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camdenreslink 8 hours ago

Technical people (which is by far the minority of people out there) building personal apps to scratch an itch is one thing.

But based on the hype (100x productivity!), there should be a deluge of high quality mobile apps, Saas offerings, etc. There is a huge profit incentive to create quality software at a low price.

Yet, the majority of new apps and services that I see are all AI ecosystem stuff. Wrappers around LLMs, or tools to use LLMs to create software. But I’m not really seeing the output of this process (net new software).

physicsguy 8 hours ago | parent | next [-]

I worked in an industry for five years and I could feasibly build a competitor product that I think would solve a lot of the problems we had before, and which it would be difficult to pivot the existing ones into. But ultimately, I could have done that before, it just brings the time to build down, and it does nothing for the difficult part which is convincing customers to take a chance on you, sales and marketing, etc. - it takes a certain type of person to go and start a business.

amrocha 8 hours ago | parent [-]

Nobody’s talking about starting businesses. The article is specifically about pypi packages, which don’t require any sales and marketing. And there’s still no noticeable uptick in package creation or updates.

physicsguy 6 hours ago | parent [-]

My understanding reading it was that PyPi packages is just being used as a proxy variable

enraged_camel 4 hours ago | parent [-]

Yes, you are correct. The parent is not following the conversation. They probably didn't even read the article.

raw_anon_1111 8 hours ago | parent | prev | next [-]

There is no money in mobile apps. It came out in the Epic Trial that 90% of App Store revenue comes from in app purchases for pay to win games. Most of the other money companies are making from mobile are front end for services.

If someone did make a mobile app, how would it get up take? Coding has never been the hard part about a successful software product.

GorbachevyChase 3 hours ago | parent | prev | next [-]

Why on earth would you publish and monetize software anybody can reproduce with a $20 subscription and an hour of prompting? Why would you ever publish something you vibe coded to PyPI? Code itself isn’t scarce anymore. If there is not some proprietary, secret data or profound insight behind it, I just don’t think there is a good reason to treat it like something valuable.

bdcravens 5 hours ago | parent | prev | next [-]

> But based on the hype (100x productivity!), there should be a deluge of high quality mobile apps, Saas offerings, etc. There is a huge profit incentive to create quality software at a low price.

1. People aren't creating new apps, but enhancing existing ones

2. Companies are less likely to pay for new offerings when the barrier to entry is lowered due to AI. They'll just vibe code what they need.

camdenreslink 4 hours ago | parent [-]

I don't think the 2nd point will make a huge impact on software sales. Who is vibe coding? Software developers or business types? They aren't going to vibe code a CRM, or their own bespoke version of Excel, or their own Datadog APM.

Maybe they will vibe code small scripts, but nobody was really paying for software to do that in the first place. Saas-pocalypse is just people vibe investing, not really understanding the value proposition of saas in the first place (no maintenance, no deployments, SLAs, no database backups, etc).

thewebguyd 8 hours ago | parent | prev | next [-]

> Wrappers around LLMs, or tools to use LLMs to create software. But I’m not really seeing the output of this process

Because it's better to sell shovels than to pan for gold.

In the current state of LLMs, the average no-experience, non-techy person was never going to make production software with it, let alone actually launch something profitable. Coding was never the hard part in the first place, sales, marketing & growth is.

LLMs are basically just another devtool at this point. In the 90s, IDEs/Rapid App Development was a gold rush. LLMs are today's version of that. Both made developer's life's better, but neither resulted in a huge rush of new, cheap software from the masses.

Foobar8568 7 hours ago | parent [-]

And SQL was that version in the 80s...

morkalork 8 hours ago | parent | prev | next [-]

Before LLMs, there were code sweatshops in India, Vietnam, Latin America, etc. and they've been pumping out apps and SaaS products for decades now.

the-smug-one 8 hours ago | parent [-]

And it was all crap software, no? EDIT: If it was crap, then that is still good for AI.

morkalork 8 hours ago | parent [-]

AI-powered devs are struggling to stand above it so it wasn't all crap, or, AI produced stuff is too

CodingJeebus 8 hours ago | parent | prev | next [-]

I think this is the great conundrum with AI. I find it's most useful when I build my own tools from models. It's great for solving last-mile-problem types of situations around my workflow. But I'm not interested in trying to productize my custom workflow. And I've yet to encounter an AI feature on an existing app that felt right.

Problem is that all these companies trying to push AI experiences know that giving users unfettered access to their data to build further customization is corporate suicide.

aaroninsf 4 hours ago | parent | prev | next [-]

Profit is not everyone's goal.

Me, I'm not just chasing markets; I want to build things that create joy.

oro44 8 hours ago | parent | prev | next [-]

Well it’s mostly explained by the fact that most people lack imagination and can’t hold enough concepts about a particular experience to think about how to re-imagine it, to begin with.

Oh and sadly, llm’s are useless for the imaginative part too. Shucks eh.

peteforde 8 hours ago | parent [-]

I share this particular cynicism.

I have a list of ideas a mile long that gets longer every day, and LLMs help me burn through that list significantly faster.

However, the older I get, the more distraught I get that most people I meet "IRL" are simply not sitting on a list of problems they simply lack time to solve. I have... a lot of emotions around this, but it seems to be the norm.

If someone doesn't see or experience problems and intuitively start working out how they would fix them if they only had time, the notion that they could pair program effectively ideas that they didn't previously have with an LLM is absurd.

skeledrew 7 hours ago | parent | next [-]

Also one of those with a mile-long ideas list that I can finally now burn through. I gotta say, it feels good!

oro44 6 hours ago | parent | prev [-]

Yeah and frankly the innovation would occur irrespective of llm’s.

Would it be harder? Sure. And perhaps the difficulty adds an additional cost of passion being a necessary condition to embark on the innovation. Passion leads to really good stuff.

My personal fear is we get landfill sites of junk software produced. To some extent it should be costly to convert an idea to a concept - the cost being thinking carefully so what you put out there is somewhat legible.

peteforde 17 minutes ago | parent [-]

Yes, it'd be better if people kept their inner Oppenheimer in check.

However, I suspect it's much more like the three types of people talking about 3D printers:

- 3D printing jigs and prototypes has completely changed my workflow

- I can't find any more things to print from the vendor provided gallery

- why on earth would I want a 3D printer, you guys are geeks

LLMs are not creating a risk that nihilist socialites will disrupt how device drivers get written.

skeledrew 8 hours ago | parent | prev [-]

There really isn't much profit incentive actually, as everyone has access to the same capabilities now. It'd be like trying to sell ice to Eskimos.

camdenreslink 4 hours ago | parent [-]

Most businesses do not have the capacity to use LLMs to produce software. If you have an idea that you can create into real high quality software that there is a demand for, then you should absolutely do it.