AI Killing Engineering Jobs Is “the Biggest Load of BS”

A year ago VCs were telling Parker Conrad that software engineering was months away from mass unemployment. His update: salaries are higher, the market is tighter, and a great engineer is worth more today than ever. The Rippling CEO joins Sam and Jess (no Morins this week) to argue that the only moat left in AI is seeing the problem before your customer does, that good gross margins are a sign nobody is actually using your product, and that Rippling isn't a software company at all. Sam counters with his own setup: a private notes file he hands to four different agents so they race each other to finish things he never asked them to do. Jess brings the mood from New York, where the money people think the $8 trillion CapEx bill doesn't pencil out and financing is about to get much harder. Plus Deel fighting a federal grand jury subpoena, Anthropic's IPO date, and Sam's plan to pay people minimum wage with a 5% shot at a million dollars. Chapters: 00:00 Intro 01:14 Parker Conrad Joins, No Morins This Week 02:13 Everyone Watched the Election on Prediction Markets, Not TV 04:09 The Blue Wave, and Why the Market Went Up Anyway 07:48 Hyperscalers, Data Centers, and Builds That Just Got Harder 09:27 California's Wealth Tax Fails 10:24 Why Paper Billionaires Can't Pay a Wealth Tax 12:17 The Financing Trick Where One Investor Sets the Headline Price 13:06 New York's Mood: AI Financing Is Drying Up 13:45 Sam: We've Run Out of Money in the World 15:09 Parker: Good Gross Margins Can Be a Bad Sign 15:30 Anthropic's IPO Date and OpenAI's Approach to Margins 16:44 Rippling's IPO Plans and the Public Market Retirement Community 18:26 The SaaS Apocalypse That Didn't Happen 19:00 "Rippling Is Not a Software Company" 20:29 AI for Boring: Government Forms, Faxes and Fraudulent Audits 25:36 The Only Moat Left Is Seeing the Problem First 28:01 Sam's Notes File and the Agents That Compete Over It 29:32 Instinct Keeps Asking Jess the Same Question 30:02 Today's Agents Are Shitty Assistants 30:49 Permissions Architecture as the Real Advantage 32:21 Where Rippling Makes Margin and Where It Makes Zero 33:19 Usage Pricing and Deleting the Bottom Half of a Job 34:36 What You're Really Selling Is a Promotion 36:04 Software Written at Installation Time 37:26 Why You Shouldn't Vibe Code Permissions 38:07 AI Is Excellent at Using Software, Humans Are Not 39:42 Should an AI Negotiate Your Pay? 41:05 Rippling's $17M Seed and Two Years Before the Starting Line 42:07 Why Reversibility Decides How Fast You Can Move 44:52 The Deel Lawsuit and a Federal Grand Jury Subpoena 46:06 Sam: Your Job Doesn't Look Fun to Me 48:40 The Engineer Layoffs That Never Came 49:25 Random Reward Payroll, a Very Bad Idea 51:26 Overrated and Underrated in Silicon Valley 54:01 Sam's New York Marathon 55:14 Starting a Company: The Narrow Ray of Daylight We're also on: X: https://twitter.com/moreorlesspod Instagram: https://instagram.com/moreorless Spotify: https://open.spotify.com/show/2CJdt6HhJ8ioNkbqqVKckC Apple Podcasts: https://podcasts.apple.com/us/podcast/more-or-less-from-the-morins-and-the-lessins/id1692234179 Connect with our guest: Parker Conrad, CEO of Rippling: https://x.com/parkerconrad Connect with us here: 1) Sam Lessin: https://x.com/lessin 2) Dave Morin: https://x.com/davemorin 3) Jessica Lessin: https://x.com/Jessicalessin 4) Brit Morin: https://x.com/brit About More or Less: For 15 years, the Morins and the Lessins have debated the future of Silicon Valley as the closest of friends. Every Friday, they break down technology, capital, and media. From The Information, Offline Ventures, and Slow Ventures.

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