>Software has been the force multiplier behind nearly every business transformation of the last two decades. The constraint was the cost and time of producing and managing it. That constraint is collapsing. As the cost of producing software collapses, demand for it will expand. Last year, the developer platform market used to be measured in tens of dollars per user per month, this year it is hundreds/user/month and h…
... so where's the delivery?
I have no doubt that AI is making some programmers quite a bit more productive. But if it is even 10% as good as all the marketing claims, we should be seeing an explosion of new tech startups, and a huge increase in feature shipping rate and number of bugs closed. Why isn't this obviously happening? Where's the next Dotcom Boom or Cloud SaaS Explosion?
What I am seeing instead is million-line AI slop pet projects whose sole "user" is its developer, and large companies falling over each other to enshittify their products. If there's no genuine user value being delivered, who's going to pay for those thousand-dollar-per-month developer tools?