Guido Appenzeller
speaker
1,314 appearances
8 recordings
1 series
first heard May 2025
last heard 15 Jul
Guido Appenzeller’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 4 in all, peaking in Jul 2026 with 1.
Appearances
I think for a small startup to build a to build an open weight model at this point is extremely hard.
AI coding is the first really large market for AI.
Every single part of it is getting disrupted.
It's not that there's just somebody writing code like your classical developers being disrupted, but everybody along the value chain.
So, Yoko, we just launched this, I think, amazing new dev stack for the AI coding environment.
And I I'm really excited about this.
Yeah.
I mean, the and let me start with a very high order pitch why I think this is so incredibly exciting.
I think AI coding is the first really large market for AI, right?
I mean, we we've seen there's a ton of investment that has flown.
And the question now to some degree is where's the value, right?
Why are we doing all of this?
AI coding
can create an incredible amount of value.
If you think about this, right?
We have about 30 million developers worldwide, roughly, right?
Let's say each of them generates $100,000 in value.
In the United States, it may be low because many of them get paid a lot more, but internationally, it might be a little high, but I think in order of magnitude it holds.
So in aggregate, the value we're creating here is about
30 million times a hundred thousand, so three trillion dollars.
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