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1:53:14ENWorth Thousands, Priced at $20: Zvi Mowshowitz on OpenAI's Flurry, Gemini Bets, Deepfakes and a Compute CapHost Nathan LabenzZvi Mowshowitz and Nathan Labenz survey OpenAI's launch spree, AI pricing and bundling, data pollution, deepfakes, the reversal curse, calls to cap training compute, and Amazon's Anthropic deal.
1:04:25ENInside GitHub's Copilot Bet: Agents, Open Source, and Why the Developer Job EnduresHost Jacob EffronGitHub CEO Thomas explains how Copilot went from a research bet to 1.3 million developers, and what agents, fine-tuning and a multi-model world mean for the next five years of software.
1:32:32ENDevin's Scott Wu on Building an AI Software Engineer and Turning Coders into ArchitectsGuest Scott Wu · Host Lenny RachitskyThe Cognition co-founder explains how his 15-person team uses fleets of Devins to build Devin, what the product can and can't do, and why he expects more engineers, not fewer.
50:03ENCopilot Is a Copilot, Not a Pilot: Inbal Shani on the Future of AI in Software DevelopmentHost Lenny RachitskyGitHub's chief product officer explains what AI changes for developers, what it does not replace, and how teams should adopt it.
40:42ENDon't Mistake a Month of Hype for the End of SoftwareHost Sarah Guo, Elad GilSarah Guo and Elad Gil separate the SaaS-apocalypse noise from the real signals: record revenue ramps, collapsing token prices, and the question of when a founder should sell.
1:34:57ENFifteen People, Four Products, Zero Handwritten Code: Inside Every's AI-First CompanyGuest Dan Shipper · Host Lenny RachitskyEvery CEO Dan Shipper explains how his small team uses Claude Code, an AI operations lead and compounding engineering to do the work of a much larger company.
1:05:00ENFrom Arctic Code Vault to Autocomplete: How GitHub Copilot Went From Moonshot to ProductGuest Ryan J. Salva · Host Lenny RachitskyGitHub VP of product Ryan J. Salva explains how a small research team's experiment became Copilot, and what it took to scale it responsibly.
1:38:45ENWhen Coding Stops Being the Bottleneck: Inside Anthropic's Claude Code and Cowork TeamsHost Lenny RachitskyFiona Fung, who leads the teams behind Claude Code and Cowork, describes how an engineering org that ships roughly eight times more code manages quality, hiring, metrics and culture.
1:36:57ENDo the Dumb Thing First: A CTO's Playbook for Building an AI Coding AssistantHost Jacob EffronSourcegraph CTO Beyang Liu on which AI coding features actually earn daily use, how new models get shipped and evaluated, and why retrieval is still a search problem.
1:27:45ENCoding Is Solved, Says the Creator of Claude Code: Boris Cherny on What Comes NextHost Lenny RachitskyBoris Cherny, head of Claude Code at Anthropic, on the tool's origin, the principle of latent demand, and how work changes when engineers stop writing code by hand.
1:07:48ENMost Productivity Metrics Are a Lie: Nicole Forsgren on Measuring Developer Experience in the AI EraHost Lenny RachitskyThe creator of DORA and SPACE explains why lines of code and old pipeline metrics fall short with AI, and how to start improving developer experience by listening, surveying and tying results to what leaders care about.
1:41:26ENThe AI Scouting Report, Part 3: What AI Can Already Do, Who Will Win, and Why Nathan Labenz Wants Caution on ScalingHost Nathan LabenzNathan Labenz closes his AP-course tour of AI with capabilities, market moats, jobs, law, safety plans and a stance on what to do next.
1:25:34ENShipping in Days: How Claude Code's Head of Product Runs a Team at AI SpeedHost Lenny RachitskyCat Wu, Head of Product for Claude Code and Cowork at Anthropic, explains how the PM role, hiring, tooling and culture change when features go from idea to users in a week or less.
1:09:56ENWhen Anyone Can Build Anything, Taste Becomes the Product JobHost Lenny RachitskyCodex desktop lead Andrew Ambrosino on how AI has inverted product development, why roles are blurring but shouldn't vanish, and where Codex and ChatGPT are headed.
37:23ENFrom Chat to Always-On Agents: OpenAI's Tibo Sottiaux on Dots, Open Ecosystems and What Comes NextHost Lenny RachitskyThe head of ChatGPT and Codex, speaking hours after a DevDay launch of more than 20 products, explains the vision for a personal agent that works around the clock.
1:28:51ENSeven Years in the Making: How StackBlitz Turned Bolt into a $40M ARR Overnight SuccessGuest Eric Simons · Host Lenny RachitskyStackBlitz CEO Eric Simons explains how a browser-based operating system, a bootstrapped team and a better Claude model turned a nearly bankrupt company into one of the fastest-growing products ever.
1:11:13ENAfter Code: Cursor's CEO on Logic Design, Custom Models and Why One Winner Will Take the MarketHost Lenny RachitskyMichael Truell explains how Cursor went from a mechanical-engineering pivot to a $300M ARR product, and where he thinks programming is heading.
1:09:48ENLovable's Anton Osika on Building "the Last Piece of Software" With 18 PeopleGuest Anton Osika · Host Lenny RachitskyThe Lovable CEO demos an AI software engineer live and explains how a tiny, obsessive team reached explosive growth.
1:06:22ENWhen AI Writes 90% of the Code: Anthropic's CPO on New Bottlenecks, Builders and MCPHost Lenny RachitskyMike Krieger on how product work changes inside Anthropic, why he shut down Artifact, and where AI founders can build without being squashed.
1:04:09ENA Developer in Your Pocket: Replit's Amjad Masad on What Happens When Everyone Can Build SoftwareGuest Amjad Masad · Host Lenny RachitskyReplit's co-founder demos an agent that builds a full-stack app in minutes, then explains what it means for product managers, designers, engineers and founders.
1:19:39ENEngineers Become Sorcerers: OpenAI's Sherwin Wu on the Next 12 to 24 MonthsHost Lenny RachitskyThe head of engineering for OpenAI's API and developer platform describes life with Codex, how management is changing, and why builders should aim for where the models are going.
54:52ENCoding Agents Are Breaking Containment: The 2026 AI Stack, the Coding Wars, and the Next FrontierHost Jacob EffronJacob Effron and Swyx map the state of AI engineering, from agent harnesses and infrastructure churn to coding-market economics, open models, dark factories, and world models.
1:14:06ENWindsurf's Bet: Build the IDE That Makes Today's IDE Look DumbHost Lenny RachitskyVarun Mohan explains how Windsurf pivoted from GPU infrastructure to an agentic code editor, why it forked VS Code, and how he thinks about models, hiring, enterprise sales, and the future of software work.
1:34:06ENRide the Models: Dan Shipper's Bets on Super-Agents, Codex, SaaS and the Human Jobs AI CreatesHost Lenny RachitskyEvery CEO Dan Shipper makes a dozen predictions for how work will look in a year, from company-wide Slack agents to why the AI job apocalypse isn't coming.
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