coding agent

“We're seeing a lot of at a more horizontal level, like Coding agents just get a lot better and be able to empower people who maybe weren't as technical or maybe who weren't technical at all, be able to build full formed applications. And so I think that's actu…”

“And I think in the same way, like we've seen this transition from like, you know, auto completion and code generation to now coding agents. I think we're going to see something very similar with content engines, and that's a lot of what we've been working on.”

“I would say the computer use agents will probably trail the coding agents by maybe a year, right?”

“There are a couple of moats that are exposed. For me, the integration moat is the most obvious one. You know, SAP is, is so famously complex to integrate into and out of that. It's a sort of existential risk to even migrate from one version of SAP to the next.…”

“So the upside to Vibecode your own payroll or CRM is not particularly high. The downside is essentially unlimited. You know, obviously there's all kinds of sort of compliance implications of not getting things like payroll right. So most enterprise software to…”

“I think coding is a sign for what's to come in every domain. And a lot of the primitives established there are carrying over to other places. You know, if you have a very good coding agent chances are you have a model that can also make PowerPoint slides or DC…”