Nothing Works and Everyone Is Euphoric

Agent Psychosis: Are We Going Insane?

What’s going on with the AI builder community right now?

Karpathy says developers have 'AI Psychosis.' Everyone else is next.

Anthropic’s Mythos, Gen Z’s backlash, and Meta’s token binge all point to the same shift: developers are feeling AI first, but not for long.

AI Code Is Producing a Quality Crisis Nobody Wants to Talk About

The productivity numbers look great. AI coding tools are everywhere.

Companies That Replaced Humans With AI Are Realizing Their Mistake

As AI agents have yet to pay for themselves, more and more executives are waking up to the sloppy reality of AI hype.

AI Is Failing at an Overwhelming Majority of Companies Using It, MIT Study Finds

Recent figures by MIT found that 95 percent of generative AI pilots are failing, with some drastic implications for the spending bubble.

AI Is Forcing Us To Write Good Code

When Best Practices Are Best

We All Hate AI, but if You’re Poor, It Can Really Ruin Your Life

Debt collection. Parole decisions. Oversight of public services. It’s all being outsourced to AI, with terrible consequences for poor people.

AI Is A Money Trap

In the last week, we’ve had no less than three different pieces asking whether the massive proliferation of data centers is a massive bubble, and though they, at times, seem to take the default position of AI’s inevitable value, they’ve begun to sour on the idea that

Mitchell Hashimoto (@mitchellh)

I strongly believe there are entire companies right now under heavy AI psychosis and its impossible to have rational conversations about it with them. I can't name any specific people because they include personal friends I deeply respect, but I worry about how this plays out. I lived through the great MTBF vs MTTR (mean-time-between-failure vs. mean-time-to-recovery) reckoning of infrastructure during the transition to cloud and cloud automation. All those arguments are rearing their ugly heads again but now its... the whole software development industry (maybe the whole world, really). It's frightening, because the psychosis folks operate under an almost absolute "MTTR is all you need" mentality: "its fine to ship bugs because the agents will fix them so quickly and at a scale humans can't do!" We learned in infrastructure that MTTR is great but you can't yeet resilient systems entirely. The main issue is I don't even know how to bring this up to people I know personally, because bringing this topic up leads to immediately dismissals like "no no, it has full test coverage" or "bug reports are going down" or something, which just don't paint the whole picture. We already learned this lesson once in infrastructure: you can automate yourself into a very resilient catastrophe machine. Systems can appear healthy by local metrics while globally becoming incomprehensible. Bug reports can go down while latent risk explodes. Test coverage can rise while semantic understanding falls. Changes happens so fast that nobody notices the underlying architecture decaying. I worry.

Good vibes, bad vendors

AI coding works now. Here's how to think about it.

Spending on AI Is at Epic Levels. Will It Ever Pay Off?

Tech companies are pouring hundreds of billions into data centers, taking on heavy debt, but current revenue is relatively tiny. Critics warn of a new dot-com bubble.

How the AI Writing Panic Is Making Us All Worse Writers

This applies to those who use AI to write and those who don’t

Companies That Tried to Save Money With AI Are Now Spending a Fortune Hiring People to Fix Its Mistakes

Companies that rushed to replace human labor with AI are now shelling out to have IRL workers to fix the technology's screwups.