Episode 32: The Post-Coding Era: What Happens When AI Writes the System? cover art

Episode 32: The Post-Coding Era: What Happens When AI Writes the System?

Episode 32: The Post-Coding Era: What Happens When AI Writes the System?

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 Nicholas Moy, former Head of Research at Windsurf & now at Google DeepMind, joins High Signal to discuss the shift from "co-driving" to a truly "agentic" era of development. We discuss Windsurf's journey from early prototypes that struggled with compounding errors to the successful launch of their agentic coding product. Nick explains that building a startup in the current climate requires a strategy of "disrupting yourself" to avoid the innovator’s dilemma; companies must be ready to pivot as soon as a new frontier model makes previously impossible features viable. He argues that traditional technical moats are increasingly fragile, and true defensibility now comes from real-world usage data, brand reputation, and a deep intuition for what users need at the frontier of these capabilities. LINKS Nicholas Moy on LinkedIn (https://www.linkedin.com/in/nicholas-moy/) Introducing Google Antigravity, a New Era in AI-Assisted Software Development (https://antigravity.google/blog/introducing-google-antigravity) “A Flash of Deflation - Gemini 3 Flash represents a step function increase in model deflation : a gauntlet thrown” (https://tomtunguz.com/gemini-3-flash-price-performance/) by Thomas Tunguz Tomasz Tunguz on Why a Trillion Dollars of Market Cap Is Up for Grabs (and How AI Teams Will Win It) (https://high-signal.delphina.ai/episode/why-a-trillion-dollars-of-market-cap-is-up-for-grabs-and-how-ai-teams-will-win-it) High Signal podcast (https://high-signal.delphina.ai/) Watch the podcast episode on YouTube (https://youtu.be/AT8iDaZP7zs) Delphina's Newsletter (https://delphinaai.substack.com/)
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