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ghm2199 | 10 hours ago
Put it another way: Do you think people will demand masses of _new_ code just because it becomes cheap? I don't think so. It's just not clear what this would mean even 1-3 years from now for software engineering.
This round of LLM driven optimizations is really and purely about building a monopoly on _labor replacement_ (anthropic and openai's code and cowork tools) until there is clear evidence to the contrary: A Jevon's paradoxian massive demand explosion. I don't see that happening for software. If it were true — maybe it will still take a few quarters longer — SaaS companies stocks would go through the roof(i mean they are already tooling up as we speak, SAP is not gonna jus sit on its ass and wait for a garage shop to eat their lunch).
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