AI, Software, Coding, Internet Security Thread

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Alphabet and OpenAI can both have massive ad businesses within AI, says Deepwater's Gene Munster​


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Google's LLM Gemini will be one of the winners, says Needham's Laura Martin​

 
When writing code is no longer the bottleneck

opinion
Jan 14, 2026


What if writing code becomes something that happens over days and weeks, rather than weeks, months, or even years?​


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Last week it was looms. This week it is potato chips.

I’m a huge fan of EconTalk, a podcast hosted by Russ Roberts. Russ is a great guy and his guests are invariably interesting. One of my all-time favorite episodes is Brendan O’Donohoe on Potato Chips and Salty Snacks, in which O’Donohoe and Roberts talk about how potato chips are made. Now that might not sound interesting, but I found it fascinating. First, O’Donohoe is both an expert and an enthusiast about potato chips. (Who isn’t?) More interestingly, he provides valuable insights into how the process has become increasingly efficient over time.

The main thrust of improving the production of potato chips was discovering the bottleneck and then fixing that step in the process until it was no longer the bottleneck. Once that bottleneck was removed, something else was found to be the bottleneck. Then you’d fix that, and so on, until the process is so efficient that it isn’t worth taking the time to fix the bottleneck that is barely a bottleneck at all anymore.

After I wrote the loom article last week, it occurred to me that the process of software development is no different. And thus, to improve it, we should find the bottleneck, figure out a way to make it no longer the bottleneck, and repeat.

And it seems obvious to me that the actual coding of the application is the narrow, high-pressure point in the software development pipeline. In a process full of friction, writing the code is usually the bottleneck that determines when a project gets finished.

So what happens if writing code ceases to be the bottleneck? Well, I think we are just about there with agentic coding, no? For the sake of argument, and to keep this column rolling, let’s assume that such is the case. Let’s take it as granted that writing code becomes something that happens over days and weeks, and not weeks, months, or even years.


What would that mean?

Well, first of all, requirements would have to become more specific. Right now, developers tend to accept requirements that are more vague than they might like because they know that things can be continuously refined and that we can “figure that all out as we go.” That won’t work with coding agents.

If an agentic coding system is fed vague inputs, it will produce vague outputs, right? Garbage in, garbage out is as true a statement as there is in computing. Thus, what you tell your coding agent to do will have to be clear and specific. Getting that right will be the new skill that software development teams have to develop. You might even view it as “coding in English.”

The next result is that a lot more software will be created, some of it good, some of it bad. Right now, I suspect there are many ideas for software—both features for existing software and whole new applications—that aren’t being built because the actual writing of the code is too costly or too difficult for the folks with the ideas.

Sure, this is going to lead to a lot more “AI slop” software—easy execution always amplifies bad judgment—but there will also be a lot more great ideas that actually come to fruition. Existing software will end up with a lot more features than human developers alone could deliver. It will be the job of product managers to make sure that the product stays useful. (As a former product manager myself, I can say it would be great to be able to plow more quickly through a backlog of ideas.)

Developers will shift their focus from coding clean and well-organized implementations to making sure that the agents produce clean and well-organized implementations. Instead of writing most of the code, developers will spend their time reviewing, rejecting, constraining, and refactoring the agents’ output. Or better still, they will spend their time directing the agents to do that.


Ultimately, the next bottleneck will become proper thinking about what should be done. When you can do everything, deciding what not to do becomes the really difficult decision. Deciding what not to do is a problem today. Imagine how much harder it will be when, instead of choosing three things out of seven, product managers need to choose 30 things out of 70.



 
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India’s IT Hiring Collapse: Top 5 Firms Add Just 17 Jobs as AI Reshapes Sector​

 
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Anthropic CEO Dario Amodei on AI race: Focused on making our models as smart and capable as possible​

 
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AI Will Be Incredibly Powerful, Question Is WHEN?’ Anthropic CEO On Risks & Advantages Of AI​

 
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Codex in JetBrains IDEs​

 
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Intro to Object Oriented Programming - Crash Course​


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Object-Oriented Programming, Simplified​

 
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OpenAI CFO Sarah Friar: There's a massive 'capability overhang' in AI that's occurring​

 
𝗘𝗻𝗴𝗶𝗻𝗲𝗲𝗿𝘀 𝗮𝘁 𝗔𝗻𝘁𝗵𝗿𝗼𝗽𝗶𝗰 𝗵𝗮𝘃𝗲𝗻'𝘁 𝘄𝗿𝗶𝘁𝘁𝗲𝗻 𝗰𝗼𝗱𝗲 𝗶𝗻 2 𝗺𝗼𝗻𝘁𝗵𝘀.

𝗔𝗜 𝘄𝗿𝗶𝘁𝗲𝘀 100% 𝗼𝗳 𝗶𝘁 𝗻𝗼𝘄.

Here's what just happened—and why it changes everything:

Boris Cherny, the guy who 𝘣𝘶𝘪𝘭𝘵 Claude Code, just revealed he hasn't typed a single line of code himself in over 2 months.

Not one. Every line? Written by AI.

And he's not alone.

Andrej Karpathy (former Tesla AI Director, OpenAI founding member) admitted: "𝗜'𝘃𝗲 𝗻𝗲𝘃𝗲𝗿 𝗳𝗲𝗹𝘁 𝘁𝗵𝗶𝘀 𝗺𝘂𝗰𝗵 𝗯𝗲𝗵𝗶𝗻𝗱 𝗮𝘀 𝗮 𝗽𝗿𝗼𝗴𝗿𝗮𝗺𝗺𝗲𝗿."

A senior engineer at Google said Claude Code recreated 𝗮 𝘆𝗲𝗮𝗿'𝘀 𝘄𝗼𝗿𝘁𝗵 𝗼𝗳 𝘄𝗼𝗿𝗸 𝗶𝗻 𝗢𝗡𝗘 𝗛𝗢𝗨𝗥.

Let me break down what's happening:

𝗧𝗵𝗲 𝗦𝘁𝗮𝘁𝘀 𝗔𝗿𝗲 𝗪𝗶𝗹𝗱:
• Engineers at Anthropic ship 22-27 pull requests per day (vs 1-5 manually)
• 70-90% of Anthropic's entire codebase is AI-generated
• Claude Code wrote 90% of 𝘪𝘵𝘴𝘦𝘭𝘧
• They built their product "Cowork" in 1.5 weeks using Claude Code
𝗕𝘂𝘁 𝗜𝘁'𝘀 𝗡𝗼𝘁 𝗝𝘂𝘀𝘁 𝗔𝗯𝗼𝘂𝘁 𝗖𝗼𝗱𝗶𝗻𝗴: Claude Code isn't just writing software.

It's: → Filing taxes → Booking theater tickets

→ Building entire apps → Reformatting spreadsheets → Producing research reports

People with ZERO coding experience are building functional applications by just describing what they want in plain English.

𝗔𝗻𝗱𝗿𝗲𝗷 𝗞𝗮𝗿𝗽𝗮𝘁𝗵𝘆 𝗰𝗮𝗹𝗹𝘀 𝗶𝘁 "𝗩𝗶𝗯𝗲 𝗖𝗼𝗱𝗶𝗻𝗴."

𝗧𝗵𝗲 𝗕𝗶𝗴 𝗤𝘂𝗲𝘀𝘁𝗶𝗼𝗻: Is this the beginning of AGI? Are software engineers becoming obsolete?

Here's what I think: The 10x developer is dead. The 100x 𝘤𝘳𝘦𝘢𝘵𝘰𝘳 just arrived.

This isn't about replacing engineers—it's about removing the barrier between having an idea and building it.

If you're not experimenting with AI coding tools, you're not just behind.

You're missing the biggest shift in software development in 20 years.

𝗖𝗼𝗺𝗽𝗮𝗻𝗶𝗲𝘀 𝗮𝗹𝗿𝗲𝗮𝗱𝘆 𝘂𝘀𝗶𝗻𝗴 𝗖𝗹𝗮𝘂𝗱𝗲 𝗖𝗼𝗱𝗲: Uber, Netflix, Spotify, Salesforce

𝗧𝗵𝗲 𝗿𝗲𝘀𝘂𝗹𝘁? Anthropic just hit $1 billion in annualized revenue from Claude Code in just 6 months.

The question isn't 𝘪𝘧 this changes your industry. It's 𝘩𝘰𝘸 𝘧𝘢𝘴𝘵.

What do you think—opportunity or threat?

 
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Chat GPT 6 is about to be released.....
 
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The most powerful programming language of the future isn’t C++ or Python. It’s English.Jensen Huang:

“Why program in Python? So weird.”You won’t write code anymore. You’ll describe what you want. If the result isn’t right, you won’t debug. You’ll just tell it to fix itself.

The barrier to controlling computers is hitting zero.We’re shifting from syntax to intent. You don’t need to know how to write a script to modify a system. You need to know how to explain what should happen.

Huang: “English is the best programming language of the future.”Prompt engineering is just clear communication with a new audience. How you talk to people and how you talk to machines is becoming the same competency.

If you can articulate what you need clearly, you’re a developer. If you can refine through conversation, you can ship products.

The coder is obsolete. The orchestrator is everything.The skill isn’t syntax anymore. It’s clarity. Knowing what to build, how to ask for it, and how to direct until it’s exactly right.

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Elon Musk predicts that AI will bypass coding entirely by the end of 2026 - just creates the binary directly

AI can create a much more efficient binary than can be done by any compiler

So just say, "Create optimized binary for this particular outcome," and you actually bypass even traditional coding

Current: Code → Compiler → Binary → Execute

Future: Prompt → AI-generated Binary → Execute

Grok Code is going to be state-of-the-art in 2–3 months

Software development is about to fundamentally change

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