AI security became policy, consulting got squeezed, and the frontier talent war went scientific
TCS says agents will equal employees, AI borrowing goes vertical, and power politics becomes a hiring constraint
Big Tech taps public markets, regulators try to centralize AI rules, and “AI customer support” becomes a security risk overnight
AI security goes mainstream, open-source gets a $5B fix, and hiring shifts hard toward AppSec + platform
Supply-chain attacks go mainstream, AI org charts reshape again, and electricity becomes a hiring constraint
AI infra orders hit $9B, developer agents go mobile, and security hiring keeps getting “urgent”
Cloudflare cut 20% for the agentic era, Europe is war-gaming AI cyberattacks, and data center economics are colliding with reality
Compute scales faster than policy, security teams get a new baseline, and agents move from “feature” to “operating layer”
One-year anniversary edition: AI spend accelerates, headcount compresses, and power politics hits hiring
Snap cut 16% citing AI code-gen, OpenAI shipped “computer-use” Codex, Anthropic dropped Opus 4.7, and inference capex just escalated again
Security hiring just became urgent, enterprise teams are being cut to fund compute, and the AI talent war is now C-suite level.
AI capex hit $635B, OpenAI closed $122B, Oracle started cuts, and Microsoft shipped in-house models
