I think executives are excited about AI because it confirms their worldview: that the work is a commodity and the real value lies in orchestration and strategy.
It doesn't help that the west has a clear bias wherein moving "up" is moving away from the work. Many executives often don't know what good looks like at the detail level, so they can't evaluate AI output quality.
As someone who's both an IC and leads other developers I disagree with the explanation. As a technical lead, with people I can much better predict the quality of the outcome than with LLMs, and the "failure modes" are much more manageable. As a programmer, I am actually more impressed with AI agents but in an informed and qualified way. Their debugging ability wows me; their coding ability disappoints and frustrates me.
I think that the simple explanation for why executives are so hyped about AI is simply that they're not familiar with its severe current limitations. For example, Garry Tan seems to really believe he's generating 10KLOC of working code per day; if he'd been a working developer he would have known he isn't.
AI allows executives to spend R&D to create a flywheel which builds more, faster, without hiring more. It makes every individual employee able to deliver more.
ICs dislike this because it raises expectations and puts the spotlight on delivery velocity. In a manufacturing analogy, it’s the same as adding robots that enables workers to pack twice as many pallets per day. You work the same hours, but you’re more tired, and the company pockets the profits.
Software Engineers are experiencing, many for the first time in their careers, what happens when they lose individual bargaining power. Their jobs are being redefined, and they have no say in the matter - especially in the US where “Union” is a forbidden word.
You must be living in a different universe if you think ICs aren't enamored by AI. Every developer I know basically can't operate now without Claude Code (or equivalent).
In addition to reason in the article, one thing I’ve noticed among some executives and product managers is their experience using LLM coding tools causes them to lose respect for human software engineers. I’ve seen managers lose all respect for engineering excellence and assume anything they want can be shat out by an LLM on a short deadline. Or assume because they were able to vibe code something trivial like a blog they don’t need to involve engineers in the design of anything, rather they should just be code monkeys that follow whatever design the product managers vibed up. It is really demoralizing to be talked to as if the speaker is promoting an LLM.
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It doesn't help that the west has a clear bias wherein moving "up" is moving away from the work. Many executives often don't know what good looks like at the detail level, so they can't evaluate AI output quality.
I think that the simple explanation for why executives are so hyped about AI is simply that they're not familiar with its severe current limitations. For example, Garry Tan seems to really believe he's generating 10KLOC of working code per day; if he'd been a working developer he would have known he isn't.
ICs dislike this because it raises expectations and puts the spotlight on delivery velocity. In a manufacturing analogy, it’s the same as adding robots that enables workers to pack twice as many pallets per day. You work the same hours, but you’re more tired, and the company pockets the profits.
Software Engineers are experiencing, many for the first time in their careers, what happens when they lose individual bargaining power. Their jobs are being redefined, and they have no say in the matter - especially in the US where “Union” is a forbidden word.