Jonathan Stull

This @joinHandshake event with @OpenAI was so energizing. Not surprisingly, when you give young people powerful tools, their creativity and ambition run wild. The @UCBerkeley students were incredible. With AI, your career will be more about showing than telling. Build something real, not just a pretty resume. This is just the start.

You will know that the AI labs believe in ASI when they disband their newly formed consulting (sorry “forward deployed engineering”) groups. As long as people are required to figure out how AI is useful & do organizational change & systems integration, jobs seem to be pretty safe

The third point is very important and often overlooked! Short-term tech layoffs are being interpreted as ‘AI = mass long-term unemployment.’ They are more likely part of a shift where big businesses get smaller and we see a huge explosion in small or solo businesses. New business formation has been ~50% above pre-pandemic baseline for 4+ years running. Feb and Mar 2026 were a further 10% up YoY. The SBA is now seeing 440K solopreneur applications/month. 84% of US businesses operate with zero employees. More small businesses, more productivity per firm, more growth.

"A decade ago, AI was supposed to replace radiologists. Today, radiologists make more than $500,000 per year, and their employment continues to grow, see chart below. Reading scans is a task, not a job, and when the task gets cheaper, demand for the job grows."

@Benioff is right. The 2025 drop was bc employers needed to pause and figure it all out. A year on, @joinHandshake is seeing 2x more jobs, 3x more internships with AI skills. AI is helping drive more economic growth than ever. To win, you need most AI pilled generation ever.

Will keep saying this, but software jobs aren’t going away. Agents are the single biggest form of leverage for anyone technical in history. Probably has never been a better time to be technical in terms of being able to accomplish something solo, in a team, or company. We think that most of the world’s software has already been built and that agents will just reduce work from an existing pie. In fact, we are about to experience 100X more software than before. Think about how many apps you regularly use that need to get better. How many legacy on prem systems that have to get replatformed for the cloud. How many SMBs never could hire developers. How many security issues are about to be uncovered and need to get patched. How many IT organizations are about to bring automation to workflows they never could have automated. How much data is about to processed and connected in most organizations. This is all what the agents will be working on. And every one of those agents will need a person to kick them off, manage their work, orchestrate them, and get their output into a workable and useful form. That person will generally need to be technical (or become technical quickly), and this will create a huge amount of opportunity for anyone up to the task.

Great article by @rachelsupark that mirrors what we see but from an investor lens. AI is changing jobs but isn’t and won’t replace the vast majority of jobs 1:1. Much much bigger pie for software and for society.

"It just so happens this big bold bet is in the largest market ever, with explosive tailwinds behind us." @GarrettLord is one of the most inspiring founders we've ever worked with. @joinHandshake AI has grown from an idea in late '24 to over $1 billion in revenue this year. We discuss this and more on the @notablecap pod...

Since half the folks I read here, and folks up to Dario as well, are so down, maybe this is worth saying: the best evidence and theory is that AI will be very consequential but also very positive for human wealth, health, and flourishing. 1/3

Imagine winning this hard. Impossible

Wow. Incredible amount of SOTA training data now just available to China thanks to @mercor_ai leak. Every major lab. Billions and billions of value and a major national security issue.

Students: build something real in the Codex Creator Challenge, powered by @joinHandshake Try new tools. Have fun. Break things. Repeat. $10K in OpenAI API credits in prizes. joinhandshake.com/students/codex…

The link to jobs and employment is crucial. We're connecting the dots across industries with partners like @LOrealUSA, @GEICO, @ZSAssociates and KPFF, who are helping judge the challenge and committed to hiring people with these skills.

joinhandshake.com/students/codex… 💸 Students get $100 in Codex credits to start building 🏆 Virtual hackathon where students submit projects, get exposure to employers, and win prizes ⚡️ Tutorials, office hours, and a dedicated community for support

In the face of doom and gloom about AI job displacement, I'm excited for @joinHandshake to be doing more. Today, we're working with @OpenAI on the Codex Creator Challenge, to help anyone learn to build with AI and show those skills to employers from every industry and job role.

@Noahpinion @besttrousers @LettieriDC @TheArgumentMag This is a huge huge part of it. Employers we talk with are hiring far less because of uncertainty. On every front. Not just on the scale of people needed but the exact skills and roles needed.

Everyone talks about AI replacement, but no one talks about AI uncertainty. If you don't know whether you'll need workers or what you'll need them for, you hold off on hiring, even if you ultimately end up needing them. If tech progress continues rapidly, the hiring pause due to uncertainty can last a long long time, even without mass human replacement.

I have a new piece in @TheArgumentMag. We haven't (yet?) seen AI affect the labor market by increasing number of people who are unemployed - but there's reason to believe it's contributing to a stagnant labor market by making firms less willing to hire. theargumentmag.com/p/the-tinder-i…

There is a massive advantage to hiring young people, and @Shopify was the first company to figure it out, says Pragmatic Engineer's @GergelyOrosz. "Shopify's Head of Engineering @fnthawar told me that he saw something interesting years back. Shopify was so early to AI. They got Copilot licenses for everyone, with no cost limit. But they didn't see many teams using it." "But there was this one team that was using it a lot more. There was an intern on the team. They onboarded the intern and gave the intern his two-week task and the intern was done in a day. And they're like, 'How did you do that?' He's like, 'Oh well I just used AI? What's next?'" "And suddenly the people on the team felt stupid, right? So they started to learn from the intern and use AI." "The next thing Farhan did was hire an intern for every single Shopify team. This is why Shopify had a thousand interns."

Very excited to welcome @cgnorthcutt and the team to @joinHandshake!

.@alexisohanian opens up about why he quit Reddit, missed the IPO and how Serena Williams validated his decision. "Thank God" I have her in my life, he tells @emilychangtv "Serena clocked it real quick." Watch The Circuit bloom.bg/43UwKlo

I got to test-drive Spectacles with Snap CEO Evan Spiegel. Plus a walk down the Venice boardwalk through the Blue House and into his vision for the future… The Season 4 premiere of The Circuit is here!