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It comes down to, "Over the next 24 months, would your employer rather have your services, or a few more Nvidia Blackwells?"

And no, it doesn't matter if AI is frothy and over-hyped right now.

My mentees usually split into two camps on hearing this framing. About 80% are like, "Damn! OK, now what do I do about it? What steps should I be taking?" About 20% get mad at me for saying this. "That's not true! You don't know that!"

I've warned mentees in other companies about likely upcoming layoffs