AI coding agents
2 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Jul 11, 2025 by Howie Liu · across every show →
Everything said about AI coding agents, oldest first
Jul 11, 2025 bullish
Liu: AI coding agents create up to a $300 billion TAM
“I mean, today you might have, like, call it, thirty million developers. That's the number that Stripe always quotes. Maybe that actually will expand to like 50 to a hundred million developers. ... And then on top of that, like it would be perfectly rational fo…”
Mar 17, 2026 positive
DHH: AI agents make engineers supercharged operators, not detached project managers
“I thought, when I talked to Lex last summer, that it was going to turn everyone into a project manager of the old type. The kind of project manager who's not really doing the things, just telling other people what to do, and then you got this little shh churn,…”