coding agent

“Coding agents are fundamentally very different than other AI products because the developer is the domain expert. So you can short circuit a lot of things, and also the developer is using it all day long.”

“They actually have, like, less of a handicap than before versus a more senior career person because, you know, the divide is actually getting smaller because they've got these amazing coding agents now.”

“Talking to an engineer in like any random company especially outside of Bay Area, you can see like the amount of impact this coding agents can create and the penetration is very low. So I feel like 20, 25 and 2026 is going to be like an incredible year for opt…”

“Coding agents are extremely unique compared to agents for other domains in the sense that These are actually built for customizability and these are built for engineers. So coding agent is not a product which is going to solve like this top five workflows or l…”

“And now when you extend this to more complex tasks, like a coding agent, which says that like, okay, I have fixed five of your linear tickets and here are the patches just to review them at the start of your day. So I feel that is going to be like extremely us…”

“Planning is really important when you're implementing something technical and let's say you're implementing payments or something that's going to be a change to your database. If the coding agent is just like, all right, I got it and just starts writing code. …”

“And the reason for this is it turns out coding agents are phenomenally good at sticking to existing patterns in the code. Like if you give them a code base that already has just a single test in it, they will write more tests. They will notice that if you've g…”

“If you look at a repo and there's huge amounts of tests that aren't really doing anything interesting, that's really expensive because now when you change the code, you've got to update a thousand lines of tests and all of that. It turns out I don't care anymo…”

“In November, we had what I call the inflection point where GPT, 5.1 and Claude Opus 4.5 came along and they were both just, they were incrementally better than the previous models, but in a way that crossed a threshold where previously, if you had these coding…”

“Coding agents can do searches. So you can give them access to an entire hard drive full of stuff and tell them what you need to solve, and they will run search tools to find just the examples that they need to piece things together.”

“All agents are also like, if you look at all the harnesses, whether it's the open source ones or the ones from the model companies ours as well they all resemble a coding agent now.”

“The second era of these products is clearly working with agents and, you know, primarily has been coding agents. We'd like to bring it to more, more domains, certainly like knowledge work.”

“The big change in my thinking is that coding agents are a way to interact with the world generally. And you've seen a lot of this on X, you know, people use cloud code to edit videos, you know, or codecs to You know, create a game that they play with their kid…”