Investing In AI Era
summary
Claims that 80% of code will be written by agents over the next years and that application iteration drops from months to weeks drive the talk, backed by numbers: roughly 30 million developers today and ~200 million people able to build software. Startups hire two engineers instead of eight, reallocating budget to marketing, and DevOps/Kubernetes stacks still lag AI adoption. Expect hybrid teams like one engineer to five or even 100 agents, and product work shifting from syntax to systems composition.
AI-written summary · about
chapters (8)
- 0:00Introduction
- 0:35What are you looking for in dev tool startups
- 1:02How do you evaluate AI startups
- 2:23What parts of developer workflow are yet to be disturbed
- 3:26How will AI change the startup life cycle
- 4:55The overall paradigm has shifted
- 5:24How will software engineering evolve
- 8:06Agent experience
related talks
19mAI Natives: Economy of 1 Billion Humans and 3 Trillion Agents
27mEngineering in the Age of AI: Making AI Work for Us, Not Replace Us
27mSoftware engineering with GenAI
26mAI Agents as Your Co-Developer
18mDispatch from the Future: building an AI-native Company
23mAI and APIs in 2026
16mCoding Reinvented How AI Agents Are Shaping the Future of Software Development
19mIf AI Writes the Code, Who Runs Production?