Two arguments from Ng that really stuck out that is really tripping my skepticism alarm are:
1) He mentions how fast prototyping has begun because generating a simple app has become easier with AI. This, to me, has always been quick and never the bottleneck for any company I’ve been at, including startups. Validating an idea was simple enough via wireframing. I can maybe see it for selling an idea where you need some amount of fidelity yo impress potential investors… but I would hope places like YC can see the tech behind the idea without seeing the tech itself. Or at least can ignore low fidelity if a prototype shows the meat of the product.
2) Ng talks about how everyone in his company codes, from the front desk to the executives. The “everyone should code” idea has been done and shown to fail for the past 15 years. In fact I’ve seen it be more damaging than helpful because it gave people false confidence that they could tell engineers how to do their job rather than a more empathetic understanding.
I would love to have access to whatever this guy is smoking, cause that is some grade-A mind rotted insanity right there. I can count on half of 1 hand the number of good PMs I've had trough my career who weren't a net negative on the projects/companies, and even they most definitely cannot build jackshit by throwing a bunch of LLM-hallucinated crap at the wall and seeing what sticks.
But sure, the devs are the ones that are going to be replaced by the clueless middle managers who only exist to waste everyone's time.
He argues that landscape is changing (at least quarterly), and that services are (best) replaceable (often week-to-week) because models change, but that orchestration is harder to replace, and that there are relatively few orchestration platforms.
So: what platforms are available? Are there other HN posts that assess the current state of AI orchestration?
(What's the AI-orchestration acronym? not PAAS but AIOPAAS? AOP? (since aspect-oriented programming is history))
Teams that can do both of these things, especially #1 will move much faster. Even if they are wrong its better than vague ideas that get applause but not customers
Why faster and not better with AI?