https://t.co/OeSmkLHWR4 has partnered with https://t.co/mPHMs29DDE to produce this Salary & AI Career Impact report for marketers and tech leaders. https://t.co/KOcUNq4RNc
We're entering the 'post-software' era. Agents can now create applications invisibly, blurring the line between talking to an AI and using software. This rapid change is happening within 18-24 months. #AISoftware#FutureTech
Three forces are reshaping the AI cost structure :
1. Foundation labs are moving up the stack into applications
2. Frontier model prices keep rising for the smartest models
3. Open-source models have crossed the good enough threshold for most use cases
The natural response from AI buyers is substitution. 🧵
"AI for ___" companies aren't getting funded in the growth stages.
May's Series B money went to atoms, foundational models, and datacenters.
🧠 Isomorphic Labs: $2.1B for AI foundational models and pipelines for drug design
🛰️ Cowboy Space: $275M for data centers in space
🛡️ Amca: $300M for aerospace & defense hardware with rapid prototyping
🎥 Decart: $300M for real-time AI models that turn live video into interactive worlds
Along with "smaller" rounds funding the terawatts of energy this revolution needs from nuclear fusion (Thea Energy, $100M) and ocean energy (Panthalassa, $140M).
State of Enterprise AI 2026: @levie on Tokenmaxxing, The Rise of Headless, and AI-Proofing Your Job
00:00 Intro
01:18 Silicon Valley engineering vs. everyone else
05:35 Are enterprise CIOs actually bullish on AI?
08:51 Tokenmaxxing & why your AI bill is about to explode
11:34 The myth of falling token costs and AI spend escaping IT budgets
17:37 The $5B startup hiding in AI compute
18:14 The mosaic of models inside every enterprise
21:28 Why coding works and the rest of knowledge work doesn't
25:53 The Bob and Sally problem: access control breaks agents
30:31 Will enterprise AI really take 10 years to roll out
32:24 The capability overhang: why faster models slow diffusion
34:23 Data is the bottleneck (it always was)
39:02 The rise of internal forward-deployed engineers
41:23 Why the AI doomers are wrong about jobs
43:43 Headless software is inevitable
46:14 What replaces per-seat pricing
47:37 How Box itself is going headless
49:42 How the org chart actually evolves
1:00:33 Future-proofing yourself as an enterprise employee
1:06:40 Are we all just going to work for OpenAI and Anthropic?
1:07:11 Where startups can still win as the labs move up
single most valuable thing a 22 year old can do in 2026: build something. anything.
a chrome extension. a discord. a substack with 32 readers. script that automates something annoying. dinner series. a sculpture.
new resume is ANYTHING you taught yourself how to ship.
Q: How are job postings for software engineers rising rapidly despite AI agents automating coding?
A: Because there’s far more code to manage than ever before. We’re already seeing a 14x YoY increase in GitHub commits, and it’s accelerating.
AI has dramatically lowered the cost of writing code, so it’s now being used across far more businesses, applications, and use cases.
We’re at the beginning of a massive productivity boom driven by the proliferation of bespoke software throughout the entire economy.
Coding has been AI’s breakout use case this year. The fact that it’s increased demand for software engineers — rather than decreased it — should call into question the entire “AI will cause mass job loss” narrative.
The NYT is predictably tearing down Reese Witherspoon for encouraging moms to try AI before they ingest the anti-AI pablum as truth
Instead of linking to the NYT op-ed, I think you should watch this video and encourage you to follow Reese Witherspoon on Instagram
@heynavtoor Remember the "died suddenly" crowd? Correlation/causation fallacy working its magic? Anecdotal evidence is just that -- anecdotal.
And even if AI can be manipulative, so can human beings, and advertising executives, and politicians, and spouses.
True!! >>> "Below 20, the system does not work anymore. there is now almost no difference between a #35 school and a #350 school in the eyes of a recruiter. the brand completely collapsed and most parents and students have not been told yet." @auren https://t.co/ejAJhRyCY4
It's time for the 2026 Theory GTM Survey.
This year we're testing 5 hypotheses :
1. Augmented reps outperform autonomous AI & unaugmented humans
2. AI is widening the gap between top & bottom GTM teams
3. Buyer-side AI is the bigger disruptor than seller-side
4. AI efficiency gains → headcount reduction, not revenue growth
5. Founder expectations on AI have reset downward
25 quick questions. Participants get the raw data.
https://t.co/zYNdYWTE4q