
How Many Trillion-Dollar Companies Should There Be?

You make good points, and I agree that adoption curves are usually slower than the hype. The difference now is not the “AI boom,” it is the consolidation of the data layer. Job boards never owned the source of truth. LinkedIn does, and that changes the physics of the market. Article 22 is real, but it regulates decisions, not discovery. Sourcing is... See more
Future of Sourcing and AI: The Tipping Point Is Happening NOW
But put all of these clues together and a story emerges: if they really do have a high bar for mere mediocrity, but they also have the operating leverage to make a successful employee have a bigger impact on the world (and a bigger impact on their own net worth) than anywhere else, then their optimal strategy is to be a bit bloated specifically so... See more
Byrne Hobart • The Bid/Ask Spread for Top Talent
IMHO, Anthropic and OpenAI are playing a losing game trying to continue scaling compute by hemorrhaging equity capital losses (massively underwater CAC) as their core competitive strategy. Let me unpack this view:
Hyperscalers (specifically MSFT, META and GOOG) have orders of magnitude more resources (talent), users... See more
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