The core argument: if no one who understands the code is in the loop during creation, the code is either unreviewed (vibe code) or reviewed after the fact (Waterfall - which is slower than sync pair-programming with AI).
Async workflow = sync workflow + formalization cost + context reload + feedback latency + tooling downgrade. Every term is strictly positive. No configuration makes it zero. No amount of AI improvement changes this.
Pair-programming was always the best methodology. AI just made it affordable. The industry should be doubling down on it - not abandoning it for the methodology we spent twenty years escaping.
Full analysis: https://github.com/Jk1484/agentic-waterfall
Someone has to understand the code. That person is a developer regardless of what you call them. If nobody understands the code, you have vibe code - and vibe code has its own cost in hotfixes, rework, and rewrites.
The report covers this: replacing developers with agents requires three conditions to hold simultaneously - AI matches human general intelligence, AI matches human contextual understanding, and AI costs less. Currently the first one alone isn't met. The cost argument assumes all three are already true. Otherwise, you'll vibe code at enterprise scale.