coding

16 statements across 14 episodes · 12 bullish · 2 bearish · 12 people on the record · first statement Apr 14, 2023 by David Marcus · across every show →

Everything said about coding, oldest first

Apr 14, 2023 positive
Prediction Not checkable as stated
Marcus: Next few AI model versions will excel at coding
“It's good at coding, but not great. I think the next few versions will be really great at coding, which is also where potential problems might come from.”
David Marcus Apr 14, 2023 ▶ 33:29 David Marcus: How I Came to Lead PayPal; Why FB's Crypto Failed; How AI Fixes Inequality | E1001 · 20VC with Harry Stebbings
Sep 4, 2024 positive
Opinion
Kolter: AI model performance is not plateauing in coding tasks
“The domain I use models for most probably is coding, and also doing things like transcribing lectures and stuff like this. On those tasks, I am absolutely not seeing plateauing gains. The latest models, they are notably better than the previous iteration, and …”
Zico Kolter Sep 4, 2024 ▶ 15:35 Zico Kolter: OpenAI's Newest Board Member on The Biggest Questions and Concerns in AI Safety | E1197 · 20VC with Harry Stebbings
Apr 11, 2025 positive
Insight
Nayak: Engineers Should Retain Coding Skills Rather Than Rushing Into PM Roles
“The, one of the most valuable things you have is your ability to code if you're an engineer, let's say, and I wish I stuck to it more. But I think it's super important to stick to that at least because it's much better with vibe coding or whatever now.”
Aatish Nayak Apr 11, 2025 ▶ 57:21 20Product: How Scale AI and Harvey Build Product | Why PMs Are Wrong: They are not the CEOs of the Product | How to do Pre and Post Mortems Effectively and How to Nail PRDs | The Future of Product Management in a World of AI with Aatish Nayak
Apr 24, 2025 positive
Opinion
O'Driscoll: OpenAI acquiring an AI coding company for 1% market cap is logical
“If you're open AI, if you're looking at what you're doing here, there's two or three Mongo huge use cases for your product, and you probably want to be relevant in those cases. And one of them is obviously one of the most visible is coding and picking up somet…”
Rory O'Driscoll Apr 24, 2025 ▶ 1:49 How LP Deployment to Venture Will Change in 2025 & Are Endowment Funds in Trouble? · 20VC with Harry Stebbings
Sep 29, 2025 bullish
Prediction Not checkable as stated
Ross: Coding will become a required skill for non-technical roles like marketing
“And coding is gonna become the same thing. For you to be in marketing, you're gonna have to be able to code. For you to be in customer service, you're gonna have to be code be able to code.”
Jonathan Ross Sep 29, 2025 ▶ 52:55 Groq Founder, Jonathan Ross: OpenAI & Anthropic Will Build Their Own Chips & Will NVIDIA Hit $10TRN · 20VC with Harry Stebbings
Nov 17, 2025 positive
Opinion
Andrew Ng: Everyone across all job roles should learn to code
“I think everyone should learn to code.”
Andrew Ng Nov 17, 2025 ▶ 12:33 AI Fund’s GP, Andrew Ng: LLMs as the Next Geopolitical Weapon & Do Margins Still Matter in AI? · 20VC with Harry Stebbings
Nov 20, 2025 bearish
Assertion Not checkable as stated
Tunguz: AI coding progress is no longer on a steep improvement path
“Coding is no longer on this extremely steep improvement path.”
Tomasz Tunguz Nov 20, 2025 ▶ 11:42 Peter Thiel and Softbank Sell NVIDIA - Why? & Why VC Will Hit $1TRN and The Opening of Retail · 20VC with Harry Stebbings
Feb 12, 2026 bullish
Opinion
Lemkin: Anthropic is a generational company whose only weakness is consumer
“Anthropic is, I mean, it's a generational, generational company. It changed coding. It changed everything. But the only place Anthropic is weak is consumer.”
Jason Lemkin Feb 12, 2026 ▶ 1:04:10 Anthropic's Super Bowl Ad: Who Won & Lost? | Sierra Hits $150M ARR: Is Customer Support Too Crowded? · 20VC with Harry Stebbings
Mar 9, 2026 bullish
Insight
Clements: AI coding leads other verticals due to quick and durable value
“The reason that I think coding has become like the vertical in AI is because it shines on both dimensions. Like you can start using cursor in an afternoon and by that evening, like you're 10 times more productive. The time to value is very short. And then the …”
Miles Clements Mar 9, 2026 ▶ 2:12 "Cursor is Dead" is Total BS: Here is Why | Miles Clements · 20VC with Harry Stebbings
Apr 14, 2026 negative
Assertion Not checkable as stated
Midha: Coding AI benchmarks are super-saturated, yielding diminishing gains
“In, in certain domains that are well explored, like coding, for example, yes, there's an increasing amount of compute required to get an incremental gain in some eval that's super saturated.”
Anjney Midha Apr 14, 2026 ▶ 1:48 The Early Days of Anthropic & How 21 of 22 VCs Rejected It | The Four Bottlenecks in AI | Anj Midha · 20VC with Harry Stebbings
Apr 14, 2026 bullish
Assertion Not checkable as stated
Midha: AI has reached superhuman capabilities in domain-specific tasks
“Within coding, within material science, within each of these domain distributions, we are seeing capabilities that are superhuman.”
Anjney Midha Apr 14, 2026 ▶ 8:42 The Early Days of Anthropic & How 21 of 22 VCs Rejected It | The Four Bottlenecks in AI | Anj Midha · 20VC with Harry Stebbings
Jul 11, 2026
Assertion Contradicted
Jain: Majority of current enterprise AI spend is focused on coding
“I think the majority of the AI spend right now is on coding.”
Arvind Jain Jul 11, 2026 ▶ 22:14 ⁠Why OpenAI and Anthropic Won't Win the App Layer | Glean Founder · 20VC with Harry Stebbings
Jul 20, 2026 positive
Opinion
Lin Qiao: Collaborative AI tools define the current market shift
“I think last year is the year of coding, and this year is the year of co-work.”
Lin Qiao Jul 20, 2026 ▶ 0:06 The Open-Source AI Reality | How Token Costs Will Fall 10X & Usage Will Explode 100X | Lin Qiao
Aug 27, 2026 bullish
Opinion
O'Driscoll: Coding is the highest-ROI and fastest-adopting market in AI
“Coding is the fastest adopting market. It's the highest ROI market. It's the mother load, right?”
Rory O'Driscoll Aug 27, 2026 ▶ 39:08 Anthropic's $30T Assumption & OpenAI Confirms IPO | Why Customer Service & Robotics are Overinflated
Sep 10, 2026 positive
Insight
O'Driscoll: Coding is inherently more verifiable than legal work
“Coding is inherently more verifiable. Some parts of it are mathematically verifiable. Some parts you can just run on the machine and confirm.”
Rory O'Driscoll Sep 10, 2026 ▶ 23:03 Jensen Huang Declares AGI Has Arrived | Tesla Launches Cybercabs | Index Pulls Out of Town
Sep 10, 2026 neutral
Prediction Not checkable as stated
O'Driscoll predicts AI captures 10-15% of legal spend versus 30-50% in coding
“Your type A lawyers will use it 24 seven, but my guess is 10, 15% of total spend goes to AI, whereas in law and in coding, you can argue for 3040, 50%, right?”
Rory O'Driscoll Sep 10, 2026 ▶ 20:52 Jensen Huang Declares AGI Has Arrived | Tesla Launches Cybercabs | Index Pulls Out of Town
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