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Marc Andreessen explains how AI turned the valley's best programmers into sleep-deprived "vampires": Marc points out a counterintuitive twist in what AI coding has done to developers. You'd expect one of two outcomes, he says. Either coders would leave the profession entirely "because there's no point anymore," or they'd...

20,221 просмотров • 10 дней назад •via X (Twitter)

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Marc Andreessen explains why AI coding won't replace programmers, but fundamentally change what they do. He argues that AI coding is just the latest abstraction layer, and the job of a programmer has always evolved with each one. Andreessen's key reframe of what's actually happening: "AI coding actually abstracts away the process of actually writing the scripting code... This is the next layer of the task redefinition under the job of programmer." He's clear that the best programmers aren't being replaced. They're already adapting, even if their day-to-day looks radically different now. Their job has shifted from writing code line by line to managing dozens of AI agents working in parallel. "The world's best programmers today will tell you, 'My job is I'm sitting there and I'm orchestrating 10 code bots running in parallel.' Their day job now is kind of arguing with the AI bots to try to get them to write the right code." But Marc Andreessen 🇺🇸 is adamant this doesn't make foundational knowledge obsolete — it makes it more important. "You need to still fully understand and learn how to write and understand code, because if it doesn't work or it's not doing what you expect, you need to be able to understand the results of what the AI is giving you." He draws a direct parallel: Just as someone writing scripting languages still needs to understand how a microprocessor works, someone orchestrating AI bots needs to understand the code those bots produce. "It's this upleveling of capability where you actually want the depth to go down and understand what the thing is actually doing, even if you're not spending your day doing that by hand." The result, in his view, is transformative: "Now programmers are going to be 10 times or 100 times or a thousand times more productive. And that is overwhelmingly a good thing." The pattern: New abstraction layer emerges → tasks change → the job gets redefined upward → productivity explodes It raises a question every programmer should be sitting with... Are you building the depth to evaluate what AI gives you, or just accepting the output?

Big Brain AI

45,187 просмотров • 3 месяцев назад

Marc Andreessen just coined a term that perfectly describes what's actually happening to programmers right now and it's the opposite of what the doomers predicted (Save this). He calls them AI vampires. Andreessen's says that programmers using Codex, Claude Code and AI coding tools are not being replaced but they're working harder than ever, sleeping less than ever, with massive bags under their eyes and they are completely euphoric. What's remarkable is that the phenomenon extends far beyond professional engineers. Andreessen described an a16z partner who had never written a single line of code in his career, who built an entire AI powered work system for himself and when asked if he'd ever looked at the underlying code, the answer was simply "hell no." The data behind the anecdote is extraordinary. Andreessen says the leading-edge programmers at a16z portfolio companies are now 20x more productive than they were a year ago, the most dramatic increase in programmer productivity in the history of the industry. The METR May 2026 AI usage survey found technical workers self reporting a 1.4–2x change in work value from AI tools, with 75% of software engineers using AI for at least half their work. The software engineer hiring rate is actually increasing up to 22.77% of new hires in 2025 from 19.32% in late 2023 and companies are now bidding more aggressively for senior engineers specifically because AI empowered engineers have a higher ROI than ever before. The US economy added 115,000 jobs in April 2026 alone, beating the 62,000 consensus forecast precisely as AI adoption hit its highest level on record. This is exactly what basic economics predicts and what almost no one who writes about AI and jobs bothers to say. Classic marginal productivity theory says: when you increase the productivity of a worker, you don't diminish human work, you expand it. The worker becomes more productive, gets paid more, does more, and more jobs are created in the process. Andreessen's ATM analogy holds here because ATMs were supposed to eliminate bank tellers but instead, teller employment rose because lower operating costs let banks open more branches. The no-code AI market has exploded from $4.3 billion in 2023 to $21.2 billion in 2026 not because programmers are being replaced, but because the universe of people who can now build software has expanded by orders of magnitude. The blind spot, as Andreessen notes, is that productivity is now outrunning comprehension. The a16z partner building AI systems he's never looked at the code for represents something genuinely new, software being summoned faster than it can be understood. That's not necessarily dangerous but it does mean the verification, security, and governance layer of the AI development stack is more important now than it has ever been.

Milk Road AI

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Marc Andreessen on why companies are cutting headcount, and why AI is taking the blame for something it didn't cause: "Why are we seeing layoffs every year? Why is every CEO I'm meeting saying, 'Oh, we're flat headcount or we're reducing.'" His answer points straight to interest rates. "Every big company had to replan all of their financials. All their cost of capital went up five points." When rates spiked, companies were forced to rethink everything. That cracked open a deeper problem: the hiring binge of the COVID era. "What you have happening right now is you have essentially every large company that is overstaffed." So why is AI taking the heat? Marc Andreessen 🇺🇸 is blunt: "They all have the silver bullet excuse, right? Ah, it's AI." But the timeline doesn't hold up. Marc makes it clear the numbers simply don't support that story: "AI, until literally December, was not actually good enough to do any of the jobs that they're actually cutting. So it just can't have been AI." The same logic applies to new graduates struggling to land work. People are quick to point at automation, but Marc sees two more grounded explanations. First, the over-hiring hangover: companies that ballooned headcount during COVID are now pulling back hard and not bringing new hires in on top of that. Second, a harder conversation about skills. Marc puts it plainly: "Maybe the skill set of a lot of college graduates over the last decade doesn't necessarily match to the job market. That's a very uncomfortable conversation. But if you talk to any employer, they'll immediately tell you that." The real story is simpler than people think. Companies overspent when money was cheap, overhired during COVID, and now the skills coming out of universities don't match what the job market needs.

Big Brain AI

22,681 просмотров • 1 месяц назад

Jensen Huang just said the most dangerous thing about AI that no one is sitting with. Huang: “AI basically does most of our coding. And yet we’re hiring more engineers than ever. We have more challenges than ever. We have bigger dreams than ever.” Every engineer at NVIDIA uses AI. AI writes most of their code. This is the company building the infrastructure behind every major AI system on Earth. Closer to this technology than any organization alive. They’re hiring more people. Not fewer. Every conversation about AI is built around subtraction. Fewer jobs. Fewer workers. Fewer humans in the loop. Jensen just told you the opposite is true. Huang: “Suppose we infused AI into this country, and as a result of that, we are doing things faster than ever before. Our ambition is greater than ever before. Our expectations are greater than ever before. How is that a bad condition for our country?” He’s not defending AI. He’s describing what happens inside the organizations that actually use it. It doesn’t make them leaner. It makes them hungrier. More ambition. More speed. More appetite for problems no one would have touched five years ago. The car didn’t make humans travel less. The internet didn’t make humans communicate less. No tool in human history has ever made humans want less. AI will not be the exception. Huang: “Prior to that, it’s been incredible but not useful. Now it’s useful and incredible.” Six months. That’s how fast AI crossed from impressive demo to daily weapon. The companies that adopted it didn’t shrink. They expanded. Compressed timelines. Started chasing problems they never would have attempted. The companies that ignored it stayed exactly where they were. That gap compounds. Every day a company uses AI to move faster, it learns something the one standing still never will. That knowledge stacks. That speed stacks. That ambition stacks. Jensen isn’t warning about a future where machines take your job. He’s describing a present where the companies using AI are becoming so fast and so hungry that standing still is already fatal. By the time you notice, it’s over. You were never going to be replaced by AI. You were going to be erased by someone it made hungrier than you.

Dustin

12,200 просмотров • 1 месяц назад

I'm teaching a new course! AI Python for Beginners is a series of four short courses that teach anyone to code, regardless of current technical skill. We are offering these courses free for a limited time. Generative AI is transforming coding. This course teaches coding in a way that’s aligned with where the field is going, rather than where it has been: (1) AI as a Coding Companion. Experienced coders are using AI to help write snippets of code, debug code, and the like. We embrace this approach and describe best-practices for coding with a chatbot. Throughout the course, you'll have access to an AI chatbot that will be your own coding companion that can assist you every step of the way as you code. (2) Learning by Building AI Applications. You'll write code that interacts with large language models to quickly create fun applications to customize poems, write recipes, and manage a to-do list. This hands-on approach helps you see how writing code that calls on powerful AI models will make you more effective in your work and personal projects. With this approach, beginning programmers can learn to do useful things with code far faster than they could have even a year ago. Knowing a little bit of coding is increasingly helping people in job roles other than software engineers. For example, I've seen a marketing professional write code to download web pages and use generative AI to derive insights; a reporter write code to flag important stories; and an investor automate the initial drafts of contracts. With this course you’ll be equipped to automate repetitive tasks, analyze data more efficiently, and leverage AI to enhance your productivity. If you are already an experienced developer, please help me spread the word and encourage your non-developer friends to learn a little bit of coding. I hope you'll check out the first two short courses here!

Andrew Ng

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Jensen Huang just explained why every company cutting engineers over AI is asking the entirely wrong question. Huang: “People say, I don’t need software engineers because apparently coding is going to be automated.” That was the narrative. Here is what Huang actually did. Huang: “I’ve given AIs to every one of my software engineers and hardware engineers and engineers period. 100% of NVIDIA has AI assistants, AI coders, and they’re busier than ever.” Not fewer engineers. Not smaller teams. Busier than ever. That is the line most companies are getting completely wrong right now. They hear “AI can write code” and immediately start cutting headcount. Huang did the opposite. He armed everyone. Huang: “And so the question is, what is the task versus what is the job? No different than a financial analyst; the task is mess around with spreadsheets, but the job is to make financial advice. The job is to help a customer.” Writing code was always the task. It was never the job. The job is architecture. Knowing what to build. Why it matters. How it fits into a system that actually creates value. Code is the execution layer between the idea and the outcome. Nothing more. When you automate that layer, you don’t eliminate the engineer. You eliminate the bottleneck between what they can envision and what they can ship. The companies using AI to cut headcount are optimizing for cost. The companies using AI to multiply output are optimizing for territory. Nvidia chose territory. Every engineer at the most valuable semiconductor company on Earth now operates with an AI assistant. Not a pilot program. Not an experiment. Company-wide. Every function. Every team. And the result is not less work. It is more work. Faster. At a scale that was physically impossible twelve months ago. The companies that understand the difference between eliminating engineers and unleashing them will build what comes next. The ones that don’t will watch their best talent walk out the door to the ones that did.

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