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A comment on Is AI a Bubble? I Didn't Think So Until I Heard of SDD. Parent comment

Re:Is AI a Bubble? I Didn't Think So Until I Heard of SDD by atomicnumber3 on Wednesday October 22, 2025 @10:57PM (#45677720)
The thing is, the main reason the hype for software engineers is because they're the main cost of extremely lucrative SAAS companies. If you could do software without the engineers, that's basically just a VC's wet dream of extremely low cost of revenue. On top of very low marginal costs, typically 0 delivery costs (compared to shipping), often unencumbered by things like tariffs.

So like, 2-10xing the productivity of someone who gets paid <<< a software engineer? And who is more 1:1 with the profit from each widget? They don't care that much.

But juicing an already extremely juicy fruit? Now that's worth 70x ARR.

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Re:Is AI a Bubble? I Didn't Think So Until I Heard of SDD by unsnap_biceps on Wednesday October 22, 2025 @11:08PM (#45677772)
What's the end game? Why pay that SAAS paycheck if the AI can do it directly for the clients?
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Re:Is AI a Bubble? I Didn't Think So Until I Heard of SDD by techblueberry on Wednesday October 22, 2025 @11:53PM (#45678011)
It can’t.
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Re:Is AI a Bubble? I Didn't Think So Until I Heard of SDD by bee_rider on Thursday October 23, 2025 @12:38AM (#45678209)
Maybe they think the LLMs will never be able to do sales or… I don’t know… make vision boards (or whatever it is CEOs do).
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Re:Is AI a Bubble? I Didn't Think So Until I Heard of SDD by flashgordon on Thursday October 23, 2025 @06:05PM (#45687925)
Except now you have over supply (assuming it is really that fullfiling). Even with steady demand basic economics says it will just prices down. So where are thr vcs making their returns?
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