StarZero All shows Try the podcast clipper →

AI coding

2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Nov 17, 2025 by Andrew Ng · across every show →

Everything said about AI coding, oldest first

Nov 17, 2025 bearish
Assertion Not checkable as stated
Andrew Ng: Heavy VC subsidies for AI coding tools cannot continue indefinitely
“I think we're seeing that right now with a lot of VC subsidized, you know, AI coding the laws of physics or the laws of finance says that at some point, right, this can't go on forever.”
Andrew Ng Nov 17, 2025 ▶ 33:51 AI Fund’s GP, Andrew Ng: LLMs as the Next Geopolitical Weapon & Do Margins Still Matter in AI? · 20VC with Harry Stebbings
Aug 20, 2026 neutral
Opinion
O'Driscoll: 70-80% of Anthropic valuation relies on AI coding
“Remember, this is the biggest market for AI. Like, 70, 80% of Entropic's trillion-dollar market cap is predicated on this, right?”
Rory O'Driscoll Aug 20, 2026 ▶ 6:35 Stripe's $8B OpenRouter Bet | Anthropic's First Profit & The Math Behind Reaching $600B in Revenue?
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 1,200 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.

Try the podcast clipper Learn more