If you have time, this is a great interview on the issue.
https://www.youtube.com/watch?v=TXiOO-nKqpw&t=1s
5 replies (most recent on top)
This guy is wrong. We know how much our claude code cost it. We can also see the gain in sprint velocity, that's the measure. Cost of shipping better code faster. This dude is jaded and his points are invalid.
What does the guy in the video do for a living? He spends a lot of time name dropping and only seems to "talk" to people. I get no sense of real world experience. His discussion circles back to a few main points like ROI and management.
He brings up some very good points but his data is not easily verifiable you just have to take his word for it and that is never a good idea on the Internet. He clearly has an axe to grind with OpenAI and Anthropic which gives impression of a highly biased presentation. He is basically saying what people being impacted by AI want to here.
I think that AI is a bubble that is far bigger than that of the Internet bo-m of the late 90s. It will pop and probably fairly soon for some of the reasons mentioned in this video. What makes this tech bubble different is that it is combined with a lot of financial shenanigans similar to what happened in the housing bubble of 2008/9. This combined tech and financial bubble collapse of AI will be a far greater than the previous two downturns combined. AI will survive the collapse and build at a more tempered rate similar to how the Internet recovered from its initial collapse and has grown to be a staple of modern life.
This guy has 2 traits I typically avoid, name droppers and people who have nothing good to say about anything.
Cisco is so behind, I’m sure we will hear from Chuck about this 6months from now. 😂
@bb I immediately thought of Chuck when he said that.
I love this guy's stance on CEO's and middle management - all id--ts and imbeciles.