@rubicon59 heard on the street - the number of PMs/ middle managers switching back to classic software engineering IC roles has exponentially grown with AI. It's all hands on deck
12 months ago
"DA Davidson believes the "only way forward" for Alphabet $GOOGL is a complete breakup that would allow investors to own the business they actually want."
Was recently speaking w/ a Tier 1 POD team in TMT, they are spending $1,500 a day per person in tokens on a 9 person team.
Roughly $400K +/- per month, or put another way an additional 12 full-time analysts. That full pass-through expense is going to be nutty!