#GenAi and the #FutureOfWork revealera.substack.com/p/genai-and-th… #Hiring #AI Bloomberry

$SMCI is up more than 200% YTD and they’re re-investing a lot more into R&D and engineering. Total job openings are up 112% year over year and the # of new engineering job openings at Supermicro in Q1 was up more than 825% from Q1 of last year

What’s the bear case against ChatGPT/OpenAI? 11% of the top 100K websites block them from accessing their data. That’s more than their competitors combined including 4% for $GOOG, <1% for $META (who arguably doesn’t need any public data) and almost 0% for Perplexity

Databricks is a private company that interests me. They are well positioned in AI and have recently released their open-source LLM DBRX.

No surprise that jobs mentioning Databricks as a needed skill are on a steep rise YTD.

data by Revealera

$MSFT GitHub Copilot install trends (and its competitors) is a free dashboard for all paying Revealera customers. If you’re interested in a trial, please visit the website located in my bio

$ADBE should be very worried about Canva. Growth continues to be scorching hot. The # of companies mentioning Canva in a job posting is up 100% year over year. Canva was the fastest growing tech in our index in 2022, 2023 and so far in 2024 (1/4)

Remote work isn’t dead. In fact, it’s making a comeback. Among public companies, the % share of new jobs that are remote is up 45% from a year ago, after declining for more than a year (1/5)

Satya is going full steam on AI. $MSFT continues to open more jobs each week.

Diving more deeply, most of those jobs are for engineers. Engineering open roles went from around 500 a year ago to now around 3400!

data by Revealera

My post on Q1 24 Alternative data is out (expert interviews & others).

Covering Ad tech, Cloud, AI & Semis.

Details into $META, $AMZN, $MSFT, $GOOGL, $NVDA, $AMD & more.

Worth the read!

Link in next post.

uncoveralpha.com/p/alternative-…

Rihard Jarc Revealera from where you get this data brother ?

I analyzed the number of GenAI jobs at Big Tech, and the results are very insightful.

1. Surprisingly, $AMZN has been leading most months with GenAI job openings, which tells you a lot about how much $AMZN is taking this seriously. The thesis of $AMZN 'being behind' in GenAI…

Hiring at $PD has been on a decline for awhile with total jobs down -50% YoY. Meanwhile, the # of new detected orgs using $PD in the past 3 full months has been flat YoY. New enterprise customers detected this Q include: Moodys, Publix and CMU. $PD reports today after close…

This year, OpenAI entered a phase where they are not only recruiting engineers but also increasingly Sales roles as the chart shows.

It seems the company is starting to mature as more resources will go into the business aspects of the company.
$MSFT

data by Revealera