Coding Agent

“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…”

“The big change in my thinking is that coding agents are a way to interact with the world generally. And you've seen a lot of this on X, you know, people use cloud code to edit videos, you know, or codecs to You know, create a game that they play with their kid…”

“The second era of these products is clearly working with agents and, you know, primarily has been coding agents. We'd like to bring it to more, more domains, certainly like knowledge work.”

“There's sort of a post GPT-IV era, and then there's a more recent, like, post wide adoption of coding agents era, and then probably soon there's going to be, you know, additional eras, and things are going quite a bit faster, and development is going, you know…”

“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…”

“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.…”

“Marketing agents are the new coding agents.”

“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…”

“So I think about this as like our TAM has just increased by a hundred X because we're not just selling to engineering teams within product companies. It's now like any, anyone.”

“A use of a coding agent that works extremely well, is you can ask today's models to translate software from one computer language to another very effectively, because in that case, you actually have a incredibly detailed specification. You have the whole softw…”

“What took three months to build at the time that we, each company built over the whole YC startup, could now be done with, like, in, like, seven minutes by a coding agent”

“The rough answer for, you know, two, three years from now is roughly every software engineer in the world, and probably a lot more than all the Just the software engineers because I think a lot more people will be able to produce code and produce products and …”

“I imagine that. In a matter of months, we will look back at today and we won't even be able to empathize with the mental models that we have right now because they are so over-indexed on chatbots and coding agents.”

“We're very bullish and modal on the CI market as well because it has, There's more agents coding agents they're gonna run a lot more CI, and the preventives there can be much better.”

“I thought it was really cool months ago when Cursor published that they had a bunch of coding agents build an entire browser from scratch in a week. Totally nuts. And that, that will soon happen in under an hour.”

“It's like this it's an arms race where coding agents have just made it exponentially easier for people to open pull requests. And then it's so hard to triage, to review, to understand that it's aligned with.”

“They're like, why are you doing coding agents and custom agents in the same thing, but I said it's basically the same problems.”

“I think this is like the domain of consultants first, but then people will actually build software that has like the management plane for coding agents.”

“Most fascinating things about coding agents actually is they can do a lot of experimentation in an automated fashion. Yeah. They will give new hope. They'll breathe new life into mechanter research.”

“There's only one type of agent, and that is a coding agent. It can do it all, right?”

“If you run any coding agent with permissions on, The models are actually number. And if you run them without, you know, the complete bypass of permissions, they do much better. Even if you like sit through those yes, yes, yes, accept or whatnot, you will see t…”

“What we think is that it's not solely about the code generation. It's really about having the ability to use these you know, coding agent brained harnesses or runtimes across, not just. The coding experience where I'm going to like send a bunch of tasks out, o…”

“One, you know, coding agent could be consuming, you know, a thousand dollars of compute on a single task. So clearly like you can't lump that all into a 20 dollar per user per month fee.”

“Today I don't think the coding agents are actually optimized well for that at all.”

“Almost every agent is a coding agent underneath underneath the hood, right? So you give it whatever, a file system, it can write its own code and so forth.”

“I think that I think that the coding agents kind of debate is sort of ending really like they're mostly coagulating towards a similar approach, which is, you know, file based systems, a simple set of tools.”

“Coding agents are extremely good Mechinterp researchers.”

“All agents are also like, if you look at all the harnesses, whether it's the open source ones or the ones from the model companies ours as well they all resemble a coding agent now.”

“The reason Excel sheet agents got better is because coding got better. The reason, like, you know, some commerce agents are starting to work is because they can call APIs and they can, so coding turned out to be a bit of a hack or workaround”

“I think one thing that's becoming more clear is I think like coding agents are the kernel VGI, sort of everything is a coding agent.”

“Yeah, I think it'll be a mistake to like fix it on any particular coding agent. At the end of the day, it's just like CLI tools.”

“It's like the same way that you would have a coding agent write the unit test. You should have a coding agent write the eval.”

“So now every night before I go to bed, I'm like, okay, did I start enough agents to get them done? I get everything done.”

“Turned out that a coding agent was a necessary DNA for full personal agents and general purpose agents to grow first.”

“You know, I've spoken with a bunch of people about this at every other lab and they themselves have been surprised that a coding agent was, is the most promising path to AGI.”

“Nearly 70% of traffic To Vercel docs is now coming from coding agents. 70% and only 30% of page views are coming from humans.”

“Without the context that this is permissible, the coding agents are going to bias toward what they do, which is following instructions.”

“I would expect you to do what you think you need to do to convince me that the code is good and mergeable and compress that full trajectory in a way that is legible to me, the reviewer.”

“We're about to go through computer security is about to go through the most dramatic change ever, which is number one, like every single latent security bug is about to be exposed. So we're going to have like the, we're set up here for like the computer securi…”

“And I think those were foundational technologies necessary To then connect these systems to the physical world. Like it was just not impossible, not possible with like the AI technology of.”

“In November, we had what I call the inflection point where GPT, 5.1 and Claude Opus 4.5 came along and they were both just, they were incrementally better than the previous models, but in a way that crossed a threshold where previously, if you had these coding…”

“Coding agents can do searches. So you can give them access to an entire hard drive full of stuff and tell them what you need to solve, and they will run search tools to find just the examples that they need to piece things together.”

“If you look at a repo and there's huge amounts of tests that aren't really doing anything interesting, that's really expensive because now when you change the code, you've got to update a thousand lines of tests and all of that. It turns out I don't care anymo…”

“And the reason for this is it turns out coding agents are phenomenally good at sticking to existing patterns in the code. Like if you give them a code base that already has just a single test in it, they will write more tests. They will notice that if you've g…”

“I would say we're five, but I think in terms of software output, we're probably closer to a 25 people team.”

“One of the main things that I look for now when hiring engineers is how well do you work with coding agents?”

“Anytime I'm working on code these days, I always have more than one agent going at the same time, because while one agent is going and reviewing the output of the next one, and if you get them in a nice round robin, you can be very, very productive. You can al…”

“I think of coding agents as, like, the kernel of AGI. AGI will be a coding agent.”

“My personal record is that I've had a coding agent running for, I think it was, 13 days straight without stopping. I'm just basically working through, like, tasks.”

“If you're working with your swarm of, like, a hundred background coding agents. You don't want to have a hundred chat threads. You want a Kanban board. It's, you know, the same as before.”

“And so it's not like impossible for an agent to use those things, but the idea that you can like straight line from coding agents to writing the Stripe annual letter, I don't totally buy.”

“I feel like coding agents have been so much more effective than general purpose agents, and I think a large part of that is it just has access to the terminal, like you said, and that means it has access to everything that you've installed into your terminal.”

“There are a lot of companies that are just trying to build these like very specific coding agents, which apparently will be like better than that's not going to happen. Right. So I feel like there are like, Few winners in that space. And like the others are ju…”

“I do think like a lot of the last year's, 20, 25 story was the rise of coding agents. And I think 26 stories, definitely knowledge work.”

“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.”

“It's possible to be unsloppable, but not an obvious beneficiary, but you'll still likely sell off as the market digests and interrogates the actual real world impacts of coding agents.”

“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…”

“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…”

“I will say it does help open source disproportionately, I would say. Like, I don't know if you all saw there's a ramp blog post that they recently published about building their own coding agent, and they were mentioning that they use open code as a harness be…”

“Obviously giving the model a way to check its work helps improve performance drastically. So the more that you can run tests and lint CI, et cetera.”