At some point there will be market consequences for that kind of behavior. So where market dynamics are not dominated by bullshit (politics, friendships forged on Little St James, state intervention, cartel behavior, etc.) if my company provides the same service as another, but I replaced all of the low quality software as a service products my competitor uses with low quality vibe coded products, my overhead cost will be lower and that will give me an advantage.

There are many such mysteries, right? How does Oracle make money when every product of theirs sucks and is worse than free alternatives? How is it that Google and Meta seem to have more revenue from “advertising“ than everyone spends on advertising? Where are the product sales that can be traced to this massive amount of spending? I don’t think you could even articulate a plausible business plan around what Google claims to do, especially when they were hot in the early 2000s. How do large financial institutions, like JP Morgan, get fined for financial crimes yet still operate with total public trust? Just as strange as Bigfoot and aliens but in plain sight.

Again, I’m going to qualify this with the disclaimer that this is my own baseless conspiracy theory presented purely for its entertainment value. I suspect that the United States has many effectively state owned enterprises just like the PRC, but there are elaborate obfuscation techniques used to make that seem as if that were not the case. In part that is because a large criminal network is wearing the dead US government like a skin suit.

That’s interesting because that is one feature of Claude code that I like. Given an overly broad problem statement. It does go into a planning loop where it seeks clarifying questions. I think this probably has something more to do with the harness than the model, but you see what I mean. From a user perspective that distinction doesn’t really matter.

Quite a few people think that about Claude code. I disagree with them, personally, but I think we can agree that AI code generation is qualitatively at least as good as the worst human professionals. I think we would also probably agree that the state of the art today is not as good as the very best.

The value per dollar spent is a different calculus and I would say that state of the art models completely surpass any individual’s productive output.

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