Except it might not be a bubble if companies are using it in production.
"Being a bubble" and "companies are using it in production" are not mutually exclusive.
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Except it might not be a bubble if companies are using it in production.
"Being a bubble" and "companies are using it in production" are not mutually exclusive.
That being said, everything is overvalued and a lot of this is ridiculous.
>> a legitimate, if incremental, step forward in developer productivity It’s not incremental it’s revolutionary. Nothing has come before that has such power and capability.
The author misses the forest for the trees. He's accurately articulating the current state of tools he's using but isn't acknowledging or extrapolating the next derivative I.e the rate of improvement of these tools. That being said, everything is overvalued and a lot of this is ridiculous.
Extrapolation would reasonably show that they're reaching an asymptote, graph cost vs improvement on a chart; you'll see that they are not proportional.
Except it might not be a bubble if companies are using it in production.
>> a legitimate, if incremental, step forward in developer productivity It’s not incremental it’s revolutionary. Nothing has come before that has such power and capability.
If it's revolutionary as you say, why are companies laying off people when higher productivity per employee should mean that more employees increase the advantage from AI? Why aren't early adopters running circles around competitors and producing larger, more frequent and/or higher quality updates and products in a measurable way?
>> a legitimate, if incremental, step forward in developer productivity It’s not incremental it’s revolutionary. Nothing has come before that has such power and capability.
So where is the product? Why haven't the vibecoders built a browser or a kernel or anything remotely ambitious? They have had years at this point. With their fabled productivity increase, making a better kernel than Linux in that time should be child's play. So where is it?
And as someone who have seen the PC, Internet and Smartphone cycle. I will say ChartGPT ( or AI ) adoption cycle is way faster than anything I have seen.
A bubble assumes there is a bell curve to the system. So far, all graphs show it is going up, either linear or curving upwards. This shows there hasn't been a hint (yet) at slowing down. Until there is some sign, don't assume a bubble.