Tech job openings hit 281K but software hiring stalls while hardware doubles
FinanceYF5 · x · 2026-11-13
Lenny Rachitsky's late-2026 tech job market report (TrueUp data across 9,000+ companies plus Live Data Technologies):
- Tech job openings exceed 281,000, up 17% YoY and 73% from the 2023 low of 163K — the highest since 2022.
- Growth is not in software: software engineering +2.5%, product management +8%, while product design (-28%) and UX research (-45%) hit record lows.
- AI-driven hiring concentrates in physical infrastructure: hardware engineering +102%, supply chain +63%, real estate/facilities +60%, recruiters +49%.
- Key takeaways: PMs are winning in the AI era, engineering demand has stalled, designers are hurting, jobs are concentrating in the Bay Area, and remote work is at a record low.
Related event: Tech Hiring Report Shows 280K Jobs Recovering with Sharp Divergence by Role(2 posts)→
More from AGI Musings
- Ex-Twitter CEO Parag Agrawal bets AI agents will become the web's main users — dshukertjr · 2026-11-13
- 'Lost Soul Bias': Why Discourse Is Dominated by Those Who Haven't Figured It Out — moultano · 2026-11-13
- DeepMind researcher says short AI timelines are social contagion, not evidence — NathanpmYoung · 2026-11-13
- Josh Wolfe's Q3 Lux LP letter: instrument first, anomaly second, market last — brucemacv · 2026-11-13
- Profound CTO: Speed vs. quality is a false dichotomy — it's a hiring problem — soleio · 2026-11-13
- WSJ: After years of baffling symptoms, a patient finally got answers from AI — rmstein · 2026-11-13