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Comment by bigyabai

6 days ago

Where's the disruption? If experienced engineers can leverage AI "1000x more effectively" than their peers, we should be seeing the consequences. The only thing that's happening is that software is getting cheaper. The high waterline of quality that used to differentiate software products has boiled away. Many professionally-designed programs are being functionally replaced by vibe-coded alternatives. FAANG is barely shipping software any more dignified or advanced than vibe-coded crapware.

Ask yourself this; do you think Apple would rather give up their engineers, or their brand image? Only one of them is replaceable.

Wait, are you asking "Where's the disruption" when we have a couple folks vibe coding replacements for Adobe's whole stack, as well as things like Autodesk Fusion 360? Are you serious? Then you say things are being "vibe coded" away ... well, what is it? Sounds to be like the moats of the large corps are being dissolved, and that those who can ship working software - will.

"software is getting cheaper" - and easier to make, but it hasn't lifted all of the other constraints. Guess who's well positioned to understand what those constraints are and to work well in this new landscape? Answer: they didn't go to business school.

The disruption is definitely happening. The main roadblock is that the US tech industry is completely captured by big tech and VCs, who openly collude with each other. But that is temporary and the cracks are starting to show - the aggressive push towards AI regulatory capture is just one obvious sign. Explain to me how DeepSeek, a company with far less access to compute and capital, and starting from behind, is now able to offer LLM inference at roughly 10x the value per dollar of the frontier US AI labs.

> Ask yourself this; do you think Apple would rather give up their engineers, or their brand image? Only one of them is replaceable.

What do you think the 'brand image' is? Is it a pretty design/image, or a cute ad campaign, is it just whatever the marketing/propaganda says? Or is it actual product quality, reliability, efficiency, etc. ? If apple gives up their engineers they have no more brand image at all, and no more products either.