Is “AI-First” a Strategy, an Ideology, or a Performance?

Jason Gorman:

Watching team after team after team drop everything to try and tame the code-generating firehose, while real business and real user needs go unaddressed, is quite the spectacle. It’s a hyper-scaled dysfunction.

Why everyone really wants to be an “AI” company:

There’s no credible evidence that “AI” ten-times’s dev team productivity. But there’s plenty of evidence that it can 10x a valuation.