[sdn90]

I think we are in a price discovery phase overall for human labor.

Just like financial markets, this phase is very volatile. But today’s price can look much different in 1, 2, 5, and 10 years.

Right now there’s a lot of opportunity to disrupt companies who are moving much slower since adoption can vary greatly.

But I think in a few years this meta will be overcrowded. The overall skill/productivity gap across companies will be reduced and the bar for productivity will be raised.

There’s room for taking profits now from the productivity gains but I don’t think it will last long.

If AI is really increasing productivity enough to reduce headcount right now, it won’t be in future. If all your competitors are using AI as effectively as you are, can you still do this?

The world’s demand for productivity is limitless. As of right now you still need someone to at least install Claude Code and run the binary.