Weng

cofounder of Revealera, a platform to analyze hiring and technology trends. researcher/writer @bloomberry

[Weng @AznWeng]

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

[Weng @AznWeng]

@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?

[Weng @AznWeng]

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

[Weng @AznWeng]

$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)

[Weng @AznWeng]

@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!

[Weng @AznWeng]

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

[Weng @AznWeng]

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

[Weng @AznWeng]

@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.

[Weng @AznWeng]

@SAlexashenko Yep, I would say so!

[Weng @AznWeng]

@k_sasha Hi Sasha, here's the source: https://t.co/7CXS4V8ym2 - this is basically tacking VS Code installs over time (straight from the VS Code marketplace)

[Weng @AznWeng]

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

[Weng @AznWeng]

For those interested in tracking this daily. Here's the dashboard: https://t.co/7CXS4V8ym2

[Weng @AznWeng]

@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.

[Rihard Jarc @RihardJarc]

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

https://t.co/wrJQTRQSqO

[Weng @AznWeng]

@ysu_ChatData @bibryam (I compiled the data) - I wrote up on some findings for auth patterns here: https://t.co/Mvtj1zad6v 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

[Weng @AznWeng]

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

[Weng @AznWeng]

@luishXYZ @signulll Its definitely biased towards tech companies https://t.co/bFyj4gLrjC

[Weng @AznWeng]

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

[Matt Harney @SaaSletter]

👀 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:

https://t.co/01p2xUOVPo

[Weng @AznWeng]

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%)

[Weng @AznWeng]

@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.