Insights on AI skills and the AI job market.
A press rumor said OpenAI is building a phone. We pulled all 746 OpenAI postings; 19 sit on a team called "Consumer Devices." But the team is 90% software and AI research, with no in-house industrial design or mechanical engineering. The hardware roles are procurement and integration. The shape of the team is Google-in-2007 (build an OS, ship it on a partner's hardware), not Apple-in-2007 (build it all yourself).
SpaceX now holds a call option to buy Cursor for $60B. We stress-test the thesis that both xAI and Cursor would die in 12 months without this deal, using 125K enriched job postings and a knowledge-graph view of mentions, co-mentions, and internal hiring stacks.
We analyzed 3,277 job postings for Data Scientists, ML Engineers, and AI Engineers across four seniority levels. The biggest compensation jump isn't between mid and senior — it's Senior to Staff, where ML Engineers earn a median $59K more. And most 'hot' AI skills (Generative AI, prompt engineering) disappear as premium drivers once you control for level. Here's the data.
We analyzed 77,735 job postings and found that the Bay Area tech market is statistically distinct from everywhere else. Rest-of-US and non-US skill profiles are indistinguishable for Data Scientists and AI Engineers. Here's what the chi-square tests reveal.
What 3,215 Job Postings Reveal About Skills That Define each role Ask five people the difference between a Data Scientist, ML Engineer, and AI Engineer, and you'll get five different answers. I decided to let the data…
The Next Architectural Layer Beyond Agentic AI OpenClaw and its variants have taken the world by storm. In this article I argue that they represent a new architectural layer beyond what has come to be known as “AI…
A Solution to the Challenges AI Teams Are Facing Across industries, many AI teams are feeling a similar strain: high expectations, compressed timelines, and uncertainty about how to execute well. I have seen this…
AI Engineering was recently named the #1 fastest growing job by LinkedIn, with data science cited as one of the top roles transitioned from. Meanwhile, every data scientist is in the middle of at best an identity crisis…
In the 90s everyone talked about the “information superhighway” that was created by the internet and fiber optics. AI has the same potential to become an “intelligence superhighway.” But that potential is unrealized…
The world is transitioning from the Information Age to the Intelligence Age. We need a new set of mental models to thrive in this new age. Below are a few of the mental models I've adopted recently to help guide my work…
