AI enables non-engineers (PMs, designers) to write and commit code, removing engineering bandwidth as a bottleneck.

Very narrow deep specialists and new grads without enough experience are the roles waning in demand because products like Cursor can now do some of that work.

“I think the people who are maybe like very narrow, very deep, and like overly specialized in a way are waning like in like in the same way along that vein might also be like the new grad who just hasn't had enough like experience to be able to do that where a product like Cursor or others can do some of that work right now.”

Users who want to build a custom CRM are now using AI code generation tools like Lovable, Replit, or Claude Code instead of no-code platforms like Airtable.

“If I'm the nerd that wants to build my own CRM I might just go to lovable replet or claude code and just bang it out from scratch.”

AI tools now let a single contributor do data analysis work in a Hex thread that would have taken an Amazon L7 a week or two.

“You can call data now on a hex thread that is basically what it would take a week, two weeks with an Amazon L7.”

Evals (test examples) are the new PRDs, evidential test-driven development is replacing traditional PRD-driven product management at Anthropic.

“We actually have a saying on the team of evals are the new PRDs, right?”

Software development has compressed so dramatically that a single person can now launch a product in a few weeks, a task that previously required tens of engineers and multiple quarters.

“Today, one person a few weeks can possibly launch their ideas into a product and scale quickly.”

Rather than keeping contract volume flat and replacing human negotiators, Curative is using its AI agent to do 10x the number of contracts per year compared to the prior year.

“We've not said okay we're doing 100 a week so we'll get the agent to do 100 a week. What we've done is said, 'Well, now that we have the agent, we can do 10 times as many contracts this year as we could do last year.'”

In the steady state, dev teams will be cut by 30-40% as a trade-off for $100k per-engineer AI token budgets.

“I think it'll land at 100 grand per engineer equivalent. I think that's what we'll I think we'll give each of our best engineers $100,000 of tokens and in return we'll cut the size of our dev teams 30 40% effectively.”

Base44 will grow to 800-1,000 employees within two years, with the majority being engineers.

“I would 800 to a,000 and the majority of them will actually be engineers.”

The Codex team has not observed complete role collapse in AI-driven product teams; roles persist but with increased overlap.

“There are no roles anymore. We haven't seen that.”

By 2027, enterprises may be unable to prove any productivity gains from AI investments.

“We may reach a situation in 2027 where we just cannot prove any of these productivity gains.”