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coding models

3 statements across 3 episodes · 1 bullish · 2 bearish · 3 people on the record · first statement Jul 28, 2025 by Martin Casado · across every show →

Everything said about coding models, oldest first

Jul 28, 2025 bullish
Prediction Held up
Casado: The AI coding model market will become an oligopoly
“Oligopoly. This is how the cloud, well, this is how the cloud played. I think probably the best analog we have is the cloud, right?”
Martin Casado Jul 28, 2025 ▶ 6:43 a16z GP, Martin Casado: Anthropic vs OpenAI & Why Open Source is a National Security Risk with China · 20VC with Harry Stebbings
Apr 25, 2026 bearish
Prediction Not checkable as stated
Masad: AI coding models are approaching a performance plateau
“And we're, you know, we're approaching a certain plateau in how good coding models could get.”
Amjad Masad Apr 25, 2026 ▶ 8:52 Replit CEO: Why the SaaS Apocalypse is Justified & Why Coding Models are Plateauing | Amjad Masad · 20VC with Harry Stebbings
Jun 15, 2026 bearish
Opinion
Google underestimated coding models and lags behind the AI frontier
“They have advantages, all, all advantages one needs to have to be that, but they underestimated the importance of coding models. And so they're far behind the frontier right now. So again, they could catch up totally capable, totally competent team, but today …”
Aravind Srinivas Jun 15, 2026 ▶ 1:06:18 Perplexity CEO: Micron Will Be More Valuable Than Meta & How Export Controls Helped Not Hurt China · 20VC with Harry Stebbings
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