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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...

45,187 views • 3 months ago •via X (Twitter)

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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.

Dustin

82,663 views • 2 months ago

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.

Dustin

533,145 views • 2 months ago

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 simply have better lives, working a fraction of the hours now that AI makes them so productive. Neither happened. As Marc puts it: "What's actually happened is virtually to a person, they're all working more hours than ever. To the point where there is a new term of art that's used in the valley called the AI vampire...You're up all night doing AI coding because you are so productive." The reason they can't switch off is opportunity cost: "If you go to sleep, you won't be with your 20 AI coding agents keeping them working on all the projects that you have them working on. And so people stop sleeping." Marc describes friends, some of them famous, who look visibly worse than they did six months ago. Sleep-deprived, bags under their eyes, clearly not taking care of themselves. And yet "they are absolutely ecstatic because they are able to produce five times, 10 times, 20 times more code per hour than they could in the past." He shares one example, a Wall Street friend with a 35-year-old computer science degree from MIT who had long stopped coding: "He's picked up coding with AI. He's completely reanimated his entire house." AI jukebox, security cameras, robot pet dogs, smart fridges, every project he'd ever imagined. In his spare time, the friend has "generated 500,000 lines of code just by working with AI." The same thing is playing out inside companies. At leading-edge tech firms, Marc says, coders using AI are estimated to be "20 times more productive than they were before they started using AI." So what happens when code becomes that cheap to produce? Marc Andreessen 🇺🇸 points to an elasticity effect: "It turns out there's way more demand for code in the world than was ever able to be satisfied under the old economics. Every company I know has a thousand things that they've wanted to have code for that they've never been able to get to." Now they can do all of it. Companies are shipping products faster, adding features faster, moving into "turbo mode." Coding salaries have inflated to match. According to Marc, the top coders in AI now make $50 million a year, because "they've got the silver bullet. They've got the philosopher's stone." Asked whether any of this is sustainable, his answer is blunt: "Not only is this sustainable, this is going to intensify."

Big Brain AI

16,535 views • 3 days ago

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

136,646 views • 22 days ago

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

1,223,306 views • 1 year ago

.Marc Andreessen 🇺🇸 to Jack Altman: U.S.-China AI Race Mirrors Cold War with Soviet Union "There is a two-horse race. This is shaping up to be the equivalent of what the Cold War was against the Soviet Union in the last century. It is shaping up to be like that. China does have ambitions to basically imprint the world on their ideas of how society should be organized, how the world should be run, and they obviously intend to fully proliferate their technology, which they're doing in many areas. The world, 50 years from now, 20 years from now, is going to be running on Chinese AI or American AI. Those are your choices. AI is going to be the control layer for everything. My view is AI is going to be how you interface with the education system, with the healthcare system, with transportation, with employment, with the government, with law. It's going to be AI lawyers, AI doctors, AI teachers. Do you want your AI teacher, you want your kids to be taught by Chinese AI? Really, like Marx? They're really good at teaching you Marxism and Xi Jinping thought. Another way to put it is the culture in the weights, and so, like, how these things are trained and who they're trained by really, really deeply matters. By the way, this is already an issue in lots of countries because number one, they may not want Chinese AI, but number two, do they want super woke Northern California AI? There are big questions on this. If you had a choice between AI with American values versus the Chinese Communist Party values. It's just crystal clear where you'd want to go. By the way, there's also going to be a direct military, a direct military version, a national security version of this, which is, okay, do you want to live in a world of all CCP-controlled robots and drones and airplanes and cars?"

Josh Caplan

14,531 views • 11 months ago