a16z: 30M coders drive most AI revenue, 1.5B knowledge workers still untapped
robleclerc · x · 2026-11-13
a16z partner David George argues the AI revenue boom is still very early: roughly 30 million coders worldwide account for the vast majority of AI revenue, while there are 1.5 billion knowledge workers overall.
Rob LeClerc adds that AI-centric knowledge work will center on process engineering and agent orchestration, which many workers will resist—so rather than firing engineers when products need fewer of them, companies could move them into HR, marketing, and finance to drive AI efficiency, infrastructure, and change management.
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