AI coding platforms
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Oct 23, 2025 by Rory O'Driscoll · across every show →
Everything said about AI coding platforms, oldest first
Oct 23, 2025 neutral
O'Driscoll: AI coding startups hit $1B TAM by capturing labor spend
“If you think of this as a tools market, it's probably going to flatten out. If you think of this as replacing all the people using those tools to build crappy products, and you can just compress that labor spend, then you could get to, then the TAM clearly sup…”