In fact, I believe that the most cost effective way is a collab of human+agent. Ie giving the agent direction as it goes along with the plan I can cut the thinking while keeping the speed. Basically helping the agent going from a breadth first search into a guided depth first one which is much more token efficient.
Additionally, humans have long term memory and knowledge of the context around your codebase. Agents do not, and while you can fit a lot in 1M context window, once you fill that the quality goes down considerably.
To be clear, I'm also not saying LLMs will definitely displace a lot of us very soon. I'm just saying I wouldn't be surprised by either outcome and I don't know how anyone claims to know one way or another given the past year or so of progress.
In a hypothetical world where LLMs have enough context window and "understanding" to have no need for an experienced user to give inputs I would assume its also going to have enough information to make most business decisions and provide well formatted info to the C-Suite.
While tokens costs are going down, the number of token burned is going up and up. Case in point Sam Altman is complaining about their top token users burning through 100B tokens per month [1]. So you have token prices going down but token usage going up 10x per year (if you extrapolate linearly from what Sam was ranting about). This is happening because people trust more and more LLMs and give them more autonomy and more complex tasks (IMHO).
So if you really need a true unsupervised agent that replaces SWEs you need how probably much more than that. Say 20x that number (2T tokens/month) for each SWE. I'm gonna focus on the energy part as this is more tangible. Trying with some realistic numbers:
- To replace 1M SWEs for a year you need 2T tokens/month * 12 months * 1M SWEs ( = 2.410^19 tokens)
- Assuming 0.5J per token you get 1.210^19J [2] (I took the number for an llama3 8B model, probably is much more for SOTA models IMHO).
- A year has 31M seconds
- Over a year that is 380 GW of constant power that is needed only for replacing 1M SWEs and that is around 80% of all the current US energy consumption (450GW). And apparently there are 47ish Million SWEs globally as of 2025 [3]
I don't think there is enough power capacity to deliver all of this without pivoting all of society into building data centers and power plants.
So unless there is some breakthrough in efficiency/intelligence (ie you need way fewer tokens for what you have to do) your job is gonna be safish at least.
Of course I pulled that 20x out of my ass, but I believe it is somewhat realistic for a truly autonomous agent(s) that replace SWEs.
[1] https://finance.yahoo.com/sectors/technology/articles/sam-al... [2] https://arxiv.org/html/2512.03024v1 [3] https://www.slashdata.co/post/global-developer-population-tr...
I think the economics here work out as "OK, so we've bought 80% the electricity in the US and used this to sell software to the 96% of humans not living in the US; this is profitable for the businesses, so nobody with money cares about the Americans who now literally can't afford to keep refrigerators running because we outbid them".
The reasons are many.
These are things I've come to expect from bots, clueless journalists, clueless juniors, clueless expert beginners and clueless members of the professional managerial class but almost never from experienced software engineers.
To be fair, seasoned software engineers always seem to get shouted down online by the former group which is louder and more numerous so you could argue that we "lost" the argument.
Meanwhile big tech's vibe coded monstrosities are increasingly exploding all around us in ever more humiliating ways while the humans who had this tech rammed down their throats get thrown under the bus.
This undeserved halo effect over AI is maintained in order to keep the needle from pricking the ginormous stock market bubble that hinges upon the religious belief in the lie AI Will Replace Us All Soon.
Currently leading an Integration that for the most part needs no new code written and the CEO is breathing down my neck telling me to cut my 4 week estimate down to 1 because "can't i just use AI like the other firms do?".
There's a morbid part of me that wants to give him what he wants and let claude make critical process decisions on internal processes that are very domain specific and have no online documentation, but alas I would rather not have the project go down in flames so I smile and nod.
Physicist sounds like Lab Technician, which sounds like managing samples.
Electrical Engineer sounds like Electrician, which sounds like installing a bunch of wire.
Stunt Driver sounds like Uber Driver which sounds like pushing pedals and turning a wheel.
It’s fun to pretend the world is much simpler than it is.
That, or extreme extrapolation from events that form a vanishingly tiny part of the job of a software engineer. "Last week my AI solved this amazing software problem that I had struggled with" very quickly becomes "the AI is better at software than I am". Any pushback suggesting that the fact that something (or someone) did one tiny part of your job better than you one time does not mean you should be replaced, is quickly met with "yeah, but that's today, imagine how amazing the models will be in n years".
You can't win a debate with this much moving of goalposts.
The more interesting question is: Has the ease of replacibility increased because of AI?