Transcription
going. Two years ago when I was here, I started to talk to you about how AI has moved from generative AI and the other waves of AIs that are coming. The next wave of AI was agentic AI. And today, we can say that agentic AI has arrived, that useful AI has arrived.
Now, what does this mean? This is GitHub. This is, of course, one of the first applications of agentic AI is software coding. One of the most valuable professions. Incredibly large ecosystem. 30 million, 40 million professional software developers. Probably another couple of hundred who are students and enthusiasts and so on and so forth. But say 30, 40 million software developers in the world code for a living. This represents most of them. This is GitHub.
The pull request is when they download software, they modify it, and commit is when they push it back up. Okay? And so, if you could look at this in 2023, the number of commits was 300 million. 2024, 400 million. 2025, 500 million commits. In the first few months, in the first few months of 2026, it has nearly tripled.
Now, what does that mean? 30 million software developers, representing about 3 trillion dollars worth of GDP, producing three. That's what they're paid. 3 trillion dollars worth of salaries per year, which is generating economic growth for the rest of the industries. Say 100 trillion dollars of the world's industries is impacted, is generated by $3 billion dollars worth of salary. That $3 trillion, excuse me, $3 trillion. That $3 trillion worth of salary is now producing nearly three times as much output. It's effectively a $9 trillion productivity trillion of salaries. Does that make any sense? The difference is absolutely extraordinary. This is the potential. This is the promise of AI.
The number of engineers, software engineers, is actually increasing. People talk about AI reducing jobs. Complete nonsense. It's causing more software engineers to be hired. And the reason for that is very simple. If you can hire a software engineer and you could generate $9 trillion worth of productive work, why wouldn't you want to hire more software engineers? If that line was flat, then obviously people will hire fewer software engineers. But because the output is so incredible, people want to hire more software engineers. This is going to show up in our economy somehow soon.
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