shorting only works if people realise it when you do. c-suite will run out of make up before admitting its a pig because the pay off is huge for them. I reckon agentic dev can function "just enough" to allow them to delay the reality for a bit while they fire more of their engineering team.

I don't think this one is worth shorting because there's no specific event to trigger the mindshare to start moving and validating your position. You'd have to wait for very big public failures before the herd start to move.