coding agent

“And I think like the implication for software is that software is going to get commoditized very, very quickly as these coding agents get really, really good.”

“This coding agent is essentially a replacement of engineering, right? You start with low end sort of engine junior engineers to more senior engineers. Even a junior engineer makes 80 to a hundred grand a year. So your pricing power there is actually pretty sig…”

“I don't think current margins are bad, but I think they're going to get way better.”

“That, by the way, is sort of ahead of where I think the market is going in terms of moving from products focused on execution, which today are being subsumed by coding agents, to markets focused on thinking, right? And I think a lot of the thinking work is goi…”

“But now with coding agents, the complexity of transitioning from SAP to Oracle is dramatically lower, the speed, the risk. So that is how I think coding agents shows up in enterprise software, especially amongst public names. Decrease switching costs, more cus…”

“So we're, so we only have PMF for coding agents, like, in the industry overall, I would say, right? And then there's some, like, very narrow, narrow other use cases like customer support, et cetera.”

“The reason why coding agents have had such massive improvement over the years was because their learning, their reward function was extremely clear. If you make a suggestion and your user says accept, fantastic. If they say reject, also very useful. You very q…”