Three reasons to be optimistic about AI coding.

There's only one company that manufactures the hardware that powers this technology. That's the Aquiles heel

I don’t think that’s true. Inference is possible using different hardware!

Sure, the question is how long will it take for other companies to catch up with Nvidia. They are really way ahead from the rest

I also watched a nice discussion about AI in the programming world from a tool builder perspective. Was interesting, beside the click baity title: (I could talk all day about AI, that suddenly i feel so empowered, but at the same time i cant choose)

I work with the best AI every day. It is a terrible software developer. Worse than the worst intern.

Really? Worse than the worst intern? Can you give me examples? Where did you pick your interns?

I work in a codebase where every change is flag-guarded. The AIs cannot be told this concept and struggle in every way imaginable to implement this kind of logic. (tldr my view is concepts must be in the training set and cannot be in the context) Inters are Google's

good to hear your thoughts on this, thanks for sharing! how far do you think we are from frontier models coming up with novel optimizations on par with what you typically see from a PhD student?

It is possible now.

In my group of people, it's less that people are afraid to lose their jobs, they're just having less fun working with LLMs.

Why do you think that is?

It varies by person, but something along the lines of diminished sense of ownership, and not enjoying prompt wrangling. For code, outputs are still too unreliable and reviewing it is more mentally taxing than writing used to be.