Jason ✨👾SaaStr.Ai✨ Lemkin(@jasonlk):So are folks really hiring less humans now? @ICONIQCapital has the latest data: - Folks growing > 100% a year are adding 133% headcount a year. They aren't cutting humans, even as they invest the most in AI Everyone else is ... growing headcount more slowly than revenue - Folks growing 50%-100% a year (still reasonably fast by pre-AI standards) are adding 25% headcount - Folks growing 25%-50% only adding 10% headcount - Folks growing < 25% a year aren't adding any headcount at all

Jason ✨👾SaaStr.Ai✨ Lemkin

@jasonlk

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Jason ✨👾SaaStr.Ai✨ Lemkin@jasonlk

2026.09.01 18:50

So are folks really hiring less humans now? @ICONIQCapital has the latest data: - Folks growing > 100% a year are adding 133% headcount a year. They aren't cutting humans, even as they invest the most in AI Everyone else is ... growing headcount more slowly than revenue - Folks growing 50%-100% a year (still reasonably fast by pre-AI standards) are adding 25% headcount - Folks growing 25%-50% only adding 10% headcount - Folks growing < 25% a year aren't adding any headcount at all