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FOBO, Grief & Bottlenecks

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FOBO & 5 Stages of Grief

Hooo boy. The last few weeks since my last post have been crazy. The software development world has been collectively going through the 5-stages of grief (and still is) while the tectonic shift in the industry is currently underway. Some people at the start of their grief cycle are still rejecting the notion that their jobs will change or still angry about it. Others are more in their depression and fear phase with "FOBO" or the Fear of Being Obsolete. Finally, there are people like me who work in the AI space that have had more time to process and are now in the acceptance phase and are now searching for answers for whats next.

Bottlenecks

So what do we know now?

Writing code isn't the bottleneck anymore

This might not be true for every aspect of software development at the moment, but it will be very soon.

Running computer systems won't be the bottleneck anymore soon

By running systems, I mean that writing code is solved and the next logical step is getting that softare in the hands of people. So creating and managing infrastructure will soon be automated. I'm already seeing people using coding agents at work to help resolve incidents and spin up infrastructure.

Agents are starting to move into non-software work

Claude Cowork is the first large deployment of ai-agents for general work.

There's also Claude in Excel which will give non-developers their first real "oh shit" moment with AI.

OpenClaw has caught the world by storm as one of the fastest growning open source projects. Its a personal assistant agent that has really pushed the boundaries (at the expense of safety) of what AI Agents can do. It's been interesting to watch.

What does this mean?

There's a lot of FOBO out there, but time and time again increases in productivity don't generally equate to mass unemployment and poverty. People find things to do and society doesn't really work if everybody is just milling around with nothing to do. This just means that work shifts elsewhere.

We don't still pick grain crops by hand anymore.
We don't mine coal with picks and shovels anymore.
We don't need typists to write memos with typewriters anymore.
We don't need human computers to crunch numbers anymore.
We don't need to mail correspondence to people anymore.
We don't need to go to the library to look up information anymore.
We don't need to go to the store to buy a record to listen to music anymore.

Instead we now have more leisure time than ever in history, food abundance, medical care, air-conditioning, running water, heated homes, the list goes on and on. And we're still the bottleneck.

Writing software is done, but we're not done.

So back to software. Writing software isn't the bottleneck anymore, but writing software was never really the job. Like most people in an organization, developers solve problems.

Problem -> Solution
A CEO needs a product to make money -> Delegate problem to product org
The product org needs to build a product -> Delegate problem to product and engineering
The product manager figures out what users want -> Works with engineering to build it

Before: Engineering builds product -> Engineers research, experiment, build POCs, build the software, QA it, launch it, iterate
After: Engineering builds product -> Engineers research, experiment, build POCs, build the software (now delegated to agents), QA it, launch it, iterate

What is happening here is that parts of our work are now getting automated. It means that the iteration cycle is faster and tighter, and that our productive capacity per engineer increases.

Thorsten Ball on twitter just posted a video about how humans are still the bottleneck. How for product development, we can see velocity shifts by reducing the number of layers between a user and the software. I think we'll see more of this to come to some extent.

However, the reason you don't see radical innovation at large companies is just due to their sheer bulk. There are layers upon layers of humans that form an organization, each increasing the amount of friction it takes to navigate through the layers. A lot of those layers are there for good reasons, especially at scale. Organizations are complex systems. We used to have large companies with pools of secretaries, typists, phone operators, mailroom clerks, etc. Many ancillary roles that were eventually automated away, yet companies are still as large and complex as ever. Humans have an innate need to form clans to solve problems. I don't think AI will change this.

I think ultimately the work of a developer will shift towards broader work, working across more of the stack where people were once specialized in an area, now they might specialize in multiple, for example, product + fullstack, or design + fullstack, or backend + infra. This also means that companies will be able to do more with fewer developers, which might be a good thing, or it might just means they'd be paying the same for developer + ai tool as they would for 2 developers. In that case, AI might not necessarily win out over having somebody you can trust and that's accountable working for you.

Parting words

Its a scary time, but not because there is an actual looming threat of AI. The ambiguity of the situation, the unknown unknowns is whats scariest. We don't know what to expect so we can't react, so we expect the absolute worst. But life goes on, generations come and go, we're still here and I believe that our human spirit will endure.