Brad Olson

So cloud code has existed for a while, and it's something that can write software for any software engineer.

And people were always impressed with it.

And then in November, Anthropic releases the most updated model of cloud, Opus 4.5.

A lot of coders and software engineers are just blown away.

Like they just are starting to say, I can't believe that I just told it what to do, and then it produced software.

kind of the workload that I might have done myself in a fairly limited period of time.

All these software engineers are talking about it, and then people who aren't coders start to download it.

And not only do they try it for coding and making websites and apps and stuff like that, they also just start using it to do data analysis and other kinds of tasks.

And so it's like an awakening of capability that some people are comparing to the moment when ChatGPT was released.

One startup executive said, I've been doing this since middle school.

And it's just completely shocks me.

You know, the person went to Brown Ivy League education and has an expertise that he's built up over his entire life.

To see a software program kind of fully automate that or come very close to automating that was just deeply shocking to him.

Obviously, these capabilities are extraordinary, but it's hard to know exactly how companies will respond.

You know, do they lay off developers or do they try to get their developers to be 10 times more productive with these tools?

We don't know.

And every individual company is making its own decisions.

They have focused on enterprise and business.

And so they have what they believe is a path to profitability, success among enterprise users, and then having people talking about how they're using this stuff is part of that.

And I think will help offer some momentum.