AI Winter Coming? Future of AI Dev

"I really liked that finding that opportunity and really tapping into it."

• Bold moves, like Intercom’s focus on autonomous agents, can pay off.
• Seeing opportunities and executing well is crucial.
• Staying innovative keeps companies ahead in competitive markets.

"Communication. Don't let things stew when there's something that is bothersome... I don't think I go to sleep angry."

• Open communication is key in personal relationships.
• Address issues promptly rather than letting them build up.
• Maintaining personal well-being supports professional success.

"To me, the worst thing is to have to be in the room with someone you bothered going to and have them not pay attention to you."

• Respect and engagement are crucial in investor-founder meetings.
• Seek investors who value your time and vision.
• Recognize red flags early in investor relations.

"I think the roles of those individuals will actually stay fairly similar... They spend most of their time with users, with customers... That would probably be AI-assisted as well."

• Product Managers may see roles augmented by AI assistance.
• Focus on user empathy and understanding remains critical.
• Embracing AI tools can enhance decision-making.

"Agentic development... depends on at what level do you sort of delegate a task to the machine... That's the extreme of an agentic system."

• Agentic development involves higher-level delegation to AI.
• Less human control compared to traditional AI dev tools.
• Choosing the right approach depends on desired control and complexity.

"There's a lot more unrevised code that gets deployed... people produce software... they don't maintain code. And so that code will stick around... code rots over time... These systems will become more prone to attacks."

• AI-generated code may introduce vulnerabilities due to lack of oversight.
• Ongoing maintenance and security reviews are essential.
• Implementing guardrails and controls can mitigate risks.

"I think you'd still have the strategy, you'd still have the developers and you have teams... I don't think a lot of the structure will change dramatically... the roles of the different positions, the sort of the scope of what they can do are the things that will change."

• Core structures may remain, but roles within will evolve.
• Teams may achieve more with AI, changing responsibility scopes.
• Plan for role adaptations rather than structural overhauls.

"I think in 10 years time coding would be very much alive and well, but it would be the edge case... I think most developers will either progress up the architect path... they will really invest in those trade offs."

• Developers will focus more on architectural and strategic decisions.
• Roles will shift towards system thinking and critical trade-offs.
• Adapting to this change can keep developers relevant in an AI-driven environment.

"The counter argument is that you would actually really benefit from specialized models... if the big guns are really trying to get like the massive models and they're trying to scale and they fail... then the ones that are building, you know, maybe code specific or robotic specific models... they may have a shot."

• Specialized AI models could offer advantages in specific domains.
• Startups may find opportunities by focusing on niche areas.
• Investing in specialization may be strategic amid giants focusing on general models.

"I think they are going to continue to dominate... but the third question is, what do you think about... that was a bit trickier because it really isn't a question of, would they grow? The question is, should you put that money into other stock?"

• Guy believes NVIDIA will continue to dominate the AI semiconductor market.
• He acknowledges the valuation may still be in question despite market growth.
• Founders should weigh market growth against investment alternatives when evaluating such companies.