AI at a big tech company - all hype or losing our jobs?

The podcast explores the impact of AI on software engineering, particularly whether AI will replace software engineers. They highlight how AI is enabling even non-engineers to build complex tools and applications. The speakers reference examples like Linus Torvalds using AI for coding and Michael Arnaldi's claim of being able to rebuild a Bloomberg terminal with AI. They argue that while AI accelerates development and handles code minutiae, engineers are still needed for product vision, testing, integration, and understanding business needs. The discussion also covers the emergence of new commerce protocols like Google and Shopify's UCP and the potential challenges of integrating with multiple protocols. They also touch on the speed of AI development, referencing Anthropic's Claude co-work being built entirely by Claude in a week and a half.