article pub. Jan 28, 2026
Rachel Thomas draws a sharp parallel between vibe coding and gambling addiction, coining "dark flow" to describe how AI coding agents produce the feel of productive focus without real growth. A METR study found developers perceived a 20% speedup while actually working 19% slower — a nearly 40% gap between felt and actual productivity.
I keep coming back to this one. The irony is that this entire site and workflow are agentic — which makes Thomas's warning feel personally implicating rather than abstract. Howard is even quoted directly here, making it a natural companion to his Nvidia interview on Jeremy's Wager.