cofounder of Revealera, a platform to analyze hiring and technology trends. researcher/writer @bloomberry
New York, USA
Joined August 2011
- Tweets2.2K
- Following1K
- Followers13.5K
- Likes5.2K
Pinned Tweet
Companies are hiring like crazy for Generative AI talent. In this 🧵 I’ll dive into:
- Companies leading the hiring surge (+1 that stands out)
- Technologies/cloud services most mentioned in these jobs
- How much $$$ companies are paying for GenAI talent
- Common use cases
Some excerpts from the $NET job that suggest this could be a significant build up (not just adding more GPUs to edge)
• MW-scale sites
• high-density/liquid-cooling
• Dedicated halls/buildings
• Powered shells, build-to-suits & JVs
• Utility, substation & interconnection work
Whether this is about landing $AKAM like AI infrastructure deals or simply taking Workers AI to a much larger scale, who knows?
AI is creating a boom in a less obvious category: observability.
Job postings mentioning “observability” are up 85% YoY - even faster than AI itself. As LLMs move into production, there’s a lot more to monitor.
$DDOG $DT
Among all observability job postings, mentions of AI related technologies have increased:
• LLM: 9% → 21%
• RAG: 6% → 16%
• Agentic: 8% → 25%
All in roughly the last year.
All growing faster than job postings mentioning LLM or RAG or agentic alone.
So who is actually gaining share in the AI/LLM observability space? 👇(1/2)
Databricks / MLflow stands out: MLflow (part of Databricks) went from 5.3% → 8.9% of observability + LLM job postings over the last 2 years.
Among public observability companies, $DDOG went 4.3% → 6.0%, while $DT went 1.4% → 2.4%. $DT is especially interesting because Arize, which it agreed to acquire, shows up in another ~2.1% of these postings today (tho share actually decreased from 2 yrs ago).
The private AI tools are growing even quicker: LangSmith 1.8% → 5.2% and Langfuse 1.8% → 4.7%.
Elsewhere, $ESTC fell 5.3% → 2.8% $CSCO Splunk fell 4.6% to 4.1%. $PD barely registers, appearing at roughly 0.6% of current LLM + observability postings.
My takeaway: Databricks/MLflow has the strongest share and growth so far, while DDOG and DT look like the clearest public observability companies participating in the trend. (2/2)
This isn’t just a natural result of Redit advertiser base being smaller than the others. ChatGPT Ads adoption is simply disproportionately concentrated among $RDDT advertisers.
ChatGPT Ads adopters are 7.3x more likely to also use Reddit Ads than other digital advertisers.
That’s far above $AMZN at 3.2x, X at 3.0x, TikTok at 2.9x, LinkedIn at 2.1x, $GOOG at 1.8x and $META at ~1.0x
🤖 Made with AI
$SNOW continues to lose market share, and it's not just Databricks they need to worry about.
While the entire market is growing based on hiring demand, the number of companies mentioning $MSFT Fabric jumped the most at +165%. Databricks grew +40%, while both $SNOW and $GOOG BigQuery increased the least at +15% from a year ago.
For those interested in tracking this daily. Here's the dashboard: bloomberry.com/coding-tools.…
Weng retweeted
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. Importance of Trainium
6. Valuation breakdown and the discount the market is giving
uncoveralpha.com/p/amazons-v…
Weng retweeted
👀 for granular, technical analysts... or VCs mapping early trends:
@AznWeng 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-analy…
