Dylan PatelFounder and Chief Analyst, SemiAnalysis · The semiconductor-AI stack

Codegen Is a Tailwind

16 Apr 2026 · 1 min

Watch on YouTube

0:30

A platform uses Claude and Codex to generate low-level code, treating improvements in code-generation models as a tailwind that lets the system do more work automatically. The goal is end-to-end automation of large portions of software development.

A core part of this is that we use LLMs to write high-performance, low-level code. And what we've done is the platform that we're building, we want Claude to get better, we want Codex to get better, we should use that as a tailwind. And then how do you build the rest of a platform around this kind of a capability that you can just keep assuming is gonna get better? I think we're gonna see a lot of the taking the code gen capability and then making these kind of end-to-end platforms that just do a lot of the work for you.

More from Dylan

2:04

Even the frontier labs underestimated their own demand.

3d ago

1:52

The AI buildout needs more capital than backstops can cover.

4d ago

1:52

The fastest finish is not always the most efficient one.

5d ago

1:23:18

Ep. 037 - Who's Funding the $11 Trillion AI Buildout? (Capital Markets)

5d ago

0:48

"It's like a zombie apocalypse, but you don't know how many waves of zombies are coming."

5d ago

2:01

Open-source models are already taking the easier tasks. The bull case for frontier labs rests on one

1w ago

0:44

A $200 AI subscription can be worth $12,000 in tokens. Which plan delivers it is not close.

1w ago

50:14

Ep. 036 - Anthropic Subscriptions Beat OpenAI 5x, Depending on Your Workload (Tokenomics)

1w ago

0:39

What four weeks of SemiAnalysis consulting can do to a company

1w ago

34:41

Ep. 035 - Tech DD’s, Performance Projections, Supply Chain, Investment Thesis (Consulting)

1w ago

0:50

Are GPUs money printers?

1w ago

See all content