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Brendan Foody: belief

18 Sept 2025 Lenny's Podcast Why experts writing AI evals is creating the fastest-growing companies in history | Brendan Foody (CEO of Mercor)

“There's just it feels like there's unlimited demand for the industry. And I think Marc in recent read about this recently, that software is the most elastic industry of all, where when we increase productivity, there's so much more that will be built.”

— Brendan Foody

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Everything needed to verify it.

Speaker
Brendan Foody
Attribution
Verified speaker
Claim type
belief
Recorded
18 Sept 2025
Publisher
Lenny's Podcast

Transcript context

…When you talk about elastic being elastic, is it like generalists being good at just a bunch of different things? Or what do you say? What do you mean when you think elastic? So I more mean how much capacity for demand there is in that industry. So I'll give a couple of examples. Like in accounting, I think realistically, we only need so much accounting in the world, right? Like maybe there's areas where we can do more and that'll be good. But it doesn't feel like the world needs 100 times more accounting. On the other hand, in software development, right, like I think we can ship 100 times more features for our products, move 100 times faster, build so much more. There's just it feels like there's unlimited demand for the industry. And I think Marc in recent read about this recently, that software is the most elastic industry of all, where when we increase productivity, there's so much more that will be built. And it's definitely characteristic of a lot of other domains as well. And so I would I would focus on those domains where if we make everyone 10 times more productive, that'll increase demand, not reduce it. Okay. So you're in the bucket of learn to code, still useful as a skill. Take computer science. Okay. And so in terms of elastic categories of jobs, sounds like engineering, product management is in that bucket. Great. A lot of people listening to this are PMs. What else, like design, user research? I don't know. What else do you feel is in that bucket from what you've seen?…

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