Sort of agree but he did go around and spoke how export controls to China have no effect, and then he's in bed with a foreign asset, so lots of geopolitical stuff in there.
Plus whole lot of people waiting for that signal that the "AI bubble " is about to burst. No bubble will be bursting as a cause of this.
Well, AI bubble is not going to burst, probably ever.
We have a new equivalent to something like Web 2.0 boom, Its not like the dot com bubble, because its not actually made up of a lot of empty unimplemented websites with too few users.
Rather its already able and in my opinion has met Dario's claim about 'replacing all developer jobs' if a bit later than he claimed, alongside every other single job, nearly bar none, able to be replaced if it can be done via a computer.
For example, Fable 5.2. I wish it was cheaper. It's able to perform a build out of and then run an entire complex software stack, including dependencies/servers for internal opensource git servers with ci/cd and the full git and jira featureset combined, with spin up/server management across every major cloud provider and then use said stack to run a swarm as a collaborating dev team from every major llm provider.
I know that because I've done most of it (or rather Fable has). I started this project 24 hours ago. I now have:
Complete containerized customized claude code + codex deployment package with tacked on feature set 'plugin' mostly for claude + a custom-agent mcp that drives mostly codex for now, allowing claude to call codex subagents (so I can farm that subscription too), that allows multi level sub-orchs which make sub agents via said mcp with future work items being bringing in a modified hermes or pi harness to use across the board (Claude code stays until I can afford 20k usd monthly api usage).
This also includes a custom ci/cd deployment set of pipelines/management to aws servers easily integrated with necessary accounts, which was done adhoc as a replacement for gh actions, because of course I've used all 18 usd of my free usage on my private account, and then all 18 usd of my free usage on the git enterprise trial about 14 hours ago.
This is alongside getting ready to finally ship to prod several high complexity SaaS including international supplier integration, and a 'contact suppliers' module/role for high tier llm models only and an entire suite of CAD design and 3d model design with an array of custom tools for both.... which is now good enough that its actually production ready for my niche market. And I'm not even bullshitting. Its a good thing somebody on my team speaks mandarin and it isn't me. So far its been fine surprisingly.
Anyways apologies for the ramble, I need some sleep.
Its just so bewildering to me though. All that gobbledygook I just typed out is actually true, and I've tested the hell out of it, myself, I've had my wife test it, etc. It actually works. I can't think of anything I would need a technical employee even for now at this point. Because every bug I find I tell a fable session to make a git issue for and fix and then it does that and the bug is actually gone...
Now its more just the gatekeeping/relationship building hand shaking part that seems to need people still. I was thinking about a marketing lead but then I dipped Fables toes into that too...
I guess the AI vibe code everything bros that were infuriating 12 months ago, had the right mentality.