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CLAUDE CODE CREATOR: "BUILDING SOFTWARE IS GOING TO BE A SKILL LIKE KNOWING HOW TO SEND A TEXT MESSAGE." Boris Cherny, the creator of Claude Code, just made the most important prediction about software in years. His parallel: the printing press. Before the printing press, 10% of Europeans were...

10,778 views • 10 days ago •via X (Twitter)

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Marc Andreessen (Marc Andreessen 🇺🇸): Airbnb could have been boutique booking software. Uber could have been taxi dispatch software. Tesla could have been self-driving software. They decided to take over the entire industry instead: "Silicon Valley between 1950 and 2010 was primarily just in the tools business. You'd build a tool like an operating system or a disk drive, sell it to people, and they'd figure out what to do with it. Then something changed. Alternate universe Airbnb is just boutique booking software. A tiny little business building spreadsheet software. But Brian Chesky decided: we're going to go into the hospitality business and compete with hotels directly. Uber and Lyft in the old world were just taxi dispatch software. In the new world, they're full transportation providers. Tesla in the old world would have just been software for self-driving cars. In the new world, it builds the entire car. Facebook, same thing. Prior to Facebook, if you built online ad software, you were selling it to media companies. Mark said: no. We're just going to beat the media company. We're going to build the entire thing. That was the pivot point when the Valley's ambitions went from just building tools to going directly into incumbent industries. And then AI makes that crystal clear. The winning AI companies are raising billions, tens of billions, in some cases hundreds of billions of dollars. The old world of $10,000,000 or $50,000,000 — where VCs tap out — is just not relevant anymore."

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Larry Ellison just told every software engineer on Earth their job description is dead. Not evolving. Dead. Ellison: “The code that Oracle is writing, Oracle isn’t writing. Our AI models are writing.” This is not a startup demo. This is one of the largest infrastructure monopolies on the planet telling you it already replaced the people who built it. For fifty years, building software meant translating human intent into machine instructions. Line by line. Bug by bug. Sprint by sprint. That entire layer is gone. Ellison: “We don’t write the procedure. We declare our intent.” That sentence just made the entire engineering labor market flinch. The procedure was the job. The procedure was the paycheck. The procedure was what made a developer valuable. And now the machine does it without being asked twice. Ellison: “We just tell the model what we want the program to do, and then the AI comes up with a step-by-step process to actually do it.” You are no longer paid to build. You are paid to think. And most organizations have no idea how to evaluate that. The companies still hiring armies of developers to grind through codebases are paying salaries the machine already made worthless. Not in years. In seconds. When a company worth hundreds of billions hands the keyboard to the machine and tells you the output is better, the debate is not winding down. The debate is over. The enterprise that wins this decade does not write the best code. It removes the human from the process entirely and runs on intent alone. The programmers who survive are the ones who realize the craft is no longer typing. It is architecture. It is judgment. It is knowing what to build and why. Everything else now belongs to the machine. And the machine does not negotiate severance.

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Andrew Ng, co-founder of Google Brain and Coursera, on the worst career advice being given about AI right now: He doesn't mince words about what he's hearing from supposed experts: "As early as earlier this year and certainly last year, there are a few people advising others to stop learning to write code because AI will automate it." His reasoning is rooted in a historical pattern most people miss: "As something becomes easier, more people should do it, not fewer. When the world moved from assembly language to COBOL, there were actually articles saying, 'Well, we now have COBOL. Programming is so easier. Looks like we don't need programmers anymore.' But the opposite happened." Andrew believes the same thing is happening now with AI-assisted coding: "As we now have AI assisted coding, a lot more people should be coding. And I think the demand for software, custom software, has no practical ceiling. So the cost of software engineering comes down, which it is, we'll just get more and more great software out in the world." But here's where the advice gets uncomfortable for experienced engineers. Andrew Ng is honest about what he's seeing on the ground: "It is true that a fresh college grad that is really on top of AI will outperform a full stack engineer with 10 years of experience that is still doing things they were back in 2022, 3 years ago before GenAI." However, there's a nuance most people miss when they hear that stereotype: "The other piece that is less well appreciated is the best engineers I know are not fresh college grads. They're actually very experienced engineers that deeply understand architecture and the conceptual framework of how to think about computers and additionally are on top of AI and on top of these AI skills."

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