Witness the "Leap" in action across the globe
Deep observations from the frontlines of AI in Silicon Valley and China
A Claude talk suggests that once AI coding becomes a default team workflow, the bottleneck moves from writing code to review, ownership, CI, security, onboarding, and cleaning up old processes.
"For me, coding is solved." The man who said that is Boris Cherny, the creator of Claude Code. He hasn't written a single line of code by hand in 2026 — yet ships dozens, sometimes 150, pull requests a day. From his phone.
'I haven't written a single line of code by hand, and I've never felt more excited about programming.' Andrej Karpathy's words at Sequoia's AI Ascent 2026 carry the weight of someone who has lived through three software paradigm shifts — and is now pointing to the next one.
Many companies still treat tokens as a model usage cost. In the AI era, tokens are becoming the infrastructure for calling external intelligence. The real question is not how many tokens you save, but how much business outcome every token can create.
From GUI to CLI, the software industry is entering a quiet paradigm shift. As AI agents become major software users, entrepreneurs need to rethink what a product is, who the user is, and where competitive advantage will come from.