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Am I still an advisor? Or a builder? I’m having an existential moment.
My work has forever changed in a way I’m still trying to understand. Six months ago, agentic vibe coding crossed a threshold. Since then, I have used AI to raise my impact by a magnitude.
- I designed landing pages end-to-end for a major travel brand that made it into production.
- I automated topic prioritization, SEO testing, and SEO reporting for my clients with full-blown apps.
- I built an array of useful applications for myself, from automating the SSI (SEO Site Index found in the bimonthly Growth Intelligence Briefs) to Openclaw agents that help me with research and charts.
The work I shipped improved, while it also became harder to define. But when the cost of building collapses due to AI, judgment is the only thing that doesn’t compress. Meanwhile, most operators are still hiring, budgeting, and measuring as if execution is the constraint.
I’m not alone: AI companies are reaching $100 million ARR faster than ever, in large part because they’re AI native. Their whole product development philosophy is fundamentally different. Heck, Anthropic went from $9 to $30 billion USD in six months and is now worth about as much as Starbucks, Mastercard, or McDonald’s.
And I have my feelings about Matt Schumer’s essay “Something Big Is Happening,” but with reportedly 80 million views, it clearly hit a nerve.
So, I want to take a beat from publishing research this week and take measure of how agentic coding changes software, distribution, and people.
The Effect On Software
In 2024, I made a bold prediction that AI agents would hit 100 million users in 2025. I was off by about a year. Agents didn’t hit 100 million users in 2025, but they did hit production in 2026, and the gains are measurable:
- METR found 1.5 to 13x (!) time savings when technical staff used Claude Code.
- A 40% reduction in cost and 60% reduction in time from agentic AI is not unrealistic.
- Bain & Co estimates a 30-50% gain in productivity from deploying AI agents and automation.
What happens to software when non-engineers can ship code?
After the iShares software ETF (IGV) cratered 24% in Q1 2026 (steepest quarterly drop since Q4 2008), you could sense a panic in the air that AI would make software companies redundant. But software is more than code.
Enterprise software has strong guards against AI redundancy. Anyone who has ever purchased a CRM or migrated to another vendor knows how hard this is and how much is involved.
Enterprise software is more than code. It’s code plus…
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