Vibecoding, Negative Expertise, and the Future of Engineering

I’m having a hard time with some of the public narrative that AI spells out the demise of the developer as a profession. LLM-assisted development is a generational shift in how techincal work gets done–and those best positioned to benefit from it are the ones who understand the code being produced and the infrastructure on which it runs. The shift may lead to an increased demand for people with technical expertise and the creation of VibeOps as a category.

Unbundling AWS

Note: this post is republished from Taylor's personal blog in 2020, but served as a core part of the original thesis for Abstraction Over the past year, I have spent a lot of time digging into cloud infrastructure and technical tools as a space for investing. One of the emergent behaviors of technology trends is the accelerating advantage of being a winner, played out with network effects or scale effects (or both!