What parent says about "there are very few available positions" for "engineers that can do real LLM machine-learning" is fair, yeah, I'd agree with this.
I don't think the "incredibly small minority of companies in the world do any real training or optimisation" part is necessarily as true, as some parts of the work I do get is about helping them optimize training and infrastructure around training. Mind you, none of this is for building LLMs from scratch, it's 99% fine-tuning existing checkpoints.
I'd also agree with "paulg is in somewhat of a bubble" regardless of this, which is worth remembering whenever you read his content. Same goes for any person living in SF, and dare I say the US. But also, YMMV, I live and work in Europe, probably why I have this perspective.
I think Paul lives in Britain these days.