coding

4 statements across 4 episodes · 2 bullish · 1 bearish · 4 people on the record · first statement Feb 8, 2024 by Aaron Levie · across every show →

Everything said about coding, oldest first

Feb 8, 2024 neutral
Insight
Levie: AI succeeds in coding because code is linear and open-source
“Coding is still working better than most other use cases. And it's because you basically have a workflow where you're in a text interface that is just linear, where most of the sort of knowledge of that, of the field is all public and open source for the most …”
Aaron Levie Feb 8, 2024 ▶ 1:05:23 BG2 with Bill Gurley, Brad Gerstner & Aaron Levie | Software Valuations, Earnings, Immigration | E02 · Bg2 Pod
Apr 4, 2024 negative
Insight
Gurley: AI Productivity Gains Drop Significantly Outside of Coding Tasks
“We've also talked about the fact that when you move away from coding, the efficacy drops a bit in terms of the productivity gain you might get.”
Bill Gurley Apr 4, 2024 ▶ 5:47 Ep6. AI Demand / Supply - Models, Agents, the $2T Compute Build Out, Need for More Nuclear & More · Bg2 Pod
Sep 11, 2025 bullish
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
Oct 31, 2025 bullish
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
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