AI coding tools

“So if the AI, if you can get AI good enough to eat much more of the 200,000 dollars of value attributed to your software engineer, IT person, it just follows that there's like 20 x more value creation and, like, there will be giant, giant outcomes.”

“On the software engineering side, I think what they're really good at is going from zero to 80% for a simple app. You know, it's like, it's the replet, the lovable, and then the larger the code base, even the one that generates itself, the larger the code base…”

“I think my read right now is more of the latter. And also the magnitude of multiplication is way lower than like 10 X-ing things. I think it's maybe in the realm of like 10 to 20% more productivity, Of an average engineering capacity.”

“And I would say that something in that range of, you know, 1.5 to two X feels right to me today in aggregate.”

“We encourage all our engineers to use the best security certified Coding tools that can increase the efficiency and we're not price sensitive around that at all.”

“Nothing jumps out to me on that, because obviously, like, I think the things with the most hype are code and foundation models and maybe starting to be use cases in finance, and I feel like The value being created is also very real.”

“No, probably not. I mean, maybe if they gave me 10 times the productivity.”

“The better that gets, the more tokens you'll consume. I don't think there's this, Great efficiency coming. I think it's, I think we'll get fat. We'll just build more and more stuff faster and faster.”

“So it's moved to like, we're gonna approach a hundred percent penetration per developer of some sort of price per year, 5006 thousand.”

“Citing the Menlo work, which is really nice, that, you know, 50, 60% of all the end user spend on AI right now is coding and coding related. This is the big kahuna, right? Everything else, even customer support, all the other stuff is, everything else to a rou…”

“If I meet investors today that haven't actually downloaded and tried to build something themselves, I think they don't have the skill set to make an evaluation of the company they're looking at.”

“On one hand, we see increase in personal productivity, but again, there's new bottlenecks you find each time you increase one of those productivities, and basically we're on a journey to increase more and more the output of our R&D team.”