> Agents, by making it easiest to write code, means there will be a lot more software. Economists would call this an instance of Jevons paradox. Each of us will write more programs, for fun and for work.
There is already so much software out there, which isn't used by anyone. Just take a look at any appstore. I don't understand why we are so obsessed with cranking out even more, whereas the obvious usecase for LLMs should be to write better software. Let's hope the focus shifts from code generation to something else. There are many ways LLMs can assist in writing better code.
I think we, as engineers, are a bit stuck on what “software” has traditionally been. We think of systems that we carefully build, maintain, and update. Deterministic systems for interacting with computers. I think these “traditional” systems will still be around. But AI has already changed the way users interact with computers. This new interaction will give rise to another type of software. A more disposable type of software.
I believe right now we are still in the phase of “how can AI help engineers write better software”, but are slowly shifting to “how can engineers help AI write better software.” This will bring in a new herd of engineers with completely different views on what software is, and how to best go about building computer interactions.
The most recent software paradigm has been SaaS - software as a service. Capex is distributed among all customers and opex is paid for through the subscription. This avoids the large upfront capex and provides easy cost and revenue projections for both sides of the transaction. The key to SaaS is that the software is maximally generic. Meaning is works well for the largest number of people. This necessitates making tough cuts on UX and functionality when they only benefit small parts of the userbase.
Vibe coding or LLM accelerated development is going to turn this on its head. Everyone will be able to afford custom software to fit their specific needs and preferences. Where Salesforce currently has 150,000 customers, imagine 150,000 customers all using their own customised CRM. The scope for software expansion is unbelievably large right now.
Sometimes “better” means “customized for my specific use case.” I expect that there will be a lot of custom software that never appears in any app store.
The amount of single purpose scripts in my ~/playground/ folder has increased dramatically over the past year. Super useful, wouldn’t have had the time for it otherwise, but not in any way shareable. Eg “parse this excel sheet I got from my obscure bank and upload it to my budgeting app’s REST API”. Wouldn’t have had the time or energy to do this before, now I have it and it scratches an itch.
If we take it a step further, in a few years, why would anyone purchase generic software anymore? If we can perfectly customise software for our needs and preferences for almost free, why would anyone purchase generic software from an App Store? I genuinely think Apple's business model is in jeopardy.
This. Just today I added a full on shopping list system to our internal dashboard at work (small business) simply because it was slightly annoying and could be solved in 3 prompts and 15 minutes.
That's not what Jevons paradox means though. He's just name dropping some concept.
Jevons paradox would be if despite software becoming cheaper to produce the total spend on producing software would increase because the increase in production outruns the savings
Jevons paradox applies when demand is very elastic, i.e. small changes in price cause large changes in quantity demanded. It's a property of the market.
> Agents, by making it easiest to write code, means there will be a lot more software.
He's saying that agents make code much cheaper, therefore there will be a large increase in demand for code. This appears to be exactly what you're describing.
> I don't understand why we are so obsessed with cranking out even more... the obvious usecase for LLMs should be to write better software
I honestly think this is ideal. Video games aside, I think one day we'll look back and realize just how insane it was that we built software for millions or even billions of users to use. People can now finally build the software that does exactly what they've wanted their software to do without competing priorities and misaligned revenue models working against them. One could argue this kind of software, by definition, is higher quality.
I don't think this will be true for average consumers. Perhaps for nerds like us, who enjoy a bit of tinkering and can put up with weird behaviors. I mean, are you envisioning that everyone would have their own custom messaging app, for example? Or email? Or banking app? I mean, I think most people's demands for those things are all extremely homogenous. I want messages to arrive, I want emails to get spam filtered a little but not too much, and I want my bank to only allow me to log in and see my balances, etc.
I could see maybe more customization of said software, but not totally fresh. I do agree that people will invent more one-off throwaway software, though.
maybe it will be something like excel where people have their custom workflows
I think you’re glossing over a lot of use cases. For example, I want my email’s spam controls much tighter.
> Let's hope the focus shifts from code generation to something else. There are many ways LLMs can assist in writing better code.
My view is actually the opposite. Software now belongs to cattle, not pet. We should use one-offs. We should use micro-scale snippets. Speaking language should be equivalent to programming. (I know, it's a bit of pipe dream)
In that sense, exe.dev (and tailscale) is a bit like pet-driven projects.
Yes, and most applications still have GUIs, where we could be just talking to an LLM instead.
Both will likely happen to some degree.
As for the average quality: it’s unclear.
My intuition is that agents lift up the floor to some degree, but at the same time will lead to more software being produced that’s of mediocre quality, with outliers of higher quality emerging at a higher rate than before.
There will be only 1 Microsoft® Excel, 1 Google Sheets and 1 LibreOffice and the rest are billions of dead vibe-coded "Excel killers" that no-one uses.
Democratization of software through SaaS & new engineers brought Airtable, Smartsheet, Baserow, Monday, and many more that I can't remember though.
Except that list originally had one item, and that item was Visicalc. Times change, but that list is going to stop being relevant before Excel gets knocked off the list.
If you're doing anything complicated, Excel just doesn't make sense anymore. it'll still the be data exchange format (at least, something more advanced than csv), but it's no longer the only frontend.
"No one uses" is no longer the insult it once was. I don't need or want to make software for every last person on the world to use. I have a very very small list of users (aka me) that I serve very well with most of the software that I generate these days outside of work.
> "No one uses" is no longer the insult it once was.
It certainly is for lots of businesses, otherwise they go out of business.
There is something called 'revenue' which they need to make from customers which are their 'users', and that revenue pays for the 'operating costs' which includes payroll, office rent, infrastructure etc.
This just means that it is important than ever to know what to build just as how it is built. It is unrealistic for a business to disregard that and to build anything they want and end up with zero users.
No users, No revenue. No revenue, No business.
Alas, we shifted from quality to quantity somewhere in the mid 19th century.
Humans have been making quality versus quantity decisions since the time we first grew these big giant brains of ours a million or two years ago, maybe longer.
If you wanted to, you could make an argument about the principal-agent problem - that as hunter-gatherers or subsistence, farmers, our quality versus quantity decisions only affected us, whereas in a market economy, you could argue that one person’s quality versus quantity decision affects someone else.
But dismantling capitalism will not solve this problem. It just moves the decision-making to a different group of people. Those people will face the same trade-offs and the same incentives. After the Revolution, even the most loyal comrade will have to contend with the fact that they can choose to provide the honourable working class with more of a thing if they drop the quality.
For software?
https://en.wikipedia.org/wiki/Shovelware
What does that have to do with the mid 19th century?
In the California gold rush, the people who got rich were the ones selling shovelware.