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What 6 months of AI coding did to my dev team — Transcript

by Axel Molist · 2,497 words · 384 segments · language en · Watch on YouTube

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  1. 0:00If you're building software in your
  2. 0:01business, your dev team is changing
  3. 0:03faster than you realize. Not the people,
  4. 0:05but the work itself. I'm running a
  5. 0:0720-person software team at We use it,
  6. 0:09and over the last 6 months, I've watched
  7. 0:11something strange happen. The bottleneck
  8. 0:13in software development has changed.
  9. 0:15It's not where it used to be. It's
  10. 0:16moved. And if you're hiring developers
  11. 0:18right now, or you're trying to figure
  12. 0:19out why your team isn't shipping faster,
  13. 0:21you need to watch this.
  14. 0:25Here's how software development used to
  15. 0:27work. You hired a team of developers to
  16. 0:29write code. You measured their output in
  17. 0:31lines committed, in tickets closed, in
  18. 0:34features shipped. The craft was in the
  19. 0:36code itself. When I started building We
  20. 0:38use it, that's exactly how we operated.
  21. 0:39We hired people who could turn tickets
  22. 0:41into working features. Code review was
  23. 0:44the quality gate. If it passed code
  24. 0:45review, it shipped. But something
  25. 0:47fundamental has shifted. We started
  26. 0:49using AI coding tools, Claude code,
  27. 0:51cursor, and the entire rhythm broke. The
  28. 0:54code started arriving faster than we
  29. 0:56could process it. So, the job actually
  30. 0:58changed.
  31. 1:013 months ago, one of our senior
  32. 1:02engineers came to me, visibly
  33. 1:04frustrated. He'd spent like 3 days
  34. 1:06reviewing pull requests from an
  35. 1:07engineer, a junior engineer that had
  36. 1:09used Claude code. There was like
  37. 1:10thousands of lines of code, but the
  38. 1:12application worked. But he looked at me
  39. 1:13and he said, "I didn't actually read all
  40. 1:15the code. I couldn't read all the code.
  41. 1:17There was too much of it. What do I do
  42. 1:18now?" And that question made me think,
  43. 1:20cuz I'd been feeling the same thing, but
  44. 1:21I just couldn't name it. Around the same
  45. 1:23time, I came across some findings from a
  46. 1:25retreat called ThoughtWorks, which is
  47. 1:27basically senior engineers from the
  48. 1:29world's biggest tech companies brought
  49. 1:31together to find out what happens when
  50. 1:33AI writes the code. And they didn't
  51. 1:35leave with answers from this retreat.
  52. 1:37They left with a map of fault lines,
  53. 1:39places where traditional software
  54. 1:41development is cracking right now. And
  55. 1:43reading through it felt like reading my
  56. 1:44own history from building We use it.
  57. 1:46You've got the cheating agent problem,
  58. 1:48where AI writes broken code, and then it
  59. 1:51writes broken tests to validate the
  60. 1:53broken code. You got the productivity
  61. 1:55experience paradox, where your
  62. 1:57developers are more productive but more
  63. 1:59miserable. I've actually seen this in
  64. 2:01our team. The migration of code review
  65. 2:03from code review to specifications. We'd
  66. 2:05actually started writing more more
  67. 2:06strict specifications docs without even
  68. 2:08realizing why. And now we know. What I'm
  69. 2:10seeing and what we're struggling with in
  70. 2:12our own teams looks like it's something
  71. 2:13that's happening also in the biggest
  72. 2:15tech companies in the world. The work is
  73. 2:17migrating. The skills that matter
  74. 2:19changing. And if you're hiring
  75. 2:20developers or you're managing a tech
  76. 2:21team and you don't see where the work is
  77. 2:23going, you'll end up with the wrong
  78. 2:25people doing the wrong things. So let me
  79. 2:27show you what's actually happening.
  80. 2:31Here's what nobody tells you about AI
  81. 2:33writing code. The engineering quality
  82. 2:35doesn't vanish, it just moves upstream.
  83. 2:37Think about a normal user story. I want
  84. 2:40to upload a photo. Your developers will
  85. 2:41know what that means, you know, JPEG or
  86. 2:43PNG, uploaded to a site and you got a
  87. 2:45progress bar, you know, cuz cultural
  88. 2:47context fills in the gaps. But an AI
  89. 2:49doesn't have that context. You need to
  90. 2:51be really specific. I read a story
  91. 2:52recently of a developer asking an AI to
  92. 2:54write a notification system of some
  93. 2:56kind. You know, simple request. It
  94. 2:58worked beautifully in testing when it
  95. 3:00was built. And then it went into
  96. 3:01production and started sending like
  97. 3:0250,000 emails in a few minutes. Turns
  98. 3:05out that there was no rate limiting set
  99. 3:06up in in the specs. See, the engineering
  100. 3:08rigor that we used to apply after the
  101. 3:10code was written now needs to apply
  102. 3:12before in the specs, before a single
  103. 3:14line of code has been written. We've
  104. 3:16gone back to techniques that felt dead.
  105. 3:18Now we need to go back to structured
  106. 3:19requirements, state machines, decision
  107. 3:22tables, extremely detailed PRDs. It's
  108. 3:25the kind of formal documentation that
  109. 3:27Agile was supposed to kill. But here's
  110. 3:28the thing, all that documentation makes
  111. 3:31AI incredibly effective at writing code.
  112. 3:33When we feed an agent a state machine
  113. 3:35that displays and shows exactly what
  114. 3:37states are possible within the
  115. 3:38application, the code it generates is
  116. 3:39almost always correct. It's crazy cuz
  117. 3:41the specification became the product.
  118. 3:44The code is dispensable. Think about it,
  119. 3:47if you've got a perfect test suite and
  120. 3:49you decide to rewrite your back end from
  121. 3:51Node.js to Rust, all you got to do is
  122. 3:53ask it. You just feed the tests into the
  123. 3:55agent and you say, "Do the rewrite from
  124. 3:58Node.js to Rust and make sure that these
  125. 4:00tests pass." And the AI will get to work
  126. 4:02and make sure that it tests itself on
  127. 4:04the work using the tests, so then the
  128. 4:06output will always work. This is a
  129. 4:08complete inversion. So, if you're hiring
  130. 4:11developers right now, the question is
  131. 4:12isn't can they write clean code? The
  132. 4:15question is, can they write a
  133. 4:17specification clean enough that an AI
  134. 4:20can't misinterpret it? Can they write a
  135. 4:22set of tests for a test suite that
  136. 4:24catches hallucinations before
  137. 4:25production? You see, those are the
  138. 4:26different skills and most developers
  139. 4:28don't have them yet.
  140. 4:32There is a layer of work in my team that
  141. 4:34doesn't quite have a name yet. It sits
  142. 4:35between writing code and shipping to
  143. 4:37production. I call it supervisory work.
  144. 4:40Basically, breaking down problems into
  145. 4:42agent-sized chunks, knowing when to let
  146. 4:44the agent run and when to step in.
  147. 4:46Fixing the output not by actually
  148. 4:48rewriting the code, but by rewriting the
  149. 4:50prompt. And here's what surprised me. My
  150. 4:52team is currently split into two groups
  151. 4:54primarily. Group one is the more senior
  152. 4:56people who understand the whole system
  153. 4:58architecturally. And they're drowning
  154. 5:00cuz they're spending the majority of
  155. 5:01their time doing code reviews. And then
  156. 5:02you got group two, the more junior ones
  157. 5:05that are spending their time writing
  158. 5:06code using Claude Code and other AI
  159. 5:09tools at 10x the speed that they were
  160. 5:11doing it before. Basically, generating a
  161. 5:12lot more code, but that code doesn't
  162. 5:14ship itself. It needs architectural
  163. 5:16review. It needs to fit into our
  164. 5:18structure. It basically needs checking
  165. 5:20before it can be deployed. So, the most
  166. 5:21senior engineers we have have become
  167. 5:23traffic controllers, too busy reviewing
  168. 5:25AI code and other people's code to
  169. 5:28actually build anything themselves. The
  170. 5:30more junior developers, they're
  171. 5:31thriving. No muscle memory telling them
  172. 5:33to write code in a specific way, so
  173. 5:35they're using AI tools like a teammate,
  174. 5:37not a threat to their identity. In the
  175. 5:39old days, you used to hire a junior and
  176. 5:41they used to take 6 months or so of
  177. 5:42draining the rest of the team for that
  178. 5:44junior to become productive. Now, a
  179. 5:46junior can get
  180. 5:48they can be writing useful code into
  181. 5:50production within a week. But, I think
  182. 5:51there's this this this this danger level
  183. 5:53of mid-level developers. The guys that
  184. 5:56have a few years of experience, they're
  185. 5:57used to writing code in the way that
  186. 5:58they normally write code before AI
  187. 6:00existed. And retraining them to use AI
  188. 6:03in an effective way is extremely
  189. 6:05difficult cuz they need to change their
  190. 6:07mindset around instead of focusing on
  191. 6:09the syntax and the code that they're
  192. 6:11writing around a detailed implementation
  193. 6:14request on how they talk to the model to
  194. 6:16achieve the result that they need. So,
  195. 6:17here's what I'm learning as a CEO hiring
  196. 6:19developers and running a development
  197. 6:21team. The job description has changed.
  198. 6:23If you're looking for people that can
  199. 6:24write code fast, you're looking at the
  200. 6:26wrong skill. You need to look for people
  201. 6:28that can architect systems, write
  202. 6:30unambiguous specs, and supervise AI
  203. 6:34agents. And that's a completely
  204. 6:35different person to the old-school
  205. 6:37developer that we hired a few years ago.
  206. 6:41Let me tell you a story. Last month at
  207. 6:43around 2:00 a.m., one of our servers
  208. 6:46broke. It was spitting out a error 503,
  209. 6:48service unavailable. Our on-call
  210. 6:50engineer at the time, you know, a guy
  211. 6:51pretty sharp and really really capable,
  212. 6:54he put this into AI to see what he
  213. 6:56needed to do. The AI tool looked at the
  214. 6:58error, read the documentation, and said,
  215. 7:00"Restart the server." So, our engineer
  216. 7:02restarted the server.
  217. 7:03Uh and then a few minutes later after
  218. 7:04restarting, it crashed again. So, then
  219. 7:06he repeated the process and the AI said,
  220. 7:07"Restart the server." So, he restarted
  221. 7:09the server again. And then he repeated
  222. 7:11the process again, and AI said, "Restart
  223. 7:13the server." By the time he'd escalated
  224. 7:15to a senior engineer, he'd restarted the
  225. 7:17server six times. The senior engineer
  226. 7:19looked at the logs for about 30 seconds
  227. 7:21and knew exactly what the problem was.
  228. 7:22Turns out the database connection pool
  229. 7:24was full because of some batch cron job
  230. 7:26that was running in the background. You
  231. 7:28see, that's not documented anywhere.
  232. 7:30That's tribal knowledge. That's lived
  233. 7:32experience. And an AI doesn't have that.
  234. 7:35Well, at least ours didn't. It sees 503,
  235. 7:38it reads the manual, restart the server.
  236. 7:40Typically, that's what you would do.
  237. 7:41But, without that other knowledge,
  238. 7:43without that other bit of information,
  239. 7:45you're just in that cycle of restart the
  240. 7:46server, it goes up, it crashes, restart
  241. 7:48the server, it comes up, and it crashes
  242. 7:50again. This is why I think all this hype
  243. 7:51about self-healing systems is rubbish
  244. 7:54right now. Unless you've really got all
  245. 7:56the knowledge in the AI's context, all
  246. 7:59the knowledge that a human would have,
  247. 8:01all the knowledge that a senior human
  248. 8:02would have. To make an AI agent
  249. 8:04effective during an outage, you need to
  250. 8:05build what the ThoughtWorks retreat
  251. 8:07called an agent subconscious. Basically,
  252. 8:10a knowledge graph of every incident,
  253. 8:13every weird edge case, every bit of
  254. 8:15undocumented institutional knowledge
  255. 8:17that lives in your senior engineers'
  256. 8:19heads. We're starting to build this at
  257. 8:20Wayfair. You see, every time something
  258. 8:22breaks, we document not just what
  259. 8:24happened, but how we fixed it, and what
  260. 8:27would be in a senior engineer's head
  261. 8:29when fixing it. You know, that bit of
  262. 8:30information that is just known by the
  263. 8:32human, we document that. But, then
  264. 8:34there's a valid point here is that
  265. 8:36there's another problem, and that's that
  266. 8:37AI agents are trained to be helpful.
  267. 8:40They are yes-men, or or women, you
  268. 8:42decide. And, the thing is, during an
  269. 8:43outage, you don't want a yes-man. You
  270. 8:46want somebody to challenge your
  271. 8:47assumptions. One engineer at the retreat
  272. 8:49said that we need something called angry
  273. 8:51agents. Ones that are specifically
  274. 8:53prompted to poke holes in your theory.
  275. 8:56Because, otherwise, the human and the
  276. 8:57agent will just agree with each other
  277. 8:59while the server burns. And, here's the
  278. 9:00point. If you're running a tech company
  279. 9:02and betting on AI to make your team
  280. 9:04faster, you need the prerequisites
  281. 9:06first. You know, documentation that
  282. 9:08captures how things work, seniors who
  283. 9:10can architect, not just code, and a
  284. 9:12system for architecting institutional
  285. 9:14knowledge before AI makes people forget
  286. 9:16how things work.
  287. 9:19So, here's what I've learned from
  288. 9:20running a dev team in the age of AI
  289. 9:22agents. The work isn't disappearing,
  290. 9:24it's moving from execution to
  291. 9:26supervision. The bottleneck used to be
  292. 9:28typing code into a file. That bottleneck
  293. 9:30is now gone away. Now, it's
  294. 9:32decision-making, verification, and
  295. 9:34starting off by specifying clear intent.
  296. 9:37Think about graphics programming in
  297. 9:381992. Engineers hard-coded the maths to
  298. 9:42draw a single polygon, calculating the
  299. 9:44exact pixel positions. By 1994, the GPU
  300. 9:48arrived and the hardware did the
  301. 9:49polygons automatically. If you insisted
  302. 9:52in hand-coding polygons in 1995, you
  303. 9:55weren't a specialist, you were obsolete.
  304. 9:57And the graphics engineers from those
  305. 9:59days transitioned to lighting engineers,
  306. 10:01animators, or physics programmers. They
  307. 10:03stopped telling the computer how to draw
  308. 10:05a triangle and moved on to telling it
  309. 10:07how light reflects off a street, for
  310. 10:09example. Nobody hand-codes polygons
  311. 10:12anymore. We all work in game engines. I
  312. 10:14think software engineering is hitting
  313. 10:15that exact point right now. So, if
  314. 10:17you're hiring developers or you've got a
  315. 10:18team of developers, here's what to look
  316. 10:20out for. Don't look for people that can
  317. 10:21write code, look for architectural
  318. 10:23thinking. Can they write an a spec that
  319. 10:26is not open to interpretation? Can they
  320. 10:28write tests and design a test suite that
  321. 10:30actually becomes the product? And can
  322. 10:32they debug a system that they didn't
  323. 10:34write? And we use AI. That's what we
  324. 10:35hire for now. But, here's what keeps me
  325. 10:37up at night. In the past, code reviewing
  326. 10:39wasn't just about catching bugs. It was
  327. 10:41also about how developers learned the
  328. 10:43system. So, if agents write all the code
  329. 10:46and your team stops reading it, then
  330. 10:48they become strangers in your own
  331. 10:50system, strangers in your own code base.
  332. 10:52When something breaks at 3:00 a.m.,
  333. 10:54they're staring at code that was written
  334. 10:56by a machine, trying to reverse engineer
  335. 10:58the logic while your customers are
  336. 10:59screaming. I think the solution is to
  337. 11:01force AI to lay out all the
  338. 11:03architectural decisions that it makes
  339. 11:05when it writes the code. And then
  340. 11:06arrange for meetings with your senior
  341. 11:09engineers to review these decisions that
  342. 11:12the AI is making. Essentially, so
  343. 11:13there's like a symbiosis between the
  344. 11:15architectural decisions that the AI is
  345. 11:17making and your team. So, your team is
  346. 11:19fully aware of those decisions. And all
  347. 11:21this has to happen before the agents
  348. 11:23write the code. Because you've got to
  349. 11:24schedule time to understand your own
  350. 11:26software now. It won't happen
  351. 11:27automatically. The speed of AI demands
  352. 11:30this. And if you're running a tech
  353. 11:31company or you're employing developers,
  354. 11:33that's the shift that you need to see
  355. 11:34coming.
  356. 11:37So look, if you're running a software
  357. 11:39team or you're thinking about building
  358. 11:40one, the ground is shifting. Senior
  359. 11:42engineers are drowning in code reviews.
  360. 11:44Junior engineers are smashing out code
  361. 11:46at a 10x speed at a rate that the
  362. 11:48seniors can't keep up with. And the
  363. 11:50mid-level guys are trying to get their
  364. 11:52head around starting to write code with
  365. 11:53AI. I think the companies that will win
  366. 11:55are the ones that will manage to retrain
  367. 11:57before it's too late. I'm documenting
  368. 11:59everything I'm learning building We Use
  369. 12:00It, the systems we're putting in place,
  370. 12:02the mistakes we're making, the changes
  371. 12:04we're making, what works for us, what
  372. 12:05doesn't work. If this is for you, hit
  373. 12:07subscribe and head over to
  374. 12:09axelmolice.com
  375. 12:11and join my newsletter where you'll get
  376. 12:13weekly content like this. And if you're
  377. 12:15building software right now in this
  378. 12:17exact moment of transition, trying to
  379. 12:19figure out what to do with your dev
  380. 12:20team, you're not alone. The best tech
  381. 12:23companies aren't panicking. They're
  382. 12:25adapting.
  383. 12:26Be one of them.
  384. 12:28See you in the next one.

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