David Walsher

6 statements across 1 episodes · 1 bullish · 1 bearish · 1 people on the record · first statement Jul 3, 2025 by David Walsher · across every show →

On the record as a speaker too: David Walsher's record, appearances and statements → this page counts the times other people say the name.

Everything said about David Walsher, oldest first

Jul 3, 2025 negative
Assertion Not checkable as stated
Walsher: Code test flakiness is skyrocketing due to AI code generation
“We're just seeing like flakiness generally across code skyrocketing.”
David Walsher Jul 3, 2025 ▶ 25:15 AI Engineering Revolution: Winners, Chaos & What’s Next | FirstMark
Jul 3, 2025 positive
Assertion Not checkable as stated
Walsher: Cursor announced reaching $500M in ARR
“Cursor, maybe three weeks ago, announced they're at five hundred million dollars of ARR.”
David Walsher Jul 3, 2025 ▶ 7:51 AI Engineering Revolution: Winners, Chaos & What’s Next | FirstMark
Jul 3, 2025
Insight
Walsher: Product ubiquity is rare in the developer tools market
“It's rare that you see ubiquity is what I'm trying to say in the world of developers.”
David Walsher Jul 3, 2025 ▶ 41:23 AI Engineering Revolution: Winners, Chaos & What’s Next | FirstMark
Jul 3, 2025 neutral
Assertion Not checkable as stated
Walsher: End-to-end AI coding agents are currently limited to low-complexity tasks
“And for now, many of the agentic solutions that are truly end to end, you know, complete something are very much being pointed at lower level tasks that I'd say are quote unquote more mindless that have less dependency complexity you know, that have less of a …”
David Walsher Jul 3, 2025 ▶ 13:40 AI Engineering Revolution: Winners, Chaos & What’s Next | FirstMark
Jul 3, 2025 neutral
Assertion Contradicted
Walsher: Global software developer population grew 7x since 2006
“Over that time, so from, call it, 2006 all the way to now estimated about seven x growth in the number of global software developers”
David Walsher Jul 3, 2025 ▶ 3:44 AI Engineering Revolution: Winners, Chaos & What’s Next | FirstMark
Jul 3, 2025
Insight
Walsher: Production surges naturally create downstream cleanup crew markets
“It tends to be the case that actually a lot of problems emerge and in their wake markets follow or maybe a punchier way to say that would be with every surge in production, there's just a cleanup crew that naturally comes and a new market and industry that fal…”
David Walsher Jul 3, 2025 ▶ 14:27 AI Engineering Revolution: Winners, Chaos & What’s Next | FirstMark
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