OpenAI has been the weakest financial link for a while. Once it falls though… the whole thing implodes.
Its difficult to know what it’ll look like on the “other side” of the bubble popping. It’ll be very bad though. Maybe afterward we’ll be able to heal. Better be ready to fight… or hunker down.
I don’t see the bubble popping at all.
As a software engineer at a big tech org, there’s no way we’ll ever go back to the world before LLMs. It’s just too good to ignore. Does it replace software engineers? No, not all of them, but some. What previously required 70 engineers might now require 60. Five years from now, you might get by on even fewer engineers.
What could cause the bubble to pop? We’re rolling out AI code at scale, and we’re not seeing an increase in incidents or key metrics going down. Instead, we are shipping more and faster.
So maybe it’s too expensive? This could be the case, but even so, it’s just a matter of time before the cost goes down or a company figures out a workflow to use tokens more conservatively.
We’re rolling out AI code at scale, and we’re not seeing an increase in incidents or key metrics going down. Instead, we are shipping more and faster.
Anecdotal, but I’ve had exactly the opposite experience as an engineer.
Interesting!
I have gone through my ups and downs. Lately I’ve been more and more convinced. I use Claude Code (Opus 4.5) hooked up to our internal atlassian and google drive mcps. I then ofc have to do a lot of writing (gathering requirements, writing context, etc) but instead of spending two days coding, I’ll spend half a day on this and then kick off a CC agent to carry it out.
I then do a self review when it’s done and a colleague reviews as well before merge.
And not for architectural work… Rather for features, fixing tech debt, etc.
This also has the benefit of jira tickets being 1000x better than in the pre-LLM era.
The thing is, OpenAI have been 18 months from running out of money since this bullshit all kicked off. Unfortunately, investors keep throwing piles of money at them.
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