2026-03-07
I think ‘foundation model company as orchestrator’ is going to be the clear pattern that wins in all of this. People will just go to the foundation model tools to do things, and if you're a company that wants to exist, you probably just need to get on the ship (e.g. let your customers take their data and do a thing with it). This might erode your moat a bit, but it also might increase your distribution. You have to face the reality that it's a hamster wheel to catch up as orchestrator within your own product.
Bloomberg
Anthropic launches Claude Marketplace, letting companies buy third-party software using some of their committed annual spending on Anthropic's services
Anthropic PBC is launching a new platform for its corporate customers to purchase third-party software, broadening the AI developer's offerings …
2026-02-27
Yup. I feel this in my bones. Classical Software Engineering is over, period. It's very weird, and it's honestly a hard thing to ‘tell people’ about. You can't just tell people, they gotta feel it. I tried to step back and actually write down some thoughts about this all. Maybe
@karpathy
AI coding agents made a huge leap forward since December, completing complex projects with minimal oversight, meaning “programming is becoming unrecognizable”
2026-02-26
Yup. I feel this in my bones. Classical Software Engineering is over, period. It's very weird, and it's honestly a hard thing to ‘tell people’ about. You can't just tell people, they gotta feel it. I tried to step back and actually write down some thoughts about this all. Maybe
@karpathy
AI coding agents made a huge leap forward since December, completing complex projects with minimal oversight, meaning “programming is becoming unrecognizable”
It is hard to communicate how much programming has changed due to AI in the last 2 months: not gradually and over time in the …