David Sacks: AI Coding Actually Increases Software Engineer Hiring
David Sacks stated that despite AI Agents automating coding tasks, the number of software engineer job postings is still rapidly increasing.
The reason is that the total amount of code far exceeds previous levels, with GitHub commits surging 14 times year-on-year and continuing to accelerate.
AI has significantly reduced the cost of writing code, leading more businesses and applications to adopt custom software, driving productivity growth across the entire economy.
Coding has become the most successful application of AI by 2026, which has actually increased the demand for software engineers, challenging the narrative that "AI leads to mass unemployment."
Source: Public Information
ABAB AI Insight
David Sacks, as the founder of Craft Ventures, has previously analyzed the actual impact of AI on the job market. This viewpoint continues his assessment that "AI creates more jobs rather than simply replacing them," emphasizing the multiplier effect of AI reducing marginal costs leading to explosive growth in custom software.
From a capital perspective, companies are significantly increasing code output through AI tools, shifting resources from limited development teams to more customized internal tools and products, motivated by capturing productivity dividends and strategically building proprietary software barriers, pushing the entire industry from standardized SaaS to highly customized AI-enhanced software.
Similar to how the demand for development increased after the popularization of low-code platforms, current AI coding is in an expansion phase transitioning from efficiency tools to an economy-wide productivity explosion driven by custom software.
Essentially, this represents a restructuring of the industry chain driven by technological substitution. AI's reduction of code writing costs alters the supply-demand structure of software development, with the mechanism being that marginal costs approaching zero lead to a surge in custom software, prompting capital to concentrate from traditional limited development manpower to a "AI-generated + human architecture" hybrid model, achieving a structural upgrade of software engineering from scarce resources to scalable productivity.
ABAB News · Cognitive Law
The more AI can write code, the more code humans need to manage.
The lower the cost, the more explosive the custom software, and the demand for engineers actually rises.
When true productivity prosperity occurs, the narrative of unemployment is often the loudest.