AI coding
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Mar 4, 2026 by Bill Gurley · across every show →
Everything said about AI coding, oldest first
Mar 4, 2026 negative
Gurley: AI coding startups do not price to cost due to market share fears
“Once you're in that place, and I would say AI coding is in this place right now, no one prices to cost anymore because they're definitely afraid of losing market share more than anything. So the price to get market share, they don't price to cost.”