François Chollet
@fchollet
@flawedaxioms This seems to be a BS claim; I can't find *any* data to back it up and I searched quite a bit. If it were true, SaaS stocks would have be skyrocketing; in fact they have been crashing.
SWE employment at SaaS companies has been flat, and revenue has been 100% tracking long-term trends that predate AI.
ADBE, WDAY, ZM, CRM are good examples of SaaS revenue trends. Completely steady over time; zero disruption or acceleration from AI.
