AI Coding Tools

“What we saw for coding was a very simple pattern, which was there was an early adopter crowd. The early adopter crowd would use these coding tools and really push them to the limits. And they would mostly push them to the limits on individual projects. They wo…”

“And that's basically where all these AI coding tools are going. The model writing the code is only one part of the workflow, and there's leverage in all the planning and testing and reviewing and inspecting and deciding what is actually safe to ship.”

“If you're not using a lot of the coding software, a lot of the co-working software, then you're probably in the wrong spot. If you're using too much of it, that is also a flag because you maybe are not doing that in the right way.”

“It's going to take a couple of years for this all to settle down, you know, if nothing else because of the pricing, you know, you've got this enormous crunch between the demand and supply and hence the pricing.”

“The code base has so much of the context in coding. Whereas in the rest of knowledge work, the context lives across like 20 different things. Some digital and some very not digital, you know, kind of mediums.”

“It's only a matter of time before someone vibe codes their way into a massive mission critical disaster. When they deploy code they think they understand, but they don't.”

“If you're writing code by hand, you are doing this wrong, right? Like, they're code, the tools are good enough at this point, like, that you move extremely, extremely quickly, and like, yes, there are issues and pain points and all these other things but, You …”

“It was basically something around taking, like giving cloud code or any of these tools or codecs to like a non-technical founder. It's like giving a bazooka to somebody who could never shot a gun. And it can work, but it can create a bunch of damage in between…”

“The people that like coding because of what, how powerful it is, those people will thrive in, in this era. And I think people who like coding for the craft of coding will Probably have a bad time because that's not gonna be like the biggest thing in coding any…”

“You can very well see that what was probably a, what a seven, eight member engineering team could do, or a part of seven, eight devs could do, can now be done by three, four.”

“AI coding tools enable engineers to be able to reach over the line and understand code that's outside of the range of things that they would normally be able to understand, normally be able to work with in a really unparalleled way that really changes the phys…”

“Just letting, and almost forcing everyone to rapidly adopt versus actually making them understand how to use these tools, I think becomes so much more important, and we're definitely gonna see more instances like this.”

“Ability for like an engineer to be onsite with the user to learn something and for a 72 hours later to ship a pretty large feature that that is pretty game changing that we could not have possibly anticipated. That's where we're like generating a lot of alpha …”

“On one hand, we see increase in personal productivity, but again, there's new bottlenecks you find each time you increase one of those productivities, and basically we're on a journey to increase more and more the output of our R&D team.”

“I do think that very bullish estimates of speed up today are, you know, to some extent inflated by what we document in that original paper, that people's expectations of speed up tend to be too optimistic, it seems. They also tend to be inflated, I think, by n…”

“I don't think we're kind of at the point where you can be totally hands off, especially when there's a lot of people, you know, like running the program. You have to make sure that it's correct. You have to make sure it's safe and so on.”

“If I meet investors today that haven't actually downloaded and tried to build something themselves, I think they don't have the skill set to make an evaluation of the company they're looking at.”

“These tools are very obedient and very agreeable. They're gonna lie to you. They're gonna tell you that they fixed the problem, even though they didn't. They're just gonna try to make you feel happy and say, yes, I found what the problem is and I fixed it.”

“Like no matter how your ego is big guys that you're watching this, it's your fault. Trust me. You had a bad prompt. You premised your request In the wrong way.”

“Like in coding, it's not, right? Like all the studies in, in real engineering departments is not that AI makes them 10 times better. The only people who claim that are the people selling AI products, the users of it. You know, there might be individuals claimi…”

“These things are not like going to replace one person as it is, but more like a passive aura that buffs everybody.”

“If you invest the time in the planning stage, I hundred percent believe you'll save a lot more money, and this will help you clear up a lot of ideas.”

“The time spent on coding was probably 80% generation, 20% review. It's flipped that into 80% review, 20% generation. But the key is, is that the actual amount of like the raw time has dropped by like 10 X when you make that kind of switch.”

“Citing the Menlo work, which is really nice, that, you know, 50, 60% of all the end user spend on AI right now is coding and coding related. This is the big kahuna, right? Everything else, even customer support, all the other stuff is, everything else to a rou…”

“We've always had this vision at amplitude of a self-improving product where you have a product that dynamically responds to your user feedback. So it knows what features you like. It knows when you're getting frustrated and stuck. It knows how to change things…”

“But I think it's the recent few months when the transition happened from, you know, people using it sometimes, but rarely, to now basically this being how a lot of people work in coding.”

“My bottoms up answer is I'm an investor in a lot of companies that use AI tools. I cannot think, especially on sort of the coding side and engineering side of a single one that has laid off engineers because of these tools.”

“So it's moved to like, we're gonna approach a hundred percent penetration per developer of some sort of price per year, 5006 thousand.”

“Yeah, I mean, it's been a phenomenal tailwind for us. I mean, we're not particularly worried about the, you know, the idea that people could code a website where they couldn't code a website before because people haven't had to code websites for two decades us…”

“If you go to sort of the long tail of like random businesses in America and like meet the business owner, they have not played with these tools. And if you can sort of build something in real time, like I think that blows the mind of so many people and also be…”

“If you're building a totally new green fields code base, or you're building an app for a new platform, then we we're seeing those pretty aggressive gains, but in, you know, very complex code bases that already exist, those gains are not quite there yet.”

“So I'm not sure you use a lot of effort coding, but like or something I've noticed and also seen from my friends, it's like, it is pretty good when you have very clear, well defined tasks, maybe write documentations, fix the specific features, or like build an…”

“The better that gets, the more tokens you'll consume. I don't think there's this, Great efficiency coming. I think it's, I think we'll get fat. We'll just build more and more stuff faster and faster.”

“In the zero to one case, it's extraordinary. In the one to a hundred case with a established code base, productivity gains are, I'd say, modest to moderate, depending on your code base. Not exceptional yet but they're improving all the time.”

“No, probably not. I mean, maybe if they gave me 10 times the productivity.”

“What would take a month of engineering time Can take literally five minutes.”

“Nothing jumps out to me on that, because obviously, like, I think the things with the most hype are code and foundation models and maybe starting to be use cases in finance, and I feel like The value being created is also very real.”

“We encourage all our engineers to use the best security certified Coding tools that can increase the efficiency and we're not price sensitive around that at all.”

“I feel very strongly we're gonna get a 10 X in productivity.”

“There's going to be a ton of people who build software and can build products. And then there's also going to be people who, you know, artisanally write code by hand every day and don't use AI and that's the thing that they love, and that's also valid. I think…”

“Where the expert engineers are like, I don't mind that it's a slot machine where I'm pulling it and I see what comes out because I know I can still get 10 X productivity.”

“So far we've still not found that really any AI coding tools are particularly good at rust though.”

“Most of these tools today that help you build, like, a V-one of a product are kind of effective because they're able to hold most of the product in the context window of the LLM... But as soon as your code base gets Sufficiently large, where it doesn't all fit…”

“There's just no barrier anymore to making a good MVP. Like software as a service has never been easier. There's so many AI coding tools. There's so much like engineering talent that's hungry.”

“It is not as impactful right now on writing Rust code or C or go whatever as it is on JavaScript and Python and higher level languages.”

“I don't think it's going to have anything more than you know you know, marginal improvement on, on speed to the next model.”

“I think for people that are learning coding today, it's actually harder than it was when I was learning coding, because not only do you have to know coding, because you still have to understand the languages. You still have to understand the frameworks. You st…”

“If you think about coding as a overall category, like you know, back in the day with GitHub, everyone, they started with a seed based model, right? They've now moved to like the hybrid based pricing model with cursors and everyone else, but the natural move wo…”

“And I would say that something in that range of, you know, 1.5 to two X feels right to me today in aggregate.”

“Within enterprises, when you know, they're adopting coding tools and you see the impact that this is having on their actual productivity. And I think it's much lower than people expect. So it's in fact, it's sometimes negative, sometimes negligible.”

“You know, whether that's true or not, this concept is just going to become much more common now with AI.”

“I'm actually very bullish right now. You know, there's like a little bit of a meme of like these AI coding tools. You can just swap them out. I think that's like a temporary thing that you'll see on Twitter or X or whatever. I think the mode is actually fantas…”

“Definitely in, on, on coding, we are seeing some potential, huge potential gains that we see. So we are really pushing everybody to start using AI for their coding.”

“I think my read right now is more of the latter. And also the magnitude of multiplication is way lower than like 10 X-ing things. I think it's maybe in the realm of like 10 to 20% more productivity, Of an average engineering capacity.”

“There's a challenge for our industry in that we do see kind of slightly bipolar results for these tools in the hands of a senior engineer who can tell good code from bad code. They're very, very powerful, but for graduate engineers, for junior engineers, ah, t…”

“People within the company are dabbling with cloud code and some of the stuff, and so I don't have personal experience with that, but for me, I found that it's mostly, it is very useful, but it's really about boilerplate, and so it's not about inventing new alg…”

“The AI will create a plan for me, and the plan looks great, and it'll say, hey, do you want me to implement this? And I'll go, sure, go for it. And it'll say, all right, the plan is done. But then when I go to test the functionality, it hasn't been done. It to…”

“And I think that the game in the next six months to a year is to make both of those, you know, an order of magnitude more useful.”

“That's why it is growing really fast because I'm not reinventing my own audience. I'm just utilizing the AI coding tools audience, and we're just making that AI coding workflow better.”

“But then the really interesting side is these other seven hours, what a developer does, which is a lot of communication, planning, working with designers, prototyping meetings. Those things I think will actually have as big or even more impact than the coding …”