streetcat1

AI can do anything that it was trained on based on humans. As soon as humans are not involved, AI will have nothing to train on, and hence, the rate of improvement will approch zero, and the AI will collapse.

Wait until token based pricing. And then the open AI / antropic IPO (This will be the top).

Do you mind open sourcing the code, I want to take a look.

AKA intellectual skills atrophy.

The strong domino supports the weak domino.

For some reason miss two important points:

1) The AI code maintainence question - who would maintain the AI generated code 2) The true cost of AI. Once the VC/PE money runs out and companies charge the full cost, what would happen to vibe coding at that point ?

How do you know that he works at Meta?

Nowhere they are stuck in the prisoner's dilemma.

Its not the AI that causing it, but the AI race. Companies need to pay for the large capex.

They all spend with one purpose - replacing expensive humans, saying other wise does not make sense.

Any other app does not have moat - anyone can do the same app if it basically wrap the LLM.

If anything, LLM just destroy thier current moat, I.e. if everything is getting behind a chat interface, no one would would see ads.

Closed the labor arbitrage.

You are not taking into account section 174, It takes you 15 years to depreciate foreign salary vs first year (post the BBB).

You forgot the tax advantage and the protection against inflation (if you have to fix rate mortatge).

The main benefit of YC startups is not that they have 10x engineers but rather that they are starting from scratch; hence, the AI works well in a greenfield project. Enterprise customers are a totally different ball game. Ninety percent is legacy critical code, and some decisions are not made to optimize the dev time.

Also, for Y Combinator startup, let say that the AI introduces a bug. Since there are no customers, no one cares. Now imagine the same AI introduces a bug in the flight reservation system that was written 20 years ago.

Dont worry.