@BrianSozzi You cite “AI driven layoffs” at Meta, Block, and Amazon. My understanding is that the jury is still out on whether these are truly AI driven, or just masking soft business. Do you have data to the contrary?
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Dan Sally
1.9K posts
Dan Sally
@dansally
Electoral Reform Nerd | All Opinions my own
Katılım Haziran 2009
385 Takip Edilen747 Takipçiler
Three years ago, I was more upbeat about artificial intelligence from a job-creation perspective.
As of today, I officially declare any remaining optimism on that front dead.
The more leaders I talk to about how they are deploying AI, the more I'm left with a sense of dread for America's workforce. Sure, the best and the brightest will use new AI tools and drive massive productivity gains. But what happens to everyone else who's just a solid worker? Or an older worker who can't suddenly pick up AI workflows?
I can tell you what happens: They get to spend a year searching for a job or opting for a career switch to drive for Uber. Though even that job appears at risk, given how Uber is keen on rolling out Rivian robotaxis to compete against Tesla robotaxis.
What am I missing here?
(V/@YahooFinance) finance.yahoo.com/news/ai-is-sta…
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Agree. By reducing the cost of producing software, AI has opened the door for software to profitably serve niche markets.
Todd Saunders@toddsaunders
I heard an incredible analogy from a VC friend that I can’t stop thinking about. “The moat in software was the cost of building software. And Claude Code just mass produced a bridge.” It’s wild when you think about the impact of this. The SaaS boom produced a few dozen billionaires and a bunch of zero sum winners. But the AI SaaS era will mass produce millionaires. There will be fewer ServiceTitans hitting $5B valuations, and instead there will be 50,000 companies doing $500K-$5M each, run by 1-3 people with deep expertise and huge margins. To be clear, I believe that the total value of software goes up, and the number of companies created goes up exponentially. But the number of people who capture the value also goes up 100x. I don’t believe in the “SaaS is dying” headline, I think it’s missing the point. It’s simply that the power of SaaS is changing hands.
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Dan Sally retweetledi
@deanwball I need context here. I just made 5.4 write me an apology letter for deliberately misleading me on a “secret tip” for using Elevenlabs’ API to perform a task that was easily accomplished via their UI.
Not saying you’re wrong. Just saying I haven’t seen it.
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at some point avid users of frontier language models will have an “oh fuck” moment with gpt 5.4 and I can attest that it is a special kind of “oh fuck” you will utter, subtly different and more this-gaze-esque than the last time a model made you say “oh fuck,” a few weeks ago
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@MilkRoadAI When AI enters this market, doctors could spend more time with patients, meaning more access to healthcare and (potentially) lower prices.
This didn't come from replacing an employee, but from removing less productive work.
(done)
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@MilkRoadAI Example: healthcare practitioners.
For every hour a primary care physician spends seeing patients, they spend two on electronic health records. AI has low penetration in this market due to regulatory concerns.
(cont)
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Anthropic just released the most IMPORTANT chart in the AI labor debate.
This comes from the company that builds Claude using data from 2 million real conversations.
Here’s what it shows.
The blue area is every task AI could theoretically do right now.
The red area is what people are actually using it for.
The gap between them is enormous and that gap is your career runway.
Computer programmers are already 75%
covered.
Customer service reps, data entry workers, financial analysts, they’re next.
But here’s what no one is talking about.
The mass layoffs haven’t really started.
Unemployment for exposed workers hasn’t budged.
So what’s actually happening?
Companies are closing the front door, hiring for workers aged 22 to 25 in AI exposed jobs has dropped 14%.
The most exposed workers aren’t factory workers, they’re college educated, higher earning.
49% of US jobs now have at least a quarter of their tasks inside AI’s reach.
That’s up from 36% just one year ago.
And the red area on that chart,
the real world usage is still a fraction of what’s possible.
Every month, it grows a bit.
Anthropic built the scoreboard and most people haven’t looked at it yet.
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Dan Sally retweetledi
Citadel Securities published this graph showing a strange phenomenon.
Job postings for software engineers are actually seeing a massive spike.
Classic example of the Jevons paradox. When AI makes coding cheaper, companies actually may need a lot more software engineers, not fewer.
When software is cheaper to build, companies naturally want to build a lot more of it. Businesses are now putting software into industries and tools where it was simply too expensive before.
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Chart from
citadelsecurities .com/news-and-insights/2026-global-intelligence-crisis/
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@TotemMacro 100%. I don't get why @SUBWAY had to change their Sub Club program to a points-based system. Buy three, get one free was working just fine.
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I really just don’t get the sense people are properly grasping the magnitude of what is going on here.
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Dan Sally retweetledi
This is not some woke lib saying this. This is literally the man who wrote the Trump administration's AI action plan.
Dean W. Ball@deanwball
Nvidia, Amazon, Google will have to divest from Anthropic if Hegseth gets his way. This is simply attempted corporate murder. I could not possibly recommend investing in American AI to any investor; I could not possibly recommend starting an AI company in the United States.
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Dan Sally retweetledi
In 3 years from December 2019 to December 2022, Block $XYZ more than tripled its headcount from 3,900 to 12,500.
Unwinding less than half an insane COVID overhiring binge has much more to do with Jack Dorsey's managerial incompetence than whether AI is going to take your job.
Jeremy M. Kissel@JeremyKissel
Block plans to lay off nearly half its staff in ‘deliberate and bold’ embrace of AI $XYZ on.mktw.net/4kY6b5D
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Dan Sally retweetledi
OpenClaw users solving a problem with AI instead of a script
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"If" doing a lot of work here.
BuccoCapital Bloke@buccocapital
If only Meta could build a competent model, every software and pro services company would sign up tomorrow if Meta promised not to put out press releases destroying their business Would choke off a critical part of the revenue (and distribution path) for the labs overnight
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I’ve hated every social media hot take on the impact of AI on the economy, until this one:
The Kobeissi Letter@KobeissiLetter
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Dan Sally retweetledi
saas is dead
openclaw replaced all my subscriptions
went from $480/month on tools
to $1,245/month on API costs & 15 hours a week fixing yaml files
adapt or be left behind
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I would love for one of the analysts doing due diligence for the Open AI and Anthropic IPOs to ask what outside software vendors they use. Have they vibe coded their entire stack internally? Kinda seems important.
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This is a great point: "No serious central bank will ever own something where Michael Saylor controls the float."
Richard Farr@farrmacro
Concur with @michaeljburry . Our BTC price target is 0.0. That's not just for shock factor. It's where the math takes us. It's not worked as a dollar hedge, rather it's just a speculative instrument correlated to the Nasdaq. It's not gaining any traction as medium of exchange. No serious central bank will ever own something where Michael Saylor controls the float. The miners (who are the network) are bleeding cash. It's horribly inefficient as a transaction processor and wastes tremendous amounts of energy. Nothing "green" about this "coin". We think it's a zero. ibtimes.co.uk/michael-burry-…
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@AltcoinDaily So crypto is headed to the moon because there are so many people who haven’t bought it yet? I think he should workshop that pitch.
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Tom Lee: "In crypto the best years are definitely ahead because today there's only 4 million Bitcoin wallets with $10,000 in it. There's 900 million IRA and brokerage accounts globally that have $10,000. That's 200x larger of a market."
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