cofounder of Revealera, a platform to analyze hiring and technology trends. researcher/writer @bloomberry
Joined August 2011
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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
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For those interested in tracking this daily. Here's the dashboard: bloomberry.com/coding-tools.…
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Weng retweeted
Mar 5
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-v…
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Weng retweeted
Feb 26
👀 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-analy…
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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%)
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Dashboard for those interested in tracking this daily: bloomberry.com/coding-tools.…
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Data for anyone interested is here: bloomberry.com/blog/amazons-…
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What are the "picks and shovels" of the AI boom? It ain't AI models, or frameworks, but boring workflow automation tools like Zapier and N8N. Mentions of Zapier in job postings have exploded 97% from a year ago, as companies are increasingly integrating AI into their workflows
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