The Reasoning Show

The Reasoning Show - Reasoning through the AI Revolution

The industry's leading AI podcast, explores how leaders think through AI, technology, and transformation. Each week founders, investors, and operators unpack the decisions behind the systems shaping modern business.

Hosts: Aaron Delp and Brian Gracely

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The Reasoning Show

Where do Developer-Assistants go next with AI?

May 18, 2025 • Massive Studios

0:00 | 25:17

Where does the next phase of AI-assistants for software development go next? Is it an evolution of developer productivity, or a complete rethinking of the barriers and limitations for broader software development?

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WHERE DO AI DEVELOPER-ASSISTANTS GO NEXT?

A year ago it felt like co-pilots were one of the entry point use-cases for AI.
Since then we’ve seen numbers say the uplift is 10-20% productivity.
Microsoft claims that 20-30% of their code is now written by AIs.
We’ve seen many senior developers speakout that it’s not replacement level technology and they don’t trust it.
Companies like Cursor have a $9-10B valuation. Windsurf just got purchased for $3B by OpenAI.
Microsoft has Co-Pilot (based on OpenAI models). Google and Amazon are rumored to be launching their own.
Lots of companies are launching agents (IBM, Salesforce, Oracle, etc.), and lots of agent frameworks now exist.
So where does it go next? Is it just wide-spead adoption of developer productivity?
- Is it specialized functions within developer workflows? (e.g. CI/CD, documentation, security evaluations, bug fixes, long-term maintenance, etc.)
- How far are we from teams being just a few architects, leads, Sr. Devs, and then teams of AI’s (agents, etc.)?
  - Is that a good thing for Sr. Dev personalities that didn’t want to focus on soft-skills?
  - Does that allow for greater experimentation against feature-requests or stories, since they can create more, test more, etc.?
  - Do we start to see companies create skunkworks teams/groups that try to adopt this approach?
  - Are product managers ready to have zero-backlogs and the demand for new ideas to increase?

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