I’ve been arguing for months that AI doesn’t hurt developers who have judgment. Experienced engineers ship 2.5x more AI-generated code than juniors because they know when to trust it and when to verify. The skill that matters isn’t typing. It’s knowing what to build.

This is also why coding interviews are broken. They test memorization and syntax recall: exactly the “textbook knowledge” that AI now handles. They filter for the wrong skills while the right skills go unmeasured.

Stanford just published data that validates this. And raises a problem I hadn’t fully considered.

The Canary Paper

Erik Brynjolfsson’s team at Stanford’s Digital Economy Lab released “Canaries in the Coal Mine?” in August 2025. It’s the first rigorous study of AI’s employment effects using real payroll data.

Methodology: ADP payroll records (largest US processor), 3.5-5 million workers tracked monthly, 2021 through July 2025.

The findings:

GroupEmployment Change (late 2022 - July 2025)
Software developers 22-25-20%
Software developers 26+Stable or growing
All AI-exposed roles 22-25-13%

The divergence started precisely when ChatGPT launched. Young and old developer employment moved together until late 2022, then split sharply.

AI excels at replacing textbook knowledge - coding syntax and basic algorithms. Experienced developers possess skills AI struggles with: handling unexpected problems, difficult clients, and messy real-world situations.

— Brynjolfsson et al.

Automation vs Augmentation

The study introduces a critical distinction:

  • Augmentation: AI helps you work faster (code suggestions, debugging). Jobs stay stable.
  • Automation: AI replaces entire tasks. Jobs vanish.

Junior developer work falls squarely into automation territory. Writing basic functions. Building simple CRUD apps. Implementing well-documented algorithms. These are the tasks AI handles well enough to skip hiring someone to do them.

Senior developer work falls into augmentation. Architectural decisions. Debugging production mysteries. Navigating ambiguous requirements. Translating business problems into technical solutions. AI helps here, but doesn’t replace.

The skill ceiling is real

The METR study found developers with 50+ hours of Cursor experience saw positive speedups, while less experienced users got slower. AI tools have a steep learning curve that rewards existing expertise.

The Pipeline Problem

Here’s what I hadn’t fully considered.

Juniors become seniors. The “textbook knowledge” phase isn’t waste to be optimized away. It’s the on-ramp. You learn judgment by writing basic functions and getting them wrong. You develop intuition by building simple apps and watching them break in production. You build the pattern recognition that lets you spot bad AI suggestions by first making those mistakes yourself.

If AI automates the on-ramp, where do future senior developers come from?

The Vectara CEO said the quiet part loud:

We don’t need junior developers anymore. The AI now can code better than the average junior developer that comes out of the best schools.

— Amr Awadallah, CEO of Vectara

That’s probably true today. But follow the logic forward five years. Ten years. If companies stop hiring juniors, the pipeline of future seniors dries up. We’re eating our seed corn.

The Counterarguments

“Junior roles will evolve, not disappear.” Maybe. The study found jobs with augmentative AI use stayed stable. If junior roles shift from “write basic code” to “verify and refine AI output,” there’s still an on-ramp. But that requires companies to intentionally create those roles rather than just cutting headcount.

“Bootcamps and side projects still work.” Side projects don’t build senior engineers. Production does. You develop judgment by living through the mess: cascading failures at 3am, hotfixes while customers scream, watching your “clean” architecture crumble under load, debugging race conditions that only reproduce in prod. That’s the crucible. And you can’t access it without being hired first.

“AI will get good enough that we don’t need seniors either.” Possible. But we’re not there yet, and the current trajectory creates a gap. If AI truly replaces senior work in 2030, we’ll need a very different industry structure. If it doesn’t, we’ll have a shortage of experienced developers because we stopped training them in 2024.

The timing matters

The study emphasizes these are early findings. “We would not expect the same results even three months from now.” AI capabilities are moving fast. But so is the employment effect.


The skills argument is correct. Experience protects you.

But someone has to develop that judgment somewhere. If AI automates the on-ramp before people can climb it, we have a pipeline problem that won’t show up in productivity metrics until it’s too late to fix.

The canary is already in the coal mine. The question is whether we’re paying attention.