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“Product organizations will have people that are like tilt a little more technical, and have people tilt a little more design, have people tilt a little more product. But you're not really calling them anything different. They're product builders. And their responsibility is to figure out what to build next.”

“September 2024, we had to build a lot of infrastructure, a lot of guardrails in order to make agents work. September 2025, we released Agent 3, and that was the most autonomous agent in the market. It was the first to run for hours on end. Now, autonomy is built into the model.”

“A lot of vertical SaaS is in trouble as well, where maybe you don't think of it as a system of record, where there's a lot of survey SaaS software, and we see that getting replaced wholesale with Replit. There's another side where we have this great partnership with Databricks, and people are skipping the SaaS tools entirely, and building on top of their data warehouse.”

“We're approaching a certain plateau in how good coding models could get. Cost question is secondary to the performance question. When you focus on cost is when you reach a certain asymptotic plateau in the S-curve.”

“I think for all intents and purposes, IDEs are dead. I think they'll limp along, because again, some engineers just love that control. But there's no future in them, in that there's no one's going to be asking for the latest feature of intelligence or what were IDEs.”

“Open source is going to be very, very important. I would venture to say like maybe the US government should start a consortium of companies that are like creating the best open source, national open source model so that the market stays competitive.”

“The real Unlock wasn't just AI. It was AI that could do actions over long horizon. We no longer think you should learn how to code. They don't need to learn how to code. They need to learn how to create. They need to learn how to build.”