Zach Lloyd

It's not agentic AI, it's like Cursor's original product or even copilot.

If you're doing hand editing of code, it's clearly helpful to have the thing show you the gray text and read your mind.

when you get into like warp or cloud code or cursors agent or yeah even i think cognition's its own beast honestly it's like it's more of like an automation thing i think it's like really early in that market and people there's like a lot of like intuitive signal that it's helpful

And there's a ton of willingness to pay.

But in terms of will companies get measurable impact from it, it's going to happen.

It's going to be transformational.

And it sometimes is transformational now, but not with every coding test and maybe not in the aggregate.

Favor is the higher quality.

And this is counterintuitive.

It actually causes a lot of problems with people who don't know what they're doing in a professional environment.

So if you are a newer engineer, or more junior engineer, or maybe just not that sophisticated of an engineer, it's a problem to me.

Because you want to use these tools the most, but they end up producing code that you don't understand, or that can't be shipped, or they won't get through code review, or they contain security bugs.

Whereas to successfully use these tools, you need to be like more sophisticated, smarter, more experienced.

And if you can do that, you can get a crazy productivity gain, but you already kind of need to know what you're doing.

So I think it's a little bit counterintuitive.

Like I would much rather have senior developers using these tools.

There's a little bit of a paradox in that they don't necessarily want to use these tools.

Like they feel like they can do the thing themselves.

But if you get a senior developer who's really good at wielding these tools, it's very powerful.

I think we're going to have fewer more senior engineers who are managing the work of a lot of agents.