levelsio：对"软件已死"论，AI 公司的附和藏着利益动机
levelsio 拆穿了 AI 圈互相吹捧的潜规则，还自曝利益关系。他算的 50 倍用户差这笔账挺有意思。
Pieter Levels（levelsio）发帖批评 AI 公司从业者附和"软件已死"说法，指出这实际是在劝说用户为自家 token 付费。他披露自己一半净资产在 Google、SpaceX、Nvidia 等股票中，同样有利益关联。他给出数据：全球约 4000 万开发者，而常规使用 AI 工具的人已达 20 亿，比例为 50 倍，未来将增长到与互联网用户相当的 60 亿。他认为这是创造力最好的时代，但不必然转化为收入，开发者未来需要新的护城河。
I think one thing that's a bit dishonest that I saw a lot yesterday about the "software is dead" post and I don't blame them is people at all the AI companies kinda replying "omg yes it's the best time to build a startup ever"
I mean yes, but you have to translate it to "omg best time to pay my company money for tokens to build your startup ever"
And you have a lot of people who are already rich (post-money) who say similar, because they don't need to pay their bills with their salary anymore
I'm also incentivized to say all this, half of my net worth is in AI stock (Google, SpaceX, Nvidia, and tech ETFs), I love to see their stock go up, but I care mostly about being real and no personally I don't think it's the best time to be in software ever, even if it's very unpopular to say this
I think it's definitely the best time ever for creativity, you can make things now you couldn't even imagine being possible to make just a few years ago, that doesn't necessarily translate to money though
There's ~40 million software developers in the world
There's 2 billion people regularly using AI tools now
So that's 50x, it'll grow to the same number as internet access, that's 6 billion people, so 200x more AI users than devs
Once AI agents can do the dev work (they already can), that means something for software, even if it's not right now, but it'll mean something in a few years
Many people predict this will cause the cost of everything to go down, and life will get cheaper, which is a good thing
It just doesn't mean as a software developer or entrepreneur you'll be paid for the same thing in the future you're paid for right now (maybe other moats, maybe UBI, etc)
