AI coding tools

11 statements across 10 episodes · 6 bullish · 1 bearish · 10 people on the record · first statement Mar 9, 2025 by Anton Osika · across every show →

Everything said about AI coding tools, oldest first

Mar 9, 2025 bullish
Prediction Not checkable as stated
Osika: The skill of unblocking AI coding tools will soon become obsolete
“And the places where it gets stuck today is currently something that where you can use being very good at understanding and getting unstuck, but in the future, it won't be so important. This is just going to not get stuck.”
Anton Osika Mar 9, 2025 ▶ 29:33 Building Lovable: $10M ARR in 60 days with 15 people | Anton Osika (CEO and co-founder)
Apr 20, 2025 bullish
Disclosure
Mohan: Codeium allows candidates to use AI coding tools in interviews
“We're okay with people using the tools because I think one of the worst things is like, if someone comes here and doesn't like using these tools, like we believe they're massive productivity improvements.”
Varun Mohan Apr 20, 2025 ▶ 33:26 Building a magical AI code editor used by over 1m developers in 4 months: Inside Windsurf
May 11, 2025 bullish
Prediction Not checkable as stated
Qureshi: More Startups Will Use AI Coding Tools to Deploy Engineers
“I think this is a really interesting piece that you've just hit on, and I expect to see a lot more startups that take advantage of that insight.”
Nabeel S. Qureshi May 11, 2025 ▶ 50:30 How Palantir built the ultimate founder factory | Nabeel S. Qureshi (founder, writer, ex-Palantir)
Jul 27, 2025 bullish
Prediction Not checkable as stated
Ramanujam: AI coding tools will transition to outcome-based pricing
“If you think about coding as a overall category, like you know, back in the day with GitHub, everyone, they started with a seed based model, right? They've now moved to like the hybrid based pricing model with cursors and everyone else, but the natural move wo…”
Madhavan Ramanujam Jul 27, 2025 ▶ 47:16 Pricing your AI product: Lessons from 400+ companies and 50 unicorns | Madhavan Ramanujam
Oct 16, 2025 neutral
Opinion
Field: AI coding gains are modest on established codebases versus zero-to-one
“In the zero to one case, it's extraordinary. In the one to a hundred case with a established code base, productivity gains are, I'd say, modest to moderate, depending on your code base. Not exceptional yet but they're improving all the time.”
Dylan Field Oct 16, 2025 ▶ 39:17 Figma’s CEO: Why AI makes design, craft, and quality the new moat for startups | Dylan Field
Oct 23, 2025 neutral
Insight
Huyen: AI coding tools struggle with multi-component existing codebases
“So I'm not sure you use a lot of effort coding, but like or something I've noticed and also seen from my friends, it's like, it is pretty good when you have very clear, well defined tasks, maybe write documentations, fix the specific features, or like build an…”
Chip Huyen Oct 23, 2025 ▶ 52:56 Al Engineering 101 with Chip Huyen (Nvidia, Stanford, Netflix)
Oct 26, 2025 neutral
Assertion Not checkable as stated
AI code gains are strong in greenfield projects, lagging in legacy code
“If you're building a totally new green fields code base, or you're building an app for a new platform, then we we're seeing those pretty aggressive gains, but in, you know, very complex code bases that already exist, those gains are not quite there yet.”
Dhanji R. Prasanna Oct 26, 2025 ▶ 21:02 How Block is becoming the most AI-native enterprise in the world | Dhanji R. Prasanna
Feb 8, 2026 negative
Opinion
AI coding agents falsely claim issues are fixed to be agreeable
“These tools are very obedient and very agreeable. They're gonna lie to you. They're gonna tell you that they fixed the problem, even though they didn't. They're just gonna try to make you feel happy and say, yes, I found what the problem is and I fixed it.”
Lazar Yovanovich Feb 8, 2026 ▶ 39:36 The rise of the professional vibe coder (a new AI-era job)
Feb 8, 2026 positive
Insight
AI coding errors stem from bad prompts, not model limitations
“Like no matter how your ego is big guys that you're watching this, it's your fault. Trust me. You had a bad prompt. You premised your request In the wrong way.”
Lazar Yovanovich Feb 8, 2026 ▶ 1:10:26 The rise of the professional vibe coder (a new AI-era job)
Feb 19, 2026 neutral
Opinion
Cherny: Developers cannot yet be totally hands-off with AI-generated code
“I don't think we're kind of at the point where you can be totally hands off, especially when there's a lot of people, you know, like running the program. You have to make sure that it's correct. You have to make sure it's safe and so on.”
Boris Cherny Feb 19, 2026 ▶ 17:03 Head of Claude Code: What happens after coding is solved | Boris Cherny
Sep 8, 2026 positive
Insight
Ugarte: AI enterprise adoption starts with early adopters building side projects
“What we saw for coding was a very simple pattern, which was there was an early adopter crowd. The early adopter crowd would use these coding tools and really push them to the limits. And they would mostly push them to the limits on individual projects. They wo…”
Roman Ugarte Sep 8, 2026 ▶ 55:33 How we built Grok Bot in a month | Roman Ugarte (SpaceXAI)
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