This is less about Marxist/capitalist and more about a change in regulation in the US that makes R&D expenses (dev headcount) amortized over five years (for taxes) versus sales being a straight-up expense. This one is going to be good for the stock price, and the AI Agent angle is a marketing masterpiece.
It's a good point about changes in tax laws for software devs. Makes me glad I work for a non-profit (a rare non-pathological non-profit no less!)
For all the discussion about a soft job market for devs, the fact that the last Trump administration made a tax change that puts a target on our backs comes up rarely but it is part of the explanation.
