The two types of responses to AI I see are your very defensive type, and people saying "I don't get it".
The two types of responses to AI I see are your very defensive type, and people saying "I don't get it".
Mousing implies things are visible and you merely point to them. Keyboard implies things are non-visible and you recall commands from memory. These two must have a principal difference. Many animals use tools: inanimate objects lying around that can be employed for some gain. Yet no animal makes a tool. Making a tool is different from using it because to make a tool one must foresee the need for it. And this implies a mental model of the world and the future, i.e. a very big change compared to simply using a suitable object on the spot. (The simplest "making" could be just carrying an object when there is no immediate need for it, e.g. a sufficiently long distance. Looks very simple and I myself do not know if any animals exhibit such behavior, it seems to be on the fence. It would be telling if they don't.)
I think the difference between mousing and keying is about as big as of using a tool and making a tool. Of course, if we use the same app all day long, then its keys become motor movements, but this skill remains confined to the app.
Their claim following that is that because there hasn't been an exponential growth in App store releases, domain name registrations or Steam games, that, beyond just AI producing shoddy code, AI has led to no increase in the amount of software at all, or none that could be called remarkable or even notable in proportion to the claims made by those at AI companies.
I think this ignores the obvious signs of growth in AI companies which providing software engineering and adjacent services via AI. These companies' revenues aren't emerging from nothing. People aren't paying them billions unless there is value in the product.
These trends include
1. The rapid growth of revenue of AI model companies, OpenAI, Anthropic, etc. 2. The massive growth in revenue of companies that use AI including Cursor, replit, loveable etc 3. The massive valuation of these companies
Anecdotally, with AI I can make shovelware apps very easily, spin them up effortlessly and fix issues I don't have the expertise or time to do myself. I don't know why the author of TFA claims that he can't make a bunch of one-off apps with capabilities avaliable today when it's clear that many many people can, have done so, have documented doing so, have made money selling those apps, etc.
You can't use growth of AI companies as evidence to refute the article. The premise is that it's a bubble. The growth IS the bubble, according to the claim.
> I don't know why the author of TFA claims that he can't make a bunch of one-off apps
I agree... One-off apps seem like a place where AI can do OK. Not that I care about it. I want AI that can build and maintain my enterprise B2B app just as well as I can in a fraction of the time, and that's not what has been delivered.
> I want AI that can build and maintain my enterprise B2B app just as well as I can in a fraction of the time, and that's not what has been delivered.
AI isn't at that level yet but it is making fast strides in subsets of it. I can't imagine systems of models and the models themselves won't reach there in a couple years given how bad AI coding tools were just a couple years ago.
Oh, of course not. Just like people weren't paying vast sums of money for beanie babies and dotcoms in the late 1990s and mortgage CDOs in the late 2000s [EDIT] unless there was value in the product.
People paid a lot for beanie babies and various speculative securities on the assumption that they could be sold for more in the future. They were assets people aimed to resell at a profit. They had no value by themselves.
The source of revenue for AI companies has inherent value but is not a resell-able asset. You can't resell API calls you buy from an AI company at some indefinite later date. There is no "market" for reselling anything you purchase from a company that offers use of a web app and API calls.
I think the article's premise is basically correct - if we had a 10x explosion of productivity where is the evidence? I would think some is potentially hidden in corporate / internal apps but despite everyone at my current employer using these tools we don't seem to be going any faster.
I will admit that my initial thoughts on Copilot were that "yes this is faster" but that was back when I was only using it for rote / boilerplate work. I've not had a lot of success trying to get it to do higher level work and that's also the experience of my co-workers.
I can certainly see why a particular subset of programmers find the tools particularly compelling, if their job was producing boilerplate then AI is perfect.
The fundamental difference of opinion people have here though is some people see current AI capabilities as a floor, while others see it as a ceiling. I’d agree with arguments that AI companies are overvalued if current models are as capable as AI will ever be for the rest of time, but clearly that is not the case, and very likely, as they have been every few months over the past few years, they will keep getting better.
It's not ONE person. I agree that it's not "every single human being" either, but more of a preliminary result, but I don't understand why you discount results you dislike. I thought you were completely rational?
https://www.theregister.com/2025/07/11/ai_code_tools_slow_do...