> Unfortunately, his argument very often happens to be that AI is not useful, that there are no customers for it, that AI coding agents do not work...
He definitely changed his mind on AI coding agents based on reader feedback. Ultimately though, you need incredible productivity growth/massive layoffs to make the numbers work for the current spending and RN, I don't see large signs of this.
> I happen to agree with the overall sentiment (that AI buildout is overextending the tech sector and the financial markets), but he is utterly fixated on the evils of AI and unable to admit either the current usefulness or the future potential of the technology. This does not make him look like an honest broker.
I think this is probably because he feels like he's taking crazy pills when he hears what CEOs/leaders are saying about this. It's some kind of mind virus. Like, I was at a meetup a few months back where a senior data/code person was saying that nobody would write code in 5 years, which (if you've used the tools heavily) seems pretty absurd.
He definitely changed his mind on AI coding agents based on reader feedback. Ultimately though, you need incredible productivity growth/massive layoffs to make the numbers work for the current spending and RN, I don't see large signs of this.
> I happen to agree with the overall sentiment (that AI buildout is overextending the tech sector and the financial markets), but he is utterly fixated on the evils of AI and unable to admit either the current usefulness or the future potential of the technology. This does not make him look like an honest broker.
I think this is probably because he feels like he's taking crazy pills when he hears what CEOs/leaders are saying about this. It's some kind of mind virus. Like, I was at a meetup a few months back where a senior data/code person was saying that nobody would write code in 5 years, which (if you've used the tools heavily) seems pretty absurd.