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Some personal hot takes from AI: engineer Miami follows... 1. Software development is a dead-end profession because anyone can be a software developer now. 2. Anyone can use Cursor or any other tool and generate code. Being a coder and being a software engineer are different. 3. Computers used...

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64,193 次观看 • 1 个月前 •via X (Twitter)

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Jensen Huang just said this is the greatest era in history to build software. AI agents will not kill software. They will do the exact opposite: create a massive new wave of software demand. at NVIDIA GTC Taipei 2026 "Click and type. We now replace that with explaining to the AI what we want, our intent, and the AI generates the code or uses tools to produce the necessary output. This is how computers are going to work in the future. This is Agentic AI. For two years, we've been building toward this, and now it has arrived. One of the big breakthroughs, of course, is tool use. A lot of people have said, “Jensen, AI is coming. Agentic AI is coming. Therefore, all the software companies are going to go out of business.” This is exactly the opposite. Because there are going to be so many agents, the world is no longer limited by the number of people. Therefore, those agents are going to use more tools than ever. This is actually an incredible time to be a software company. But the software has to be presented to the agent in a way that the agent can use it. This is a big breakthrough. And in fact, what we have done, as you know, what Nvidia’s treasure..." ---- From 'NVIDIA' YT channel (link in comment)
0:59

Jensen Huang just said this is the greatest era in history to build software. AI agents will not kill software. They will do the exact opposite: create a massive new wave of software demand. at NVIDIA GTC Taipei 2026 "Click and type. We now replace that with explaining to the AI what we want, our intent, and the AI generates the code or uses tools to produce the necessary output. This is how computers are going to work in the future. This is Agentic AI. For two years, we've been building toward this, and now it has arrived. One of the big breakthroughs, of course, is tool use. A lot of people have said, “Jensen, AI is coming. Agentic AI is coming. Therefore, all the software companies are going to go out of business.” This is exactly the opposite. Because there are going to be so many agents, the world is no longer limited by the number of people. Therefore, those agents are going to use more tools than ever. This is actually an incredible time to be a software company. But the software has to be presented to the agent in a way that the agent can use it. This is a big breakthrough. And in fact, what we have done, as you know, what Nvidia’s treasure..." ---- From 'NVIDIA' YT channel (link in comment)

Rohan Paul

16,584 次观看 • 2 个月前

Replit CEO Amjad Masad: "Code is almost fully automated." "We have an automated software engineer that is as good as a mid-level software engineer. It would get a job at Facebook or Google." "Even professional software engineers are not coding anymore." "If you're a product builder, all you have to care about is who the customer is." "What do you understand about the world that other people don't? And can you put that into an app?" Amjad Masad with
1:00

Replit CEO Amjad Masad: "Code is almost fully automated." "We have an automated software engineer that is as good as a mid-level software engineer. It would get a job at Facebook or Google." "Even professional software engineers are not coding anymore." "If you're a product builder, all you have to care about is who the customer is." "What do you understand about the world that other people don't? And can you put that into an app?" Amjad Masad with

a16z

90,480 次观看 • 5 个月前

Nvidia CEO Jensen Huang just called the idea of AI replacing software engineers "complete nonsense" "The number of software engineers is actually increasing... if you can hire a software engineer and generate $9 trillion worth of productive work, why wouldn't you want to hire more? If that line were flat, then obviously people would hire fewer software engineers. But because the output is so incredible, people want to hire more This is going to show up in our economy somehow, soon. Useful AI has arrived"
0:42

Nvidia CEO Jensen Huang just called the idea of AI replacing software engineers "complete nonsense" "The number of software engineers is actually increasing... if you can hire a software engineer and generate $9 trillion worth of productive work, why wouldn't you want to hire more? If that line were flat, then obviously people would hire fewer software engineers. But because the output is so incredible, people want to hire more This is going to show up in our economy somehow, soon. Useful AI has arrived"

X Freeze

109,113 次观看 • 2 个月前

Jensen Huang says the AI productivity story is already showing up in software output - and he thinks the "AI will reduce jobs" narrative is wrong. "In the first few months of 2026, it has nearly tripled." "30 million software developers, representing about $3 trillion worth of GDP, are now producing nearly three times as much output." "That $3 trillion worth of salary is now producing nearly $9 trillion worth of output." "This is the potential. This is the promise of AI." "People talk about AI reducing jobs. Complete nonsense. It's causing more software engineers to be hired." His logic is simple: If a software engineer can create 3x more output with AI, companies do not stop hiring engineers. They want more of them. The bottleneck moves from typing code to deciding what to build, orchestrating systems, and turning that output into products customers actually use.
1:25

Jensen Huang says the AI productivity story is already showing up in software output - and he thinks the "AI will reduce jobs" narrative is wrong. "In the first few months of 2026, it has nearly tripled." "30 million software developers, representing about $3 trillion worth of GDP, are now producing nearly three times as much output." "That $3 trillion worth of salary is now producing nearly $9 trillion worth of output." "This is the potential. This is the promise of AI." "People talk about AI reducing jobs. Complete nonsense. It's causing more software engineers to be hired." His logic is simple: If a software engineer can create 3x more output with AI, companies do not stop hiring engineers. They want more of them. The bottleneck moves from typing code to deciding what to build, orchestrating systems, and turning that output into products customers actually use.

Karl Mehta

13,780 次观看 • 1 个月前

Jensen talked about this at GTC Taipei: "A lot of people said ‘You know Jensen, AI is coming therefore all of the software companies are going out of business.’ It is exactly the opposite because there are so many agents. The world is longer limited by the number of people and those agents will use more [software] tools than ever before. This is actually an incredible time to be a software company.”
1:08

Jensen talked about this at GTC Taipei: "A lot of people said ‘You know Jensen, AI is coming therefore all of the software companies are going out of business.’ It is exactly the opposite because there are so many agents. The world is longer limited by the number of people and those agents will use more [software] tools than ever before. This is actually an incredible time to be a software company.”

Trung Phan

31,139 次观看 • 2 个月前

Robinhood CEO Vlad Tenev's hot take about jobs in the AI era: "There will be more software engineers in 10 years than there are today, and there will be more lawyers." "It's going to become much easier to start a venture and run it autonomously." "You'll be a software engineer, de facto. You've got your Claude Code agents writing code for you." "There will be more businesses." "The need for the legal profession actually scales with business activity." "If you have a million businesses incremental per year, each of those is going to need legal support." Vlad Tenev on Basis Points with amit and Steven Fiorillo
1:57

Robinhood CEO Vlad Tenev's hot take about jobs in the AI era: "There will be more software engineers in 10 years than there are today, and there will be more lawyers." "It's going to become much easier to start a venture and run it autonomously." "You'll be a software engineer, de facto. You've got your Claude Code agents writing code for you." "There will be more businesses." "The need for the legal profession actually scales with business activity." "If you have a million businesses incremental per year, each of those is going to need legal support." Vlad Tenev on Basis Points with amit and Steven Fiorillo

a16z

133,537 次观看 • 4 个月前

Benedict Evans says AI means more software, not less: "There's going to be a bunch of stuff you could do with software that you just couldn't do before at all. And so there will be more competition." "If you think about the enterprise software fleet today, you've got three buckets... big iron horizontal systems, so SAP and Workday and your CRM... vertical software... and then in the middle, this fuzzy improvised space of Excel and email and the shared file system." "Now you add ChatGPT to that. Do you do that in an LLM? Is there an LLM tool that means you can do that in Salesforce where you couldn't do it before, or you can do it in your vertical app that you couldn't do before?" "All of which is a long way of saying, what does this do to software? And it must be more software. Way more software." Benedict Evans with Erik Torenberg
1:36

Benedict Evans says AI means more software, not less: "There's going to be a bunch of stuff you could do with software that you just couldn't do before at all. And so there will be more competition." "If you think about the enterprise software fleet today, you've got three buckets... big iron horizontal systems, so SAP and Workday and your CRM... vertical software... and then in the middle, this fuzzy improvised space of Excel and email and the shared file system." "Now you add ChatGPT to that. Do you do that in an LLM? Is there an LLM tool that means you can do that in Salesforce where you couldn't do it before, or you can do it in your vertical app that you couldn't do before?" "All of which is a long way of saying, what does this do to software? And it must be more software. Way more software." Benedict Evans with Erik Torenberg

a16z

36,975 次观看 • 2 个月前

What is it like to be a founding engineer at a startup, and how do you become one? Michelle Lim joined Warp as the founding engineer, and she's now a founder at Flint AI where she is hiring founding engineers. We talk through her journey and tactics helpful for anyone wanting to make an impact at a startup. Watch or listen: • YouTube: • Spotify: • Apple: Brought to you by: •⁠ Statsig ⁠ — ⁠ The unified platform for flags, analytics, experiments, and more. •⁠ Linear ⁠ — ⁠ The system for modern product development. I really liked how Michelle was realistic how, as a founding engineer, you have two jobs at once: #1: Software engineering. Build the stuff you need to do #2: Everything else to help the business succeed, including lots of things that are not to do with software engineering! Do all of these once you did job #1 well. In return, you get to learn a lot on how a business is built - which will help you if and when you become a founder yourself! Thanks for the great convo, Michelle, and keep it up!
0:58

What is it like to be a founding engineer at a startup, and how do you become one? Michelle Lim joined Warp as the founding engineer, and she's now a founder at Flint AI where she is hiring founding engineers. We talk through her journey and tactics helpful for anyone wanting to make an impact at a startup. Watch or listen: • YouTube: • Spotify: • Apple: Brought to you by: •⁠ Statsig ⁠ — ⁠ The unified platform for flags, analytics, experiments, and more. •⁠ Linear ⁠ — ⁠ The system for modern product development. I really liked how Michelle was realistic how, as a founding engineer, you have two jobs at once: #1: Software engineering. Build the stuff you need to do #2: Everything else to help the business succeed, including lots of things that are not to do with software engineering! Do all of these once you did job #1 well. In return, you get to learn a lot on how a business is built - which will help you if and when you become a founder yourself! Thanks for the great convo, Michelle, and keep it up!

Gergely Orosz

17,126 次观看 • 8 个月前

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."
1:45

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."

Big Brain AI

211,593 次观看 • 2 个月前

🇺🇸 ELON ON AI: “IF YOU CAN THINK OF IT, YOU CAN HAVE IT - THAT WILL BE THE FUTURE” "I'm Confident that AI and robotics will continue to advance -and they are advancing very rapidly- working will become optional. People will be able to have any goods or services they want. If you can think of it, you can have it. But at a certain point, AI will actually saturate everything humans can think of. And then it becomes a situation where AI is doing things for AI and robotics are doing things for AI and robotics, because they are running out of things to do to make humans happy. Because there is a limit, there are only so many people and only so much food. If you can think of it, you can have it. That will be the future." Source: Elon Musk, Nikhil Kamath
0:56

🇺🇸 ELON ON AI: “IF YOU CAN THINK OF IT, YOU CAN HAVE IT - THAT WILL BE THE FUTURE” "I'm Confident that AI and robotics will continue to advance -and they are advancing very rapidly- working will become optional. People will be able to have any goods or services they want. If you can think of it, you can have it. But at a certain point, AI will actually saturate everything humans can think of. And then it becomes a situation where AI is doing things for AI and robotics are doing things for AI and robotics, because they are running out of things to do to make humans happy. Because there is a limit, there are only so many people and only so much food. If you can think of it, you can have it. That will be the future." Source: Elon Musk, Nikhil Kamath

Mario Nawfal

1,398,827 次观看 • 8 个月前

Is Traditional Software Engineering Dead? “Does this mean that traditional software engineering is dead? Absolutely not. Software engineers—even the ones who are not necessarily tuning or training AI models—these are now among the most leveraged people on earth. Sure, the guys who are training and tuning models are even more leveraged because they’re building the tool set that software engineers are using. But software engineers still have two massive advantages on you. First, they think in code, so they actually know what’s going on underneath. And all abstractions are leaky. So when you have a computer programming for you—when you have Claude Code or equivalent programming for you—it’s going to make mistakes. It’s going to have bugs. It’s going to have suboptimal architecture. So it’s not going to be quite right. And someone who understands what’s going on underneath will be able to plug the leaks as they occur. So if you want to build a well-architected application, if you want to be able to even specify a well-architected application, if you want to be able to make it run at high performance, if you want it to do its best, if you want to catch the bugs early, then you’re going to want to have a software engineering background. The traditional software engineer is going to be able to use these tools much better. And there are still many kinds of problems in software engineering that are out of scope for these AI programs today. The easiest way to think about those is problems that are outside of their data distribution. For example, if they need to do a binary sort or reverse a linked list, they’ve seen countless examples of that, so they’re extremely good at it. But when you start getting out of their domain—where you have to write very high-performance code, when you’re running on architectures that are novel or brand new, when you’re actually creating new things or solving new problems, then you still need to get in there and hand code it. At least until either there are so many of those examples that new models can be trained on them, or until these models can sufficiently reason at even higher levels of abstraction and crack it on their own… And remember: there is no demand for average. The average app—nobody wants it, at least as long as it’s not filling some niche that is filled by a superior app. The app that is better will win essentially a hundred percent of the market. Maybe there’s some small percentage that will bleed off to the second-best app because it does some little niche feature better than the main app, or it’s cheaper, or something of the sort. But generally speaking, people only want the best of anything. So the bad news is there’s no point in being number two or number three—like in the famous Glengarry Glen Ross scene where Alec Baldwin says, “First place gets a Cadillac Eldorado, second place gets a set of steak knives, and third place you’re fired.” That’s absolutely true in these winner-take-all markets. That’s the bad news: You have to be the best at something if you want to win. However, the set of things you can be best at is infinite. You can always find some niche that is perfect for you, and you can be the best at that thing. This goes back to an old tweet of mine where I said, “Become the best in the world at what you do. Keep redefining what you do until this is true.” And I think that still applies in this age of AI.”
2:56

Is Traditional Software Engineering Dead? “Does this mean that traditional software engineering is dead? Absolutely not. Software engineers—even the ones who are not necessarily tuning or training AI models—these are now among the most leveraged people on earth. Sure, the guys who are training and tuning models are even more leveraged because they’re building the tool set that software engineers are using. But software engineers still have two massive advantages on you. First, they think in code, so they actually know what’s going on underneath. And all abstractions are leaky. So when you have a computer programming for you—when you have Claude Code or equivalent programming for you—it’s going to make mistakes. It’s going to have bugs. It’s going to have suboptimal architecture. So it’s not going to be quite right. And someone who understands what’s going on underneath will be able to plug the leaks as they occur. So if you want to build a well-architected application, if you want to be able to even specify a well-architected application, if you want to be able to make it run at high performance, if you want it to do its best, if you want to catch the bugs early, then you’re going to want to have a software engineering background. The traditional software engineer is going to be able to use these tools much better. And there are still many kinds of problems in software engineering that are out of scope for these AI programs today. The easiest way to think about those is problems that are outside of their data distribution. For example, if they need to do a binary sort or reverse a linked list, they’ve seen countless examples of that, so they’re extremely good at it. But when you start getting out of their domain—where you have to write very high-performance code, when you’re running on architectures that are novel or brand new, when you’re actually creating new things or solving new problems, then you still need to get in there and hand code it. At least until either there are so many of those examples that new models can be trained on them, or until these models can sufficiently reason at even higher levels of abstraction and crack it on their own… And remember: there is no demand for average. The average app—nobody wants it, at least as long as it’s not filling some niche that is filled by a superior app. The app that is better will win essentially a hundred percent of the market. Maybe there’s some small percentage that will bleed off to the second-best app because it does some little niche feature better than the main app, or it’s cheaper, or something of the sort. But generally speaking, people only want the best of anything. So the bad news is there’s no point in being number two or number three—like in the famous Glengarry Glen Ross scene where Alec Baldwin says, “First place gets a Cadillac Eldorado, second place gets a set of steak knives, and third place you’re fired.” That’s absolutely true in these winner-take-all markets. That’s the bad news: You have to be the best at something if you want to win. However, the set of things you can be best at is infinite. You can always find some niche that is perfect for you, and you can be the best at that thing. This goes back to an old tweet of mine where I said, “Become the best in the world at what you do. Keep redefining what you do until this is true.” And I think that still applies in this age of AI.”

Naval

853,816 次观看 • 5 个月前

Vibe coding is causing the death of SaaS... Because we want better software: more features, more workflows, more EVERYTHING We're not happy with existing software, that's why we vibe code something ourselves. But what if... existing software came built-in with an AI vibe coding layer? If it did: that software can sell more, beat AI-first companies, and reduce churn. We've already proven this works - that's how we added $1,000,000 in sales and prevented $120,000 in churn for our Series B customers. Gigacatalyst embeds a vibe coding layer inside your software. See how it works: If you could improve any daily software that you use, what would you change?
1:08

Vibe coding is causing the death of SaaS... Because we want better software: more features, more workflows, more EVERYTHING We're not happy with existing software, that's why we vibe code something ourselves. But what if... existing software came built-in with an AI vibe coding layer? If it did: that software can sell more, beat AI-first companies, and reduce churn. We've already proven this works - that's how we added $1,000,000 in sales and prevented $120,000 in churn for our Series B customers. Gigacatalyst embeds a vibe coding layer inside your software. See how it works: If you could improve any daily software that you use, what would you change?

Namanyay

19,446 次观看 • 1 个月前

🚨 ELON MUSK: "AI will outperform humans at most jobs." “I do think it’s going to be a bumpy road, because AI will be able to do any job better than any person can do that job. That will be true very quickly for jobs that are digital, or really anything that involves a person at a computer or on a phone. AI will be able to do all of that very soon. For software engineering, we already have a situation where AI is better than at least 90% of humans at writing software, including 90% of professional software engineers. It really is getting to the point where it will be better than 99%, and then it will get to the point where there’s just no way to compete. It will get to what I call Stockfish level. Stockfish is a chess program that is so good at chess that it will easily beat Magnus Carlsen, or anyone, even while running on a small computer. I suspect you could probably run Stockfish on your phone and beat Magnus Carlsen. That’s how good it is at chess, and that’s how good AI will be at writing software. And that applies to everything.”
1:35

🚨 ELON MUSK: "AI will outperform humans at most jobs." “I do think it’s going to be a bumpy road, because AI will be able to do any job better than any person can do that job. That will be true very quickly for jobs that are digital, or really anything that involves a person at a computer or on a phone. AI will be able to do all of that very soon. For software engineering, we already have a situation where AI is better than at least 90% of humans at writing software, including 90% of professional software engineers. It really is getting to the point where it will be better than 99%, and then it will get to the point where there’s just no way to compete. It will get to what I call Stockfish level. Stockfish is a chess program that is so good at chess that it will easily beat Magnus Carlsen, or anyone, even while running on a small computer. I suspect you could probably run Stockfish on your phone and beat Magnus Carlsen. That’s how good it is at chess, and that’s how good AI will be at writing software. And that applies to everything.”

DogeDesigner

61,112 次观看 • 22 天前

i took a trip to the PlanetScale office last week to chat with Sam Lambert about a couple of under-discussed topics: - AI (heard it's a big deal) - Anxiety - Are software engineers screwed? i have a feeling this MOTS extra will calm a lot of people down 01:07 - Databases and reliability in the AI era 05:20 - Crashing out online 07:00 - AI’s contribution to software slop 09:25 - Custom software 11:03 - Software engineer midwit curve 14:52 - Is AI making engineers dumber? 17:30 - AI is just another abstraction 18:28 - Sam’s advice to engineers feeling anxious 21:40 - Hiring bloat and ZIRP hangover 23:58 - You want more of the right engineers using AI
25:40

i took a trip to the PlanetScale office last week to chat with Sam Lambert about a couple of under-discussed topics: - AI (heard it's a big deal) - Anxiety - Are software engineers screwed? i have a feeling this MOTS extra will calm a lot of people down 01:07 - Databases and reliability in the AI era 05:20 - Crashing out online 07:00 - AI’s contribution to software slop 09:25 - Custom software 11:03 - Software engineer midwit curve 14:52 - Is AI making engineers dumber? 17:30 - AI is just another abstraction 18:28 - Sam’s advice to engineers feeling anxious 21:40 - Hiring bloat and ZIRP hangover 23:58 - You want more of the right engineers using AI

atlas

27,964 次观看 • 5 个月前

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.
0:35

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

82,757 次观看 • 4 个月前

#WATCH | Mumbai, Maharashtra: On the Jevons paradox and software demand expansion, Neelkanth Mishra, Executive Director Designate of the World Bank, says, “…If you think about what the major cost of a software firm is, it is people. So, if the writing of software is getting automated, those firms will be the first to make adjustments. But on the whole, it seems that the Jevons paradox—which dictates that as the cost of writing software falls, the amount of software written goes up—is actually playing out. If an XYZ company, which is a product company, was spending, say, $100 million on writing software and can now do it for $70 million, they might need to lay off some people; that is their business priority. But if the amount of software written goes up three to four times, the number of software engineers in the ecosystem will not change… This panic and paranoia about massive job losses is something that I think is, at this stage, unfounded.”
2:48

#WATCH | Mumbai, Maharashtra: On the Jevons paradox and software demand expansion, Neelkanth Mishra, Executive Director Designate of the World Bank, says, “…If you think about what the major cost of a software firm is, it is people. So, if the writing of software is getting automated, those firms will be the first to make adjustments. But on the whole, it seems that the Jevons paradox—which dictates that as the cost of writing software falls, the amount of software written goes up—is actually playing out. If an XYZ company, which is a product company, was spending, say, $100 million on writing software and can now do it for $70 million, they might need to lay off some people; that is their business priority. But if the amount of software written goes up three to four times, the number of software engineers in the ecosystem will not change… This panic and paranoia about massive job losses is something that I think is, at this stage, unfounded.”

ANI

114,594 次观看 • 1 个月前

Jensen is pushing back on the AI will kill all software narrative just like he pushed back last year on the DeepSeek panic. He was right then. He will be right again. "There's this notion that .. the software industry is in decline and will be replaced by AI. You could tell because there's a whole bunch of software companies whose stock prices are under a lot of pressure. Because somehow AI is going to replace them. It is the most illogical thing in the world and time will prove itself. .. If you were an artificial general intelligence, would you use the tools like ServiceNow and SAP and Cadence and Synopsys? Or would you reinvent a calculator? Of course, you would just use a calculator."
1:45

Jensen is pushing back on the AI will kill all software narrative just like he pushed back last year on the DeepSeek panic. He was right then. He will be right again. "There's this notion that .. the software industry is in decline and will be replaced by AI. You could tell because there's a whole bunch of software companies whose stock prices are under a lot of pressure. Because somehow AI is going to replace them. It is the most illogical thing in the world and time will prove itself. .. If you were an artificial general intelligence, would you use the tools like ServiceNow and SAP and Cadence and Synopsys? Or would you reinvent a calculator? Of course, you would just use a calculator."

tae kim

112,469 次观看 • 6 个月前

Former Goldman Sachs executive Raoul Pal explains how AI is going to eat traditional software/SAAS. If your product is just software, agentic AI can reproduce it on demand, optimize it, and redeploy it to a better market. "Agentic AI means it’s like having Fiverr, a website of experts you can ask any question. It’ll go away and do the task.... Agentic AI will build, design the website, code it, register the domain name, figure out the branding, figure out the marketing, figure out the email list, figure out the whole thing. So then you and I are in competition. You’ve built this incredible new website. I just go to my AI and say, “Love Steven’s website. Can you just build it better. Boom. 3 minutes. How can we be entrepreneurs in software? Now there’s this theory going around that AI is going to eat software, and I kind of get it." ---- From 'The Diary Of A CEO and Raoul Pal The Journey Man' YT channel. (link in comment)
1:11

Former Goldman Sachs executive Raoul Pal explains how AI is going to eat traditional software/SAAS. If your product is just software, agentic AI can reproduce it on demand, optimize it, and redeploy it to a better market. "Agentic AI means it’s like having Fiverr, a website of experts you can ask any question. It’ll go away and do the task.... Agentic AI will build, design the website, code it, register the domain name, figure out the branding, figure out the marketing, figure out the email list, figure out the whole thing. So then you and I are in competition. You’ve built this incredible new website. I just go to my AI and say, “Love Steven’s website. Can you just build it better. Boom. 3 minutes. How can we be entrepreneurs in software? Now there’s this theory going around that AI is going to eat software, and I kind of get it." ---- From 'The Diary Of A CEO and Raoul Pal The Journey Man' YT channel. (link in comment)

Rohan Paul

48,418 次观看 • 4 个月前

Former Goldman Sachs executive Raoul Pal explains how AI is going to eat traditional software/SAAS. If your product is just software, agentic AI can reproduce it on demand, optimize it, and redeploy it to a better market. "Agentic AI means it’s like having Fiverr, a website of experts you can ask any question. It’ll go away and do the task.... Agentic AI will build, design the website, code it, register the domain name, figure out the branding, figure out the marketing, figure out the email list, figure out the whole thing. So then you and I are in competition. You’ve built this incredible new website. I just go to my AI and say, “Love Steven’s website. Can you just build it better. Boom. 3 minutes. How can we be entrepreneurs in software? Now there’s this theory going around that AI is going to eat software, and I kind of get it." ---- From 'The Diary Of A CEO and Raoul Pal The Journey Man' YT channel. (link in comment)
1:11

Former Goldman Sachs executive Raoul Pal explains how AI is going to eat traditional software/SAAS. If your product is just software, agentic AI can reproduce it on demand, optimize it, and redeploy it to a better market. "Agentic AI means it’s like having Fiverr, a website of experts you can ask any question. It’ll go away and do the task.... Agentic AI will build, design the website, code it, register the domain name, figure out the branding, figure out the marketing, figure out the email list, figure out the whole thing. So then you and I are in competition. You’ve built this incredible new website. I just go to my AI and say, “Love Steven’s website. Can you just build it better. Boom. 3 minutes. How can we be entrepreneurs in software? Now there’s this theory going around that AI is going to eat software, and I kind of get it." ---- From 'The Diary Of A CEO and Raoul Pal The Journey Man' YT channel. (link in comment)

Rohan Paul

17,215 次观看 • 1 个月前