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I’m not sure your analogy is applicable here. The introduction of the App Store did not increase developer productivity per se. If anything, it decreased developer productivity, because unless you were already already a Mac developer, you had to learn a programming language you've never used, Objective-C, (now it's largely Swift, but that's still mainly used only on Apple platforms) and a brand new Apple-specific API, so a lot of your previous programming expertise became obsolete on a new platform. What the App Store did that was valuable to developers was open up a new market and bring a bunch of new potential customers, iPhone users, indeed relatively wealthy customers willing to spend money on software. What new market is brought by LLMs? They can produce as much source code as you like, but how exactly do you monetize that massive amount of source code? If anything, the value of source code and software products will drop as more is able to be produced rapidly. The only new market I see is actually the developer tool market for LLM fans, essentially a circular market of LLM developers marketing to other LLM developers. As far as the developer job market is concerned, it's painfully clear that companies are in a mass layoff mood. Whether that's due to LLMs, or whether LLMs are just the cover story, the result is the same. Developer compensation is not on the rise, unless you happen to be recruited by one of the LLM vendors themselves. My impression is that from the developer perspective, LLMs are a scheme to transfer massive amounts of wealth from developers to the LLM vendors. And you can bet the prices for access to LLMs will go up, up, up over time as developers become hooked and demand increases. To me, the whole "OpenClaw" hype looks like a crowd of gamblers at a casino, putting coins in slot machines. One thing is for certain: the house always wins. |
I think it will make prototyping and MVP more accessible to a wider range of people than before. This goes all the way from people who don't know how to code up to people who know very well how to code, but don't have the free time/energy to pursue every idea.
Project activation energy decreases. I think this is a net positive, as it allows more and different things to be started. I'm sure some think it's a net negative for the same reasons. If you're a developer selling the same knowledge and capacity you sold ten years ago things will change. But that was always the case.
My comparison to iOS was about the market opportunity, and the opportunity for entrepreneurship. It's not magic, not yet anyway. This is the time to go start a company, or build every weird idea that you were never going to get around to.
There are so many opportunities to create software and companies, we're not running out of those just because it's faster to generate some of the code.