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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...

21,439 görüntüleme • 3 ay önce •via X (Twitter)

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Marc Andreessen says the best engineers alive stopped sleeping on purpose, and every one of them calls it the happiest they’ve ever been. Andreessen: “You’re up all night doing AI coding because you’re getting so much done that you can’t turn off. The opportunity cost of going to sleep is too high.” The body has one price it never negotiates. An hour of this just cleared it. They call them AI vampires now. Twenty agents working the night shift, and one human who refuses to be the bottleneck in his own life. Andreessen: “They’re sleep deprived, they’ve got bags under their eyes, they’re clearly not taking care of themselves. And they’re absolutely ecstatic.” Burnout is exhaustion in the absence of meaning. This is the reverse. Exhaustion from an oversupply. It was supposed to make us obsolete. It made us insatiable. We have only ever met desire in a cage. Uncaged, we call it sickness. Wanting more than you could reach was a wound with no treatment, so we made a virtue of not wanting. Moderation. Contentment. Being realistic. Knowing your limits. Handed down as wisdom. All of it anesthesia for a species that could not afford its own ideas. Underneath the vampires sits a quieter story that does far more damage. A friend on Wall Street. MIT computer science degree, thirty five years ago. Then the market bid higher for his hours, and he put it down for three decades. Andreessen: “He’s picked up coding with AI. He’s completely re-automated his entire house.” Nothing was resurrected. Nothing had ever died. Andreessen: “…in his spare time has generated 500,000 lines of code, just by working with AI.” He never lacked the vision. He lacked the hours. Three decades of wanting with nowhere to put it. Desire doesn’t die when you starve it. It goes quiet, and you start describing it in the past tense. Andreessen: “The coders that are using AI, the estimate is right now that they’re 20 times more productive than they were before they started using AI.” Not twenty percent. Twenty times. He draws the pessimistic case from it himself. Andreessen: “If there’s only a limited amount of software that people want in the world, then yeah, you’re going to get mass unemployment.” One clause in that sentence holds up the entire automation debate. A limited amount that people want. Every number we have on human demand was taken inside a rationing regime. We measured the ideas that could clear a payroll. Everything beneath that line never existed long enough to be counted. The house that works the way you pictured it. The fix nobody else needs. The idea too small to fund and too personal to sell. We spent a century measuring the supply curve and filed the result under human nature. Nobody alive has ever seen what a person wants. Only what they could afford to want. You were never a person with limits. You were a person with prices. Scarcity was never only a constraint. It was an alibi. It let everyone believe the life they never lived was taken from them. I would have, but. There is no but anymore. The vampires aren’t up all night because the machine demands it. They’re up because the thing they always meant to make finally stopped being impossible. You have one too. You’ve just been describing it in the past tense. That was never a verdict on you. It was a price. The price went to zero.

Dustin

21,263 görüntüleme • 1 ay önce

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

45,341 görüntüleme • 7 ay önce

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

169,953 görüntüleme • 4 ay önce

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 görüntüleme • 5 ay önce

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 görüntüleme • 4 ay önce

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

1,225,939 görüntüleme • 2 yıl önce

David Friedberg: The AI Jobs Panic Is a Crock of Sh*t Why? The revenue potential outweighs the cost savings by 100x. “There is no job loss with AI. I've said it a thousand times, and I will say it again, and again, and again. What I see on the ground, and what I've seen at dozens of companies, including my company that I run, there are two sides to a business. There is revenue and there’s costs. On the cost side of the equation, AI can be used to reduce humans doing things that cost money, to some extent. The effect there, I would argue, is nominal. The real opportunity with AI is on the revenue side, where suddenly one engineer can do 100x or 1000x what they used to be able to do, meaning you can make more products at your company, whether those are agricultural seed products, or boats and ships, or software for companies, or clothing, or what have you. Because of AI, everyone has the ability to expand their revenue base to create more products, and that is the foundation of good economic prosperity. It is called productivity. We can grow productivity in this country with AI. So where I see AI being used is on the revenue side 100x more than the cost side. And in that equation, people are hiring like crazy. We cannot hire enough people. I just had a review meeting with my product and engineering team two days ago, and they're like, ‘We want to add an extra 15 headcount to our engineering squads because we have all this opportunity to do stuff that we couldn't otherwise do.’ So we are going to hire more people. And to Sacks' point, we are seeing that show up in the jobs numbers. The idea that AI is going to destroy jobs is a Luddite idea that is being disproven every single day, and I see it on the ground. It is only a matter of time before people wake up to this and they realize that this narrative that they've all been sold is a crock of sh*t.”

The All-In Podcast

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