Short transcript of a conversation (Jason M. Lemkin and another speaker) about how AI agents are changing software development workflows, enabling continuous coding/debugging, and reshaping developer job demand. The speakers cite an example of an AI SDR closing a ~$70k deal, discuss arming top-tier developers with AI tools, and debate the potential valuation and revenue prospects for companies like Anthropic.
Chapters
Like our agents don't sleep. Harry, this is the thing I didn't get until I ran like four different AIs for Saster. Our AI SDR brings in. We were DMing yesterday, right? Our AI SDR brought in a deal, you know, like a 70k deal. And it doesn't sleep. And if you're an engineer or developer, your AI isn't going to sleep anymore. Now you don't want it touching production code. Okay? I have learned that lesson. Okay? But if it's debugging or working on complex issues or building out an algorithm or, or doing refactoring part of your code base, you will, you can consume it can work for you 24 hours a day. Right? So. And we will use all of the to. There may be an end limit. Right? Just. And so maybe this investment will peter out, but I don't see it today. Right. I think, good God. We're going to be coding 20. We're all going to be coding 247 with our agents. Everyone's saying that, like it's so hard to get a job in software today. If you look at the Wall Street Journal, it's not remotely true. If you have the skill set today, if you're super smart in math or CS or physics and you're in, you're in any school today. Like my son's a freshman and he's off the charts of math. He already has offers. Okay. And he's not even looking. Okay, so we have this, you know, this is what we know. But I can see it in the world. If you're a top tier developer, like you just want to arm them up with every tool you possibly can because no one wants the folks that went to DeVry programing school like they wanted in 2021. That market is dead. Right? So we're going to arm them up with 10k a month. Listening to everything that you say then, Jason, Anthropic is at least a two trillion dollar company maybe, right? I mean that, you know, it's just. There's just so much investment here right now. Are there issues if, you know, if you know, I mean, I mean, obviously OpenAI is coming very hard at them right now, right?
I'm not signed up for 2 trillion, but I have, you know, and I don't have to be to say that, you know, this is going to be an extraordinary valuable company. I don't know. There was a. There's only four or five companies that are worth more than a trillion. And it's worth pointing out that only one of them is, you know, really selling. Just kind of develop Nvidia, obviously, which is pretty much a monopoly selling, you know, 100% market share in the most valuable commodity you have. All the others touch every human being on the planet who has it, Apple, you know, Google, Facebook and Microsoft. So I don't think you, for a record just to say it, I don't think you get to more than a trillion dollars if you're just selling stuff to developers and infant. Which isn't to say I don't think.
You do extraordinarily well if Anthropic ends the year at what, 7 billion in revenue?
