Google/Alphabet are so vertically integrated for AI when you think about it. Compare what they're doing - their own power generation , their own silicon, their own data centers, search Gmail YouTube Gemini workspace wallet, billions and billions of Android and Chromebook users, their ads everywhere, their browser everywhere, waymo, probably buy back Boston dynamics soon enough (they're recently partnered together), fusion research, drugs discovery.... and then look at ChatGPT's chatbot or grok's porn. Pales in comparison.
I view Tesla also more as a robot company than anything else.
Of course, and if LLMs keep improving at current rates it will happen much faster than people think.
Arguably you don't need junior software engineers anymore. When you also don't need senior software engineers anymore it isn't that much of a jump to not needing project managers, managers in general or even software companies at all anymore.
Most people, in order to protect their own ego, will assume *their* job is safe until the job one rung down from them disappears and then the justified worrying will begin.
People on the "right things to build" track love to point out how bad people are at describing requirements, so assume their job as a subject matter expert and/or customer-facing liaison will be safe, but does it matter how bad people are at describing requirements if iteration is lightning fast with the human element removed?
Yes, maybe someone who needs software and who isn't historically some sort of software designer is going to have to prompt the LLM 250 times to reach what they really want, but that'll eventually still be faster than involving any humans in a single meeting or phone call. And a lot of people just won't really need software as we currently think about it at all, they'll just be passing one-off tasks to the AI.
The real question is what happens when the labor market for non-physical work completely implodes as AI eats it all. Based on current trends I'm going to predict in terms of economics and politics we handle it as poorly as possible leading to violent revolution and possible societal collapse, but I'd love to be wrong.
Exactly and the world has to start talking about it. Eventually everybody will, including all sorts of politicians who advocate to 'finally tackle the problem', which will be too late.