Ed Zitron’s latest, On NVIDIA and Analyslop, is very good on the current state of some financial stuff related to ‘AI’. It’s also good on how much more complex software development is than the ‘vibe coding’ believers would tell you:

Software is a tremendous pain in the ass. You write code, then you have to make sure the code actually runs, and that code needs to run in some cases on specific hardware, and that hardware needs to be set up right, and some things are written in different languages, and those languages sometimes use more memory or less memory and if you give them the wrong amounts or forget to close the door in your code on something everything breaks, sometimes costing you money or introducing security vulnerabilities.