AI coding
5 statements across 4 episodes · 4 bullish · 1 bearish · 2 people on the record · first statement Jul 14, 2025 by Aaron Levie · across every show →
Everything said about AI coding, oldest first
Jul 14, 2025 bullish
Levie: AI coding will be the killer app for token volume
“Coding is, is definitely the one that is like, you know, this incredible, like, you know, one person could cause thousands of dollars per day of GPU expense if they really want it. So I think this is going to be the killer app for the foreseeable future in ter…”
Sep 18, 2025 positive
Levie: Companies Should Buy Purpose-Built AI Rather Than Building Internally
“You need to have purpose-built solutions that, that solve sort of tailored use cases. Those can be very big use cases, like all of AI coding, but you probably don't want to be in a position where you have to kind of bootstrap this or build it all out yourselve…”
Feb 23, 2026 bullish
Levie: AI reduces two-week codebase library updates to just ten minutes
“You used to have to spend like two weeks on like a library, you know, change that you wanted to make in your code base. And that's now a 10 minute activity. And, but are we spending any less time building software? No, it's because we're just now doing the thi…”
Feb 23, 2026 bullish
Levie: Box engineers estimate 5x faster product builds using AI coding
“We have products that we build five, you know, these are the estimates from the actual engineer that we will build five times faster because of AI coding. And we will as a result of that, be able to ship significantly more capabilities to our customers.”
Jun 8, 2026 negative
Siegler: Pichai admitted Google is behind competitors in AI coding
“You even heard Sundar Pichai was on you know, with Casey Newton and Kevin Ruse on their podcast, and he explicitly said, like, just straight up, like that they're a little bit behind in, in coding, you know, with regard to AI and everyone knows that this is so…”