> It's well established that AI just turns devs into AI babysitters that are 10% more productive and produce 200% the bugs, and in the long-term don't understand what they built.

It's not well established at all. In fact, there is increasing evidence to the contrary if you look outside the HN echo chamber.

The nuanced take is that AI in coding is an amplifier of your engineering culture: teams with strong software discipline (code reviews, tests, docs, CI/CD, etc.) enjoy more velocity and fewer outages, teams with weak discipline suffer more outages. There are at least two large-scale industry reports showing this trend -- DORA 2025 and the latest DX report -- not to mention the infinite anecdotes on this very forum.

> He's trying to scare the market into his pocket.

People say this, but I don't get it. Is portraying yourself as a destroyer of the economy considered good marketing? Maybe there was a case to be made for convincing the government to impose regulations on the industry, but as we're seeing and they're experiencing first hand, the problem is the government.

If these tools were so great they wouldn't be struggling so hard to sell them. Great sign that the company has to mandate a "productivity" tool that the workers hate.

Hence why all these LLM companies love government contracts, they can't sell to consumers so they'll just steal from tax payers instead.