Hiring among unicorn startups has been mired in a long 2+ year slump, and isn't showing any signs of improving. Will M&A save the day? Unlikely, as jobs that mention 'corporate development' are down 25% from a year ago too

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

Is TikTok on the verge of staying in the US? After a huge decline in US job postings, new job postings from TikTok have increased almost to normal levels since the new administration took office…

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%)

👀 for granular, technical analysts... or VCs mapping early trends: Weng 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-analyz…

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.