Thirty-one.
That is how many new roles went up across the whole Bay Area technology board in the last seven days. Not thirty-one at one company — thirty-one in total, against about thirty-eight hundred listings already open and a hundred and twenty-four employers we have enough coverage to measure.
So this was a quiet week, and I would rather say that than manufacture a trend out of it. But a quiet week on the board is not a quiet week in the filings, and this week the filings are where everything is happening.
First, something about the measurement itself, because it changes how much weight you should put on the next few minutes. We have ten weeks of history for this market. Six of those were reconstructed after the fact from job boards, and reconstruction under-counts — a board only shows you what is still open, so anything already filled disappears from the record. Four weeks were watched live, as they happened. The four-week comparisons I am about to make sit on those live weeks. Last month I told you to take the direction and leave the size. This month the direction is on firmer ground.
With that said. Sierra AI is accelerating, and it is the largest move in this week's data in either direction. Discord is accelerating. OpenAI is accelerating. On the other side, Brex has slowed sharply, and so has Chime.
Before you read anything into those two: a slowdown usually means a hiring push is finishing, not that a company is in trouble. That is the ordinary shape of it. A company opens twenty roles, fills them over a quarter, and stops opening more. From outside, filling your roles and giving up look identical, and I am not going to pretend I can tell them apart.
Chime is worth a minute on its own, because two separate things are true about it and I want to keep them separate. Chime's posting has slowed sharply over these four weeks. Also, twenty-two days ago, Chime filed a layoff notice covering a hundred and thirty-five people. A WARN notice, that is — the advance warning US employers must file before a large cut, and a complete public record rather than an estimate.
And in the same twenty-two days, Chime has posted fourteen new roles. A Product Designer. A Product Manager for Lending. Software engineers on AI Enablement and on Communication Platform. A Design Director.
Both of those things are real. A company cutting in one place and hiring in another is common enough that it barely counts as a contradiction, and if your work is in those areas the postings are live right now. What I cannot tell you is why, because nothing in a WARN notice explains itself, and anyone who tells you otherwise is guessing in public.
The other layoff notice this week is Visa — the payments company, and I hear how that lands on a show where the word usually means something else entirely. Three hundred and twenty people in San Mateo County, filed twenty-two days ago. Across ninety days this market now has thirteen layoff notices covering just under twelve hundred people.
Now, the money. Six companies in this region have told the SEC they sold a substantial amount of stock and have not posted a single role since.
A Form D is a short notice a company files after selling shares to private investors. It reports the total sold under an offering, which is not necessarily one round, and it does not name a Series A or B or anything else. So I am going to say disclosed, not raised, and I am not going to attach a letter to any of these.
Whatnot disclosed about five hundred and forty-seven million dollars, four days ago. CodeRabbit, a hundred and forty-three million, eight days ago. Core Automation, four hundred and thirty-two million, twenty-three days ago. Baseten Labs, just under one point one billion, fifty-three days ago. Generalist AI, about three hundred and sixty-four million, seventy-eight days ago. Mercury Technologies, two hundred million, ninety-four days ago.
The number that makes that list useful is thirty to ninety days. That is the typical lag between money landing and listings appearing. Whatnot and CodeRabbit are early — days in, not weeks. You are ahead of their job board, not behind it. Core Automation is about to enter that window. Baseten and Generalist AI are inside it right now, which is the stretch where first listings tend to appear. Mercury, at ninety-four days, is past it, and I do not know why. Neither does anyone else reading these filings from the outside.
What I would actually do with this: these are the six places where a cold, specific, well-aimed email still has somewhere to land, because there is no queue yet. Find what the company builds. Write one paragraph about the thing you would work on. That window closes the moment the listing goes up and you become applicant four hundred.
One limit belongs right here rather than at the end: our coverage is not exhaustive. A company without a readable public job board is not scored and is not counted in any total I have given you. Absence from this show is not evidence of anything.
Eight employers are new to the tracked set this month. I can name six: Lattice, Linear, Elastic, Resend, Runway, and Supabase. A newly arrived employer is usually competing for a much smaller pile of applications than an established one hiring at the same pace, and that advantage decays within weeks — so it is worth something today and very little by October.
For all six, we checked the Department of Labor filings for sponsorship history and found none. I need you to hear the precise shape of that. It means we looked and nothing was there. It does not mean they will not sponsor. Plenty of young companies sponsor their first hire with no prior record at all, and if you are listening from outside the US, the difference between those two statements is the difference between crossing a company off and sending the email.
On what is actually being staffed. Across roughly twelve hundred and sixty roles posted in the last ninety days: infrastructure and platform is a bit over seventeen percent, AI and machine learning is right there with it at seventeen, product and design sixteen and a half, security and trust nine, engineering leadership just under seven, data six and a half. Those shares come from currently open roles and they are solid.
We do also compute movement on each of those, and infrastructure and AI both read slightly negative. I am not going to tell you AI hiring is shrinking on that basis, because those comparisons look back at older windows that systematically under-count whatever already got filled. Directional at best. And the skills here come from job titles only — descriptions are parsed and thrown away, never stored — so when I say security roles, that is what the title said, not what the requirements list said.
Two employers worth knowing about if you are a specialist. More than half of Scale AI's open roles in this region are AI and machine learning — fifteen of them. And about two thirds of Cloudflare's are forward-deployed and solutions work, which is six roles, and a much shorter list of people who want that job than want the AI one.
Now the number I have been putting off. Of those twelve hundred and sixty roles, twenty-six are entry level or new grad. Twenty-six. Three hundred and twenty-one are senior, two hundred and sixty are staff or above, two hundred and fifty are management. The largest single bucket, four hundred and three, is postings that never state a level at all, so treat the mix as partial — but not partial enough to rescue that twenty-six.
If you are early in your career, the board is not the place to spend your energy this month. The six companies with money and no listings are.
That is the week. Thirty-one new roles, thirteen layoff notices standing over ninety days, sixty-five funding events in the same stretch, and six doors that have money behind them and nobody standing at them yet.