The Ledger
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Hsu: AI coding assistants only speed up development by 10% to 20%
“If you talk to most engineers today, like, a lot of engineers do use Copilot but if you ask them, like, how much time does Copilot save you, it's not like coding is tenx faster than before. You know, coding is maybe, like, 10% faster, maybe 20% faster, or some…”
Mohan: AI coding tools create a self-fulfilling loop by changing developer behavior
“Once you start using products like this, where in the beginning there's like skepticism, like how, how valuable can it be? And suddenly now like user behavior fundamentally changes so that now when I need to write a function, I'm like documenting my code more …”
Mohan: LLM products depend on latency, quality, and correctability
“And if I were to go out and think about like the three categories of like an LLM product, it's probably like latency, quality, and correctability. The reality is, you know, if I were to take a product like Copilot or Kodia, the latency is very low. The quality…”
Ramachandran: AI flows will succeed AI agents in developer tooling
“Copilots are collaborative, but can only work on small scopes. Agents can do larger tasks, but are not collaborative. Both are very useful, but we realize that this real magic will happen when the AI has the ability to be both collaborative and independently p…”
Rizwan: Early Copilot and Cursor were built for one-shot prompting
“That's really different from how the, you know, the other things at the time were things like copilot and cursor and Adr. They didn't do this for like step by step reasoning and accomplishing tasks. They were more suited for the Q and A and one shot prompting …”
Mohan: Few products match Copilot due to compute-intensive low latency
“There's like a gap there where the number of products that have hit that co-pilot spot is actually not that high. A lot of them are kind of like wait and, you know, just generate a lot of stuff and see what happens because one is clearly more compute intensive…”
Swix: Copilot report estimates 60-70% of AI-generated code is checked in
“There's a report this morning from Copilot where they were estimating the key tabs on amount of code generated by a Copilot that is then left in code repos and checked in. And it's something like 60 to 70%.”
Ruiz: AI coding's primary challenge is prompt iteration, not generating code
“The challenge is more on the input side than the output side. Like absolutely you could figure out a way for this thing to spit out like a working iOS app or something like that. The question is like, how do you tell it what you want and how do you iterate whe…”