I have spent almost my entire adult life (since 1986) shipping products. One of the very first things that I learned, was that "shipping" > "designing".
There's so much work in delivering products that will carry your brand, and then must be supported.
I liken it to having children. Conceiving them is fun. Delivering them is painful. Raising them, is a lifetime of work.
In my experience, the same type of thing applies to products that we ship (and charge money for).
I think we'd get zero volunteers from CEOs who have assistants.
(Note: this is not meant to be an insult to human assistants! I think they do a valuable job and should not be replaced by AI either).
Before using AI ask yourself: Would you outsource this task, with all the risk that come with it? If yes, go for it. But if no, then don‘t use AI.
There are also a LOT of bad software developers.
When they meet, the software developer is fired.
The CEO exits after a while, after exercising their stock options...
CEOs that look at that and think they need to reduce headcount seem to also be signaling they don’t know what to do with increased resources
Counting token usage as a productivity metric is completely counterproductive. I believe that effectively leveraging AI means reducing wasted tokens, not increasing them.
The visibility gap is serious. I create local activity logs for Claude Code, but most developers have no idea what the AI is actually doing at the file or command level until they look at the logs.
The solution - linux has utility called piper. I downloaded the repo and just told codex - figure out what piper is doing and create me a small utility to do it under windows. So the jolly critter started experimenting with hex commands, then pulled some other repo on which piper depended figured out how to enable said onboard mode and 10-sh minutes later I had small python script that did what i needed to do.
That would have taken probably half a day of work for a human.
There are many stupid CEO and organizations which are not committed to quality. And a lot of employees that are too set in their ways. But the instinct that underinvesting in AI is more dangerous than overinvesting is right. Doomed if you do, doomed if you don't
"To err is human, but to really foul things up requires a computer" - this is from the 60, but right now is turned into overdrive.
This is what layoffs have been about since the pandemic. People in fear of losing their jobs do extra unpaid work and aren't asking for raises. The theoretical potential of AI gives companies the excuse to fire more people. The investment itself is directly used as a reason of why they need to cut back on labor.
Any sufficiently sized business can only feed the insatiable hunger for ever-increasing profits ultimately by cutting costs and raising prices. And what do we have now? High inflation and a decline in real wages. CEOs are just following this playbook.
And the result is that society is bouldering towards collapse. We're seeing the first hints of this with the youth unemployment crisis [1][2][3].
Also, who is going to buy anything when nobody has any money?
[1]: https://www.americanprogress.org/article/americas-10-million...
[2]: https://www.brookings.edu/articles/twelve-ways-to-fix-the-yo...
Next, comes natural attrition in a company where a certain percentage will leave every year. Will they get replaced with a human or their budget goes into tokens?
Only when these 2 angles are exhausted, a typical company will start thinking about layoffs.
Now, some companies are already stressed: customer buy AI products instead of theirs, AI makes it easier to build what they offer, customers believe they can vibe code things. These companies will layoff first, because of AI. Not because AI will do the persons job but because the money gets spend differently.
Problem is, a CEO can fire employees, find out it was a dumb decision, then leave with a million dollar severance package. So they don't really care when they're wrong.
Astronaut holding up gun to other astronaut
Always have been.
We're all now on this and we will go together in it till the very end, whatever it maybe.
Look around: lots of places ressurected Lines of Code as a productivity metric for Software Teams. Companies that should have known better, as they are supposedly led by the Elite Human Capital, instituded token usage leaderboards.
We can't stop that thing. It has too much momentum. Sooner or later we would have to pay for our culture of anti-intelectualism in business anyway. If it was not this, it would be another thing.
The problem is that the wrong eyes are seeing it.
We need these kinds of articles to be published in places that executives read, and tailored to their audience.
AI recovery is going to be a big wave of consulting over the next several years, maybe very publicly or maybe quietly, but it's going to be a thing. That doesn't mean "all AI is bad" or any other such nonsense, it means that there are a lot of companies out there right now that are doing it wrong and will need help.
The executives that get ahead of this are going to be the winners.
It's getting exhausting how x field of experts constantly bemoan the coining of one term or another, rather than provide a decent alternative. It's not very goal-oriented thinking. Just empty complaining.
This is a broad generalization of employees. There will be some "routine tasks" that can be done by AI, now that is a lot more powerful.
There won't be as many employees needed for routine work - for example L1 and L2 support work. For example, many companies had ML engineers building models for various models. Companies can get that off the shelf from AI companies. They don't need a big team of model builders now.
The point of a human being on the board is that they can be made to suffer the consequences of bad decisions. Executive pay might seem astronomical, but it is often commensurate with the level of stress and responsibility involved. It's easy to look at the perks and not see the struggle behind them. No one in media is going to get a lot of clicks if they publish articles about how being a CEO is actually really hard and maybe some of what they're doing is actually justified once you assume all of the same context and stress they have.
If we want to do to the executive staff what is being done to the technical staff, I'm afraid we will need to first figure out a way to make the AI experience human emotions as strongly as we do. It often sounds fun in first order terms to threaten to fire a CEO and replace them with a clanker, but have we considered the consequences of this? What would it be like to be under the management of an emotionless robot? Being managed by a robot vs managing robots are wildly different things to me.
Modern first and second tier software management seems less professional, is contributing less and is generally worse than it was twenty years ago. The quality of the engineering and program managers, their training and commitment to their craft seems really low and is not generally valued. On average team level software management has gotten worse rather than better and, given what is expected and how it is valued, this shouldn't be much of a surprise. It is truly disappointing that what could have been a valuable and productivity enhancing role became so useless.
Things aren't going to change for the better though until the dust settles somewhat on the role of AI in software and systems development and we start again to consider how software should be developed in the 21st century. Maybe it is possible that with AI doing most of the low-level work that the focus will change to building and maintaining architecture and systems. Many programmers might become more like traditional engineers doing a lot more systems work than they do today and continuing to solve problems. Lord knows though it won't be today's software management doing this work; they have nothing in the way of skills to offer to the problem.
Tech CEOs are apparently suffering from AI psychosis
https://news.ycombinator.com/item?id=48295679
I believe there are entire companies right now under AI psychosis
A* search -> AI
Backtracking -> AI
Neural Networks -> AI
Fuzzy Logic -> AI
Genetic Algorithm -> AI
Deep Learning -> AI
Generative "AI" -> AI
Similar to Tesla naming it's driver assistant "auto-pilot" in 2015 and your average Joe thought he would be able to sleep while the car would drive him to work.
The CEO just hear AI and think of AGI. They expect Skynet.
Cost-saving is quite an easy idea to sell.
https://tomtunguz.com/spacex-openai-anthropic-ipo-2026/
and I don't know what worries me more - a burst in this bubble (and maybe some other tech stocks), or a failure of these valuations to be burst somehow, and even more concentration of capital and power around those corporations.
> This is a bad CEO.
There is one and only one measure of whether a CEO is good or bad:
Does the CEO keep the majority of shareholders happy?
Since they are more often than not kept happy with money, if the AI makes the CEO ask the question above and the result is a larger return on the shareholders' investment, then that is a good CEO.
When your domain of knowledge considers Jack Welch to be a genius, there is no floor.
Cue rationalizations claiming that it isn't:
My company does something dumber now. A leaderboard of how many lines of code you shipped, weighted by how complex they were (assigned by a heuristic). You can imagine the incentive this creates. I wish we just measured tokens
> The problem tends to show up when a CEO is handed an agentic tool like Claude Code, and has it create something, which will work just fine, and thinks “oh, wait, why do we need so many people, when I can just sit here and make things work?”
> This is a bad CEO.
As described, this seems to me more like a lack of reasoning/critical thinking ability, and it's not unique to CEOs. Tracks more with a combo of "Gell-Mann Amnesia" and automation bias IMO.
> This all reminds me of cargo cult thinking: The CEO knows that somewhere in the org, employees are pecking away at computers and work gets done. So they figure that themselves pecking away with Claude Code and seeing work get done is the same thing. It’s not. All those other steps those people are handling — the ones the CEO never sees — still need to happen.
"Cargo culting" as described here by the author may be happening. But, I think it's CEOs seeing other CEOs doing layoffs and claiming it's because of AI efficiency gains. They see the other CEO's stock go up/get hyped/etc, so they decide to do it. I think it's the same thing that happens inside companies IE people see how others behave and it works, so they do the same. Effectiveness aside because that's not at all what I'm arguing, AI is just the current flavor; it is a very safe thing to "cargo cult" at the moment.
I'll say this, laws and regulation are sorely needed. all this hate against billionaires, ceos, ai-bros, whatever... might or might not be warranted, but it is fruitless. Redirect this energy to your law makers.
In China for example, they made it illegal to use AI for the sole purpose of replacing human workers. The CEOs aren't bad CEOs, they aren't great either, it depends on the outcome. There are scenarios where entire job roles can be replaced by LLMs, but for complex roles like developers, you always need some human devs still, but likewise, almost always less of them than before. However, although less devs might be needed to do the same work, in some cases LLMs open up possibilities that weren't there before, so more devs babysitting LLMs or working on designing/shipping more features is also a strong possibility.
I mean, companies aren't trying to simply save cost on employees, they also want to maximize profits. Less devs per feature isn't the same as less devs period.
Overall, I'll say that demand creates its own supply. The internet itself killed many job roles and reduced the number of people you needed for many others, but it's not like we have the huge unemployment many were afraid of decades ago, if anything it created lots of more jobs. LLMs simply can't do everything people can, so they're not a drop-in replacement, that alone should mean a lot in terms of supply/demand economics.
When the person who knows what's needed can handle the technical execution themselves, you no longer need that second person.
I certainly wouldn't say you need "more humans"