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

Using Coding Agents at SemiAnalysis

30 Jul 2026 · 1 min

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Dylan Patel discusses how Claude 4.5 coding agents created a sudden capability jump that opened new tasks at SemiAnalysis. The company scaled from under 10 technical users to about 90 in rapid adoption.

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The thing that I think that changed my mind more than anything else, truly though, was last year in coding agents and Claude 4.5. Because I don't know about you, there's never been a clearer moment where you hit some level of intelligence on the curve and an entire new market showed up. You know what I'm talking about? Like, I could not do this shit before, and then the day after it came out, you could do it.
And I— You were the prototype, right? Like, like, there was a time last— this time last year when the technical staff at SemiAnalysis, call it under 10 people, were using coding agents. And then sometime in November or December, you and Dylan said, every single person at the company needs to learn how to use this thing. And now we have like 90 users of this.