Consumer brand quality is so massively underrated by tech people.
ChatGPT has a phenomenal brand. That's worth 100x more than "product stickiness". They have 700 million weekly users and growing much faster than Google.
I think your points on Google being well positioned are apt for capitalization reasons, but only one company has consumer mindshare on "AI" and its the one with "ai" in its name.
That wasn't the take. The take is generally, "glorified next token predictor" quality LLM skepticism takes have been repeatedly proven wrong. See the original Cursor, Devin, etc announcement threads.
More broadly, its unfortunate that vibe coding is so overloaded a term.
- Yes, product managers with 0 coding expertise are contributing code in FAANG.
- Yes, experienced engineers are "vibe coding" to great success.
- Yes, folks with 0 years of experience were building simple calculators 2 years ago and are now building games, complex website, etc, just by prompting. Where will this go in another two years?
One needs look no further than kiro - Amazons own code editor thats being used extensively internally.
Folks bemoaning vibe coding are simply suffering from lack of imagination.
i wish more folks would post P(how much I believe my own take) when they make takes.
I don't think the author is fundamentally wrong; but its delivered with a sense of certainty thats similar in tone to the past 5 years of skepticism that has repeatedly been wrong.
Instead of saying "vibe coded codebases are garbage", the author would be better served writing about "what does the perfect harness for vibe coded codebase look like so that it can actually scale to production"?
don't love this framing - capitalism operates on avarice. Every for-profit company "gives in" to it to a great extent, so we shouldn't put undue blame on isovalent for just looking out for themselves and their employees.
These interviews are for engineers interviewing at companies which have scale ; not for a 0-1 growth of a product like your google example.
When you're launching products at scale, you absolutely need to design large systems that are durable and can operate at said scale. And when I'm hiring, I need to filter for folks who are able to rationalize at that scale.
ChatGPT has a phenomenal brand. That's worth 100x more than "product stickiness". They have 700 million weekly users and growing much faster than Google.
I think your points on Google being well positioned are apt for capitalization reasons, but only one company has consumer mindshare on "AI" and its the one with "ai" in its name.