie. CLI, etc)

@AznWeng I don't get the chart title. Are you measuring just vscode *extensions* or are you comparing full stand alone apps (like Claude Code terminal)?

@Temp002a Right, no metric is perfect - I don't think that exists. but this is close to apples to apples as we're going to get.

@AznWeng "in VSCode" is pretty limited metric. Copilot now has CLI that is seperate from VSCode, and the other two are not VSCode native.

@SAlexashenko Yep, I would say so!

@AznWeng 3rd? they have to be behind cursor right?

@k_sasha Hi Sasha, here's the source: bloomberry.com/coding-tools.h… - this is basically tacking VS Code installs over time (straight from the VS Code marketplace)

@AznWeng I am surprised noone is asking for (detailed) source of the data. The top domain listed on the infographic is not it. Are you able to share the data source?

@Jakewk Thanks! Do you have any idea on much that would impact installs of Copilot? Do you need Copilot installed to use it?

@AznWeng The dropoff actually reflects the shift from CoPilot to AgentHQ. You may want to update your graph to include the AgentHQ adoption going forward.

For those interested in tracking this daily. Here's the dashboard: bloomberry.com/coding-tools.h…

@econcallum Unless they give us specific definitions of what 'using AI' means (to us, and to the ppl they give the survey to), this data is meaningless.

Share of US businesses using AI is still stagnating

My deep dive article on $AMZN and why it is my biggest position: 1. Value of e-commerce in agentic shopping 2. Disruption of the Ad business 3. Agentic AI lead: MCP server adoption showing a strong lead for AWS vs peers 4. AWS (growth of traditional and AI compute). 5. Importance of Trainium 6. Valuation breakdown and the discount the market is giving uncoveralpha.com/p/amazons-valu…

@ysu_ChatData @bibryam (I compiled the data) - I wrote up on some findings for auth patterns here: bloomberry.com/blog/we-analyz… I didn't really analyze whether any were thin wrappers, but the average # of tools for all of them were just 5 tools, so it seems most are still in the experimentation phase

Analyzing 1400 MCP servers – here’s what I learned 425 → 1,412 servers in 6 months (+232%) bloomberry.com/blog/we-analyz…

@tonybuildsai @TukiFromKL That is well on its way to happening

@TukiFromKL zapier is nervous about the wrong thing. their google integrations are maybe 5% of what they do. the real disruption is when every SaaS ships their own MCP endpoint.

Do you understand what Google just did? > They released a CLI that gives AI agents direct access to your Gmail, your Calendar, your Google Drive, your Sheets and your Docs > This means an AI agent can now: Read your emails. Schedule your meetings. Organize your files. Edit your spreadsheets. Draft your docs. > Every "workflow automation" SaaS charging you $49/month just became a free npm install. Zapier is shaking. 💀

@luishXYZ @signulll Its definitely biased towards tech companies #bullet5" target="_blank" rel="nofollow noopener">bloomberry.com/blog/the-state…

@signulll To be fair: Ramp is disproportionately used by tech startups and scaleups. So their invoice data might be skewed towards early adopters and not paint the full picture.

this is quite a ridiculous chart if accurate.

@HenryLSchuck @ZoomInfo @claudeai What's wild is that ZoomInfo is ranking above Clay for "GTM Engineer" even though the latter coined the term.

Today, @ZoomInfo's partnership with @claudeai has reached a new level. 45 seconds is all it took me to fully enrich a list of companies... without leaving Claude. I dropped in a CSV with company names and websites. Asked it to pull headcount, revenue, HQ location, last funding date, and total funding raised. ZoomInfo's MCP server did the rest and I downloaded a fully enriched Excel file in less than a minute. Here's why I think this is a big deal: ZoomInfo's data no longer lives just inside ZoomInfo. It follows you. Into Claude. Into ChatGPT. Into Gemini. Into the vibe-coded apps your team builds internally. Into your CRM. Into your marketing automation. We've spent 19 years building the world's best B2B data and now it can go wherever you work.

👀 for granular, technical analysts... or VCs mapping early trends: @AznWeng on MCP adoption - Early but *rapid* ramp - Read throughs for hyperscalers esp $AMZN $MSFT + $NET Some excerpts here, full study here: bloomberry.com/blog/we-analyz…

For the 1st time, Anthropic has *more* engineering jobs than OpenAI. The # of engineering jobs in Anthropic has tripled from the same period last yr (~flat for OpenAI). At the same time, OpenAI's engineering mix is shrinking (28% of jobs) while Anthropic's is growing (38%)

@jbobbink Is there a benchmark to compare the organic visibility of sites that use AI tools vs those that don't? The entire industry overall has seen less organic visibility in the past year.