alt Hacker NewsI'd say that's a pretty accurate analysis. Something that is easily generated by an LLM obviously has low value and there is no moat.
Agentic coding is a bit different, particularly if a great deal of effort and intelligence goes into it, but that's a quite different thing than just cranking out slop apps.
Yeah there is no doubt that some companies are going to radically change their operations because of agentic coding in particular. But the revolution that is being promised, and the investment that has gone along with it, is going to smash against some pretty nasty shoals of reality sooner rather than later