AI coding agents

also referred to as: ai coding agent

10 statements across 7 episodes · 3 bullish · 3 bearish · 7 people on the record · first statement Mar 6, 2025 by Ivan Zhao · across every show →

Everything said about AI coding agents, oldest first

Mar 6, 2025 bullish
Insight
Zhao: AI coding agents atop modular blocks enable custom vertical tools
“So now we're looking at, holy shit, we spent the last five, six years building all those Lego blocks for knowledge work. If we're just putting it, AI coding agent on top of it, you can have any kind of knowledge, customer software, customer agent for whatever …”
Ivan Zhao Mar 6, 2025 ▶ 1:00:06 Notion's lost years, near collapse during COVID, staying small to move fast, building horizontal
May 4, 2025 bullish
Prediction Not checkable as stated
Wu: Developers will eventually modify products directly instead of viewing code
“I think the one that we'll get to over the course of several years is probably something where you don't even look at the code at all. And you're actually just looking at your own product and you're just able to look and specify and say, Hey, you know, This bu…”
Scott Wu May 4, 2025 ▶ 55:30 Inside Devin: The AI engineer that's set to write 50% of its company’s code this year | Scott Wu
Jun 19, 2025 bearish
Prediction Held up
Schulhoff: Autonomous AI coding agents will suffer prompt-injection code exploits
“We're just going to see these things get deployed and they're going to be broken. So there's a lot of like AI coding agents out there. There's Cursor, there's, I guess, Windsurf, Devon, Copilot. So all of those tools exist and they can do things right now Like…”
Sander Schulhoff Jun 19, 2025 ▶ 1:07:58 AI prompt engineering in 2025: What works and what doesn’t | Sander Schulhoff
Oct 23, 2025 neutral
Insight
Huyen: Engineering managers prefer headcount while VPs prefer AI coding agent subscriptions
“Would you rather have access could you rather have, give everyone on the team, like very expensive. Coding agent subscriptions, or you get an extra head count, right? Let's say it's like maybe like and almost everyone could say the managers could say head coun…”
Chip Huyen Oct 23, 2025 ▶ 44:21 Al Engineering 101 with Chip Huyen (Nvidia, Stanford, Netflix)
Feb 12, 2026
Insight
Wu: Coding agent failures are usually caused by missing context or underspecification
“A lot of the time when the coding agent is not doing what you want, it's usually a problem with context and just, like, information that you've given it. It's just either underspecified or there's just not enough information around how to do something availabl…”
Sherwin Wu Feb 12, 2026 ▶ 14:03 OpenAI’s head of platform engineering on the next 12-24 months of AI | Sherwin Wu
Apr 2, 2026 positive
Insight
Willison: Prompting AI agents with 'red/green TDD' yields better code
“If you get them to write the tests first. You do get better results because they're much less likely to forget to test something or to add bits of code that aren't necessary. And so you could tell them, Write this using test, make sure that you write the test …”
Simon Willison Apr 2, 2026 ▶ 1:11:54 An AI state of the union: We’ve passed the inflection point & dark factories are coming
Apr 2, 2026 bearish
Opinion
Willison: Mid-career software engineers face the greatest AI displacement risk
“The problem is the people in the middle. Like if you're mid career, if you haven't made it to sort of super senior engineer yet, but you're not sort of new either. That's the group, which ThoughtWorks resolved work probably in the most trouble right now.”
Simon Willison Apr 2, 2026 ▶ 30:14 An AI state of the union: We’ve passed the inflection point & dark factories are coming
Apr 2, 2026 neutral
Prediction Not checkable as stated
Willison: Large-scale agentic engineering will always require deep developer expertise
“The art of having them help you build software, you could deploy to a million people. That's not, that's never going to be easy. That's never going to be trivial. That's always going to require a great deal of depth of experience in what software and how softw…”
Simon Willison Apr 2, 2026 ▶ 11:40 An AI state of the union: We’ve passed the inflection point & dark factories are coming
Apr 2, 2026 negative
Insight
Willison: Abandoning automated tests with AI coding agents is a huge mistake
“I think it's a huge mistake if you drop tests in exchange for speed of development, because Very quickly when you're working the test, you find your development speed goes up. The existence of the test lets you move faster because you don't have to constantly …”
Simon Willison Apr 2, 2026 ▶ 1:10:28 An AI state of the union: We’ve passed the inflection point & dark factories are coming
Jun 21, 2026 neutral
Insight
Fung: Engineers Must Continue Learning Their Underlying Architecture and Dependencies
“I actually still think, understand, like, it's always double clicking on that layer that you depend on. Like maybe that to me is a matter, like it's always take that time to learn about your dependencies. Cause this way, when your dependencies change, like you…”
Fiona Fung Jun 21, 2026 ▶ 56:07 What happens after coding is solved? | Fiona Fung (Claude Code & Cowork)
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