Airbnb’s Q1 numbers tell you where the ERP labor market is heading
Airbnb’s Q1 numbers tell you where the ERP labor market is heading.
CEO Brian Chesky on this week’s earnings call, reported by TechCrunch. that 60% of new code is written by AI and 40% of customer support tickets are resolved without a human.
The headline sounds like bad news for developers (and let’s admit it, it’s not great news for entry level developers by any stretch)but leaders managing P&L and concerned about stretching every dollar within their existing budgets, this is a very welcome advancement.
I know in my own discussions with Dynamics and NetSuite Partner Firm owners that this has been very helpful over the last 18-30 months or so while they have been weathering an overall downturn in demand in professional services. 1 veteran Developer with the assistance of AI coupled with the changes in how code is even developed itself, can now churn out the amount of code and low code that it would take 2 to 3 developers in the past.
If AI handles 60% of the code, what makes the remaining 40% worth a premium salary?
It’s the part AI still can’t do well: integration judgment across messy legacy stacks, change management with skeptical end users, regulatory and process context that lives outside the documentation, and the translation work between business intent and system behavior.
That description fits the senior D365 and NetSuite talent I’ve placed for 25 years. Functional consultants who sit between finance and IT. Architects who own the integration story. Solution leads who have deep Industry/Vertical domain knowledge and understand how to apply that to the specific needs of their customers.
The entry level is being automated. The judgment layer is becoming more valuable, not less. PE/VC operating partners running ERP-heavy portfolios should be modeling this into 2027 plans now; partner firms should be reconsidering what tier of consultant actually earns the bill rate.
Cross-stack fluency is the new premium.
Source: Airbnb Q1 2026 earnings call (Brian Chesky), via TechCrunch.
CEO Brian Chesky on this week’s earnings call, reported by TechCrunch. that 60% of new code is written by AI and 40% of customer support tickets are resolved without a human.
The headline sounds like bad news for developers (and let’s admit it, it’s not great news for entry level developers by any stretch)but leaders managing P&L and concerned about stretching every dollar within their existing budgets, this is a very welcome advancement.
I know in my own discussions with Dynamics and NetSuite Partner Firm owners that this has been very helpful over the last 18-30 months or so while they have been weathering an overall downturn in demand in professional services. 1 veteran Developer with the assistance of AI coupled with the changes in how code is even developed itself, can now churn out the amount of code and low code that it would take 2 to 3 developers in the past.
If AI handles 60% of the code, what makes the remaining 40% worth a premium salary?
It’s the part AI still can’t do well: integration judgment across messy legacy stacks, change management with skeptical end users, regulatory and process context that lives outside the documentation, and the translation work between business intent and system behavior.
That description fits the senior D365 and NetSuite talent I’ve placed for 25 years. Functional consultants who sit between finance and IT. Architects who own the integration story. Solution leads who have deep Industry/Vertical domain knowledge and understand how to apply that to the specific needs of their customers.
The entry level is being automated. The judgment layer is becoming more valuable, not less. PE/VC operating partners running ERP-heavy portfolios should be modeling this into 2027 plans now; partner firms should be reconsidering what tier of consultant actually earns the bill rate.
Cross-stack fluency is the new premium.
Source: Airbnb Q1 2026 earnings call (Brian Chesky), via TechCrunch.
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