Believe the Checkbook(robertgreiner.com)
149 points by rg81 16 hours ago | 12 comments
RandallBrown 14 hours ago
> The bottleneck isn’t code production, it is judgment.

It always surprises me that this isn't obvious to everyone. If AI wrote 100% of the code that I do at work, I wouldn't get any more work done because writing the code is usually the easy part.

skybrian 13 hours ago
I'm retired now, but I spent many hours writing and debugging code during my career. I believed that implementing features was what I was being paid to do. I was proud of fixing difficult bugs.

A shift to not writing code (which is apparently sometimes possible now) and managing AI agents instead is a pretty major industry change.

gopher_space 7 hours ago
Anything you do with AI is improved if you're able to traverse the stack. There's no situation where knowing how to code won't put you above peers who don't.

It's like how every job requires math if you make it far enough.

keyle 6 hours ago
As someone not close to retirement yet, it's a very sad shift.
linhns 13 hours ago
Well you should be surprised by the number of people who do not know this. Klarna is probably the most popular example where the CEO was all about creating more code, then fired everyone before regretting
trollbridge 3 hours ago
Klarna, now there's a company that seems to have no idea what direction it's going in. In the past month, they've announced they're going to be at the forefront of Agentic AI for merchants so... agents can figure out what merchants are selling? They're somehow offering stablecoins to institutional investors to use USDC to extend loans to Klarna? And then they're starting some kind of credit-card rewards program with access to airline lounges?
phantasmish 11 hours ago
At my company doubling the writing-code part of software projects might speed them up 5%. I think even that’s optimistic.

Imperfectly fixing obvious problems in our processes could gain us 20%, easy.

Which one are we focusing on? AI. Duh.

Quothling 10 hours ago
I think it depends on the sort of work you do. We had some hubspot integration which hadn't been touched for three years break. Probably because someone at hubspot sunset their v1 api a few weeks too early... Our internal AI tool that I've build my own agents on updated our data transfer service to use the v3 api. It also added typing, but kept the rather insane way of delivering the data since... well... since it's worked fine for 3 years. It's still not a great piece of software that runs for us. It's better now than it was yesterday though and it'll now go back to just delivering business value in it's extremely imperfect form.

All I had to do was a two line prompt, and accept the pull request. It probably took 10 minutes out of my day, which was mostly the people I was helping explaining what they thought was wrong. I think it might've taken me all day if I had to go through all the code and the documentation and fixed it. It might have taken me a couple of days because I probably would've made it less insane.

For other tasks, like when I'm working on embedded software using AI would slow me down significantly. Except when the specifications are in German.

xnx 11 hours ago
Lots of people have good judgement but don't know the arcane spells to cast to get a computer to do what they want.
add-sub-mul-div 14 hours ago
I'll stare at a blank editor for an hour with three different solutions in my head that I could implement, and type nothing until a good enough one comes to mind that will save/avoid time and trouble down the road. That last solution is not best for any simple reason like algorithmic complexity or anything that can be scraped from web sites.
aaroninsf 12 hours ago
No shade on your skills, but for most problems, this is already false; the solutions have already been scraped.

All OSS has been ingested, and all the discussion in forum like this about it, and the personal blog posts and newsletters about it; and the bug tracking; and theh pull requests, and...

and training etc. is only going to get better and filtering out what is "best."

al_borland 11 hours ago
A vast majority of the problems I’m asked to solve at work do not have open-source code I can simply copy or discussion forums that already decided the best answer. Enterprise customers rarely put that stuff out there. Even if they did, it doesn’t account for the environment the solution sit in, possible future integrations, off-the-wall requests from the boss, or knowing that internal customer X is going to want some other wacky thing, so we need to make life easy on our future selves.

At best, what I find online are basic day 1 tutorials and proof on concept stuff. None of it could be used in production where we actually need to handle errors and possible failure situations.

jmtulloss 4 hours ago
Obviously novel problems require novel solutions, but the vast majority of software solutions are remixes of existing methods. I don’t know your work so I may be wrong in this specific case, but there are a vanishingly small number of people pushing forward the envelope of human knowledge on a day-to-day basis.
ewoodrich 3 hours ago
My company (and others in the same sector) depends on certain proprietary enterprise software that has literally no publicly available API documentation online, anywhere.

There is barely anything that qualifies as documentation that they are willing to provide under NDA for lock-in reasons/laziness (ERPish sort of thing narrowly designed for the specific sector, and more or less in a duopoly).

The difficulty in developing solutions is 95% understanding business processes/requirements. I suspect this kind of thing becomes more common the further you get from a "software company” into specific industry niches.

add-sub-mul-div 11 hours ago
The point is that the best solution is based on specific context of my situation and the right judgment couldn't be known by anyone outside of my team/org.
bibimsz 9 hours ago
I thought you were going to point how this phrase (and others) make it painfully obvious this article was written by AI.
gowld 14 hours ago
I don't understand this thinking.

How many hours per week did you spend coding on your most recent project? If you could do something else during that time, and the code still got written, what would you do?

Or are you saying that you believe you can't get that code written without spending an equivalent amount of time describing your judgments?

kibwen 14 hours ago
"Writing code" is not the goal. The goal is to design a coherent logical system that achieves some goal. So the practice of programming is in thinking hard about what goal I want to achieve, then thinking about the sort of logical system that I could design that would allow me to verifiably achieve that goal, then actually banging out the code that implements the abstract logical system that I have in my head, then iterating to refine both the abstract system and its implementation. And as a result of being the one who produced the code, I have certainty that the code implements the system I have in mind, and that the system it represents is for for the purpose of achieving the original goals.

So reducing the part where I go from abstract system to concrete implementation only saves me time spent typing, while at the same time decoupling me from understanding whether the code actually implements the system I have in mind. To recover that coupling, I need to read the code and understand what it does, which is often slower than just typing it myself.

And to even express the system to the code generator in the first place still requires me to mentally bridge the gap between the goal and the system that will achieve that goal, so it doesn't save me any time there.

The exceptions are things where I literally don't care whether the outputs are actually correct, or they're things that I can rely on external tools to verify (e.g. generating conformance tests), or they're tiny boilerplate autocomplete snippets that aren't trying to do anything subtle or interesting.

ryandrake 13 hours ago
The actual act of typing code into a text editor and building it could be the least interesting and least valuable part of software development. A developer who sees their job as "writing code" or a company leader who sees engineers' jobs as "writing code" is totally missing where the value is created.

Yes, there is artistry, craftsmanship, and "beautiful code" which shouldn't be overlooked. But I believe that beautiful code comes from solid ideas, and that ugly code comes from flawed ideas. So, as long as the (human-constructed) idea is good, the code (whether it is human-typed or AI-generated) should end up beautiful.

RunSet 11 hours ago
Raising the question: Where is the beautiful machine-generated code?
fragmede 9 hours ago
Where's the beautiful human generated code? There's the IOCCC but that's the only code comleo that's a competition based on the code itself, and it's not even a beauty pageant. There's some demo scene stuff, which is more of a golf thing. There's random one-offs, like not-Carmack's inverse square, or Duff's device, but other than that, where're the good code beauty pageants?
glitchc 9 hours ago
Excellent point. Why are folks downvoting this?
grugagag 6 hours ago
Maybe they’re AIdiots?
RandallBrown 13 hours ago
In my experience (and especially at my current job) bottlenecks are more often organizational than technical. I spend a lot of time waiting for others to make decisions before I can actually proceed with any work.

My judgement is built in to the time it takes me to code. I think I would be spending the same amount of time doing that while reviewing the AI code to make sure it isn't doing something silly (even if it does technically work.)

A friend of mine recently switched jobs from Amazon to a small AI startup where he uses AI heavily to write code. He says it's improved his productivity 5x, but I don't really think that's the AI. I think it's (mostly) the lack of bureaucracy in his small 2 or 3 person company.

I'm very dubious about claims that AI can improve productivity so much because that just hasn't been my experience. Maybe I'm just bad at using it.

fragmede 9 hours ago
Does voice transcription count as AI? I'm an okay typer, but being able to talk to my computer, in English, is definitely part of the productivity speed up for me. Even though it struggles to do css because css is the devil, being able to yell at my computer and have it actually do things is cathartic in ways I never thought possible.
integralid 1 hour ago
Depends. What year is it? Voice recognition definitely uses to be considered AI, but today it's well researched and non-exciting.
ehutch79 8 hours ago
No, not ai. Just an alternative input method.
jgeada 13 hours ago
All you did was changing the programming language from (say) Python to English. One is designed to be a programming language, with few ambiguities etc. The other is, well, English.

Speed of typing code is not all that different than the speed of typing English, even accounting for the volume expansion of English -> <favorite programming language>. And then, of course, there is the new extra cost of then reading and understanding whatever code the AI wrote.

ctoth 7 hours ago
The thing about this metaphor that people don't seem to ever complete is.

Okay, you've switched to English. The speed of typing the actual tokens is just about the same but...

The standard library is FUCKING HUGE!

Every concept that you have ever read about? Every professional term, every weird thing that gestures at a whole chunk of complexity/functionality ... Now, if I say something to my LLM like:

> Consider the dimensional twins problem -- how're we gonna differentiate torque from energy here?

I'm able to ... "from physics import Torque, Energy, dimensional_analysis" And that part of the stdlib was written in 1922 by Bridgman!

JoshTriplett 4 hours ago
> The standard library is FUCKING HUGE!

And extremely buggy, and impossible to debug, and does not accept or fix bug reports.

AI is like an extremely enthusiastic junior engineer that never learns or improves in any way based on your feedback.

I love working with junior engineers. One of the best parts about working with junior engineers is that they learn and become progressively more experienced as time goes on. AI doesn't.

integralid 59 minutes ago
People need to decide if their counter to AI making programmers obsolete is "current generation AI is buggy, and this will not improve until I retire" or "I only spend coding 5% of my time so it doesn't matter if AI can instantly replace my coding".

And come on: AI definitely will become better as time goes on.

JoshTriplett 45 minutes ago
It gets better when the AI provider trains a new model. It doesn't learn from the feedback of the person interacting with it, unlike a human.
rootusrootus 11 hours ago
Exactly. LLMs are faster for me when I don't care too much about the exact form the functionality takes. If I want precise results, I end up using more natural language to direct the LLM than it takes if I just write that part of the code myself.

I guess we find out which software products just need to be 'good enough' and which need to match the vision precisely.

layer8 13 hours ago
> Or are you saying that you believe you can't get that code written without spending an equivalent amount of time describing your judgments?

It’s sort of the opposite: You don’t get to the proper judgement without playing through the possibilities in your mind, part of which is accomplished by spending time coding.

scott_w 14 hours ago
I think OP is closer to the latter. How I typically have been using Copilot is as a faster autocomplete that I read and tweak before moving on. Too many years of struggling to describe a task to Siri left me deciding “I’ll just show it what I want” rather than tell.
zmj 6 hours ago
Do people reading this post not understand that this is the output of a prompt like 'analyze <event> with <perspective> arriving at <conclusion>'? Tighten up your epistemology if you're arguing with an author who isn't there.
verbify 23 minutes ago
The article is full of snow clones that I see in AI writing. Or as the AI would put it "that's style *without* authorship".

The point is still valid, although I've seen it made many times over.

placebo 42 minutes ago
The very fact that people are arguing with a non-existent author signals that whatever generated the content did a good enough job to fool them today. Tomorrow it will do a good enough job to fool you. I think the more important question is what this means in terms of what is really important and what we should invest in to remain anchored in what matters.
mk12 2 hours ago
This has been happening a lot recently, where an article immediately sets off all my AI alarm bells but most people seem to be happily engaging with it. I’m worried we’re headed for a dystopian future where all communication is outsourced to the slop machine. I hope instead there is a societal shift to better recognize it and stigmatize it.
integralid 57 minutes ago
>instead there is a societal shift to better recognize it

Unlikely. AI keeps improving, and we are already at the point where real people are accused of being AI.

zamadatix 14 hours ago
Something about the way the article sets up the conversation nags at me a bit - even though it concludes with statements and reasoning I generally agree quite well with. It sets out what it wants to argue clearly at the start:

> Everyone’s heard the line: “AI will write all the code; engineering as you know it is finished... The Bun acquisition blows a hole in that story.”

But what the article actually discusses and demonstrates by the end of the article is how the aspects of engineering beyond writing the code is where the value in human engineers is at this point. To me that doesn't seem like an example of a revealed preference in this case. If you take it back to the first part of the original quote above it's just a different wording for AI being the code writer and engineering being different.

I think what the article really means to drive against is the claim/conclusion "because AI can generate lots of code we don't need any type of engineer" but that's just not what the quote they chose to set out against is saying. Without changing that claim the acquisition of Bun is not really a counterexample, Bun had just already changed the way they do engineering so the AI wrote the code and the engineers did the other things.

croes 14 hours ago
But the engineers can do it because they have written lots of code before. Where will these engineers get their experience in the future.

And what about vibe coding? The whole point and selling point of many AI companies is that you don’t need experience as a programmer.

So they sell something that isn’t true, it’s not FSD for coding but driving assistance.

imron 9 hours ago
> Where will these engineers get their experience in the future

The house of the feeble minded: https://www.abelard.org/asimov.php

zamadatix 13 hours ago
These are all things I'd rather have seen the article set out to talk about as well, instead it opens up to disprove a statement saying AI can write the coding portion of the engineering problem by means of showing it being used that way with Bun to mean Anthropic must not actually think that.
fwip 12 hours ago
I mean, it smells an AI slop article, so it's hard to expect much coherence.
fwip 10 hours ago
I guess y'all disagree?

> The Bun acquisition blows a hole in that story.

> That contradiction is not a PR mistake. It is a signal.

> The bottleneck isn’t code production, it is judgment.

> They didn’t buy a pile of code. They bought a track record of correct calls in a complex, fast-moving domain.

> Leaders don’t express their true beliefs in blog posts or conference quotes. They express them in hiring plans, acquisition targets, and compensation bands.

Not to mention the gratuitous italics-within-bold usage.

JSR_FDED 5 hours ago
No no I agree: “No negotiations. No equity. No retention packages.”

I don’t know if HN has made me hyper-sensitized to AI writing, but this is becoming unbearable.

When I find myself thinking “I wonder what the prompt was they used?” while reading the content, I can’t help but become skeptical about the quality of the thinking behind the content.

Maybe that’s not fair, but it’s the truth. Or put differently “Fair? No. Truthful? Yes.”. Ugh.

neilv 15 hours ago
> Treat AI as force multiplication for your highest-judgment people. The ones who can design systems, navigate ambiguity, shape strategy, and smell risk before it hits. They’ll use AI to move faster, explore more options, and harden their decisions with better data.

Clever pitch. Don't alienate all the people who've hitched their wagons to AI, but push valuing highly-skilled ICs as an actionable leadership insight.

Incidentally, strategy and risk management sound like a pay grade bump may be due.

conductr 15 hours ago
People speak in relative terms and hear in absolutes. Engineers will never completely vanish, but it will certainly feel like it if labor demand is reduced enough.

Technically, there’s still a horse buggy whip market, an abacus market, and probably anything else you think technology consumed. It’s just a minuscule fraction of what it once was.

marcosdumay 14 hours ago
> but it will certainly feel like it if labor demand is reduced enough

All the last productivity multipliers in programming led to increased demand. Do you really think the market is saturated now? And what saturated it is one of the least impactful "revolutionary" tools we got in our profession?

Keep in mind that looking at statistics won't lead to any real answer, everything is manipulated beyond recognition right now.

conductr 3 hours ago
Demand for software has been tied to demand for software engineering labor. That is no longer true. So demand for software may still go up while demand for labor goes another direction.

Also I do hold a belief that most tech companies are taking a cost/labor reduction strategy for a reason, and I think that’s because we’re closing a period of innovation. Keeping the lights on, or protecting their moats, requires less labor.

faxmeyourcode 12 hours ago
While I agree with the premise of the article, even if it was a bit shallow, this claim made at the beginning is also still true:

> Everyone’s heard the line: “AI will write all the code; engineering as you know it is finished.”

Software engineering pre-LLMs will never, ever come back. Lots of folks are not understanding that. What we're doing at the end of 2025 looks so much different than what we were doing at the end of 2024. Engineering as we knew it a year or two ago will never return.

maccard 10 hours ago
Does it?

I use AI as a smart auto complete - I’ve tried multiple tools on multiple models and I still _regularlt_ have it dump absolute nonsense into my editor - in thr best case it’s gone on a tangent, but in the most common case it’s assumed something (often times directly contradicting what I’ve asked it to do), gone with it, and lost the plot along the way. Of course when I correct it it says “you’re right, X doesn’t exist so we need to do X”…

Has it made me faster? Yes. Had it changed engineering - not even close. There’s absolutely no world where I would trust what I’ve seen out of these tools to run in the real world even with supervision.

geitir 1 hour ago
When you have that hair raising “am I crazy why are people touting ai” feeling, it’s good to look at their profile. Oftentimes they’re caught up in some ai play. Also it’s good to remember yc has heavy investment in gen ai so this site is heavily biased
hapless 15 hours ago
The ten dollar word for this is “revealed preferences”
recursive 15 hours ago
I learned that phrase from one of the bold sentences in this article.
jollyllama 14 hours ago
"Believe the checkbook? Why do that when I can get pump-faked into strip-mining my engineering org?"- VPs everywhere
drcode 14 hours ago
The bun acquisition is driven by current AI capabilities.

This argument requires us to believe that AI will just asymptote and not get materially better.

Five years from now, I don't think anyone will make these kinds of acquisitions anymore.

nitwit005 11 hours ago
An Anthropic engineer was getting some attention for saying six months: https://www.reddit.com/r/ClaudeAI/comments/1p771rb/anthropic...

I assume this is at least partially a response to that. They wouldn't buy a company now if it would actually happen that fast.

0x3f 14 hours ago
> This argument requires us to believe that AI will just asymptote and not get materially better.

That's not what asymptote means. Presumably what you mean is the curve levelling off, which it already is.

SoftTalker 13 hours ago
This seems overly pedantic. The intended meaning is clear.
0x3f 8 hours ago
Hardly, asymptotic behavior can be anything, in fact that's the whole question: what happens to AI performance as we tend to infinity? Asymptoting to `y = x` is very different to levelling off.
bigstrat2003 12 hours ago
> This argument requires us to believe that AI will just asymptote and not get materially better.

It hasn't gotten materially better in the last three years. Why would it do so in the next three or five years?

bitwize 12 hours ago
Deep learning and transformers have given step functions in AI's capabilities. It may not happen, but it's reasonable to expect another step-function development soon.
TheCraiggers 12 hours ago
How do I know they didn't buy them just to make sure their competitors couldn't?
kubb 12 hours ago
Can anyone tell me the leading theory explaining the acquisition?

I can’t see how buying a runtime for the sake of Claude Code makes sense.

Rakshath_1 15 hours ago
[dead]
barfoure 9 hours ago
I disagree with this article and what it attempts to do: frame the acquisition using a conjecture. The only thing to “believe” are the authors reasons - which are flimsy, because they are the very thing we need to be critical of.

I don’t know why the acquisition happened, or what the plans are. But it did happen, and for this we don’t have to suspend disbelief. I don’t doubt Anthropic has plans that they would rather not divulge. This isn’t a big stretch of imagination, either.

We will see how things play out, but people are definitely being displaced by AI software doing work, and people are productive with them. I know I am. The user count of Claude Code, Gemini and ChatGPT don’t lie, so let’s not kid ourselves.