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Tech analyst flags S&P 1500 Software revenue-per-employee spike as AI impact evidence

Skeptics question timing of trend relative to actual AI adoption

3 Sep 15 9:36 AM · 12d ago · 4 comments · 1 source · development 3 of 4

Commenters note that the chart's upward trend predates widespread AI implementation in production systems. One notes that model harnesses and practical AI tools did not see adoption until mid-2025, creating a mismatch with the chart's narrative.

Skeptics question timing of trend relative to actual AI adoption
bsky.app

“Model harnesses were not a widely adopted thing until mid-2025, which is where 'useful' vibecoding took off. The idea that the linear trend would be the same before and after that point doesn't scan.”

svlch.bsky.social

Carl Quintanilla CNBC financial analyst

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Peak 19 pieces in 3h at Sep 15, 8 AM; 19 pieces over 13 days (1 post · 18 comments) Sep 15, 8 AM — 19 pieces · 1 post · 18 comments — Bluesky 19Sep 15, 11 AM — quietSep 15, 2 PM — quietSep 15, 5 PM — quietSep 15, 8 PM — quietSep 15, 11 PM — quietSep 16, 2 AM — quietSep 16, 5 AM — quietSep 16, 8 AM — quietSep 16, 11 AM — quietSep 16, 2 PM — quietSep 16, 5 PM — quietSep 16, 8 PM — quietSep 16, 11 PM — quietSep 17, 2 AM — quietSep 17, 5 AM — quietSep 17, 8 AM — quietSep 17, 11 AM — quietSep 17, 2 PM — quietSep 17, 5 PM — quietSep 17, 8 PM — quietSep 17, 11 PM — quietSep 18, 2 AM — quietSep 18, 5 AM — quietSep 18, 8 AM — quietSep 18, 11 AM — quietSep 18, 2 PM — quietSep 18, 5 PM — quietSep 18, 8 PM — quietSep 18, 11 PM — quietSep 19, 2 AM — quietSep 19, 5 AM — quietSep 19, 8 AM — quietSep 19, 11 AM — quietSep 19, 2 PM — quietSep 19, 5 PM — quietSep 19, 8 PM — quietSep 19, 11 PM — quietSep 20, 2 AM — quietSep 20, 5 AM — quietSep 20, 8 AM — quietSep 20, 11 AM — quietSep 20, 2 PM — quietSep 20, 5 PM — quietSep 20, 8 PM — quietSep 20, 11 PM — quietSep 21, 2 AM — quietSep 21, 5 AM — quietSep 21, 8 AM — quietSep 21, 11 AM — quietSep 21, 2 PM — quietSep 21, 5 PM — quietSep 21, 8 PM — quietSep 21, 11 PM — quietSep 22, 2 AM — quietSep 22, 5 AM — quietSep 22, 8 AM — quietSep 22, 11 AM — quietSep 22, 2 PM — quietSep 22, 5 PM — quietSep 22, 8 PM — quietSep 22, 11 PM — quietSep 23, 2 AM — quietSep 23, 5 AM — quietSep 23, 8 AM — quietSep 23, 11 AM — quietSep 23, 2 PM — quietSep 23, 5 PM — quietSep 23, 8 PM — quietSep 23, 11 PM — quietSep 24, 2 AM — quietSep 24, 5 AM — quietSep 24, 8 AM — quietSep 24, 11 AM — quietSep 24, 2 PM — quietSep 24, 5 PM — quietSep 24, 8 PM — quietSep 24, 11 PM — quietSep 25, 2 AM — quietSep 25, 5 AM — quietSep 25, 8 AM — quietSep 25, 11 AM — quietSep 25, 2 PM — quietSep 25, 5 PM — quietSep 25, 8 PM — quietSep 25, 11 PM — quietYesterday, 2 AM — quietYesterday, 5 AM — quietYesterday, 8 AM — quietYesterday, 11 AM — quietYesterday, 2 PM — quietYesterday, 5 PM — quietYesterday, 8 PM — quietYesterday, 11 PM — quietToday, 2 AM — quietToday, 5 AM — quietToday, 8 AM — quietToday, 11 AM — quietToday, 2 PM — quietToday, 5 PM — quietToday, 8 PM — quiet 1–4
1–4Skeptics question timing of trend…
Sep 16Sep 17Sep 18Sep 19Sep 20Sep 21Sep 22Sep 23Sep 24Sep 25yesterdaynow · 11:45 PM ET

What people said 4 voices · verbatim

All 4 developments of Tech analyst flags S&P 1500 Software revenue-per-employee… →

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