King_V ezst036 said: Yes, but its also why everybody in corporate is freaking out. They're counting lines of code, not quality of code. But " triple the productivity " looks good on paper even if it makes the customers angry. This is where I see the problem. I'm especially happy with this part: Beyond that, Cursor has helped in other areas as well, such as debugging where it excels at finding rare, persistent bugs and deploys agents to resolve them swiftly. That's good… but so much mention of this: Nvidia now produces three times as much code as before AI … Nvidia's internal code commits have tripled since it mobilized 100% of its engineers with AI-assisted programming tools. makes me think of those stories where the brain-dead interview question of "how many lines of code have you written?" has come up. More is NOT better! And then this: Cursor closed out its presser by claiming that the "bug rates have stayed flat" despite the improvements in coding volume and overall productivity. If bug rates are flat, and you're producing triple the code, then you have triple the bugs. This is not a ringing endorsement by any stretch of the imagination. Could've just hired triple the programmers instead of investing those mountains of money into AI, and gotten the same thing. Reply
DS426 A 300% increase in the quantity of lines of code in the same amount of time should be concerning to anyone — even corporate executives. A single bad line can cause a security vulnerability or suffer from a lack of optimization. Quantity does not equal quality… even my 1st grade son knows this, lol. I'm sure AMD is doing this as well but hopefully in a more targeted, controlled, and verifiable fashion. AI can legitimately help developers in a lot of ways as copilots, but just spewing out source code like Niagra Falls is going to cause some real issues. Oh wait, that's already happening with how many driver fails during the early 50 series launch and now the past couple of months from Windows Update. Love the irony how nVidia's own cash cow that AI is will also be a huge stumbling block for them. Reply
vanadiel007 The way it should be used, in my opinion, is you write a routine and then you ask AI to write a shorter, better version of it. Then you check what AI came up with, and use the best version whichever one it is. Reply
DKATyler Fairly concerned about measuring productivity by lines of code. "Triple the lines" is a negative indicator. As a dev, I've often joked that one of these days I'll eventually hit a positive line count because so many of my bug fixes involve deleting bad lines or refactoring to use existing common utility functions. Reply
bit_user During a recent code review, us reviewers spotted some fishy code and asked the developer about it. It turned out that he'd used AI to generate it and didn't review it very carefully, himself. A serious downside of more generated lines of code is that it's more code for human reviewers to review. I already spend more time reviewing colleagues' code that I'd like. AI also be used for code reviews, but it's not currently at a level where it can substitute for human reviewers. Reply
bit_user King_V said: If bug rates are flat, and you're producing triple the code, then you have triple the bugs. No, I think they meant that the code output has tripled but the bug output has stayed the same. In other words, there's now a third as many bugs per line of code being created. Otherwise, it'd be nothing to brag about. However, you might be right that the number of bugs per line is the same. That would be bad, but not horrible, so long as the increased code output truly represents ~3x productivity. Reply
Key considerations
- Investor positioning can change fast
- Volatility remains possible near catalysts
- Macro rates and liquidity can dominate flows
Reference reading
- https://www.tomshardware.com/tech-industry/artificial-intelligence/SPONSORED_LINK_URL
- https://www.tomshardware.com/tech-industry/artificial-intelligence/nvidia-now-produces-three-times-as-much-code-as-before-ai-specialized-version-of-cursor-is-being-used-by-over-30-000-nvidia-engineers-internally#main
- https://www.tomshardware.com
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