

Let’s hope the winners are slightly less ghoulish than our Oil barons.
What a foolish hope!
$200,000,000,000 debt.
Who well pay it?
You talk like gravity doesn’t exist!
You’re wrong if you think that it won’t be heavily reliant AI customers like software companies who spend five years removing codewriting skills from their workforce and building up technical debt in their codebase because no one has to understand it in those five years and there’s a lot of subtle, hard to spot bugs that got through code review because humans simply don’t make those kinds of errors and no one ever had to spot one in their life before claude came along.
Did you think that enshitification wouldn’t affect the product? Yesterday’s computers and cars were easy to disassemble to replace parts. Now it’s much, much harder, and it’s very common to void your warranty if you do that. Today’s ai generated code is easy to tinker with and you can do what you like with your end product. Why would it stay that way? Why wouldn’t they engineer it to make that harder? It’s not difficult to make code confusing by changing variable names. I could fuck up your codebase for humans by simply swapping names like productSKU and customerID, let alone writing obfuscated code for any purpose whatsoever and with whatever variable names I like.
Some software companies are outsourcing their talent to AI behemoths with mountains of debt to recoup. Guess who’s going to pay the debt! And what’s the point of such a company in the long run? Why are you speedrunning paying to replace yourself?
There will be an AI crash and “consolidation”, meaning a switch to monopolies or near monopolies. Some companies are shedding institutional knowledge and programming skill like it was waste water. Once dependence comes, value extraction will follow it like disease follows unvaccinated infection.
There is already $200bn in debt and growing rapidly. The shareholders aren’t going to be paying it. The ai customers are.



And which vehicle you go to work in dwarfs them both. Two things can be true at the same time.