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Comment by switchbak

18 hours ago

I think for a lot of companies, AI is a destabilizing force that their managerial structure is unable to compensate for.

When you change the economics to such a degree, you're basically removing a dam - resulting in far more stress on the rest of the system. If the leaders of the org don't see the potential downsides and risks of that, they're in for a world of hurt.

I think we're going to see a real surge of companies just like this - crash and burn even though this tech was sold as being a universal improvement. The ones that survive will spread their knowledge about how to tame this wild horse, and ideally we'll learn a thing or two in the future.

But the wave of naivety has surprised me, and I think there's an endless onrush of people that are overly excited about their new ability to vibe-code things into existence. I think we've got our own endless September event going on for the foreseeable future.

I increasingly see “AI” as a sort of virus tuned to target management, specifically. Its output is catnip to them, and it’s going to be unavoidable for those who want to look good to superiors and peers (i.e. the #1 priority for managers) even as it adds no actual value whatsoever to what they do. People under them, too, will have to start burning tokens on bullshit to satisfactorily perform competence and “doing work”. Meanwhile, none of this is actually productive. It’s goddamn peacock feathers.

It’s like some kind of management parasite. I’m not even sure at this point that it’s going to lead to an overall productivity increase whatsoever for most sectors, because of this added drag on everything.

  • AI has made my work about 5-8x quicker, just because I'm able to have it cover a lot of the grunt work (update 42 if statements in 32 different files) that took time, but no particular skill.

    I think the use cases where AI makes an economic improvement to the status quo for a business are rare, but they do exist, and they can be a significant improvement.

    It's like the early days of the dotcom boom and bust - people thought the internet was good for every use case under the sun, including shipping people a single candy bar at a loss. After the dotcom bust, a lot of that went by the wayside, but there was a tremendous economic advantage to the businesses that were more useful when available on the internet.

    • Without getting into AI-for-work good or bad,

      > update 42 if statements in 32 different files

      is a silly behavior for a programmer or an AI to have to do more than twice. We have tools that very effectively remove the need for things like that: programming languages that allow modular and reusable code, good design, etc.

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    • Does your work primarily consist of updating 42 if statements in 32 different files? We all do that occasionally, but if you're doing it constantly, is it possible that a different system design would make your work much easier?

    • Could you please show us an example of the change made to one of these if statements? I'm curious, because it seems absolutely wild to me to end up in such a situation (where that many changes are required and the usual refactoring tools of modern IDEs are insufficient) in the first place.

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    • If you are 8x quicker by having the AI do these for you, I think you are a junior intern or something? It must mean most of your time is spent doing these things.

  • I agree with everything you've said, but don't you think quite a lot of things have also been like this before, just to a lesser degree?

    I've often had the sense that most of what is done inside companies is a kind of performance of work rather than work itself. Mostly all a big status game between various different factions. All actual value provided by just a few engineers here and there who are able to shut out the noise and build things.

    • > I agree with everything you've said, but don't you think quite a lot of things have also been like this before, just to a lesser degree?

      That’s exactly the reason LLMs and friends are so dangerous to companies, and it’s so hard for them to resist using them in useless/counter-productive ways. They’re excellent at faking signs of effort and work that companies can hardly help but reward, absent any actual way to measure manager effectiveness (and approximately nobody knows how to measure that, in the wild). This takes the form of gilding and padding on a lot of communication, none of which adds actual value but it does cost money directly and indirectly (time wasted sorting out which parts of a document are intentional and meaningful, and which are plausible but irrelevant LLM inventions, for instance)

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    • Counter-question: if quite a lot of things have also been like this before to a lesser degree, should we not oppose efforts to make everything like this to a greater degree?

    • I often think that executive level work is about changing the executive team and writing memos about changing the executive team. Then there’s a different team with different members and they begin the cycle again. Repeat over and over again.

      The number of times I’ve seen a HTML memo sent from the assistant of the executive that says “from the desk of…” with babble about new leadership.

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    • Things have probably always been like that, agree. I often try to see AI as a catalyst, that accelerates what already is.

      In a good culture, with high competence and trust this can yield increased output (to some degree at least) and in a bad culture it will accelerate and expedite the dominating traits instead.

  • It does have real benefits, but also, of course, all of the downsides you mentioned.

    The best analogy is the outsourcing / offshoring fad of the last decade.

    Managers hated that senior developers were getting highly compensated (often higher than the management class!) and pounced on every opportunity to replace expensive people with (much!) cheaper options, quality be damned.

    For the few companies that paid attention to the quality, this worked out swimmingly. Apple is probably the best example, they've outsourced almost all of their manufacturing to China and other similar countries.

    So yes, my mental picture is that every manager is drooling right now because they think they can replace someone getting paid six figures with an AI that costs six dollars a day, if that. A virtual employee that doesn't talk back, doesn't argue, doesn't question, doesn't go off on "unproductive tangents" like refactoring (whatever that's even supposed to mean), and just pumps out code 24/7 like a good little slav... employee.

    The very rare smart managers out there are looking at this more like the transition that happened to architect firms when CAD became available. They used to have a dozen draftsmen for every architect. Now there are virtually none, I haven't even heard that job title being used in decades! We still have architects, and if anything, they're paid even more.

    • I'm wondering what this could mean to the future of software work and AI use, care to weight in? I don't have a good mental model for this period of time (I do agree with your sense of things).

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I’m an LLM enjoyer who also thinks that ‘er ‘jerbs are safe and, taken to their logical conclusion, most LLM-stroking online around coding reduces to an argument that we should be speaking Haskell to LLMs and also in specs and documentation (just kidding, OCaml is prettier). But also, I do a little business.

You’ve hit the real issue, IT management is D-tier and lacks self awareness. “Agile” is effed up as a rule, while also being the simplest business process ever.

That juniors and fakers are whole hog on LLMs is understandable to me. Hype, fashion, and BS are always potent. The part I still cannot understand, as an Executive in spirit: when there is a production issue, and one of these vibes monkeys you are paying has to fix it, how could you watch them copy and paste logs into a service you’re top dollar paying for, over and over, with no idea of what they’re doing, and also not be on your way to jail for highly defensible manslaughter?

We don’t pay mechanics to Google “how to fix car”.

  • This is definitely ¾ of what you pay a mechanic to do; 1 publisher writes a maintenance manual for a car; mechanics all around the globe can use that to work on that specific car.

    It's the mechanics that don't reference Google or the Haynes manual that are more likely to get it incorrect.

    As a kicker, mechanics also have a pricing book for the task, they know how many hours a task will take on a certain car (rounded up for the most part).

    • You are not responding faithfully to the comment. A mechanic looking up the schematics in a manual understands them. Just because they haven't memorized the material does not make it the same. This is more analogous to looking up a function in the documentation that you forgot about.

      This is clearly not what the post was referring to, which is instead like googling how to fix a pipe in your home when you've never done any plumbing before in your life. Can it work out? Sure, depends on the issue, can you cause your pipes to freeze, your house to flood, or sediment build up to completely block a pipe? Yes.

  • > We don’t pay mechanics to Google “how to fix car”.

    No, instead of google they just look it up on alldata.

  • The more difficult it is to trace one’s labour to output.. expect more theatrics ;)

  • Speaking not as a professional mechanic, but as someone who maintains a car, two trucks, a tractor, a couple boats, and has googled quite a lot of torque specs in my time... If you're googling torque specs in 2026 you're gonna have a bad time. They're frequently just flat out wrong, especially the AI summaries ;). Use the authoritative source of truth--the shop manual published by the equipment manufacturer. Accept no substitutes.

    • Absolutely - factory repair guides/apps are the only source of truth for official specs, although 3rd-party manuals are very good as well. That being said, I've often turned 3-hour estimated repairs into 15-minute jobs through clever shortcuts. For example, rotating an alternator to replace the run clutch through the gap in in the intake manifold as opposed to removing the complete intake manifold. I think that's where using experienced (and resourceful) developers pays off.

      Also, for sale: BMW E60/61 Bentley 2-volume set. Barely used.

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  • With you up until the last sentence.

    When I get my car fixed, I could not care less if they googled, used a service manual, or did it by "these old 2023's always had this problem right here...". I care if it is fixed.

    And as I'm currently trying to fix something on my own, for financial reasons, I assure you a mechanic with training AND google can do a better job in 1/4th the time. Because I don't have the training.

    Nor do the worst people using LLMs.

    • But do you expect to pay top dollar to have someone pretend they know how to fix a car? That's the point here.

      Granted, the trades is a bad example because it's chock full of fakers too.

Honestly, the most impactful thing I've seen AI do for any workplace is serve as the ultimate excuse for whatever pet thing someone's wanted to do, that can't stand on its own merits, and what they really need is a solid excuse.

Rewrite that old crunchy system that has had 0 incidents in the last year and is also largely "done" (not a lot of new requirements coming in, pretty settled code/architecture)? It's actually one of our most stable systems. But someone who doesn't even write code here thinks the code is yucky! But that doesn't convince the engineers who are on-call for it to replace it for almost no reason. Well guess what. We can do it now, _because AI!!!_ (cue exactly what you think happens next happening next)

Need to lay off 10% of staff because you think the workers are getting too good of a deal? AI.

Need to convince your workers to go faster, but EMs tell you you can't just crack the whip? AI mandates / token spend mandates!

Didn't like code reviews and people nitpicking your designs? Sorry, code reviews are canceled, because of AI.

Don't like meetings or working in a team? Well now everyone is a team of 1, because of AI. Better set up some "teams" full of teams of 1, call them "AI-first" teams, and wait what do you mean they're on vacation and the service is down?

Etc. And they don't even care that these things result in the exact negative outcomes that are why you didn't do them before you had the excuse. You're happy that YOUR thing finally got done despite all the whiners and detractors. And of course, it turns out that businesses can withstand an absurd amount of dysfunction without really feeling it. So it just happens. Maybe some people leave. You hire people who just left their last place for doing the thing you just did and now maybe they spend a bit of time here. And the game of musical chairs, petty monarchies, and degenerate capitalism continues a bit longer.

Big props to the people who managed to invent and sell an excuse machine though. Turns out that's what everyone actually wanted.

  • > Need to lay off 10% of staff because you think the workers are getting too good of a deal? AI.

    I think we're seeing a ton of that right now, and it's not slowing down any time soon it seems.

you're basically removing a dam - resulting in far more stress on the rest of the system.

Adding to the grab-bag of useful flow-dysfunction concepts and metaphors: Braess's paradox. [0]

Sometimes adding a new route makes congestion strictly worse! Not (just) because of practical issues like intersections, but because it changes the core game-theory between competing drivers choosing routes.

[0] https://en.wikipedia.org/wiki/Braess%27s_paradox

> I think for a lot of companies, AI is a destabilizing force that their managerial structure is unable to compensate for.

From the article:

> because the competence the work reflects is not the novice’s competence at all

The core of the problem is that AI allows engineers who were previously inexperienced or downright mediocre, pretend that they are talented, and a lot of management isn’t equipped to evaluate that. It’s like tourists looking at a grocery store in North Korea from their tour bus. It looks like a fully functioning grocery store from the outside, but it is mostly cutouts and plastic fruit.

> I think for a lot of companies, AI is a destabilizing force that their managerial structure is unable to compensate for.

Absolutely. Giving a traditional company AI is like giving an unlimited supply of crystal-blue methamphetamine to a deadbeat pill addict.

It enables and supercharges all their worst impulses. Making a broken system more 'productive' doesn't do shit to make the users better off.

The work output everyone produces doubles, but the ratio of productive to net-negative work plummets.