Marc Andreessen explains how AI turned the valley's best programmers into sleep-deprived "vampires":
Marc points out a counterintuitive twist in what AI coding has done to developers.
You'd expect one of two outcomes, he says.
Either coders would leave the profession entirely "because there's no point anymore," or they'd simply have better lives, working a fraction of the hours now that AI makes them so productive.
Neither happened. As Marc puts it:
"What's actually happened is virtually to a person, they're all working more hours than ever. To the point where there is a new term of art that's used in the valley called the AI vampire...You're up all night doing AI coding because you are so productive."
The reason they can't switch off is opportunity cost:
"If you go to sleep, you won't be with your 20 AI coding agents keeping them working on all the projects that you have them working on. And so people stop sleeping."
Marc describes friends, some of them famous, who look visibly worse than they did six months ago. Sleep-deprived, bags under their eyes, clearly not taking care of themselves.
And yet "they are absolutely ecstatic because they are able to produce five times, 10 times, 20 times more code per hour than they could in the past."
He shares one example, a Wall Street friend with a 35-year-old computer science degree from MIT who had long stopped coding:
"He's picked up coding with AI. He's completely reanimated his entire house."
AI jukebox, security cameras, robot pet dogs, smart fridges, every project he'd ever imagined.
In his spare time, the friend has "generated 500,000 lines of code just by working with AI."
The same thing is playing out inside companies. At leading-edge tech firms, Marc says, coders using AI are estimated to be "20 times more productive than they were before they started using AI."
So what happens when code becomes that cheap to produce?
@pmarca points to an elasticity effect:
"It turns out there's way more demand for code in the world than was ever able to be satisfied under the old economics. Every company I know has a thousand things that they've wanted to have code for that they've never been able to get to."
Now they can do all of it.
Companies are shipping products faster, adding features faster, moving into "turbo mode." Coding salaries have inflated to match.
According to Marc, the top coders in AI now make $50 million a year, because "they've got the silver bullet. They've got the philosopher's stone."
Asked whether any of this is sustainable, his answer is blunt:
"Not only is this sustainable, this is going to intensify."