The prevailing narrative at the moment is that AI is coming hard for software engineering jobs (from mass layoffs to recent graduates not being able to find a job and everything in between). Turns out, the data doesn’t actually support this narrative. Arvind Narayanan and Sayash Kapoor explored this topic in a thoughtful post on their “AI as normal technology” Substack. The reason is what Narayanan and Kapoor call the “decide-execute-deliver sandwich” – of which AI compresses the “execute” part but doesn’t budge on the other two.
Across 100,000 developers on GitHub, the researchers found that AI agents led to an eight-fold increase in the number of lines of code written, consistent with the idea that AI almost completely compresses the Execute layer of the sandwich. But this led to only 30% more releases, strongly suggesting that human bottlenecks (the Decide and Deliver layers) remain in place.
In my eyes, this has pretty far-reaching implications for other professions – as the two authors also point out:
In this essay, we argue that there is enough evidence to reject the narrative that once AI capabilities reach a certain threshold, it will cause mass layoffs. Given that this is true even in a sector with very few regulatory barriers, most other professions are likely to be even more cushioned.
Highly recommended reading.
