co-signed. a robot might be able to type rote code faster than me, but *typing speed* is not the limiting factor in my effectiveness as a software engineer, and never has been. *understanding* the code (and the pre-existing human and computational systems it interacts with) is the hard part.
I'd also identify a third position, "I see or imagine there are meaningful uses for LLMs, but that they are relatively few (not 'everything') and relatively small (+10%, not +10000%) and so may not support the cost of model building and inference or the valuation of these companies."
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