Let's presume / speculate for a moment that companies will only need 1 developer to do the job of 10 developers because of AI. That would also mean 10 developers can do the job of 100 developers. A company that cuts developers to save money whose moat is not big enough may quickly find themselves out-competed by a company that sees this as an opportunity to overtake their competitor. They will have to hire more devel…
Yeah I think this is a good way to think about it. I mean Google, MSFT for example have effectively unlimited developers, and their products still suck in some areas (Teams is my number one worst) so maybe AI will allow them to upgrade their features and compete
As Steve Jobs said long ago "The only problem with Microsoft is they just have no taste." but you can apply the same to Google and anyone else trying to compete with them. Having infinite AI developers doesn't help those who have UI designers and product managers that have no taste.