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by FloorEgg 1 day ago
During the pandemic money printing things got very weird. It created a lot of leverage and bullshit companies and bullshit dev work which led to artificial demand for software developers.

We are still in the post-pandemic hangover.

If you look up M2 money supply on St Louis fed - that chart has more influence on the job market in the US than anything.

The macro whiplash compounds this problem for people like OP in a few ways:

- cheap money leads to hiring frenzy (cheap capital costs lead to investments in human capital in software)

- developers get conditioned to artificially high demand and assume it will be like that forever

- artificially high demand attract people into software dev for the money instead of love of the art (increasing supply)

- when capital gets expensive again companies have to correct for over-hiring with layoffs and hiring freezes

- developers are stuck in a market with crashing demand (because of higher cost of capital) and over-supply (people attracted to work when cost of capital was cheap)

Everyone says it's about AI, but AI is more like the flavor & scapegoat, the substance is all a consequence of macro policy.

The next time the fed does quant easing labor market will kick up again.

1 comments

Nobody likes to hear it, but this is the only explanation that makes sense. We had an unprecedented economic shock, and we're dealing with an unprecedented economic fallout. The only question is how much longer it will last.
The timeline also matches up exactly, the Fed started raising rates in Q1-Q3 2022 and you can see the largest spike of layoffs happened Q1-Q3 2022:

https://tradingeconomics.com/united-states/interest-rate

https://layoffs.fyi/

ChatGPT wasn’t released until the end of 2022, and it wasn’t until the next spring where it really started to take off. Spring 2023 is when ChatGPT started to gain traction as a direct to consumer app and it wasn’t until later in the year when startups started building on top of it.