The AI buildout is printing electrician and HVAC jobs
Goldman attributes 300k+ construction jobs to it since 2022, ~75k in the past year
These trades are growing ~2% a year, roughly double construction overall
Charts of the Week: a16z.news/p/chart-of-the…
Data center construction is going vertical
Spend has jumped more than $25B in six months, roughly what it gained over the previous two years combined
Construction job openings bottomed near 200k last year and are back above 300k
Charts of the Week: a16z.news/p/chart-of-the…
The window to patch software bugs is collapsing
Of the bugs hackers actually exploit, ~87% are now being attacked on or before the day the bug is public knowledge
That share was 23% in 2020
Charts of the Week: a16z.news/p/chart-of-the…
World Labs co-founders Justin Johnson and Dr. Fei-Fei Li say Atlas unifies the two things computer vision has always kept apart:
Justin: "Historically, reconstruction has been its own subfield in computer vision with its own specialized tasks and models. Generation is what all
World Labs co-founders Fei-Fei Li, Justin Johnson, Ben Mildenhall, and a16z's Martin Casado on Atlas, a world model for spatial intelligence:
LLMs are built on next token prediction. Video models are built on next frame prediction. Atlas is built on new view prediction, and it's
Cyber is having a moment
Across 21 major software companies, including Apple, AWS, Microsoft, and Google:
- Reported critical vulnerabilities never cleared 100 per month in four years
- Since spring they've jumped to over 600 per month
Charts of the Week:
