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  "articleBody": "By [Geoffrey Huntley](https://ghuntley.com/author/ghuntley/) in [AI](https://ghuntley.com/tag/ai/) — 13 Mar 2026\n\n![A couple of days ago, I sat down with Vivek Bharathi and dumped my brains. Here's the interview...](https://storage.ghost.io/c/06/e5/06e5d12b-0328-469d-a0d0-3a0f0ba34c46/content/images/size/w2000/2026/03/download--1-.jpeg)\n\n0:00\n\n/11:14\n\n![](https://storage.ghost.io/c/06/e5/06e5d12b-0328-469d-a0d0-3a0f0ba34c46/content/media/2026/03/AI-Expert--30----Rationalizing--Business-Moat-and--technical-Talent-for--agenticai-era--RIs6wikZykI-_thumb.jpg)\n\nBelow you'll find an AI transcription of everything we riffed about.\n\nKey distinction: Software Development vs. Software Engineering:\n\n- Software development (typing code, prompting LLMs) is accelerating massively and becoming ubiquitous—anyone (e.g., a hairdresser using Cursor) can now be a \"developer\" due to abundant AI knowledge/tools.\\\n- Software engineering remains essential and is evolving: engineers now act like locomotive engineers — keeping the \"train\" on tracks by designing safe, reliable systems/automations rather than working \"in\" the business (manual coding).\\\n- Shift focus to designing loops, automations, safety mechanisms (e.g., sandboxing, credential management, security), risk engineering, and responsible AI utilization.\n\n## Implications for professionals:\n\n- If your identity is tied to being a traditional \"software developer\" (keyboard typing), it's a tough time—prompting for outcomes is the new norm.\n- If your employer bans AI tools, leave immediately: it's business suicide to ignore AI, while staying risks employability suicide as the market for manual coders shrinks rapidly.\n- Engineers should prioritize raw technical/cognitive skills → engineer away concerns (e.g., replace binary code reviews with risk-based approaches, feature flags, constrained blast radius, auto-migrations).\n\n## Open source is \"dead\" (or greatly diminished):\n\n- Traditional open-source libraries existed to ease hiring and sharing reusable code.\n- Now, with AI generation, there's little point: generating code avoids maintainer burnout, GitHub issue delays, abandoned projects, supply-chain attacks (e.g., npm takeovers), and Dependabot update toil.\n- Better to generate first-party code for faster evolution, full control, and no human \"tool calls\" (which disqualifies true AGI-like autonomy).\n- Exceptions: highly sensitive areas like PKI/SSL where generation isn't appropriate.\n\n## Broader industry shifts in an abundance era:\n\n- Software moves from scarcity (differentiated libraries, hard-to-replicate tech) to abundance (easy generation/reimplementation).\\\n- Many software products become hyper-commodity (like utilities: electricity, web hosting) — easily screenshot + reimplemented via AI (e.g., Claude).\n\n### Vendor lock-in and switching costs vanish (e.g., auto-migrating databases/apps).\n\n- True moats now lie in non-technical areas: contracts, relationships, handshakes, stakes, distribution, taste/judgment — the \"hard things of business.\"\n- Unit economics of software have fundamentally changed → questions if software remains investable (VCs unsure about moats, fundraising challenges).\n\n> Future: hyper-personalized software; old models of building/scaling via scarcity are disrupted.\n\n### Closing advice\n\n- Stay relevant by running fast, staying curious, and adapting to the \"brave new world.\"\n\nps. this interview is also available:\n\n- on youtube at [https://www.youtube.com/watch?v=SMVyUu-GTpU](https://www.youtube.com/watch?v=SMVyUu-GTpU&ref=ghuntley.com)\n- X - [https://x.com/GeoffreyHuntley/status/2032163849067987280](https://x.com/GeoffreyHuntley/status/2032163849067987280?ref=ghuntley.com)\n- LinkedIn - [https://www.linkedin.com/posts/geoffreyhuntley_a-couple-of-days-ago-i-sat-down-with-vivek-activity-7437931906714791938-4_75](https://www.linkedin.com/posts/geoffreyhuntley_a-couple-of-days-ago-i-sat-down-with-vivek-activity-7437931906714791938-4_75?utm_source=share&utm_medium=member_desktop&rcm=ACoAAABQKuUB2AJ059keUcRUVLbtmoa6miLVlTI)\n\n### p.p.s don't miss out on free lifetime access\n\nJoin thousands getting premium insights delivered weekly. **Subscribe now and you'll never pay** - even when I start charging new subscribers. This free-for-life offer won't last forever.\n",
  "authors": [
    "Geoffrey Huntley"
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  "captured_at": "2026-09-27T19:29:15.293681927+00:00",
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  "content_html": "<p>By <a target=\"_blank\" rel=\"noopener noreferrer\" href=\"https://ghuntley.com/author/ghuntley/\">Geoffrey Huntley</a> in <a target=\"_blank\" rel=\"noopener noreferrer\" href=\"https://ghuntley.com/tag/ai/\">AI</a> — 13 Mar 2026</p>\n<p><picture class=\"article-picture article-picture-fallback\" style=\"--image-ratio:16 / 9\"><img src=\"https://storage.ghost.io/c/06/e5/06e5d12b-0328-469d-a0d0-3a0f0ba34c46/content/images/size/w2000/2026/03/download--1-.jpeg\" alt=\"A couple of days ago, I sat down with Vivek Bharathi and dumped my brains. Here&#39;s the interview...\" loading=\"eager\" decoding=\"async\" fetchpriority=\"high\" referrerpolicy=\"no-referrer\" class=\"progressive-image\"></picture></p>\n<p>0:00</p>\n<p>/11:14</p>\n<p><picture class=\"article-picture article-picture-fallback\" style=\"--image-ratio:16 / 9\"><img src=\"https://storage.ghost.io/c/06/e5/06e5d12b-0328-469d-a0d0-3a0f0ba34c46/content/media/2026/03/AI-Expert--30----Rationalizing--Business-Moat-and--technical-Talent-for--agenticai-era--RIs6wikZykI-_thumb.jpg\" alt=\"\" loading=\"lazy\" decoding=\"async\" fetchpriority=\"low\" referrerpolicy=\"no-referrer\" class=\"progressive-image\"></picture></p>\n<p>Below you'll find an AI transcription of everything we riffed about.</p>\n<p>Key distinction: Software Development vs. Software Engineering:</p>\n<ul>\n<li>Software development (typing code, prompting LLMs) is accelerating massively and becoming ubiquitous—anyone (e.g., a hairdresser using Cursor) can now be a &quot;developer&quot; due to abundant AI knowledge/tools.\\</li>\n<li>Software engineering remains essential and is evolving: engineers now act like locomotive engineers — keeping the &quot;train&quot; on tracks by designing safe, reliable systems/automations rather than working &quot;in&quot; the business (manual coding).\\</li>\n<li>Shift focus to designing loops, automations, safety mechanisms (e.g., sandboxing, credential management, security), risk engineering, and responsible AI utilization.</li>\n</ul>\n<h2>Implications for professionals:</h2>\n<ul>\n<li>If your identity is tied to being a traditional &quot;software developer&quot; (keyboard typing), it's a tough time—prompting for outcomes is the new norm.</li>\n<li>If your employer bans AI tools, leave immediately: it's business suicide to ignore AI, while staying risks employability suicide as the market for manual coders shrinks rapidly.</li>\n<li>Engineers should prioritize raw technical/cognitive skills → engineer away concerns (e.g., replace binary code reviews with risk-based approaches, feature flags, constrained blast radius, auto-migrations).</li>\n</ul>\n<h2>Open source is &quot;dead&quot; (or greatly diminished):</h2>\n<ul>\n<li>Traditional open-source libraries existed to ease hiring and sharing reusable code.</li>\n<li>Now, with AI generation, there's little point: generating code avoids maintainer burnout, GitHub issue delays, abandoned projects, supply-chain attacks (e.g., npm takeovers), and Dependabot update toil.</li>\n<li>Better to generate first-party code for faster evolution, full control, and no human &quot;tool calls&quot; (which disqualifies true AGI-like autonomy).</li>\n<li>Exceptions: highly sensitive areas like PKI/SSL where generation isn't appropriate.</li>\n</ul>\n<h2>Broader industry shifts in an abundance era:</h2>\n<ul>\n<li>Software moves from scarcity (differentiated libraries, hard-to-replicate tech) to abundance (easy generation/reimplementation).\\</li>\n<li>Many software products become hyper-commodity (like utilities: electricity, web hosting) — easily screenshot + reimplemented via AI (e.g., Claude).</li>\n</ul>\n<h3>Vendor lock-in and switching costs vanish (e.g., auto-migrating databases/apps).</h3>\n<ul>\n<li>True moats now lie in non-technical areas: contracts, relationships, handshakes, stakes, distribution, taste/judgment — the &quot;hard things of business.&quot;</li>\n<li>Unit economics of software have fundamentally changed → questions if software remains investable (VCs unsure about moats, fundraising challenges).</li>\n</ul>\n<blockquote>\n<p>Future: hyper-personalized software; old models of building/scaling via scarcity are disrupted.</p>\n</blockquote>\n<h3>Closing advice</h3>\n<ul>\n<li>Stay relevant by running fast, staying curious, and adapting to the &quot;brave new world.&quot;</li>\n</ul>\n<p>ps. this interview is also available:</p>\n<ul>\n<li>on youtube at <a target=\"_blank\" rel=\"noopener noreferrer\" href=\"https://www.youtube.com/watch?v=SMVyUu-GTpU&amp;ref=ghuntley.com\">https://www.youtube.com/watch?v=SMVyUu-GTpU</a></li>\n<li>X - <a target=\"_blank\" rel=\"noopener noreferrer\" href=\"https://x.com/GeoffreyHuntley/status/2032163849067987280?ref=ghuntley.com\">https://x.com/GeoffreyHuntley/status/2032163849067987280</a></li>\n<li>LinkedIn - <a target=\"_blank\" rel=\"noopener noreferrer\" href=\"https://www.linkedin.com/posts/geoffreyhuntley_a-couple-of-days-ago-i-sat-down-with-vivek-activity-7437931906714791938-4_75?utm_source=share&amp;utm_medium=member_desktop&amp;rcm=ACoAAABQKuUB2AJ059keUcRUVLbtmoa6miLVlTI\">https://www.linkedin.com/posts/geoffreyhuntley_a-couple-of-days-ago-i-sat-down-with-vivek-activity-7437931906714791938-4_75</a></li>\n</ul>\n<h3>p.p.s don't miss out on free lifetime access</h3>\n<p>Join thousands getting premium insights delivered weekly. <strong>Subscribe now and you'll never pay</strong> - even when I start charging new subscribers. This free-for-life offer won't last forever.</p>\n",
  "content_markdown": "By [Geoffrey Huntley](https://ghuntley.com/author/ghuntley/) in [AI](https://ghuntley.com/tag/ai/) — 13 Mar 2026\n\n![A couple of days ago, I sat down with Vivek Bharathi and dumped my brains. Here's the interview...](https://storage.ghost.io/c/06/e5/06e5d12b-0328-469d-a0d0-3a0f0ba34c46/content/images/size/w2000/2026/03/download--1-.jpeg)\n\n0:00\n\n/11:14\n\n![](https://storage.ghost.io/c/06/e5/06e5d12b-0328-469d-a0d0-3a0f0ba34c46/content/media/2026/03/AI-Expert--30----Rationalizing--Business-Moat-and--technical-Talent-for--agenticai-era--RIs6wikZykI-_thumb.jpg)\n\nBelow you'll find an AI transcription of everything we riffed about.\n\nKey distinction: Software Development vs. Software Engineering:\n\n- Software development (typing code, prompting LLMs) is accelerating massively and becoming ubiquitous—anyone (e.g., a hairdresser using Cursor) can now be a \"developer\" due to abundant AI knowledge/tools.\\\n- Software engineering remains essential and is evolving: engineers now act like locomotive engineers — keeping the \"train\" on tracks by designing safe, reliable systems/automations rather than working \"in\" the business (manual coding).\\\n- Shift focus to designing loops, automations, safety mechanisms (e.g., sandboxing, credential management, security), risk engineering, and responsible AI utilization.\n\n## Implications for professionals:\n\n- If your identity is tied to being a traditional \"software developer\" (keyboard typing), it's a tough time—prompting for outcomes is the new norm.\n- If your employer bans AI tools, leave immediately: it's business suicide to ignore AI, while staying risks employability suicide as the market for manual coders shrinks rapidly.\n- Engineers should prioritize raw technical/cognitive skills → engineer away concerns (e.g., replace binary code reviews with risk-based approaches, feature flags, constrained blast radius, auto-migrations).\n\n## Open source is \"dead\" (or greatly diminished):\n\n- Traditional open-source libraries existed to ease hiring and sharing reusable code.\n- Now, with AI generation, there's little point: generating code avoids maintainer burnout, GitHub issue delays, abandoned projects, supply-chain attacks (e.g., npm takeovers), and Dependabot update toil.\n- Better to generate first-party code for faster evolution, full control, and no human \"tool calls\" (which disqualifies true AGI-like autonomy).\n- Exceptions: highly sensitive areas like PKI/SSL where generation isn't appropriate.\n\n## Broader industry shifts in an abundance era:\n\n- Software moves from scarcity (differentiated libraries, hard-to-replicate tech) to abundance (easy generation/reimplementation).\\\n- Many software products become hyper-commodity (like utilities: electricity, web hosting) — easily screenshot + reimplemented via AI (e.g., Claude).\n\n### Vendor lock-in and switching costs vanish (e.g., auto-migrating databases/apps).\n\n- True moats now lie in non-technical areas: contracts, relationships, handshakes, stakes, distribution, taste/judgment — the \"hard things of business.\"\n- Unit economics of software have fundamentally changed → questions if software remains investable (VCs unsure about moats, fundraising challenges).\n\n> Future: hyper-personalized software; old models of building/scaling via scarcity are disrupted.\n\n### Closing advice\n\n- Stay relevant by running fast, staying curious, and adapting to the \"brave new world.\"\n\nps. this interview is also available:\n\n- on youtube at [https://www.youtube.com/watch?v=SMVyUu-GTpU](https://www.youtube.com/watch?v=SMVyUu-GTpU&ref=ghuntley.com)\n- X - [https://x.com/GeoffreyHuntley/status/2032163849067987280](https://x.com/GeoffreyHuntley/status/2032163849067987280?ref=ghuntley.com)\n- LinkedIn - [https://www.linkedin.com/posts/geoffreyhuntley_a-couple-of-days-ago-i-sat-down-with-vivek-activity-7437931906714791938-4_75](https://www.linkedin.com/posts/geoffreyhuntley_a-couple-of-days-ago-i-sat-down-with-vivek-activity-7437931906714791938-4_75?utm_source=share&utm_medium=member_desktop&rcm=ACoAAABQKuUB2AJ059keUcRUVLbtmoa6miLVlTI)\n\n### p.p.s don't miss out on free lifetime access\n\nJoin thousands getting premium insights delivered weekly. **Subscribe now and you'll never pay** - even when I start charging new subscribers. This free-for-life offer won't last forever.\n",
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