Tech CEOs are apparently suffering from AI psychosis
236 points - today at 3:20 PM
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Those aren't the deal breakers.
They entirely rely on the competence of the folks they hired and cross-match enforcers with the drivers they have - they deal with fallible people on both sides of that.
The fundamental difference is that the humans are good consequence predictors, have built up reputations they are not willing to trash, can say no to things and in general don't want to go jail.
AI tools look like that, but don't have any of the useful conflict which came for free with employing humans.
It also doesn't have any useless conflict, but not all conflict between what I say and what someone is willing to do is bad conflict.
I worked with someone who was kind of a Shopify power user, managed the store, could do a lot of things, but wasn't a programmer. She showed me how Shopify does that AI block generator now to deliver something that was like 65% done in a minute.
I also have a friend who knows enough code to be dangerous in WordPress: he was able to vibe code an API integration, got immensely excited about it, and wanted to make it into a plugin/product for others.
It's just the state of the art: a good prompt and some small tweaks can get you something that's minimally viable really quickly. And that's very...intoxicating! Empowering! Exciting! Something that felt way too hard or out of your reach in the past has just materialized before your eyes, and because you got that far, that fast, surely you can get the thing over the finish line with a bit more work. (It tends not to work that way right now, but I don't blame people for feeling how they feel!)
"In other words, Levie’s theory posits, CEOs don’t really understand processes well enough to know what really can and can’t be automated. But that lack of knowledge doesn’t stop them from acting on their beliefs."
i have been in the workforce for a long time. this "theory" has been theorized since as far back as i can remember. its the premise of undercover boss. its the punchline of many r/maliciouscompliance writing exercises.
the higher up the company you go, the more disconnected you are from the workers on the front line, the less you understand about their needs, and the more likely you are to push for something without understanding the totality of the impact of the decision.
He's essentially saying that C-suite people overestimate how effective LLMs are at one-shotting hard problems, and underestimate the human maintenance work that follows.
>There is a certain wildness in the tech industry these days that both mimics previous eras of large changes, like cloud computing (runaway costs in the early days), and is like nothing we’ve ever seen before (record revenues accompanied by mass layoffs)
if it is perceived that there is a big "winner takes all" pot of gold for the "winner" of a new market, investors are willing to gamble to try to win. If they fail, it is rich people losing money by giving jobs to many people along the way, so the population here who wants nothing more than taxing the rich, why they should embrace that.
When agriculture was invented, there were mass layoffs of hunters and gatherers. and the same with buggy whips when cars were invented. Yes, life has some bumps but it's unavoidable and adapting to it is for the long term good. Structure your life around family and friends and don't overextend yourself (too much house, too much car) and you will be fine.
It's like discovering fire, which offers both utility and magic: you can cook your food and gather warmth, and you can also stare into it and tell stories and never be bored. We're probably genetically wired to gravitate things which have both function and form.
That said, there's a reason the manic witch doctor was never the chief. Leadership requires discernment: when to consult the witch doctor, when to jirga with the neighboring elders, when to draw the sword.
A chief knows what happens when you cut the tribe by a third "for efficiency", or the burn seed corn to feed the fire, or replace the sentries with golems. The witch doctor often ends up boiled in his own cauldron.
This is getting ridiculous. Articles like this never bring a fair criticism of the many blatant concerns around AI. Its always an astroturfing-esque ad from the AI clergy. The disclaimers ("It’s important to note that Levie is not an AI hater. Quite the opposite.") imply that to even be heard, you must be an AI fanatic - anything else is bigotry and should be ignored.
As someone who is forced to use ClickUp I can tell you that it's not good software. It wasn't good before this layoff and it hasn't improved since [0]. I could write quite a few words on why ClickUp is terrible but I can promise you that throwing more "AI" at it isn't going to fix what's wrong. The issues are deep and not the type of thing LLM excel at IMHO.
My _favorite_ is how crap search is. Sometimes it will take upwards of 5-10s+ to return results and they are often wrong (I search for the exact name and it tells me "no results"). ClickUp has single-handedly driven me deep back into using bookmarks since the search is such trash. That plus random spinners that never go away, lists that re-order themselves when you change anything on a ticket (not a field related to sorting), stale state UI, things randomly disappearing, "Ticket moved to list" only to refresh and find it wasn't moved, it's really annoying and we curse ClickUp every single day.
Last thing I'll say is the amount of flatulence-sniffing going on over there must be at an all-time-high if their 4.0 (or was it 4.1? Who cares) release is any indication. The new design was ho-hum (just moved a bunch of things around and we turned on all the flags we could to get back to the old way since the new way sucks) but was most egregious was this full-page take-over with a big gradient animation announcing the new release. That happened on _every single tab_ you had open. So for a few days after the release I'd open an older tab only to be greeted by the same dog-and-pony show for a product I despise using and and update that only made a bad product worse.
All that to say: Mr Evens does not know what he is talking about.
[0] I have no clue when the layoff happened but it's been consistently shit so I can state that it hasn't improved with complete confidence.
If this is true, then companies should focus on hiring juniors out of college. The investment is less risky.
However, I don't personally believe this number and timeline is true, but if you do, the conclusion should be to wait and invest in humans.
Even senior developers can succumb to it. They try agentic development, they see that a single prompt can generate a day's worth of work in mere minutes _and it works_ and they are so impressed that they immediately turn to Twitter to share the joy. Understandable!
Once they inevitably discover that the AI generated code is called "slop" for a reason, they are too embarrassed to post to Twitter that they were deluded.
Sometimes that happens though: a few days ago a developer on Twitter bragged that they have created a C to Metal compiler using AI and it works. Today they had to post regrets, explaining that nothing works except tests and the code is shit. Sadly can't find the tweet though.
There are enough stories of people completely losing the plot, thinking they've invented a new type of maths or similar, but there's almost certainly also a much more subtle influence in most of us, where the constant affirmation, obedience, apologia, reframes our expectations of how interactions should be.
We are already the most narcissistic generation, having been molded by social media to compare, stats-max, and overobsess about who we are. Chatbots are now fanning the flames.
also clickbait title
Also AI is tuned to sycophantic behavior which perfectly matches the middle/upper management culture of selective ass kissing.
As a result the quality of input for C-level has gotten worse without the C-level being able to notice it, because the sugarcoating has increased tenfold.
There have been several leaps in tech over the past few centuries, this is just sort of one. I can't find much original arguments or reasoning on either side that hasn't been made before for other tech. I think people are afraid it will replace them/jobs and they don't know what that will mean for their future, and society's future. It's also an issue with a few at the top of the pyramid controlling the tech. But it was so with petroleum, cars, even the internet (still is, handful of tech companies). There is also the quality thing, people think in a very binary way, where either AI work is perfect or it's a disaster, because it is replacing people after all. In reality, it's a sliding scale, and how well it does dictates how much work one person needs to do.
There was a time people didn't have text editing computers for example, lots of time spent writing on pen and paper, copy writers spell checking, carbon-copies being used to copy as you write,etc.. suddenly printers and text editors came. people still edited text, just more efficiently, you didn't need as many people. and with the internet, lots of different types of jobs were created.
I personally think, this is a timely rebalancing. Gen-Z has been suffering for a lack of entry level jobs, and it is getting worse because of AI.. but obviously AI has limits right? let's say we don't need software developers any more (ha!), does that mean AI can churn out perfect software each time? Alright, then who's paying AI to do that? does that mean I can create my own HN and have AI moderate it well on its own? Great, then how about something bigger, Facebook alternatives? How about more IRL things, like robotics, R&D work ,etc.. I just don't see how even if AI was dirt cheap and it replaces most of what people can do on computers, that would be a complete disaster.
I think the real issue is failure to re-architect society as time and tech changes. everything from academia, to WFH/RTO policies, labor law, housing, taxes, law,etc.. that's the issue, not AI on its own. It's the people not regulating it as they adjust and adapt to it without causing harm that are the issue. I'd love to blame tech CEOs, but they're just playing their part in capitalism. even in a communist society, the blame would be at lack of central planning and failure to regulate companies.
I'll say this though, it isn't so much they're delusional, but they don't get why people are emotional over something basic and utilitarian. to them, adaption and adjustment comes with a nice financial cushion. People tend to plan out their lives, without any cushions. i think there is mild psychosis going all around, but that isn't unusual. Even the hysteria and lack of perspective is in line with history, as well as how we continue to not learn from it.
Comparisons with luddites are absurd. AI is much closer to a religion.
You cannot discuss tradeoffs with anyone anymore because they chose to give their brain and authority away to a statistically incorrect robot. The LLM has already generated potential tradeoffs real or not.
In other words, only people who are afraid their point won't stand on its own merits would resort to saying "X is suffering from AI psychosis." An idea is true or false on its own. If you're resorting to labels, you're just trying to automatically win the argument, instead of saying something substantive or interesting.