The Trillion Dollar AI Software Development Stack
AI coding has emerged as a major market for AI: one that’s already rewriting 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 (like legacy code migration).
October 10, 2025
38 min
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Episode 60 · October 10, 2025
The Trillion Dollar AI Software Development Stack
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A16z Episodes Around October 10, 2025
Episode 60 of 100 — walk the feed in the order it was published.
38:06This episodeThe Trillion Dollar AI Software Development Stack
Summary
AI coding has emerged as a major market for AI: one that’s already rewriting 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 (like legacy code migration).
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