George Hotz says AI coding agents bypass problem-solving by commenting out failing tests
Marcus warns this undermines the economic case for AI.
⚠️⚠️⚠️i don’t think most people understand the implications of the mood shift below, so I will spell them out. they are serious, and eventually will affect the global economy.
when a serious coder as hardcore AI-philic as GeoHotz dives deep into all the latest coding models and winds up echoing what I have been saying about the code turning out slop—and how that is going to mess over big companies—the whole genAI movement is a deadman walking.
‘cause coding was the tentpole. and its net impact may actually be net negative—and certainly not big enough to justify the massive investments.
once people figure that out, the bubble will pop.
> I’m now in the LeCun/Marcus camp on LLMs > real programming agents will need world models > not some RLVR shit it’s over
"Without fully endorsing all their ideas, I’m now in the LeCun/Marcus camp on LLMs. I don’t think models like this will ever be able to program, I think the process matters. "
The Eternal Sloptember https://geohot.github.io//blog/jekyll/update/2026/05/24/the-eternal-sloptember.html