Gil: AI Coding Supply Could Expand the Software Market 10x
Elad Gil · The history and future of AI at Google, with Sundar Pichai · Apr 7, 2026 · at 25:19
Investor Elad Gil discusses the macroeconomic impact of AI and software engineering automation with Google CEO Sundar Pichai.
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“And to some extent, I think that market has been so demand constrained for great software engineers that suddenly adding supply can 10 X that market, right? In other words, I think the market for software engineering and coding is dramatically bigger than anybody thinks, and it's the wrong metric to say, you know, token budget versus engineers.”
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