Konstantine Buhler(@Konstantine):Narrative violation and great insight from the latest Citadel Securities banger by Frank Flight: "We illustrated back in February that demand for software engineers, the most AI exposed occupation was accelerating higher, which we argued violates the displacement narrative. Indeed the acceleration in software job postings has continued, now up 18% from the inflection point in May last year."

Konstantine Buhler

@Konstantine

Partner at Sequoia; AI Engineer; History Nerd.

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Konstantine Buhler@Konstantine

2026.05.01 20:52

Narrative violation and great insight from the latest Citadel Securities banger by Frank Flight: "We illustrated back in February that demand for software engineers, the most AI exposed occupation was accelerating higher, which we argued violates the displacement narrative. Indeed the acceleration in software job postings has continued, now up 18% from the inflection point in May last year."