Every other post on my feed celebrates how AI lets us write code faster: whole apps built in a matter of a few hours, 99% AI-generated codebases, hundred-fold productivity gains, and on and on. But does writing code faster actually make us more productive?
A Quick Detour Through a Factory
The Theory of Constraints says that every system’s throughput is limited by a single constraint: its bottleneck. What makes a system more effective? Improving the bottleneck. What makes a system less efficient? Improving anything else.
I know, that second part is counterintuitive. Here’s the thing: if you speed up a non-bottleneck, you don’t improve the system; you produce more work-in-progress that piles up in front of the bottleneck! More inventory. More cost. More waste. The system becomes more expensive to operate, not more productive.
This is a well-established principle in manufacturing, and software manufacturing is no exception.
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