For nearly 50 years now, software causes disruption, demand drives labor costs, enterprise responds with some silver bullet, haircuts in expensive suits collect bonuses, their masters pocket capital gains, and the chicken come home to roost with a cycle of disruption and labor cost increases. LLMs are being sold as disruption but it's actually another generation of enterprise tech. Hence the confusion. Vibe coding is just PR. Karpathy knows what he's doing.