code

2 statements across 2 episodes · 0 bullish · 0 bearish · 2 people on the record · first statement Mar 9, 2026 by Alfred Lin · across every show →

Everything said about code, oldest first

Mar 9, 2026 neutral

Opinion

Lin: The claim that code is no longer a moat is overstated

“And the very obvious statement is every single line of code that's generated has a marginal cost of zero, so therefore software, the lines of code, is no longer a moat. That's probably overstated.”

Alfred Lin Mar 9, 2026 ▶ 10:23 Sequoia’s Alfred Lin: $10T Companies Are Coming · Sourcery with Molly O'Shea

Apr 13, 2026 neutral

Insight

Engineers Need Taste and Foundational Knowledge to Steer LLMs

“I don't think the LMS are going to naturally always deliver beautifully crafted, elegant, and yet scientifically correct code. And so you'll still need some degree of taste, even so much to converse with the LM to steer towards the right outcome. And for that,…”

Max Levchin Apr 13, 2026 ▶ 43:59 Max Levchin: “The Net IQ of the World Is About to Go Up 50 Points” · Sourcery with Molly O'Shea

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code

Everything said about code, oldest first

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