> it’s not quite correct to suggest there’s a vibrant external market for their product
There is a very large demand for launch services. SpaceX balances launching customers and launching Starlink. It's not like they give every launch slot to customers and then launches Starlink whenever there's an opening they couldn't fill.
I don't disagree with the sentiment, but I think the signals that we use to determine whether we're doing the right things are different with the new AI enhanced toolsets.
Refactoring decent sized components are an order of magnitude easier than it was, but the more important signal is still, why are you refactoring? What changed in your world or your world-view that caused this?
Good things still take time, and you can't slop-AI code your way to a great system. You still need domain expertise (as the EXCELLENT short story from the other day explained, Warranty Void if Regenerated (https://nearzero.software/p/warranty-void-if-regenerated) ). The decrease in friction does definitely allow for more slop, but it also allows for more excellence. It just doesn't guarantee excellence.
Honestly, they're probably subsidizing Elon already via Tesla, but the super disturbing part here is what the author nails when he says the tail is wagging the dog. Indices should reflect market investment, they shouldn't drive it like this.
reply