Most companies didn't replace their junior engineers with AI.
They just gave their senior engineers a second job.
Published
Cut roles. Hand out AI. Bank the savings.
That is the market’s AI plan right now. And for most software companies, it is backfiring.
Pull requests are up. But releases haven't moved—because your most experienced engineers are now spending their days reviewing massive AI pull requests and fixing defects that AI-written tests missed.
You can’t fix a delivery model by starting with the tool. You have to start with the work.
First published on LinkedIn on 28 October 2026. The original post.
The full mechanism — how absorbed custom work prices as a services business, and how the shape is resolved — is in the report →
Where this note leads: the papers behind it, in reading order.