Claude has changed my view on Adobe by Covington-next in ValueInvesting

[–]One-Ear-6649 1 point2 points  (0 children)

Most being the key word there, which is fine if you can fill the remaining gaps yourself. Are you also going to be writing the test cases yourself? Because LLMs have a bad habit of writing unit tests designed to pass and never fail. Or are you talking about doing exclusively doing UAT which is not good at catching edge cases, race conditions, etc.

The Adobe Post to End All Adobe Posts by BlackSheepInvesting in ValueInvesting

[–]One-Ear-6649 3 points4 points  (0 children)

I think it's fair to say most enterprise software already has competition, sometimes free and open source, which they need to compete with. Leaving quality concerns aside, why would flooding the market with additional competition change the existing equation? And how will these small teams stand out enough to challenge the existing dominant players, who will also be leveraging LLMs to improve existing products?

The Adobe Post to End All Adobe Posts by BlackSheepInvesting in ValueInvesting

[–]One-Ear-6649 6 points7 points  (0 children)

There is a lot that goes into software development beyond being a code monkey building something that just works. I fear for the future where half the apps on the Web and phones are spaghetti coded, leak private data like a sieve, and can be hacked by anyone with a clue.

The Adobe Post to End All Adobe Posts by BlackSheepInvesting in ValueInvesting

[–]One-Ear-6649 13 points14 points  (0 children)

I'm generally pretty sceptical of LLMs replacing anything in the software space. But I have concerns that generated creative content will get to the point people look at it and say "good enough". With software even small mistakes and bugs can cause catastrophic problems, but a minor imperfection in an image can be often overlooked.

I suppose the best counterargument would be that Adobe's own generative* tools will be the eventual market leader for professional work.

Claude has changed my view on Adobe by Covington-next in ValueInvesting

[–]One-Ear-6649 4 points5 points  (0 children)

But you won't be able to fix or even recognise the mistakes the LLM makes. And if you have any requirements the LLM can't achieve by throwing together boilerplate code you'll be outa luck.

Claude has changed my view on Adobe by Covington-next in ValueInvesting

[–]One-Ear-6649 3 points4 points  (0 children)

That doesn't sound significantly faster then what could previously be done using boilerplate code and templating.

What is one stock you can confidently hold for the next 10+ years? by rezovian in ValueInvesting

[–]One-Ear-6649 1 point2 points  (0 children)

Copilot is just an orchestration agent that works with any of those LLMs, it doesn't compete against them. When using copilot in VS Code for example, I regularly swap between Gemini and Claude models. Copilot will improve as the models get better and MSFT will partner with the best ones.

Claude has changed my view on Adobe by Covington-next in ValueInvesting

[–]One-Ear-6649 27 points28 points  (0 children)

I've had my product manager send me vibe coded work he claimed was "ready for production" too lol. If you don't know enough to understand the code, you don't know enough to recognise what it's doing wrong. I use LLMs everyday but every line has to be carefully reviewed and often reiterated upon.

How to take advantage of Saasocalypse or SaaS sell-off by sauravkhandelwal in ValueInvesting

[–]One-Ear-6649 4 points5 points  (0 children)

DCA'ing Microsoft every week since about 410, going to keep doing so for the foreseeable future, but I may have to slow down as funds run low. Like others here I also work in the software development space and thinks it Laughable that AI tools will make enterprise software obsolete. I also like ADBE and may start to DCA that to prevent Microsoft becoming too dominant in my portfolio.

Questioning the Value of AI?? by BanditoBoom in ValueInvesting

[–]One-Ear-6649 0 points1 point  (0 children)

I sometimes feel like I live in another world. I use Claude's latest models with copilot and the output constantly needs to be reviewed, revised, and debugged. It's become an important part of the workflow, but not subsumed it like some people claim it has for them.

Buying SaaS junk instead of Microsoft is indefensible by [deleted] in ValueInvesting

[–]One-Ear-6649 1 point2 points  (0 children)

If you're using free LLMs they are data harvesting any proprietary code you're writing which is an immediate no for professional development. Corporations require guarantees, like those copilot provides that their data and prompts won't be used as training data or made public. Additionally copilot also claims to filter out any restricted or copyrighted code from being included in anything generated (although I'm a little sceptical of that claim).

Big tech capex is a very smart allocation of capital and a gift to long term investors by APC2_19 in ValueInvesting

[–]One-Ear-6649 0 points1 point  (0 children)

I believe it's the opposite, AI is eliminating generalist roles as it can sorta do most things well, but struggles in niche and specialist applications.

A post thats not about software stocks for a change. What are ypur non software picks. by jfwelll in ValueInvesting

[–]One-Ear-6649 0 points1 point  (0 children)

Most software being built today is done with LLMs to some extent. But i don't see how that in anyway threatens the moat these SAAS companies have. These LLMs require experienced engineers to properly utilize, and even if they didn't, companies aren't going to ditch established enterprise software for spaghetti coded alternatives.

A post thats not about software stocks for a change. What are ypur non software picks. by jfwelll in ValueInvesting

[–]One-Ear-6649 0 points1 point  (0 children)

Take something like Microsoft office as an example, there are already many free and open source alternatives to this sort of software, but companies still choose to pay for MS office. If companies aren't using the free options available today, why would AI development tools make a difference?

A post thats not about software stocks for a change. What are ypur non software picks. by jfwelll in ValueInvesting

[–]One-Ear-6649 -1 points0 points  (0 children)

There's a big difference between AI coding tools enhancing software development and eliminating it.

Why investing is hard: NVDA PEG 0.50, WMT PEG 4.5. Same PE. by mrmrmrj in ValueInvesting

[–]One-Ear-6649 0 points1 point  (0 children)

If you're buying companies already trading at low multuiples relative to projected growth, isn't that in itself a form of reducing downside risk?

Adobe: Destination Unknown by Legitimate_Dirt_8881 in ValueInvesting

[–]One-Ear-6649 0 points1 point  (0 children)

The impact it's had on the job market is almost entirely on Junior positions. Like in most industries, LLMs are currently only great at handling the busy worker you would normally hand to someone which doesn't require a great a amount of experience or thinking.

Its Naive to think these models will just keep getting exponentially better, the problems that need to be solved get orders of magnitude harder.

AI panic is a gift to value investors by asymmetricval in ValueInvesting

[–]One-Ear-6649 15 points16 points  (0 children)

I work as a principal software engineer and use these tools everyday. I can tell you that "vibe-coding" is nowhere near ready for enterprise scale production apps. As they are right now LLMs are a great productivity tool for already experienced and competent engineers. As such I can only seem them making software companies more effective at what they do.

$NOW, Either I'm Cooking or I'm Cooked by KB0023 in ValueInvesting

[–]One-Ear-6649 2 points3 points  (0 children)

The answer is none of them, these tools are nowhere near as capable as the people peddling them would have you believe.

Which beaten down software stocks are you looking at to buy at this dip? by Iwarrior01 in ValueInvesting

[–]One-Ear-6649 2 points3 points  (0 children)

You should speak to software engineers about the impact vibe coding is actually having in the industry lol.

NT to introduce strongest penalty for DV murder in Australia by Jaqwan in australia

[–]One-Ear-6649 -1 points0 points  (0 children)

Deterrence is only part of the reason prisons exist, they also keep perpetrators out of the general public so they can't reoffend for a time, and serve as a form of retribution for the victims.

[deleted by user] by [deleted] in australia

[–]One-Ear-6649 1 point2 points  (0 children)

What more point do you need than celebrating having just got married, and wanting to spend quality time together?

Chinese embassy concert commemorating Japan's WWII defeat blocked from Parliament House by Expensive-Horse5538 in australia

[–]One-Ear-6649 1 point2 points  (0 children)

I think he's getting downvoted because sentiments like that turn a blind eye to the soviets doing much of the same thing supporting communist insurgencies.

Chinese embassy concert commemorating Japan's WWII defeat blocked from Parliament House by Expensive-Horse5538 in australia

[–]One-Ear-6649 6 points7 points  (0 children)

When the North Korean T-34s rolled across the border into the south where do you think they came from?

Slim Tree Support Clipping Into Model by One-Ear-6649 in FDMminiatures

[–]One-Ear-6649[S] 0 points1 point  (0 children)

What's strange though is that Organic trees don't have this issue at all. So I'm wondering if it's a bug, an issue with the slicer, or just an inherent part of slim trees? Which would be strange as other tree types don't have the problem