> but you can already get 80% of the way there, and with a senior engineer guiding a junior using genai

Getting to a demo, an MVP, or an early-stage company are probably all doable with a skeleton crew of software engineers plus LLMs. But it is difficult to imagine scenarios where 1) customers are paying you real amounts of money and 2) the technical problems the company faces remain solvable "with a senior engineer guiding a junior using genai."

It feels like a recipe for disaster--when (not if) things go awry, there is no slack in the system, nothing to absorb the shock. It's brittle. Maybe we will see lots of companies in the next few years with successful exits who are using a model like this! But I doubt many are durable businesses.