Simon W

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20 February 2026

The bottleneck is shifting

by Simon

LLMs change what’s scarce – the ability to produce median-or-above quality code. However, they don’t solve social problems, or organisational problems, and the acceleration they provide is likely to make them worse.

What remains scarce is verification, rationale capture, senior capability (e.g. high-level architectural oversight and judgement, integration reasoning, threat modelling) (and the social / epistemic machinery that keep systems coherent over time). Some of these are (at least partially) solvable by throwing more LLMs at the problem, but others are only harmed by that approach.

The bottleneck shifts. The trick is in predicting where the next bottleneck will be, and hopefully designing a system that ideally avoids/ameliorates it, but at least doesn’t get irreversibly harmed by running into it.

And you need to build (at least some of) this up-front – for example you cannot solve rationale capture post-hoc; it’s too late and the rationale is irretrievably lost.

Note that many of these problems either only surface in the medium to long term, or are self-masking (tidy diffs, passing tests, but system decay – surface impression of health while the system-level story rots).

Also note, almost none of these problems are new – humans suffer from all of them – but we understand the shortcomings and ameliorations in human-space for these things. We are about to shift the system drastically though, and the question is really: how will these existing failures impact our future systems and workflows?

Many of these bottlenecks are not technical at all; they are organisational and incentive-aligned failures that LLMs amplify.

Here are some non-independent, overlapping thoughts about bottlenecks:

Velocity, assurance and local correctness vs global coherence (verification / coherence bottleneck)

Homogenisation, correlated error and the illusion of consensus (epistemic / solution-space bottleneck)

Latent senior-capability decay and rationale loss (capability bottleneck)

TL;DR

If the predicted failure modes above are real, the design response is not more output, but explicit counter-structures.

Rules of thumb

Things to maybe actually do

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