The $3 Trillion AI Coding Opportunity
Originally published on the a16z Infra podcast. We're resurfacing it here for our main feed audience.
AI coding is already actively changing how software gets built.
a16z Infra Partners Yoko Li and Guido Appenzeller break down how "agents with environments" are changing the dev loop; why repos and PRs may need new abstractions; and where ROI is showing up first. We also cover token economics for engineering teams, the emerging agent toolbox, and founder opportunities when you treat agents as users, not just tools.
Resources:
Follow Yoko on X: https://x.com/stuffyokodraws
Follow Guido on X…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.