AI and Software
AI coding
AI coding tools, developer productivity, vibe coding
- Episodes
- 45
- Share
- 4.5%
- Shows
- 41
- Net sentiment
- +0.41
Down from 5.2% of episodes in the weeks before; net sentiment was +0.66.
Bullish 15Mixed 11Neutral 16Bearish 3
3 weeks
Share of each week's episodes, and net sentiment.
0%2%4%
Sep 21Sep 28Oct 5
Net sentiment
−10+1
Sep 21Sep 28Oct 5
The episodes behind it
Why each one was bullish, bearish or in between. Most time on the theme first.
Bullish 15
- AI coding tools sharply accelerate OutSystems' feature releases and customer modernization projects.Software That Never Breaks: OutSystems CEO Woodson Martin on Building Enterprise-Grade Apps at ... · The Cognitive Revolution · Oct 7
- Coding models improving make design and outer-loop decisions the valuable layer, boosting Figma's role.Why Design Is the New Code | Dylan Field · MTS · Oct 6
- Codex builds full sites, games and tools from prompts, speeding up developer and creative workflows.How OpenAI uses ChatGPT Sites (live at DevDay!) | Kath Korevec (Product Lead) · How I AI · Oct 5
- Codex upgrades like cloud tasks and CLI voice are praised as strong developer productivity gains.BONUS: OpenAI DevDay 2026 LIVE WATCH PARTY: Reacting to Every Big Announcement · The Neuron: AI Explained · Oct 9
- GitHub Copilot described as making writing code and drafts much faster for developers.A Look Back: The 2023 AI Forecast for Banking · Banking Transformed with Jim Marous · Oct 9
- Codex threads build plugins, websites and fixes with minimal prompting, boosting productivity substantially.ChatGPT's Dots Finally Feels Like a Virtual Employee · Authority Hacker Podcast – AI & Automation for Small biz & Marketers · Oct 8
Show 9 moreShow fewer
- Code lets non-developers build apps and trackers by describing them, cutting the IT request queue.Copilot Is Learning to Do the Work. Is Your Business Ready? · The Digital Transformation Playbook · Oct 8
- AI coding tools make building software so easy that non-engineers can now create products.What Makes a Great Entrepreneur? | Ben Horowitz on Vintage x Vintage · The a16z Show · Oct 10
- Agents now handle closed-loop chip verification and developer demand rises under Jevons-style logic.AI:AM: A Level We Shouldn't Pass? Notes from The Curve + Tokens vs. Salaries & Is SaaS Cooked? · The Cognitive Revolution · Oct 8
- Speaker cites large productivity gains for software coders using AI tools.Determining the Right Investment in Employee AI Training with Paul Baier · GSD Venture Studios Podcasts by Gary Fowler · Oct 8
- Agents are already used in software development lifecycle automation, improving code quality internally.From AI Ambition to Business Outcomes | Emerson & Altimetrik on Enterprise Transformation · The Ravit Show · Oct 7
- Agents now write most AWS code, accelerating how fast new products ship internally.Building the Cloud for an Agentic World | AWS CEO Matt Garman · The a16z Show · Oct 8
- Agentic coding tools raise code velocity and vulnerability volume, creating demand for Chainguard's security product.First-Pick CRO: How to Become the Person VCs Call Before the Job Goes Public · Hunters and Unicorns · Oct 7
- Speaker credits AI coding agents with letting a small team prototype products far faster than before.The creative genius behind Squatty Potty & Poo-Pourri reveals his marketing playbook · My First Million · Oct 7
- Developers now have agents integrate Stripe's API, changing what matters for developer tooling.John Collison, Stripe: AI Agents Will Rewire the Internet · Sourcery · Oct 5
Bearish 3
- Vibe-coded apps built without security understanding create hidden risks, though the trend itself is growing fast.Securing the Apps Everyone Is Building with Roi Nisimi and Yonatan Levi · Hacker Valley Studio · Oct 7
- Google has lagged badly in coding while Claude Code and Codex drove rivals' progress.Inside Google's AI Slump: Can Gemini 4 Argon Fix It? · In the Loop AI · Oct 9
- Meta and Microsoft cutting Claude Code usage threatens Anthropic's growth and revenue outlook.Meta & Microsoft's Claude Slowdown, His Agent Leaked His Banking Info, Don’t Bully Your AI · Big Technology Podcast · Oct 9
Mixed 11
- AI coding usage is near-universal, but developers report plausible-but-wrong code and heavy verification needs.Tales from the 2026 Developer Survey results · The Stack Overflow Podcast · Oct 6
- Coding agents speed development but compress review and security checks, creating tradeoffs.How to Build an MCP Server to Inject Security Context into AI Agents · AI Security Podcast · Oct 7
- AI tools let indie developers build mods fast, but polished results still take long, so the upside is uncertain.AI Video Game Mods, Chinese Cars Take Over UK, Apple Tightens Mac Data Controls | Diet TBPN · TBPN · Oct 5
- AI speeds coding but developers still need fundamentals to debug and architect systems that AI-generated code can break.Rising Above AI Doomerism: Front-Line Tech Lessons on Career Resilience in the AI Age · Future-Focused with Christopher Lind · Oct 5
- Meta and Microsoft cutting Claude coding spend shows pressure on Anthropic but growing first-party alternatives.Meta and Microsoft Cut Claude Use & Spending, Workday Faces a New AI Threat · The Information's TITV · Oct 6
- Coding agents speed development but shift constraints and create new uncertainty and operational cost risks.“AI Co-founders” with Chris Hefley & Troy Magennis · Hard Boiled Software · Oct 6
Show 5 moreShow fewer
- Claude Code and similar tools are compared with n8n, seen as complementary but competing for some use cases.n8n CEO: Why we aren’t dead, how to build great AI products, and what I look for in an AI PM · The Growth Podcast · Oct 5
- Speaker sees AI coding tools as useful for tractable tasks but warns of cognitive surrender and debt.Building resilient systems with Sam Newman · The Pragmatic Engineer · Oct 7
- Generated AI-made portfolios and resumes are seen as slop, though underlying effort and design still matter.Why General LLMs Will Control Physical Robots | Thijs Simonian · MTS · Oct 10
- Agent tooling is criticized as the productivity bottleneck, while review limits usable output gains.The Stack — October 10, 2026 · The Stack · Oct 10
- Coding is being transformed by AI, shifting skills toward specification and management.How AI Is Changing Strategy: Rethinking What Your Business Is Designed to Do · HBR IdeaCast · Oct 8
Neutral 16
- Episode is entirely about hobbyists building personal apps with AI coding tools like Claude.We hear pitches on the best vibe-coded apps · The Vergecast · Oct 5
- Discussion centers on building software with AI prompting and whether that counts as programming, without investing angle.Scott & Mark Learn To... SemanticStart · Scott & Mark Learn To... · Oct 7
- Discussion centers on value and limits of coding agent subscription plans and token consumption.Ep. 036 - $200 Buys $12,000 of Opus Tokens, We Bought Every Plan (AI Cloud TCO) | Max Kan, Jordan Nanos, Andrew Megalaa · SemiAnalysis Weekly · Oct 7
- Discussed as a practical method for building betting models and prompting AI effectively.How Sharp Bettors Actually Use AI For Betting | Presented by ProphetX · Circles Off - Sports Betting Podcasts · Oct 9
- Discussion focuses on AI agents writing and verifying proofs, a technical rather than investment topic.Retrofitting Proofs onto Existing Rust Codebases · The BugBash Podcast · Oct 7
- Covers AI accelerating software development and shifting the bottleneck to shipping and testing code.Taking a look under your agent’s hood · The Stack Overflow Podcast · Oct 9
Show 10 moreShow fewer
- Agents now complete database coursework and generate most commits to open source database projects.What Happens When Billions of AI Agents Hit Your Database? (Andy Pavlo) · The MAD Podcast · Oct 8
- Discussed as lowering build costs so PMs and others can prototype, changing team composition.Why every company now needs to think and operate like a lab team | Josh Woodward (Google Labs, Gemini, AI Studio) · Lenny's Podcast: Product | Career | Growth · Oct 11
- Hosts describe building dashboards with AI, a practical productivity example rather than an investing angle.Learning AI by Doing, Not Watching, with Ben Schorr · Lawyerist Podcast · Oct 8
- Discussed as a productivity and workflow tool used alongside Cloudflare, with no investing angle.Cloudflare Edge Workers with Bob Fornal · RunAs Radio · Oct 7
- Agentic AI tools shown at DAC are discussed as demos not yet ready for production engineering.Podcast EP371: How Vinci is Revolutionizing Hardware Design with John Bruggeman · SemiWiki.com · Oct 6
- Developer productivity and software team structure discussed without investing angle.Anthropic Expands Access to Most Powerful Models as South Korean Banks Are Hacked by AI Agent · AI Proving Ground Podcast: Exploring Artificial Intelligence & Enterprise AI with World Wide Technology · Oct 10
- Internal tooling built by engineers to boost sales productivity was described factually.20Sales: Inside Ramp's Sales Playbook: How to Build a $1.7BN ARR Sales Machine with Max Freeman, SVP Sales @ Ramp · 20VC · Oct 10
- A pitch on AI digital twins for developers addresses technical debt worsened by vibe coding.Jason Reacts To Japanese Founder Pitches + Fireside Chat With Yuki Shirato · This Week in Startups · Oct 10
- A Claude Code plugin that narrates reasoning is a workflow tool, with no investing angle beyond agent design trends.Crosswire — October 07, 2026 · Crosswire · Oct 7
- AI agent Herbert answers building questions for facilities staff through a Slack channel.What Human-Centered Leadership Looks Like in the Workplace with OpenAI’s Tracy Hawkins · Connected FM · Oct 6
Around it
Companies named
Shows that covered it most
- MTS2
- The Stack Overflow Podcast2
- The Cognitive Revolution2
- The a16z Show2
- Future-Focused with Christopher Lind1
- How I AI1
Travels with
Themes in the same episodes, against chance.
Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.
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