Use their own words
as the hook

"The biggest opportunities will be in the frameworks and infrastructure that give agents structure: boundaries, context, monitoring and feedback loops. This invisible layer is what will transform raw capability into enterprise-grade reliability."

"The span of control debate shifts from 'how many people can one manager oversee?' to 'how many AI agents can one human orchestrate?'"

"Boris Cherny ships 20-30 pull requests per day. He's 30x more productive."

"An AI-enabled team might need 30 people instead of 150. Communication channels drop from 11,175 to 435 — a 96% reduction."

AI Agent Autonomy Scale — L4: "AI functions as a software engineer" / L5: "AI agents operate as coordinated engineering SWAT team" / L6: "AI product/engineering manager orchestrates agent team."

"We expect AI to write 95%+ of code by 2030." / "English is the hottest new programming language."

"Long-horizon agents are functionally AGI, and 2026 will be their year."

"Users won't save a few hours here and there — they'll go from working as an IC to managing a team of agents."

AI for software engineering is a "compound lever" — a lever upon software, which itself is a lever upon the world.

"How long can a useful Agent run without intervention" is the critical metric.

"You can now build digital autonomous workers that complete a full day's work with minimal or no human intervention."

"A new computing fabric will emerge to manage more Agents at work than humans."

"Winning companies will look less like SaaS and more like 'managed labor,' with agents getting 'job titles, budgets, limits.'"

"AI agents will autonomously execute 8+ hour workstreams by the end of 2026."

"It's like giving them a nuclear-powered six-axis mill. It's a single-person software factory."

"Best-of-breed AI can at least double developer productivity, a GDP contribution of $3 trillion per year."

"GitHub discussions culminate in a brief 'Please implement @aihelper' comment, resulting in merge-ready pull requests."

"Handing off time-consuming tasks like code review, documentation, testing, project management and debugging to fully autonomous 'Droids' would be a game-changer."

"Writing code is mostly intelligence. Knowing what to build next is judgment."

"AI has crossed the threshold where it can do most of the intelligence work autonomously and leave the judgment to humans."

"The interface between programmers and AI models will soon become one of the most important pieces of the dev stack."

"Models are getting better at code! How you use agents can also have 10x impact. Who is using coding agents internally in 'advanced mode'?"

"For about a quarter of the current YC startups, 95% of the code was written by AI. You don't need a team of 50 or 100 engineers. You don't have to raise as much."

"The actual engineering team size needed for most software products has collapsed by 5-10x."

"We are starting to see the shift from selling seats, to selling units of cognition."

Published a market map of 130+ companies transforming AI software development. Predicted "rapid consolidation around platforms that successfully balance developer experience with enterprise requirements."

Predicts the first billion-dollar one-person company in 2026 — "70-80% chance" — specifically in developer tools.

"In three to six months, AI will be writing 90% of all code."

"In my little group chat with my tech CEO friends there's this betting pool for the first year that there is a one-person billion-dollar company."

"Within five years, there will be a company with a billion dollars in revenue and fewer than 10 employees, using AI developers."

"The new default is that you are not writing the code directly 99% of the time, you are orchestrating agents who do and acting as oversight."

"We envision a world where engineers become architects, solving the most challenging problems while tasking an army of autonomous agents to support them on everything else."

"Ask any software engineer if they would ever want to go back to the dark ages before they had AI coding tools. Unlikely."

Thesis: "Agentic software that replaces, not just augments, knowledge work." Led Cognition rounds to $10.2B valuation.

70% of Felicis's active portfolio are AI-native startups. Portfolio includes Poolside (AI for developers). Believes "dozens of $100B+ AI companies will emerge this decade."

Launched "Hashed Vibe Labs" accelerator specifically for the AI coding era (Jan 2026).

"People are shifting away from backing purely technical founders." Domain experts using AI tools will build the next wave.

Published Code Gen Tool Market Map (April 2025). Noted "AI agents for code-related creation tasks are very popular among customer adoption."