Good example. AFAIK they are still focusing on doing this via larger models which is a bad call. They are also focusing to hard on fully-agentic coding which, while useful to a limited extent, is not the best way to use AI for most non-trivial coding tasks.
Yeah, fully agentic coding just takes too much knowledge out of the engineer. It’s a lazy man’s button to do work and yield average results. Fun for vibe coding and not reliable enough for enterprise where quality matters. Maybe their focus will pay off in reliability, maybe not.
The author doesn’t address: A good engineer spends little comparative time coding versus other tasks for established projects. A good engineer understands the system end to end. Offshore developers are worse than Llama3.
IBM is reinventing itself, no? From mainframe maximalists to purchasing HashiCorp, Red Hat, Confluent. All to capture enterprise for years to come. It seems as if IBM is making a comeback.
If you read their annual report they bet the farm on RedHat and Kubernetes. They spun off their legacy services business and have basically have monopoly power over the Federal government, banks and defense contractors. They have been buying out other Kubernetes vendors such as Kubecost. They are are pretty focused now, we will see how well they will do long term.
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