> I was careful to say "Good code still has a cost" and "delivering good code remains significantly more expensive than [free]" rather than the more aesthetically pleasing "Good code is expensive.
Which is nuance that will get overlooked or waved away by upper management who see the cost of hiring developers, know that developers "write code", and can compare the developer salary with a Claude/Codex/whatever subscription. If the correction comes, it will be late and at the expense of rank and file, as usual. (And don't be naive: if an LLM subscription can let you employ fewer developers, that subscription plus offshore developers will enable even more cost saving. The name of the game is cost saving, and has been for a long time.)
Sure, but clueless leadership is not a new thing. While big companies with structural moats can shamble along with a surprising amount of dysfunction (which is why they tolerate so many muppets in middle management), even they rely on some baseline of system integrity that will erode pretty quickly if they let go of the people who know how things work.
Don’t get me wrong, I think SWE headcounts will reduce over time, but the mechanism will be teams that know how to leverage AI effectively will dominate ones who don’t. This takes more market cycles though, and it’s even hard to nail down the specifics of these skills with the speed agentic coding tools are currently evolving. My advice is make yourself part of the second group, and worry less about bad management decisions that are inevitable.
Value of Claude subscription: $0
Value of developer + Claude subscription: N * value of developer without Claude subscription where N is still the subject of intense debate.