>Sooner or later investors will see the "$2M spend" and demand "$4M net profit", and that's not going to materialize.

I think this is probably going to happen at the same time that the providers start really jacking up token prices to extract all the value they can.

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daheza 13 minutes ago | parent | next [-]

I'm a manager and the VPs are starting to ask - how many story points are we getting with AI now. Now we do story points = number of days to implement. (I know this is not real agile but just assume you are in the same position)

I can't answer that question but plenty of other managers are fully ready to just give bogus numbers.

For my team, use of AI has indeed lowered the story point cost. The coding part of the story takes less work so we have started to lower the story point cost for stories that would previously cost more. Think of a 5SP to 3SP reduction.

We have increased the number of features being delivered but our number of story points delivered has remained static.

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SlinkyOnStairs 3 hours ago | parent | prev [-]

Almost certainly. Software firms are pretty bad at self-evaluation and they're profitable enough that Capitalism won't force them to do it either.

Right now the subscriptions are still in the range of reasonable business expenses, but pretty soon they'll have to jump and $200/month/seat subscriptions turning into $2000/month/seat subscriptions is going to get even very badly ran companies to re-evaluate.

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busterarm 3 hours ago | parent [-]

It's worse than that. Developers themselves are drunk. They'll be cut off from tools right when they no longer understand the underlying code they're responsible for.

We're already here even. I know of a company that was doubling their Codex spend and hitting the cap week over week and finally they had enough and stopped increasing. Then they maxed out on credits and had a week of no Codex. A large percentage of the engineers loudly refused to work for the rest of the week. They were managing the Codex managing the codebase and were totally incapable of dealing with its output without it.

	▲	jimmypk an hour ago \| parent [-]
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