Mark Kofman

Why will AI create more jobs in plenty of industries? It’s because we’re going to use AI to accelerate output in one area, and then eventually you run into a new bottleneck somewhere else in the process that still requires humans. This example from the FT is an obvious one. More people asking legal questions from AI agents, which downstream eventually will mean there are more lawyers being pinged with questions. There are other drivers, too, like AI accelerating new business formation, more patent filings, new scientific research, and so on - all of which eventually land in the laps of lawyers and other regulatory functions. But the analogy holds for plenty of other work. More code will mean more security risks, which means more security researchers. Automating patient referrals in healthcare just leads to a bottleneck of not having enough doctors. More customer outreach via AI leads to more sales conversations. You can list thousands of categories like this. There’s a lot of areas where AI will lead to “efficiency” in the sense that we will automate something and then spend less in that area. But the value proposition taps out at some point because the world isn’t static. Your competitor will use AI to build a better product, go out and meet with even more customers, deliver a better service, run better ad campaigns, and you eventually have to match them or die.

But how many GPUS do you get for $50M in 2026? one H100 GPU = $25,000 $50,000,000 = ~2,000 chips xAI has 100,000 of these and called it a "starting point" Allbirds sold its entire shoe business for $39M, rebranded to "NewBird AI" and is now raising $50M to buy GPUs and rent them out stock is up 8x in 24 hours analysts are bullish. we are so cooked.

The "AI job loss" narratives are all fake. AI = massive ramp in productivity = massive ramp in demand = massive jobs boom. Watch.

Holy shit. Anthropic engineers don't write code anymore. A new hire just leaked what's actually happening inside the company shipping harder than anyone in 2026: Nobody on his team has hand-written code in months. They run multiple agents in parallel and act like managers, not engineers. His exact words: "if you're just watching an agent code, you're already behind. that idle time should be spent spinning up another agent and directing it somewhere else." The mental model isn't "use AI to code faster." It's "you are the PM, the agents are your engineers, and your job is to keep all of them unblocked." He called it being "fully AI aligned" as a team and said it changes what's even possible to build. The productivity gap between people who think this way and people who don't is already enormous. And the proof is simple: Anthropic has shipped harder than any company in 2026. If you're still hand-writing code, you're not behind on tools. You're behind on the job itself.

Bank website: "I notice you're trying to send a multi million dollar wire. I've blocked your ability to copy/paste. I would like to inject the small possibility of human error into this transaction."