I want to believe that commoditization of AI will happen as you describe, with AI made by devs for devs. So far what I see is “developer productivity is now up and 1 dev can do the work of 3? Good, fire 2 devs out of 3. Or you know what? Make it 5 out of 6, because the remaining ones should get used to working 60 hours/week.”

All that increased dev capacity needs to translate into new useful products. Right now the “new useful product” that all energies are poured into is… AI itself. Or even worse, shoehorning “AI-powered” features in all existing product, whether it makes sense or not (welcome, AI features in MS Notepad!). Once this masturbatory stage is over and the dust settles, I’m pretty confident that something new and useful will remain but for now the level of hype is tremendous!

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It’s not that LLMs aren’t useful as they are. The problem is that they won’t stay as they are today, because they are too expensive. There are two ways for this to go (or an eventual combination of both:

• Investors believe LLMs are going to get better and they keep pouring money into “AI” companies, allowing them to operate at a loss for longer That’s tied to the promise of an actual “intelligence” emerging out of a statistical model.

• Investments stop pouring in, the bubble bursts and companies need to make money out of LLMs in their current state. To do that, they need to massively cut costs and monetize. I believe that’s called enshttificarion.

I didn’t say anything different. If the last thing you bought from Apple was their stock, Tim Cook made it what it is. As a CEO that’s his primary goal, so he is a great CEO.

A company that is now focused more on creating value for shareholders than on innovation? I’d say that’s pretty accurate.