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agentic coding

2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Nov 20, 2025 by Tomasz Tunguz · across every show →

Everything said about agentic coding, oldest first

Nov 20, 2025 bullish
Opinion
Tunguz: Agentic coding product-market fit ranks second only to search
“Look, I think product market fit for agent decoding is probably the best of any use case aside from search.”
Tomasz Tunguz Nov 20, 2025 ▶ 2:04 Peter Thiel and Softbank Sell NVIDIA - Why? & Why VC Will Hit $1TRN and The Opening of Retail · 20VC with Harry Stebbings
Jul 2, 2026 negative
Assertion Not checkable as stated
Lemkin: Portfolio SaaS companies see no revenue lift from AI coding
“Even any of our port, many of our portfolio companies that are doing well, that are not purely reselling tokens, they're coming to the conclusion that I'm not quite sure what the hell I know I want to do this. I can't put the genie back in the bottle. AI is gr…”
Jason Lemkin Jul 2, 2026 ▶ 8:25 Coinbase Cuts AI Spend by 50% | Kalshi's $40B Valuation & Impending IPO | The Year for SaaS Roll-Ups · 20VC with Harry Stebbings
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