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Software engineering is dead now

By Theo - t3․gg

Summary

Topics Covered

  • AI Signals Imminent Developer Job Disruption
  • Solo Vibe-Coding Clones Billion-Dollar Product
  • Smaller Teams Outpace Giants with AI
  • Code Writing Free, QA Becomes Bottleneck
  • Agency Trumps AI in New Dev Reality

Full Transcript

I'm sure you've all seen the meme. We're

6 months away from AI taking our jobs as developers forever. And while this is a

developers forever. And while this is a meme that we've been saying for years, I'm starting to really feel it. There

have just been so many signals that things are actually changing now. From

baby Keem using OpenClaw to the top G-Talking [ __ ] on it to Cloudflare rewriting Nex.js JS in a week using AI to CEOs that barely even code building whole apps from scratch cloning

billion-dollar companies in just a few days to Jack the original CEO of Twitter laying off 40% of his employees at Block even though they're profitable and

growing. This is this is terrifying. We

growing. This is this is terrifying. We

are there now. I didn't know what this would look like or how it would feel, but it's happening now. It's very clear it is happening now. And I have a lot of thoughts about that. Mostly in a very

privileged position here where at least by the looks of it, media doesn't seem to be going anywhere. But that doesn't mean I don't talk to engineers every day and that I don't have hundreds of y'all

in my DMs and talking to me across every possible imaginable method telling me just how screwed things are right now.

And there is hope. There are places this can go that are good. But right now, the dev world is about to change. Normally,

I would do a joke here about how I need ads because I'm not getting paid to write code anymore. But honestly, things are scary enough right now. It feels a bit inappropriate. So, just know I have

bit inappropriate. So, just know I have to get my team paid. So, we'll do a quick break and then we'll dive in.

Going to be real with you guys. I'm vibe

coding a bit close to the sun lately.

We're shipping so much code for all the projects we're working on and I would probably be shipping a lot more bugs if today's sponsor wasn't a thing. Code

Rabbit has reviewed pretty much every line of code I've written in the past few months and it has prevented so many bugs from shipping. I've tried all of these AI code review tools with my team and this is the one my team chooses

every single time. And I get why. It

seems to just understand these complex code bases better than other tools, especially once you've used it for a bit because it has a good memory tool where it learns when you give it feedback. If

you tell it, hey, this thing doesn't matter. It remembers and it won't

matter. It remembers and it won't comment on it in the future, which makes it really easy to reduce the noise and focus in on the signal. For a good example of that signal, here's a mistake that I never would have made in the good

old days of handwriting code that an agent will gladly do. This directory

should have been git ignored because it's a build directory, but somehow it snuck in here. I mean, I know how the agent had put it in the git ignore and now it's my problem. Being that this PR was like 3,000 lines of code, there's no world in which I would have bothered to

read it well enough to catch this type of mistake. But Code Rabbit's more than

of mistake. But Code Rabbit's more than happy to do that. Calling this out is a major potential issue and that this is a build directory that should have been ignored. Not only does it tell you

ignored. Not only does it tell you exactly what's wrong, it gives you a prompt that you can copy paste, which is exactly what I did. I actually went through and found all of the issues that I agreed with in this feedback. Copy

pasted the prompts, had them all fixed, and then we shipped. This is a big change in a real big repo, too. I'm

working on a fun project they'll have more details on soon, I promise. That

has everything from Rust and Swift code to TypeScript and Electron. So, uh, case in point, it's a rough codebase to work in, and I swear Code Rabbit's the only thing that seems to actually understand.

It even caught a pretty novel bug with async cleanup operations with how we're abusing promises a little bit for our actual startup script that I don't think any other tool came close to catching.

Whether or not you're using AI for code, you should absolutely use it for code review. If you're somehow not doing it

review. If you're somehow not doing it yet, fix that today at soyv.link/code

rabbit. It's literally just two clicks.

There's a lot going on in the industry and I think this post from Jack is going to be a really good place to start from.

Generally speaking, Jack tends to be a decent bit ahead of market trends at the very least 6 months to two years ahead overall. And it is incredibly rare for a

overall. And it is incredibly rare for a company to do mass layoffs like this when they are currently in the process of growing and their revenue is going up and their profits are increasing. I have

a lot of faith in Jack personally and I understand why he did this. It is his ultimate responsibility to make his business as successful as possible and

as likely to succeed as possible. And

right now there's a real risk of smaller teams moving faster and overtaking your position for cheaper. It's a silly example here, but I do want to talk about the product I just put out, lawn.

I'm not here to try and sell this to you guys. The MR on it's like $350. It's not

guys. The MR on it's like $350. It's not

going to make real money. It's probably

going to lose money, but it's a good example of where things are going. Lawn

is an alternative to Frame.io. Frame.io

IO is a video review platform kind of like doing code reviews and PRs but for video teams. It's how we have managed our video pipeline for a while. Whenever

my editor FaZe finishes an edit, he would upload it onto Frame so that my team could review it. Whenever we have a new ad spot that needs to be approved by a brand, we put that up on Frame for them to approve. And every single time

we just were watching it crumble. I

swear I never went to frame.io without having to resign in cuz they broke off all the time. The share links were an absolute mess. I never knew when

absolute mess. I never knew when something got to one of the companies we were working with if they had responded or not. It was just a rough time. So I

or not. It was just a rough time. So I

decided to make my own alternative largely just to explore the space and play around with these AI dev tools. I

really didn't think we would ship this.

I really didn't. But it just kept going.

And I didn't sit and work on this full-time. Obviously I'm very busy. I

full-time. Obviously I'm very busy. I

have a company to run. I have a lot of other product that we're shipping. I

have a channel to run. I employ like 15 people across all these surfaces. I

don't have time to sit there and code for eight hours a day. If I did, I would guess this product would have taken me about a month or two to make and then a couple more months to refine and get all the core pieces in properly. I was able

to build it in 2 weeks. I was able to build it in two weeks in the background as I did other things. That's crazy. I

have not written a single line of code in this project. I've read a little bit of it. I structured a bunch of APIs and

of it. I structured a bunch of APIs and like core application logic stuff with the AI where I described how it should be structured, watched it write a proposal like that looks good, go use

that everywhere. But I didn't write the

that everywhere. But I didn't write the code and it's not bad code. For proof, I actually decided to open source it, which is a weird decision for a bunch of reasons, but the main one that I think

makes it so strange is that it makes it easy to clone and go build your own. So,

it's already low revenue, but if somebody wants to be really cheap, they can go clone it themselves and host it, and then I get no revenue for it. But to

be frank, that could have happened anyways. And that's what's so crazy.

anyways. And that's what's so crazy.

Ideas haven't been valuable for a long time. And I say that all the time. Ideas

time. And I say that all the time. Ideas

are cheap. Somehow ideas got more and less valuable at the same time. where

dropping something novel and coming up with a good idea is really powerful now because the speed you can go from idea to usable product has never been lower.

But it also means cloning someone else's product and idea is way more trivial than it's ever been. You might look at this and think, well video review can't be that big a market. Like you're only

making what 350 a month isn't $350 a month. Well Frame.io

month. Well Frame.io got acquired by Adobe in 2021 for $1.3 billion.

It took them years to build 1.3 bill and I was able to replicate the majority of the functionality part-time in an app that genuinely feels better to use in 2

weeks. Everything has changed. I don't

weeks. Everything has changed. I don't

care about your silly examples of co-pilot screwing up in a giant C codebase because I can rewrite that codebase in different tech in a week.

Everything is different now. And it's

not even slop. Like, yeah, the whole thing's vibe coded. Even the UI, even the background image, all AI generated, but once you start using it, it feels great. Things fly. I'm real time right

great. Things fly. I'm real time right now. I'm going to click right now.

now. I'm going to click right now.

Instantly loads. I'm going to click this video. Instantly loads. The video stream

video. Instantly loads. The video stream has to take a sec to start cuz streaming video is hard. I go back to the team page. Instant. Instant. Instant. Leave a

page. Instant. Instant. Instant. Leave a

comment. Hit the send. instantly

appears. It flies. I had to come up with some specific data loading patterns to make it feel so good around pre-warming and subscriptions on hover. But once I had established that pattern and

mentioned it in the agent MD, it kind of just took care of itself. Like it hit everything in the codebase and once or twice it would miss a link. Like for a bit it missed this T3 team link up here

and I told it, hey, one of the links in the topnav doesn't have pre-warming working. and it went and found that and

working. and it went and found that and fixed it. And it just feels great to

fixed it. And it just feels great to use. Like, this is a product that is

use. Like, this is a product that is genuinely more joyful to use than the thing that I'm paying lots of money for that it's replacing. And this is the worst it's ever going to be, guys. These

tools are going to keep getting better.

Building things like this is going to keep getting easier. Sure, part of why this feels so good is because I'm an engineer with a long background in video product that understands the restraints, the requirements, and all the weird things that you need to do this. But if

you asked the model what to do, it would have given you at least like half of the things that I said. Just for comparison, here's the monstrosity that is frame.

I'm surprised it didn't make me do a signin. Clicked edits. Takes forever to

signin. Clicked edits. Takes forever to load. Click a video. By default, when

load. Click a video. By default, when you click a video, it goes into select and not the video, which I love. You

have to double click it to get to it.

Also takes forever to load. Works. It's

fine, but things are not fast.

UX is really strange. There's too much going on. And the folders are high

going on. And the folders are high priority for some reason and the actual videos I care about are too low priority. I don't even really like

priority. I don't even really like folders for this, but might not want that in the future. Wouldn't even be hard to here. I'll show you. You can see most of the prompts I used for building this here. Let's make a new thread.

this here. Let's make a new thread.

Let's do some whisper flowing for this just to show how absurdly easy these things are. I want to add a folder style

things are. I want to add a folder style structure for projects so that users can optionally put given files inside of folders. It should be easy to move a

folders. It should be easy to move a file to a folder via drag and drop. And

it should be easy to see all of the folders and open them and navigate the hierarchy of what folder you are in.

Write up a plan for how we will implement this and what the UX will look like. And then we can implement soon

like. And then we can implement soon after. By the way, T3 Code, the app I'm

after. By the way, T3 Code, the app I'm using for this, is another example of an app that I and my team built because we were unhappy with the alternatives and it was easier to just build our own than

get the others fixed. I used to spend a lot of time talking to companies trying to convince them, hey, this features brokered or hey, we need this thing implemented. And now I don't even bother

implemented. And now I don't even bother half the time. Okay, usually I will once or twice, but like one of the companies building one of these style tools, one of these GUIs for using the CLI, it had

a lot of random problems and we hit them up about it. In particular, the codec support was atrocious. And we kind of got shrugged off and told, "Yeah, uh, we're a cloud house. We don't really care that much about codec support." And

that was the moment I decided to build my own because it's not worth trying to convince somebody when I can just out build them now. It's insane. Like like

everything's changed from that alone.

Like a lot of my time used to be spent trying to convince other products, other founders, other leads at other companies to build the things I need. Now I just build it myself. And I can barely even

justify spending time coding cuz I got way too much [ __ ] going on. Yet here I am with like over a dozen lawn threads with a bunch more for quip slop that I also vibe code on the side. shoe which I

built mostly in other things. Bunch of

T3 code stuff I was working on in T3 code. I'm building a lot. And whenever

code. I'm building a lot. And whenever

something bothers me, I just go build alternatives now. And that's crazy. And

alternatives now. And that's crazy. And

that's me on an individual level. What's

much scarier is when you start thinking about this on a company level, which is what Jack is doing today. Should

probably talk about what Block is. Block

is the company that Jack made after Twitter. They operate Square, Cash App,

Twitter. They operate Square, Cash App, Afterpay, Tidal, which is my beloved music app. I still use Tidal for my

music app. I still use Tidal for my listening every single day. I'm going to submit them some prompts that I want them to implement ASAP. I love Tidal. I

hope that the Title team doesn't get hit too hard with these layoffs. Bit Key,

which is a new one. I think it's a crypto like hardware wallet. And then

Proto, which is some type of server rack stuff. Not as familiar with those, but

stuff. Not as familiar with those, but Square and Cash App are slaughtering.

These two make a ton of money and fund most of the business. Another thing

worth noting for most of these businesses is they're not things you can go reimplement. You're not going to just

go reimplement. You're not going to just go vibe code an alternative to Square, Cash App, or Afterpay because these are as much about the weird agreements and process with financial companies as they are the actual code that was written.

The code for all of these absolutely could be rewritten in days and they might even do that now themselves. But

the infrastructure, the partnerships, the deals with the credit card providers, all of that that can't be remade. Same deal with title, the

remade. Same deal with title, the negotiations they have done in order to build up the library they have, the payment structures and systems to pay artists when their music is played.

those things. Also, their credit system is insane. Like, they have the most

is insane. Like, they have the most in-depth credits of any streaming platform. That's partnerships and data

platform. That's partnerships and data are not things you can replace via vibe coding. You can replace the code, but

coding. You can replace the code, but nothing else. So, anybody whose product

nothing else. So, anybody whose product is built entirely on top of code, they're a little bit screwed. Despite

knowing that as the CEO, like Jack knows they aren't as displaceable due to the nature of their product and the partnerships and deals and space that they are in. Despite all of that, he is

still choosing to make this decision.

And I'll give you my thoughts as to why after we read what he says. Today, we're

making one of the hardest decisions in the history of our company. We're

reducing our organization by nearly half from over 10,000 people to just under 6,000. That means over 4,000 of you are

6,000. That means over 4,000 of you are being asked to leave or you're entering into consultation. I'll be straight

into consultation. I'll be straight about what's happening, why, and what it means for everyone. First off, if you're one of the people affected, you'll receive your salary for 20 weeks, plus an additional week per year of tenure,

equity vested through the end of May, 6 months of healthcare, your corporate devices, and $5,000 to put towards whatever you need to help you in this transition. If you're outside of the US,

transition. If you're outside of the US, you'll receive similar support, but exact details are going to vary based on local requirements. Yep, different

local requirements. Yep, different countries have different rules around what layoffs entail and what offers you're able to give employees as they are let go. But this is actually a really good offer. There's a lot of little pieces here I like about it. The

20 weeks is a really good base starting point. That's effectively five months of

point. That's effectively five months of salary. Gives you a lot of time to

salary. Gives you a lot of time to figure things out. The additional week per year of tenure is a huge assist to people who have been there for 6 to 10 years. That's an additional couple

years. That's an additional couple months of support. Very much like that.

So, they're rewarding employees that have been there for a long time. They're

giving everybody a really solid buffer here. Equity vested through the end of

here. Equity vested through the end of May is another huge deal. Making sure

that people who are near an equity grant can get it. If there's somebody whose equity vests like June 3rd or so, I would hope they're able to negotiate with the company to do something to get

that through end of May is totally fine, though. Six months of healthcare is

though. Six months of healthcare is huge. This is one of the most annoying

huge. This is one of the most annoying things. When I quit Twitch, having to

things. When I quit Twitch, having to fight Cobra to get health insurance was one of the most annoying things I've ever done in my life. It it radicalized me. I'll talk a lot about that in the

me. I'll talk a lot about that in the future, but uh the TLDDR, my stance here is that healthcare is so [ __ ] in the US that it's making the job market less competitive. And I can make capitalist

competitive. And I can make capitalist arguments towards healthcare for all because like that being healthcare being tied to your job just makes everything shitty for no reason. Obnoxious.

Anyways, corporate devices is another huge one. For a lot of people, losing

huge one. For a lot of people, losing the one computer you have is the worst thing ever. I know so many people whose

thing ever. I know so many people whose only computer is the one they have from work. So letting them keep it is a huge

work. So letting them keep it is a huge deal for a ton of people. Just a big stress relief. And similarly, the $5,000

stress relief. And similarly, the $5,000 of extra here is huge. Like if you're making 300K a year, the 20 weeks is going to give you a lot of money. But if

you're like a support person that's doing 30K a year, your 20 weeks is only going to be a few thousand. So an extra 5K on top is a huge benefit to people who are lower income. So that's what I

like about this structure here. The

first part very good for people who are high income. This part very good for

high income. This part very good for people who are long tenure. This part

very good for the people who have large equity grants that are probably also higher income. Six months of healthcare,

higher income. Six months of healthcare, good for everyone, just makes it less stressful to be out of the job and between jobs. Corporate devices, huge,

between jobs. Corporate devices, huge, especially for people who are lower income. And the $5,000 put towards the

income. And the $5,000 put towards the transition, again, very helpful for people who are of lower income. It also

makes sense they call it the US part here in particular because a lot of like offshore support that might be hit by this, for example, benefits greatly from that. Also, saying everybody will be

that. Also, saying everybody will be notified today whether they're being asked to leave, consult, or stay. I've

seen this done so wrong where people didn't know what side they were on and then the next day we're still stressed and the demoralization over time was horrifying. We're not making this

horrifying. We're not making this decision because we're in trouble. Our

business is strong. Gross profit

continues to grow. We continue to serve more and more customers and profitability is improving. But

something has changed. We're already

seeing that the intelligence tools we're creating and using paired with smaller and flatter teams are enabling a new way of working which fundamentally changes what it means to build and run a company. and that's accelerating

company. and that's accelerating rapidly. We'll talk more about this

rapidly. We'll talk more about this paragraph in a little bit. I had two options. Cut gradually over months or

options. Cut gradually over months or years as the shift plays out or be honest about where we are and act on it now. I chose the latter. Repeated rounds

now. I chose the latter. Repeated rounds

of cuts are destructive to morale to focus and to the trust that customers and shareholders place in our ability to lead. I'd rather take a hard clear

lead. I'd rather take a hard clear action now and build from a position that we believe in than manage a slow reduction of people towards the same outcome. A smaller company also gives us

outcome. A smaller company also gives us the space to grow our business in the right way on our own terms instead of constantly reacting to market pressures.

Another really important sentence that we'll get back to in a sec. A decision

at this scale carries risk, but so does standing still. We've done a full review

standing still. We've done a full review to determine the roles and people we require to reliably grow the business from here. And we've pressure tested

from here. And we've pressure tested these decisions from multiple angles. I

accept that we may have gotten some of these wrong and we've built in flexibility to account for that and do the right thing for our customers. We're

not going to just disappear people from Slack and email and pretend they were never here. Communication channels will

never here. Communication channels will stay open through Thursday evening so everyone can say goodbye properly and share whatever you wish. I'll also be hosting a live video session to thank everyone at 3:35 p.m. Pacific. I know

doing it this way might feel awkward.

I'd rather it feel awkward and human than efficient and cold. I love this. I

When I left Twitch, I was in my goodbye call when right at 5:00 p.m. on the dot, they disabled my Google account and I got booted from the call. I much prefer this human way of doing things and like

letting people be in Slack and have the conversation, not just like watching names drop from the list as I've heard so many stories about. Jack's doing this very responsibly. To those of you

very responsibly. To those of you leaving, I'm grateful for you and I'm sorry to put you through this. You built

what the company is today. That's a fact I'll honor forever. This decision is not a reflection of what you contributed.

You will be a great contributor to any organization going forward. To those

staying, I made this decision and I'll own it. What I'm asking of you is to

own it. What I'm asking of you is to build with me. This is a big deal. I

know a lot of people who have like survivor guilt when they survive these types of layoffs and feel as though like they might have done something wrong or they're somehow to blame for this and they're not there with their peers that they're watching drop out. Jack owning

this is huge rather than saying like we had to or the shareholders made us or any of those things. Jack's saying, "No, I chose to do this. This is mine. Blame

me. I'm the one who is taking this hit."

That I have a lot of respect for Jack.

Even I didn't have the balls to do that when I had to do the layoffs where I let go a majority of my team a few years ago. I said that I screwed up hiring

ago. I said that I screwed up hiring them, but I didn't take the ownership of the the dropping them the same way here.

I I already like Jack a lot as a leader, but this this put him above and beyond for me. We're going to build this

for me. We're going to build this company with intelligence at the core of everything we do, how we work, how we create, how we serve our customers. Our

customers will feel the shift, too, and we're going to help them navigate it towards a future where they can build their own features directly composed of our capabilities and serve through our interfaces. That's what I'm focused on

interfaces. That's what I'm focused on now. Expect a note from me tomorrow.

now. Expect a note from me tomorrow.

Great note. I have a lot of things I want to talk about here. The first part I want to talk about here is the smaller and flatter teams bit. It is very clear that this is where things are going. Big

teams don't move faster. I've talked

about this for a long time. Hopefully

y'all have heard of the mythical man month. The classic story where adding

month. The classic story where adding more people makes the project take more time, not less. That's a real problem in software. And the problem just got

software. And the problem just got worse.

like significantly worse. We have so many PRs open on basically any of our surfaces. Like in T3 code alone, we have

surfaces. Like in T3 code alone, we have 13 PRs that Julius has opened that I haven't had any chance to go look at or test anything in. More people does not mean more review getting done. It means

more PRs and more orchestration to make sure people don't step on each other's toes and that things don't break in egregious ways. More people slows down

egregious ways. More people slows down the iteration here. The workflow Julius and I have taken for T3 code is effectively on any given day or any given time, we choose who owns Maine and

who doesn't. And the person who owns

who doesn't. And the person who owns Maine just shifts to Maine all day and the other person does other [ __ ] That's such a huge shift in how we build and it's letting us out build open AI with

their equivalent with the codeex app, which is a team of significantly more people. I know it's at least 20 because

people. I know it's at least 20 because I met a bunch of them. The fact that Jill and I can ship at a similar speed with just us two taking turns on the project shows just how much the smaller

focus team matters here. Lines of code are no longer the bottleneck. This is a absurd shift in how everything in our industry works. This is hard to put into

industry works. This is hard to put into words just how much [ __ ] has changed as a result. This is the equivalent of

a result. This is the equivalent of software no longer being distributed on discs, but probably bigger. I don't even have a gut feel for how much code is in any given project. Let's see what we

have in lawn. So lawn is about 16k lines of code, 15k or typescript. T3 chat's

nearing 100,000 lines of code. T3 code,

which again vibe coded by Julius and me, already at 52,581 lines of code. In just like 2 to 3 weeks, T3 code is already half the size of T3 chat. Lines of code doesn't matter

anymore. Lines of code effectively are

anymore. Lines of code effectively are free now. Tests matter. Tests matter a

free now. Tests matter. Tests matter a lot. And there's a whole dedicated video

lot. And there's a whole dedicated video for that in the near future, but uh lines of code don't. And the only thing morege helps with is lines of code.

Historically, more engineers meant more code. That was how we would hire. When

code. That was how we would hire. When

we had all of the things we knew we needed to do, we had a road map of things we had to add to the product and we just didn't have the manpower to write all the code for it. That's when

we would start hiring up teams. Things were so crazy that companies would hire great engineers just to keep other companies from getting them, even if they didn't have work for them to do.

That was a real thing that used to happen in the early fang days between Amazon, Google, Microsoft, and others.

Trying to keep the best engineers away from the other companies. Now that's

changed. Not because more engineers doesn't mean more lines of code, but the process for how you deal with the code matters a lot more. Now there's a pipeline of how features ship. You know

what? We're going to do this downwards where at the top there is user problem, whatever the issue is that the user has.

At the bottom is shipped solution. And

there are always steps along the way here. I just wrote all the steps quick

here. I just wrote all the steps quick because it's easier that way. You

describe the problem, identify a solution, scope and assign the work, write the code, review the code, test the code, plan the release, and then do the release. Generally speaking, more

the release. Generally speaking, more engineers helps here and here. Maybe

there's like two dimensions to this column though. There's how much is this

column though. There's how much is this happening and how long does it take for any one particular piece of work? Like

500 problems that users have, you'll be lucky to clearly describe a hundred of them. You'll be even luckier to identify

them. You'll be even luckier to identify solutions to 50 of them. You'll

eventually scope out an assign work for 15 of them. You'll actually get people to write code for five of them. And then

from here down, things tend to stay pretty consistent. Like by the time

pretty consistent. Like by the time people are writing code, since the code is so expensive, the majority of the code people write at a company where they're paid to gets through everything else till it eventually comes out. This

part was too expensive to be lossy. We

put a lot of work from the top down to refine the things that made it to ENGE because if it made it to ENGE and wasn't actually worth it, you just wasted a shitload of time. Now you can literally

take the user problem, paste the screenshot into the agent, and skip all the way down to here. That's insane.

That changes [ __ ] everything. If I

can take a user problem, just take a screenshot of them tweeting at me, paste it into cloud code, and get the bug fixed, this whole pipeline has been destroyed. and the stronghold we had

destroyed. and the stronghold we had here where everything from here down was too expensive to [ __ ] up and also too high skill to easily staff up in. So if

you wanted to increase the amount of work getting done, you had to hire more people to do the code writing. That's

just over now. The person who scopes and assigns the work can do the writing now by kicking it off to an AI. And if you help them scale up a bit in how they spec out the work, the AI can get better

at writing it. I would argue that the role of devs is shifting down here where we'll do more and more of the review.

It's that's even slipping due to all the AI review tools and now we're stuck doing the testing and manually verifying the stuff. There's a real chance that

the stuff. There's a real chance that somewhere on this computer I have a groundbreaking developer experience sitting there because I have dozens of work trees trying out theories that I forget about before I ever test them.

There are multiple projects on this machine that I'm very excited about that I spun up terminals to go build on forever ago that I then had to reboot and I forgot where they are and haven't even bothered to go double check. Like

that's insane that there is work on my computer that might actually be really useful to me and others that I haven't even checked yet because the checking is the expensive part. Now, are you ready

for the harshest reality check here?

Most engineers are really bad at this.

Even like the best engineers I know are atrocious at QA. I cannot tell you how many times I got to work with like top 100 in the world type engineers. They

ship something that looked really good, seemed really good, made a lot of sense, was well aligned with the goal of the project and I try and it just doesn't [ __ ] work at all. And that's not even just like writing unit tests, writing

integration tests or anything like that.

It's using the [ __ ] thing. Most

engineers are terrible at that. And

historically that's been okay because there was such a desperation to fill the hole that was writing code that we would do anything for it. And now that's over.

Another way to think of this is as a funnel. At the top we have like every

funnel. At the top we have like every single thing that's gone wrong in our product for every user. And then all the way to the bottom here we have shipped stuff. So has to make it all the way to

stuff. So has to make it all the way to the bottom not fall out of the funnel along the way. And each step along here required some level of refinement. So

describe problem, write code, you get the idea. The funnel, we've all seen a

the idea. The funnel, we've all seen a funnel like this before. This is just kind of what reality looks like, at least looked like. As you go further and further down, the number of things left

would decrease. And the really [ __ ]

would decrease. And the really [ __ ] strange thing that is going on right now is that this looks like this now. There

is no longer a funnel at the line that we own as devs. That's over. That is a very different world we live in where if you've gotten to the point where you can describe the work as tickets, you've

gotten to the point where the work can be completed for the vast majority of development work the vast majority of the time. The majority of apps are just

the time. The majority of apps are just shitty crud apps that need small one-off bug fixes and features done constantly.

And for almost all work, things just shifted fundamentally. And if you have

shifted fundamentally. And if you have had this realization, you know that this step here, writing the code is no longer the edge. That having enough engineers

the edge. That having enough engineers is your win. That like realistically speaking, I could not have competed with Frame.io 2 years ago. It would have been

way too much work for me and my team to build and maintain, especially all the integrations across all the different platforms. Like if it turned out that product could do well and I wanted to go build the integrations for things like

Premiere Pro and Final Cut and other editors, that type of thing just wasn't worth it before. And suddenly it absolutely is. If anything, having the

absolutely is. If anything, having the smaller team puts me at an advantage.

Since Frame.io is part of Adobe and has a giant team, every change requires touching lots of different teams things and getting all of them to approve. If

you have more engineers, there are more people that have to give you a thumbs up before you're allowed to ship the thing.

So if writing code is free now let's take this diagram because this is what a lot of companies are about to look like.

So the writing code step is now flat. So

we now have the straight lines there.

But with the devs having to approve things it's going to look like this.

It's going to be an even steeper gradient making it even harder to actually ship the things that have been made. And this is going to piss off

made. And this is going to piss off everyone. Every product manager, every

everyone. Every product manager, every exec, every person at a company that knows anything about what their competition is doing is going to look at this. They're going to experience this.

this. They're going to experience this.

They're going to feel this and they're going to realize, wait, writing code just got so much cheaper. Everything we

spec gets written. Why is none of this shipping? And more than anything here, I

shipping? And more than anything here, I am saying this part out of experience because we had this happen, too. We had

users report problems in T3 chat. We

clearly described what the problem was.

We came up with a solution. We started

planning out that work. We would not necessarily always make tickets. We

don't always use linear for things.

Sometimes we just use notion and write out what we want to do. Sometimes we

just message each other on Discord. We

would get pretty far in and then eventually when an engine had the time they would go write the code. Then we

just started kicking those things off in the background and ended up with hundreds of PRs just kind of sitting there not shipping because everything else didn't get easier. And having more people that have to approve of things

made it even less likely to ship. So we

had to make changes to our process. We

had to decide how much do we actually care about the thoroughess of the review of our code. We had to decide what cadence do we want to ship at? What do

we want our rollback systems to look like when we do break things? How do we get more prepared for the way our workflows are shifting here? And that's

also why we did the launch week a few weeks ago because we wanted to get all this stuff out. In order to do that, we needed different process, different deadlines, different incentives. I had

to rethink everything below the writing code part in order for us to actually ship the things that were being generated. And that's a lot harder when

generated. And that's a lot harder when you have a big team. Big teams are kind of like aircraft carriers where they can ship a ton of stuff at once, insane

distances in relatively absurd speeds.

But if they have to change course, if they have to change direction, it takes days for them to just do a turn because the ship has so much inertia that shifting becomes n impossible. But if

you have a small team, that type of shifting becomes much easier. When

individual things have a person who owns them instead of a team who owns them and that person owns more and more, things get easier. Like if T3 code had

get easier. Like if T3 code had different parts of the codebase that different people owned and we wanted to do a big feature change, getting that approved is going to suck. But if we take turns owning it and one person can

come in and change a bunch of [ __ ] in one day and the next day someone else can come in and change a bunch of [ __ ] then we can ship fast. And all of our process is built for a world where the

only really expensive part was writing code. Writing code went from the most

code. Writing code went from the most expensive to the cheapest part of this process. Everything is going to change

process. Everything is going to change as a result. I don't know what that's going to look like. I'm not going to sit here and tell you that our jobs are going away or that we're totally fine. I

don't know yet. I don't know what the world looks like after code becomes so cheap it's nearly free. I know a lot of the things that are valuable now like turning user problems into clear concise

plans, making sure written code is ready to ship, having good methods and good alerting systems to do automatic roll backs, and having good safety nets in place for when things do go wrong,

writing really thorough tests, and doing really thorough QA. All of these things are more valuable now than ever, and developers hate all of them. The average

developer is going to have a really rough time. This isn't because vibe

rough time. This isn't because vibe coding isn't fun. To be clear, I've seen a lot of people saying they missed the craft. I don't think they do. I

craft. I don't think they do. I

genuinely believe they're wrong. I think

if you were to rank all the stuff that we do in a given day as a developer, writing code is one of the more fun ones, reviewing code is one of the less fun ones. So, if we have shifted

fun ones. So, if we have shifted everything so that we're writing code way less, and now we're reviewing code way more. Yeah, that's going to feel

way more. Yeah, that's going to feel worse. Not because writing code was the

worse. Not because writing code was the fun part and we lost it. Just because we have shifted meaningfully in where our interests are and where our time is spent. Our time is now spent much more

spent. Our time is now spent much more so dealing with the consequences of our code because the code got so much easier to put out. But if you can flip that in your head a bit, it becomes really empowering. I personally have never

empowering. I personally have never enjoyed writing code more. Yeah, I'm not writing the code myself, but there's something so rewarding about cracking the code, so to speak, finding the right

combination of description of the problem, technologies that the agents can use, harnesses that can be steered in a way to build in the right direction, ending in a product that's actually useful. I've never built more.

actually useful. I've never built more.

I have so many projects that I'm working on right now, and I'm going to actually ship a bunch of them. I'm so hyped. But

you have to change your mindset a ton for that. And not just you and me as

for that. And not just you and me as devs, the people running these companies and paying us our salaries, too. That's

a big deal. And that's where the next paragraph in the statement comes in.

Jack had two options. Cut gradually over months or years as the shift plays out, or be honest about where they are and act on it. Now, this is something I really like about the way he chose to do

this. It is clear that this is where

this. It is clear that this is where things are going. that having too many people in the pipeline approving things is going to make you slower, not faster.

That the benefit of having a lot of engineers being a lot more code is no longer that valuable at all. So they

could slowly realize this and have individual teams and orgs realize this and every few months lay off 5 to 10% of people and never actually see the benefits. Because if your team goes from

benefits. Because if your team goes from 10 people to eight people, your process isn't going to change much. You're just

going to move around assignments. But if

your team goes from 10 people to two people, you're going to start rethinking [ __ ] That's that's what he's going for here. And I have a lot of respect for

here. And I have a lot of respect for the way he did it because the alternatives just aren't going to move that fast. Let's use GitHub as an

that fast. Let's use GitHub as an example. GitHub's a relatively big

example. GitHub's a relatively big organization. If a new AI model drops,

organization. If a new AI model drops, there's an approval process that has to be gone through before they can ship that in Copilot. When Gemini 3.1 Pro came out, they managed to sneak it in

relatively quickly into Cop-lot. I was

impressed that they actually got this out this fast. You could use Gemini 3.1 Pro in the Copilot extension thing built into VS Code. I was trying to find a way to use Gemini 3.1 Pro reliably cuz there

were issues with provisioning for it.

Even the official Gemini CLI could not use it because again, Google's a massive company. Getting things updated is

company. Getting things updated is nearly impossible there. Microsoft is

similar. Somebody told me that even the co-pilot CLI has 3.1 Pro. They lied. I

just moved from the C-pilot CLI to Gemini because it didn't have it. I

tagged Burke, who's one of the higher up people working on VS Code and Copilot stuff at Microsoft, asking for help. He

said it should be there for you. Tagged

in two additional people who work on the CLI to help saying what tier I'm on. How

can we make sure it's there for him day zero? Unfortunately, this model is only

zero? Unfortunately, this model is only available in VS Code and not in the Copilot CLI. We are working on it, but

Copilot CLI. We are working on it, but not an easy thing. I'm not trying to call out Evan here. I'm not trying to shame any employees or anything here. I

just need us to have an honest moment.

What the [ __ ] do you mean it's not an easy thing? What the [ __ ] does that even

easy thing? What the [ __ ] does that even mean? I know what it means. It means the

mean? I know what it means. It means the company's too big. It means that there are 10erson teams when there should be a one person managing the three other projects. Not only is this addition one

projects. Not only is this addition one prompt away, it's one line of [ __ ] code. I hate to put it this way, but

code. I hate to put it this way, but Jack's ahead of them right now. There's

a very real future coming soon where the entire team is laid off and replaced with two people that can submit the right prompt to prevent [ __ ] like this from happening. This is a very real case

from happening. This is a very real case where more people is making the thing less likely to ship. And this is just one I encountered a few days ago. There

are hundreds of these every [ __ ] day at every [ __ ] company. I promise. And

to be even harsher with this, the companies that don't make this change are going to get absolutely lapped by the ones that do. My little threeperson dev team should not be able to out ship

OpenAI on web with chatgpt in the desktop app with codeex app versus T3 code. Just wait. We're going to ship so

code. Just wait. We're going to ship so much faster once we drop. I want to make sure that we're at feature parody for the core things before we launch and then we're going to way outpace them.

The fact that we're now out shipping frame.io. I'm sorry. And this is all

frame.io. I'm sorry. And this is all just us three hopping between [ __ ] The shape of teams has to change if these big companies want to maintain pace with the smaller ones. And to be more blunt,

most places have not figured this out yet. For every company like Block that

yet. For every company like Block that realiz this is where we're going and has made this change, there's 10 that haven't, and they're going to be screwed. The few companies that don't do

screwed. The few companies that don't do this should be looked at very closely by you as opportunity. Any company that hasn't entirely rethought their engineering or by the end of this year

is a company you should build an alternative to because you will ship faster than them. The structure of companies that worked last year is a structure that puts them behind this year. You got to take the opportunity.

year. You got to take the opportunity.

There is so much room up for grabs right now. This is arguably comparable to the

now. This is arguably comparable to the internet where like Amazon crushed Barnes & Noble and then crushed everyone. I think we are at that moment

everyone. I think we are at that moment again. And that means our jobs at

again. And that means our jobs at existing industries are not sacred like they used to be. If your company currently has more engineers than they had last year, there's a very high

chance there will be layoffs by the end of the year. Everything is changing.

Block is just the start here. We're at

the beginning of the end. I don't know what is ending and I don't know what it'll be replaced with. I just want to make sure I raise the alarm bells cuz I know other creators just make memes

about how we're like we're 36 months into 6 months until NG is dead. Being

paid to type in lines of code is over.

Any place that hasn't realized that is just behind now. And that includes the major labs, too. To be fully clear. I'm

very thankful to be at a threeperson startup and maintaining about 15 people across all of my teams instead of one of these 10,000 plus person companies that

needs to rethink everything. Yeah, I

don't got any wisdom here. I just I want to make sure we are being realistic about where shit's going. And I'm really not interested in the takes of the unemployed and people who aren't in industry and aren't watching this as it

changes. I'm telling you guys this from

changes. I'm telling you guys this from the ground floor. I'm telling you this is somebody who spends a lot of time talking to startups and big businesses with all of the teams building all of these things and how clear it is which

ones understand and which ones don't and how [ __ ] the ones who don't understand currently are. If your company isn't

currently are. If your company isn't forcing you to adopt tools like cloud code, codeex, cursor, and other things like that, they're already doomed and you should start hunting. Like it, we

are there. Shout out to Jack for pushing

are there. Shout out to Jack for pushing me over the line here and making it even more obvious where things have gotten.

And to all the devs in my audience, start talking to your users more. Start

talking to your designers, your product team more. Start getting more involved

team more. Start getting more involved in the release process. Start getting

more involved in the systems that allow these things to work. and start trying to automate your own job because through the automation of your work, you will find everything around it and you'll be able to do more and more of that. Have

more agency. Yes, this is the one thing the agents will never have. It's silly

that agents won't have agency, but they won't. They won't have the initiative.

won't. They won't have the initiative.

They won't have the ownership. They

won't have the focus, so to speak. They

have to be given all of those things.

And as long as you can provide that for them and as long as you have enough understanding to build the right environment for it, as long as you use the product enough to identify the problems when it doesn't do things right, as long as you're just [ __ ]

locked in enough, you will turn this into a win. But the reality is that most devs won't do that. Not only are most devs working on product that they don't use, they don't even like their users.

They don't even know their users. I've

talked to so many devs that can't even name one of their customers. It's

hilarious. And those people are [ __ ] If the agent knows more about your customers than you do, you don't have a job anymore. Get on it. I have no idea

job anymore. Get on it. I have no idea how this video is going to feel or what this sentiment's going to be. I just I'm going through it with this myself even.

It's just that so much is changing, guys. I don't think anyone even I fully

guys. I don't think anyone even I fully comprehend how much this is happening.

But when I look at a product that I've used for years that I could rebuild in two weeks and then I check Twitter and see one of my favorite CEOs laying off half their company due to the same things I'm working on on the side. I

can't just sit here and pretend everything's going to be the same. We

all just have different slightly jobs in the dev. No, everything is changing and

the dev. No, everything is changing and we need to be realistic about it. We're

not in the middle. We're at the end.

We're at the end of something. I don't

know what it is yet, but I want to make sure we all know that at the very least so that we can be prepared for whatever ends up being next. Let me know how y'all feel. Am I going insane or is this

y'all feel. Am I going insane or is this actually change happening now?

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