Coding

topic on 23 shows · 98 statements across 93 episodes

the Y Combinator Startup Podcast More or Less BG2 Pod We Live to Build the Knowledge Project David Senra Latent Space Lenny's Podcast the Neon Show No Priors the Official SaaStr Podcast the Startup Ideas Podcast WTF is with Nikhil Kamath Invest Like the Best A Product Market Fit Show Sourcery Top Founders the MAD Podcast the a16z Podcast Big Technology All-In TBPN 20VC

The latest 60 statements about Coding, every show

a16z Insight
George: AI diffusion beyond coding will be slow because tasks lack verifiability
“Coding hit, but that's kind of a head fake, right? Like coding, coding is perfectly documented, right? So it has like perfect data. It's verifiable and it's simulatable, right? And so like most tasks in business do not share those three attributes. And so, you…”
David George Sep 10, 2026 ▶ 35:21 Why Investors Are Rethinking Everything for the AI Era
20VC Prediction Not checkable as stated
O'Driscoll predicts AI captures 10-15% of legal spend versus 30-50% in coding
“Your type A lawyers will use it 24 seven, but my guess is 10, 15% of total spend goes to AI, whereas in law and in coding, you can argue for 3040, 50%, right?”
Rory O'Driscoll Sep 10, 2026 ▶ 20:52 Jensen Huang Declares AGI Has Arrived | Tesla Launches Cybercabs | Index Pulls Out of Town
20VC Insight
O'Driscoll: Coding is inherently more verifiable than legal work
“Coding is inherently more verifiable. Some parts of it are mathematically verifiable. Some parts you can just run on the machine and confirm.”
Rory O'Driscoll Sep 10, 2026 ▶ 23:03 Jensen Huang Declares AGI Has Arrived | Tesla Launches Cybercabs | Index Pulls Out of Town
Seshan: Coding AI allows output verification; knowledge work requires process auditing
“Coding is so output oriented that when you ask it to do a coding task, you can verify whether it did the task correctly or well via tests. You can try it out and see if it works. Like there is a way to validate it based on the output. But knowledge work is dif…”
Tara Seshan Aug 30, 2026 ▶ 1:05:18 AI’s third era: the rise of persistent AI coworkers | Tara Seshan (OpenAI’s product lead)
a16z Opinion
Casado: Coding is the most competitive startup market ever seen
“Founding teams work on exactly what is needed by the business, and I think they did a very good job, and I think it allowed them to navigate the most competitive market we've probably ever seen. Has there been a more competitive market than coding?”
Martin Casado Aug 27, 2026 ▶ 28:49 How Cursor Built One of AI’s Fastest-Growing Companies
20VC Opinion
O'Driscoll: Coding is the highest-ROI and fastest-adopting market in AI
“Coding is the fastest adopting market. It's the highest ROI market. It's the mother load, right?”
Rory O'Driscoll Aug 27, 2026 ▶ 39:08 Anthropic's $30T Assumption & OpenAI Confirms IPO | Why Customer Service & Robotics are Overinflated
NO PRIORS Opinion
Gil: AI coding is a much bigger market than anyone thought
“Coding, I think is like a much, much bigger market than anyone thought.”
Elad Gil Aug 6, 2026 ▶ 5:48 Chasing Trillion-Dollar Companies, Founder Ambition, Token Budgets, & Regulatory Capture
MAD Insight
Trojanowski: Verifiable rewards cannot solve software engineering because coding is subjective
“At the end of the day, coding is subjective. It's an art and you're not going to solve an art through verifiable rewards.”
Mitch Trojanowski Aug 5, 2026 ▶ 24:26 How to Build Autonomous, Long-Horizon AI Agents | Basis
NEON SHOW Insight
Krishnan: Coding and math training improves overall AI reasoning capabilities
“Coding in general has nice spillover effects in terms of improving reasoning capabilities of models as a whole. Whereas you know, let us say the model companies prioritized something like the models getting better at medicine. I'm not too sure if that would he…”
Vijay Krishnan Jul 31, 2026 ▶ 20:42 The Man Training GPT, Gemini & Claude Reveals What's Coming Next | Vijay Krishnan, Turing
20VC Opinion
Lin Qiao: Collaborative AI tools define the current market shift
“I think last year is the year of coding, and this year is the year of co-work.”
Lin Qiao Jul 20, 2026 ▶ 0:06 The Open-Source AI Reality | How Token Costs Will Fall 10X & Usage Will Explode 100X | Lin Qiao
20VC Assertion Contradicted
Jain: Majority of current enterprise AI spend is focused on coding
“I think the majority of the AI spend right now is on coding.”
Arvind Jain Jul 11, 2026 ▶ 22:14 ⁠Why OpenAI and Anthropic Won't Win the App Layer | Glean Founder · 20VC with Harry Stebbings
NEON SHOW Prediction Not checkable as stated
Arts graduates will become more valuable as LLMs commoditize coding
“I think, interestingly, my bet is also on a lot of good arts graduates being a lot more valuable now. You know, now you're coding and LLM, you know, coding is going to be more sort of commoditized.”
Victor Senpaty Jul 7, 2026 ▶ 41:51 Beating SBI, 1% NPAs & India's Massive Loan Gap I Victor Senpaty Co-Founder Propelld
NEON SHOW Assertion Supported
AI coding improvements boost model performance across unrelated non-coding tasks
“When the models improve in coding, they have out of domain performance. They also improve in other tasks that have nothing to do with coding for reasons we don't fully understand.”
Jonathan Siddharth Jun 18, 2026 ▶ 22:44 Why Coding is the Fastest Path to AGI | Turing CEO Jonathan Siddharth
SOURCERY Opinion
Weinberg: Coding is the only vertical with good AI benchmarks
“Very good set of data that doesn't a legal task from end to end, and we're missing this in most articles other than coding. Basically, coding is the only one that has like a good saturated benchmark.”
Winston Weinberg Jun 16, 2026 ▶ 35:03 Inside Harvey AI: CEO Winston Weinberg on How a 4-Year-Old Company Is Taking on the Foundation Labs · Sourcery with Molly O'Shea
SAASTR Disclosure
Replit CEO Amjad Masad says he no longer writes code himself
“I like don't code anymore.”
Amjad Masad Jun 9, 2026 ▶ 46:27 What Agents That Actually Work Look Like Right Now with Replit's CEO and Founder
a16z Assertion Not checkable as stated
Evans: Anthropic succeeded in AI coding by focusing strategy with less capital
“And then Anthropic, with having less capital raised, said, no, we're going to focus on coding, and they got coding working. Whether that was, like, a deliberate strategy or, kind of, they stumbled into it is, you know, for other people to say, but, like, clear…”
Benedict Evans Jun 8, 2026 ▶ 6:28 The Economics of AI Usage and What's Next For SaaS | Benedict Evans on a16z
a16z Opinion
Evans: Coding is the only AI use case with clear product-market fit
“The place that's got product market fit right now is coding. Nothing else has equivalent product market fit right now.”
Benedict Evans Jun 8, 2026 ▶ 28:28 The Economics of AI Usage and What's Next For SaaS | Benedict Evans on a16z
MAD Prediction Not checkable as stated
Dubois: AI's coding discontinuity will permeate other verticals within two years
“Now the feeling of discontinuity will happen. It did happen three months ago with coding or four months ago with coding, and I think that will happen now in every other domains. Like most people are not feeling the same way Like the, like kind of the capabilit…”
Yann Dubois May 21, 2026 ▶ 1:04:53 OpenAI's Yann Dubois: Why AI Progress Suddenly Feels Real
Anthropic Uses AI Coding Adoption to Forecast Broader Economic AI Impact
“And, you know, it was a little hard to predict that, but now we can use coding as an analog for a lot of what's happening elsewhere in the economy and elsewhere in our business. And so we kind of look at pattern recognition in our own business to try to predic…”
Krishna Rao May 13, 2026 ▶ 22:23 Inside Anthropic's $100 Billion Al Compute Commitment | CFO Krishna Rao · Invest Like The Best
Schoening: AI improves exponentially at code, but shows little writing progress
“My take, it's very clear, at least empirically that models are getting better at coding at some exponential rate, right? And I don't think that's changing. Now I'm not that impressed with the progress in any other domain. It tends to be like, I don't think the…”
Max Schoening May 2, 2026 ▶ 42:23 AI era skills: Why cultivating agency matters more than job titles | Max Schoening (Notion)
20VC Assertion Not checkable as stated
Midha: Coding AI benchmarks are super-saturated, yielding diminishing gains
“In, in certain domains that are well explored, like coding, for example, yes, there's an increasing amount of compute required to get an incremental gain in some eval that's super saturated.”
Anjney Midha Apr 14, 2026 ▶ 1:48 The Early Days of Anthropic & How 21 of 22 VCs Rejected It | The Four Bottlenecks in AI | Anj Midha · 20VC with Harry Stebbings
20VC Assertion Not checkable as stated
Midha: AI has reached superhuman capabilities in domain-specific tasks
“Within coding, within material science, within each of these domain distributions, we are seeing capabilities that are superhuman.”
Anjney Midha Apr 14, 2026 ▶ 8:42 The Early Days of Anthropic & How 21 of 22 VCs Rejected It | The Four Bottlenecks in AI | Anj Midha · 20VC with Harry Stebbings
Levie: Automating video editing with AI is harder than coding due to evals
“Editing a video is like, you know, going to be actually in many cases, a harder task than coding. Because the, because again, the code right now is like, it has this great property of in the eval process, in the training process rather, you can instantly evalu…”
Aaron Levie Apr 8, 2026 ▶ 10:13 OpenAI vs. Anthropic's Direct Faceoff + Future of Agents — With Aaron Levie
a16z Prediction Not checkable as stated
Yang: Coding Will Eat All Knowledge Work
“I feel like coding will eat all knowledge work.”
Peter Yang Apr 6, 2026 ▶ 15:22 OpenClaw, Claude Code, and the Future of Software | Peter Yang on The a16z Show
LATENT SPACE Prediction Not checkable as stated
Andreessen: AI will sweep through coding and every other domain
“And so now we know that it's going to sweep through coding and then we know, you know, we know that if it's going to work in coding, it's going to work in everything else, right? It's just that, cause that's like the hardest, in many ways, that's the hardest e…”
Marc Andreessen Apr 3, 2026 ▶ 11:08 Marc Andreessen introspects on Death of the Browser, Pi + OpenClaw, and Why "This Time Is Different"
LENNY'S PODCAST Assertion Not checkable as stated
Willison: Anthropic and OpenAI focused 2025 training efforts on coding
“Both Anthropic and OpenAI spent the whole of 2025 focusing all of their training efforts on coding.”
Simon Willison Apr 2, 2026 ▶ 4:00 An AI state of the union: We’ve passed the inflection point & dark factories are coming
Xu: AI agents handle coding well but struggle with cross-functional tasks
“Right now, I think where the agents are, they're still good at what I call, you know, functional tasks for example, coding but outside of coding and looking at cross-functional areas, they're not quite there yet for a lot of reasons”
Tony Xu Mar 29, 2026 ▶ 1:45:19 Tony Xu of DoorDash: Surviving 1,000 Days of Startup Hell
Xu: AI coding enables non-engineers to prototype, test, and ship independently
“Within something like coding, the things that you could do today where anyone actually, frankly, it doesn't have to be anyone of any function. Anyone can come up with an idea, run the prototype, run the experimentation and the analysis, and then actually ship …”
Tony Xu Mar 29, 2026 ▶ 1:45:36 Tony Xu of DoorDash: Surviving 1,000 Days of Startup Hell
Coding is becoming less relevant for tech founders
“Not to mention that coding is less and less a thing”
Roy Moussa Mar 12, 2026 ▶ 4:47 This 3x founder hit $1M ARR in 5 months. Here's his playbook. | Roy Moussa, Founder of GetVocal · PMF Show
20VC Insight
Clements: AI coding leads other verticals due to quick and durable value
“The reason that I think coding has become like the vertical in AI is because it shines on both dimensions. Like you can start using cursor in an afternoon and by that evening, like you're 10 times more productive. The time to value is very short. And then the …”
Miles Clements Mar 9, 2026 ▶ 2:12 "Cursor is Dead" is Total BS: Here is Why | Miles Clements · 20VC with Harry Stebbings
O'Laughlin: If AI automated coding, finance work will be automated too
“I think coding is a little harder, if I'm being honest with you, and you're telling me the hard one got automated. Why can't the easy one get automated? So I started to ask myself, how much can we do? And the answer is, it feels like a skill issue.”
Doug O'Laughlin Feb 24, 2026 ▶ 26:54 Claude Code for Finance + The Global Memory Shortage: Doug O'Laughlin, SemiAnalysis
WTF Prediction Not checkable as stated
Amodei: AI will automate coding first, then end-to-end software engineering
“I think coding is going away first, or coding is being, you know, done by the AI models first, and then the broader task of software engineering will take longer, but I think that is, you know, that doing that end to end, I think that is going to happen as wel…”
Dario Amodei Feb 24, 2026 ▶ 51:15 The AI Tsunami is Here & Society Isn't Ready | Dario Amodei x Nikhil Kamath | People by WTF · Nikhil Kamath
Y COMBINATOR Prediction Not checkable as stated
Cherny predicts AI will generally solve coding for everyone
“So continuing to trace the exponential, I think what will happen is coding will be generally solved for everyone. And I think today coding is practically solved, you know, for me, and I think it'll be the case for everyone you know, regardless of domain.”
Boris Cherny Feb 17, 2026 ▶ 44:46 Inside Claude Code With Its Creator Boris Cherny · Y Combinator
20VC Opinion
Lemkin: Anthropic is a generational company whose only weakness is consumer
“Anthropic is, I mean, it's a generational, generational company. It changed coding. It changed everything. But the only place Anthropic is weak is consumer.”
Jason Lemkin Feb 12, 2026 ▶ 1:04:10 Anthropic's Super Bowl Ad: Who Won & Lost? | Sierra Hits $150M ARR: Is Customer Support Too Crowded? · 20VC with Harry Stebbings
a16z Assertion Not checkable as stated
George: Coding tools have seen the largest uptake and leaps in AI
“The biggest uptake has been in coding so far, and that's where we've seen the biggest leaps.”
David George Feb 9, 2026 ▶ 8:05 AI Markets: Deep Dive with a16z's David George
LENNY'S PODCAST Prediction Not checkable as stated
Hand-writing code will become an artisan novelty like calligraphy
“I use the analogy here of like coding is going to be like calligraphy. You writing code is going to be the equivalent of like you write, you fine printing like on, on a canvas and people are like, oh my God, you wrote that code. That's so amazing. It's going t…”
Lazar Yovanovich Feb 8, 2026 ▶ 1:03:59 The rise of the professional vibe coder (a new AI-era job)
TBPN Disclosure
Altman: OpenAI prioritizes coding and science AI over writing models
“What is possible now for coding for science. That's the thing I'm most excited about for accelerating all kinds of research AI and otherwise for really accelerating the economy. I think that's like the right thing for us to most prioritize in terms of new capa…”
Sam Altman Feb 5, 2026 ▶ 33:26 FULL INTERVIEW: Sam Altman Responds to Anthropic’s Attack Ads, Live on TBPN
Goyal: AI Coding Has the Most Product Market Fit After ChatGPT
“The first is it is the use case that has the most product market fit in AI, I think, other than ChatGPT.”
Ankur Goyal Dec 7, 2025 ▶ 3:53 The Great Evals Debate — Ankur Goyal & Malte Ubl
20VC Assertion Not checkable as stated
Tunguz: AI coding progress is no longer on a steep improvement path
“Coding is no longer on this extremely steep improvement path.”
Tomasz Tunguz Nov 20, 2025 ▶ 11:42 Peter Thiel and Softbank Sell NVIDIA - Why? & Why VC Will Hit $1TRN and The Opening of Retail · 20VC with Harry Stebbings
20VC Opinion
Andrew Ng: Everyone across all job roles should learn to code
“I think everyone should learn to code.”
Andrew Ng Nov 17, 2025 ▶ 12:33 AI Fund’s GP, Andrew Ng: LLMs as the Next Geopolitical Weapon & Do Margins Still Matter in AI? · 20VC with Harry Stebbings
MORE OR LESS Assertion Not checkable as stated
Sam Lessin claims enterprise AI adoption is entirely driven by software coding
“It's coding. It's all code.”
Sam Lessin Nov 7, 2025 ▶ 27:22 Apple Chooses Gemini, Sequoia's Leadership Shake-up, and Meme Coins · More or Less Podcast
BG2 Insight
Nadella: GitHub replicated over a decade of activity in just one year
“What GitHub did in the first, I don't know, 15 years of its existence or 10 years of its existence, it was basically done in the last year, just because coding is no longer a tool. It's more a substitute for wages somewhere.”
Satya Nadella Oct 31, 2025 ▶ 56:21 All things AI w @altcap @sama & @satyanadella. A Halloween Special. 🎃🔥BG2 w/ Brad Gerstner · Bg2 Pod
TBPN Prediction Not checkable as stated
AI will make coding as fundamental and commoditized as basic arithmetic
“I personally think that coding is going to be like doing arithmetic a long time ago. And it's just like, it won't be as interesting or valuable. Humans won't be doing that much of it”
Shaun Maguire Oct 30, 2025 ▶ 25:30 Sequoia Capital Partner Shaun Maguire Live on TBPN
a16z Insight
Masad: Coding AI outpaces all other domains via real-time verification
“Which is why coding is moving faster than any other domain, is because we can generate these problems and verify them on the fly.”
Amjad Masad Oct 23, 2025 ▶ 27:33 Marc Andreessen & Amjad Masad on “Good Enough” AI, AGI, and the End of Coding
Bakouch: Multi-token prediction is particularly effective for coding models
“Multi-token prediction, which is very good for example, for coding.”
Elie Bakouch Oct 20, 2025 ▶ 6:11 ⚡ Open Model Pretraining Masterclass — Elie Bakouch, HuggingFace SmolLM 3, FineWeb, FinePDF
LATENT SPACE Prediction Not checkable as stated
Alessio: Open-source token share could reach 15-20% excluding coding
“I think once you take coding out, I think, yeah, it can be like 15, 20%, but I think with coding, it's still gonna be very low because like these max plans are like, So subsidized and so many tokens are being generated”
Alessio Fanelli Oct 16, 2025 ▶ 45:47 Why RL Won — Kyle Corbitt, OpenPipe (acq. CoreWeave)
SOURCERY Prediction Not checkable as stated
Siddharth: Solving multimodality, reasoning, tool use, and coding yields ASI
“Turing's the world's leading research accelerator, working with all of these frontier labs to advance them along I would say the four pillars of superintelligence which is multimodality, reasoning, tool use, and coding. If you solve these four things, you will…”
Jonathan Siddharth Oct 10, 2025 ▶ 5:19 Inside The $2.2B AI Research Accelerator | Turing · Sourcery with Molly O'Shea
Zhang: Customer service and coding have the most enterprise GenAI traction
“And those two things I think are one of the big reasons why it's probably the use case with the most traction at the enterprise. And coding is another one.”
Jesse Zhang Oct 6, 2025 ▶ 20:51 The Future of AI Agents | Jesse Zhang Interview · Invest Like The Best
MAD Insight
Douglas: Coding is uniquely tractable for AI because execution is verifiable
“Coding is a uniquely tractable problem in some respects for the techniques that we have in terms, the data exists in many ways. You can containerize and run things in parallel. You can run unit tests, and so you can verify.”
Sholto Douglas Oct 2, 2025 ▶ 30:29 Sonnet 4.5 & the AI Plateau Myth — Sholto Douglas (Anthropic)
20VC Prediction Not checkable as stated
Ross: Coding will become a required skill for non-technical roles like marketing
“And coding is gonna become the same thing. For you to be in marketing, you're gonna have to be able to code. For you to be in customer service, you're gonna have to be code be able to code.”
Jonathan Ross Sep 29, 2025 ▶ 52:55 Groq Founder, Jonathan Ross: OpenAI & Anthropic Will Build Their Own Chips & Will NVIDIA Hit $10TRN · 20VC with Harry Stebbings
NO PRIORS Prediction Not checkable as stated
Zhang: AI labs will target coding before customer service
“I think before they tackle our space, there will probably be other spaces they have to tackle first. Yeah. Coding's probably one of them.”
Jesse Zhang Sep 18, 2025 ▶ 19:30 No Priors Ep. 132 | With Decagon CEO and Co-Founder Jesse Zhang
BG2 Prediction Not checkable as stated
Godement: Job skill sets will reconfigure toward far more people coding
“I expect that we'll see, like, way more, a sort of a reconfiguration of, like, people's, like, you know, job and skill set where way more people code. Like, you know, I expect that product managers are going to code, like, more and more, for instance.”
Olivier Godman Sep 11, 2025 ▶ 56:10 Inside OpenAI Enterprise: Forward Deployed Engineering, GPT-5, and More | BG2 Guest Interview · Bg2 Pod
Prince: AI support agents and lawyers lag coding due to lack of debuggers
“On the other hand, you know, I am, I, I'm still quite skeptical that the AI customer support agent that, that is a much harder problem or the AI lawyer that is a much harder problem because it's just harder to tell whether something actually worked or didn't. …”
Matthew Prince Aug 13, 2025 ▶ 50:44 Can We Save The Web From AI? — With Cloudflare CEO Matthew Prince
SAASTR Insight
Coding, Customer Support, Legal, and Healthcare Lead Enterprise AI Product-Market Fit
“And so I'd say to date, the categories that feel like they've worked best are coding, customer support, legal, and healthcare.”
Jacob Effron Aug 13, 2025 ▶ 12:09 Redpoint Ventures Playbook: How Top VCs Are Really Investing in AI with Jacob Effron
BIG TECHNOLOGY Assertion Supported
Kantrowitz: Dario Amodei says Anthropic deliberately focused on improving coding capabilities
“For instance, Dario told me on Wednesday that Anthropic chose to focus its energy on making coding better.”
Alex Kantrowitz Aug 4, 2025 ▶ 10:21 Mark Zuckerberg’s Personal Superintelligence, Layoffs & Payoffs, Writing With AI — With M.G. Siegler
MAD Assertion Partly supported
Misha Laskin: Engineers spend 70% of their time searching information, not coding
“If you actually hover over a shoulder of an engineer at any large organization, or even a startup with a really sizable code base, and you look at what they do, you'll find that a minority of their time is actually spent coding. Like, 70% of the time they're D…”
Misha Laskin Jul 17, 2025 ▶ 11:25 Ex‑DeepMind Researcher Misha Laskin on Enterprise Super‑Intelligence | Reflection AI
Shipper: Nobody at media startup Every is manually coding anymore
“Same thing for people inside of every, like, no one is manually coding anymore.”
Dan Shipper Jul 17, 2025 ▶ 14:28 The AI-native startup: 5 products, 7-figure revenue, 100% AI-written code. | Dan Shipper (Every)
NO PRIORS Prediction Not checkable as stated
Laskin: Enterprise AI coding deployment is within dozens of months, not decades
“I think coding is this era as well. This one I think will take longer than people thought as well, because again, enterprise is organizational problems. There's much different than The benchmarks that we have today, but I think it will be one of the faster one…”
Misha Laskin Jul 17, 2025 ▶ 1:01:57 No Priors Ep. 123 | With ReflectionAI Co-Founder and CEO Misha Laskin
Ng: Advising people not to learn to code is terrible career advice
“Over the last year, a bunch of people have advised others not to learn to code on the ground so AI will automate it. I think we'll look back on this as some of the worst career advice ever given, because as better tools make software engineering easier, more p…”
Andrew Ng Jul 10, 2025 ▶ 14:37 Andrew Ng: Building Faster with AI · Y Combinator
Ng: Employees across every job role should learn how to code
“I have a controversial opinion, which is, ah, I think it's time for everyone of every job role to learn to code, and in fact, on my team, you know, my CFO, my head of talent, my recruiters, my front desk person, all of them know how to code, and I actually see…”
Andrew Ng Jul 10, 2025 ▶ 15:24 Andrew Ng: Building Faster with AI · Y Combinator

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