@pmarca Thanks for sharing Marc! I just had the most engaging dialog I’ve ever had with Grok (or any LLM for that matter) after setting the stage with this prompt.
@SiliconSalvage Wrong, many of these SaaS products are terribly designed and architected and simply got lucky with first mover advantage. They will continue to be under pressure from AI.
Disagree, humans will still be human and want compensation for their effort. Business owners will still expect something in return for their headache and risk taking, talented big-name musicians like Taylor Swift will not perform for free, etc. I think physical human experiences will take on even more importance going forward and people will pay a premium for it, thus the need to still save money however you can get it.
That’s an odd take coming from someone who lives and benefits from the capitalist system that made the greatest country in human history. Clearly collectivism isn’t working and is in fact sinking this great nation with the promise of entitlements that can’t be met…and oh yeah here we are in another unwinnable foreign war that the majority of Americans don’t want thanks to our bloated government bureaucracy and unaccountable leaders. Personal responsibility and accountability are crucial traits for a strong civilization, but in my experience it’s the lefties in particular that scoff at these traits and can’t see the destructive nature of their suicidal empathy
The thing that doesn’t add up is that they say markets like certainty. Well, I think it’s safe to say things have never been more uncertain than today, and also that the news cycle is faster and more unpredictable than ever. So how can “the markets” possibly factor in all the variables and unknowns and price in all the risks with any degree of confidence? I would appreciate a rational explanation because the market seems about as irrational as it can possibly be right now (almost farcical) and I know I’m in good company with this view. It literally seems like the market is reacting solely to DJT’s tweets at this point without regard for any truth or facts.
@mstockton I 100% agree. Are there specific companies you’re aware of that are hiring for these roles? I feel like I have these skills but don’t know the first thing about starting my own company, so curious where I might look.
@HodlMagoo Have you ever used Workday or Salesforce? The usability is atrocious…the only reason they had the perch they had for so long is first mover advantage. I will relish their demise with great joy.
@wabisabiforlif3@zerohedge I’ve always been an optimist, but the optimistic side is wrong. The world economy can run with far fewer humans in the mix now. There is so much annoying friction that should and will be eliminated.
@_The_Prophet__ I wish this were true, but consider the historical and existential nature of this fight if you’re the IRGC. They are never going to negotiate or surrender.
Couldn’t agree more…it drives me crazy when people say “the markets already priced this or that in”. Sorry but the news cycle has never moved faster and the uncertainty has never been greater. There is no way in hell the markets can see everything that’s coming weeks or months in advance at this point. It’s all hopium.
Don't understand why you think Citrini is wrong and the AI hype is overblown. Look at these layoff announcements the past two months. What makes you think this will not continue with AI advancing exponentially by the day? Think it through...how will people afford their mortgages and rents...how will they afford their car loans...are they going to spend more or less? How will this in turn impact the housing market and the lenders? My son is an engineering honors student with a stellar resume and he can't even land a summer internship. Entry level jobs are essentially dead. Many of these jobs are never coming back, you do realize that right? I don't understand the logic unless you're saying there will be another giant print to try to kick the can down the road again (there will be). I just don't think it will work this time. I use AI every day, the hype is real. The corporate and civic worlds are rife with bloat, bureaucracy, and redundancy - sitting ducks. I 100% believe most companies can get away with 40-50% less headcount the way Block just announced if they retain their top talent to direct AI tools/agents.
· Amazon: January 28, 2026 — ~16,000
· Pinterest: January 2026 — <780 (less than 15% of workforce)
· Autodesk: January 2026 — ~1,000 (about 7%)
· Meta (Reality Labs): January/February 2026 — ~1,500
· Workday: February 2026 — ~400 (about 2%)
· eBay: February 26, 2026 — ~800 (about 6%)
· Block: February 26-27, 2026 — ~4,000 (nearly half of workforce)
· Morgan Stanley: March 2026 (around March 4-10) — ~2,500 (about 3%)
· Atlassian: March 11, 2026 — ~1,600 (about 10%)
· Oracle: March 2026 (20,000–30,000 – more like ~45,000)
I maintain that in this current era of AI most companies can make do with 40% less of their workforce, just like @jack announced with Block. I see the bloat and layers of bureaucracy everywhere I look and the AI tools are that good now. Software engineers and technologists in particular have a giant bullseye on their back. The future is savvy business analysts and operations folks prompting various AI agents to get what they need, in a fraction of the time, and for far less cost. It seems very obvious. The only barrier is ignorance or denial in the C-suite, or lack of fortitude to follow through.