AI coding assistants promise to write your code, speed up your sprint, and maybe even make engineers obsolete. But what if the people building with them every day see something very different?

In this special Halloween edition of CRAFTED. — which also marks the show’s third anniversary! — a masked CTO shares what he can’t say publicly: that these tools are powerful, but insidious. In his view, coding assistants are great for auto-complete, but they can’t do what a human engineer does. He says they’re terrible at starting from scratch and will often suggest code that “works in vacuum”, but not in context. And because AI can write so much code, so quickly, it’s hard to catch errors. In short, he sees an increase in short term velocity, at the expense of increased defects and an increasing dependency on systems that are untrustworthy.

I want to emphasize that this episode features the experience of one very experienced person. There are obviously others who disagree, who say AI coding agents are incredible, so long as they’re managed well.

However, there are also an increasing number of people questioning the sustainability of coding agents — they're incredibly expensive to run — and also how good they are in the first place.

For example Andrej Karpathy, the guy who literally coined the phrase "vibe coding" and was early at OpenAI and Tesla, just said publicly on Dwarkesh Podcast that the path to AI agents is going to be a lot slower than people in the industry think it will be. He said coding agents are "not that good at writing code that's never been written before" and that there is too much hype right now about where AI really is, with people in the industry, quote "trying to pretend like this is amazing, when it's not."

And he said: "My Claude Code or Codex still feels like this elementary-grade student."

Today's guest agrees with Karpathy on a lot of this. Our guest has worked at startups, scale-ups, and big tech companies you've definitely heard of and today he's at a very AI-forward company and using AI coding tools every day.

Enjoy this special episode of CRAFTED.!

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Key Quotes

03:16 The myth of AI replacement: “The idea that AI can actually supplant a software engineer in their current role is basically nonsense.”
06:29 Why AI struggles without human input: “If you remove the human engineer from the equation, there’s no place to start from. The AI does not do well when you’re starting from scratch because it doesn’t have the real-world context or the continuous learning required to make that system better.”
12:21: The illusion of speed: “Coding assistants help you generate code very quickly. There’s an illusion that your velocity increases. What actually happens is you’re just shipping more bugs to production.”
13:30 More code than humans can review: “AI generates so much code that no human can keep that context in their head and review it in a meaningful way. At some point you just have to trust — but who are you trusting? You’re trusting the AI, and the AI cannot be trusted.”
14:02 AI & Junior Engineer Hiring: “The narrative that hiring trends have anything to do with AI is absurd. It’s not that AI is replacing junior engineers — it’s that companies are running lean and don’t have the bandwidth to train them.”
15:42: Where the AI Bulls and Bears Differ: “Whereas we see flawed systems that aren't ready for primetime [...] they view this as ‘oh, that's, that's insignificant. They will get better almost immediately. It's not a big deal.’ But we've been repeating this cycle for years at this point.”
19:50 Where AI Excels: “Where review and revise are part of the process already, that's a really good place for generative AI because you already have a human in the loop.”
21:02: What builders need to unlearn “To the extent that people think these things are thinking or reasoning or on any path to AGI at all — they should discard that. These models don’t think. They’re very sophisticated pattern-matching machines, and that’s really it.”