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16 results for “coding commoditization”
Product2 mentions across episodes
coding
“Has coding become so commoditized that anyone can copy funded startups?”
...like coding have been effectively commoditized and become at a pace where you can actually vibe code something over a course of two to four weeks and actually build something that is at parity with so
16:55 / 17:33
market insight16:55 – 17:33
...these coding agents get really, really good. What does the world look like where software is commoditized? What does that mean? It means that people will be able to build applications much faster than was historically possible. It also means that the
28:30 / 29:30
from transcript28:30 – 29:30
I think there will probably be network effects that do emerge and they could be built around certain product features or model capabilities that create a different kind of user lock in with the vendor as opposed to a user lock in with the rest of the
25:24 / 26:32
from transcript25:24 – 26:32
...like commoditization and no defensibility. That tends to be a battle between layers of the stack, but the only way you could do that is actually move down the stack and enter somebody else's layer, which is incredibly hard to do. And you do see it, l
24:43 / 25:46
from transcript24:43 – 25:46
...commoditization of foundation models as you know. I'm just interested here your thoughts. How do you see the end of state for the foundational model layer? Are they getting commoditized as people say? I think today, the word commoditization, it's sor
19:11 / 20:30
from transcript19:11 – 20:30
...the commoditization of foundation models as you know. I'm just interested here your thoughts. How do you see the end of state for the foundational model layer? Are they getting commoditized as people say? I think today, the word commoditization,
18:39 / 19:50
from transcript18:39 – 19:50
...do think commoditization brings value to the innovation for, like, open source, but then the best player will be able to, like, retrain something on top of it and start to really commoditize it. There is value in having the tech and understanding the
24:44 / 25:53
from transcript24:44 – 25:53
...actually the commoditization of these features means it'll be better products for us, but I don't know if you'll get value extraction from that in the form of increased pricing. How do you feel about that? Yeah. So our thesis on this is there was thi
25:49 / 27:16
from transcript25:49 – 27:16
...commoditization of the cloud at the lowest level before AWS and GCP. And, basically, so much of the tech stack is being commoditized as a service, especially inference and reasoning, which gets interesting.
2:15 / 3:18
from transcript2:15 – 3:18
...coding agents, they've got massive, you know, demand for their applications. Right? But they're paying through the nose to Anthropic or to these underlying proprietary model providers to be able to do that. So what's the dynamic that you see there? D
37:27 / 38:32
from transcript37:27 – 38:32
...have the exact same battle when it comes to coding agents
45:00 / 46:15
from transcript45:00 – 46:15
...commoditization? I mean, there are literally twelve, thirteen different providers in China who are racing faster than ever and will reach some asymptotic utility point where all of them hit the same level, and I'm sure The US will be the same. To wha
48:43 / 49:45
from transcript48:43 – 49:45
...coding and an acceleration and SaaS being absolutely challenged by these new technologies. And this happens every single time the government intervenes, which is the market takes care of it. There are a thousand start up teams that could replicate an
23:07 / 24:18
from transcript23:07 – 24:18
...that these vibe coding tools will, like, continue to march up the stack, and they're not building an IDE. They're building
17:15 / 18:15
from transcript17:15 – 18:15
of them by Claw Code. I don't know anyone who's not moved to Claw Code. Like, when I hear that someone's still on Curse, I'm like, wow. Yeah. I I think the thing that we are underappreciating is that we assume, you know, efficiency is increasing, but
14:58 / 16:16
from transcript14:58 – 16:16
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