Raw LLM Responses

Hardware isn’t going away. Software is going to be a lot more competitive, with code-monkeys being sidelined, every developer will spend a lot more in design. At first, we will probably see two developments - big software companies doing more design work, less in code, so we have more refined products (as they can spend more money in the up-front). At the same time, medium/small devs can crank out crappy code like a firehose, so we get a TON of crappy half-baked CHEAPLY developed apps. They don’t have the big pockets to sit in design for so long, so they will use AI for only delivery speed. Ultimately, there’s less developers overall, so the industry will have a shake-out of the lower skilled workers, who aren’t picking up on the AI train as fast. Probably see a lot of H1-B workers in the US be sent home. Hardware, however, is getting a renaissance . We need a LOT of FPGA, parallel processors, memory, disk storage, routers, switches, cables, racks, power supplies, ENERGY sources, etc - to keep AI going. I believe a lot of the tech layoffs were to refocus money in getting access to either their own hardware to build their own AI, or to invest in one of the biggies and get a piece of it. All of that processing needs hardware to run on.