The Trillion Dollar AI Software Development Stack

AI coding has emerged as a major market for AI: one that’s already rewriting how software gets built. a16z Infra Partners Yoko Li and Guido Appenzeller break down how “agents with environments” are changing the dev loop; why repos and PRs may need new abstractions; and where ROI is showing up first (like legacy code migration). We also cover token economics for engineering teams, the emerging agent toolbox (sandboxes, code search/parsing, agent-optimized docs, orchestration), and founder opportunities when you treat agents as users, not just tools. Read the blog post here. Find Yoko here: https://x.com/stuffyokodraws Find Guido here: https://x.com/appenz Check out everything a16z is doing with artificial intelligence here, including articles, projects, and more podcasts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.