Comment by throw1235435

> They are laughing at them.

Yes but not for the reason you think - more that those are the future customers. If you look closely most are pivoting slowly away from software and shifting more to AI + hardware. The slow layoffs and pivoting that capital to infra shows this. All that "vibed" software needs to run somewhere. Also the models that generate and also power all that software need compute which comes from somewhere.

If I can:

- Have large margin compute since GPU's, power, data centre, etc setup is expensive AND

- Models that outperform models you can have at home.

- Vibed software that derives a lot of functionality from the AI compute and wants to be hosted on compute.

The big companies are pivoting away from software to being more infrastructure like for the democratized software that is projected to be made. They will be fine but in 10 years they will be more cloud hyperscalers, AI compute agents, etc than software businesses. Any software they write will be more to package up their compute as higher margin products.

None of this IMV gives any hope to current SWE's.