AI coding agents

“When you ask the coding agent, when do you think today is? It's always like, 20, 23. And then all the specs that we'll give you are from, like, 20, 24 at best, depending on when the knowledge cutoff is.”

“It's like watching John Carmack on cocaine.”

“It is actually, I would say it is faster, but not that much significantly faster. It's not at computer speed, right?”

“I think a lot of companies have skewed in that direction where they've seen this new, you know, agentic efficiency and power as a way to optimize cost structure. You've saw some layoffs, you saw, you know, companies shrinking OpEx. And our belief is that it's …”