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Episode 80: Are coders really being replaced by AI agents, or is this just the next tech hype cycle? Nathan Lands (https://x.com/NathanLands) is joined by repeat guest Matan Grinberg (https://x.com/matansf), co-founder of Factory—an agent-native software development platform backed by NEA, Sequoia, JP Morgan, and Nvidia.

This episode dives deep into Factory’s ambitious mission to transform software engineering by enabling developers—and entire organizations—to delegate painful, repetitive coding tasks to “droids,” Factory’s intelligent agents. Matan shares strategies for helping massive enterprises adopt new workflows, how Factory’s platform is built for surface/interface agnosticism (terminal, IDE, Slack, and more), and why optimization for teams—not individuals—will define the future of AI-powered development. Plus, debate about GPT-5’s impact, the myth of “AI winters,” and what the real business ROI of AI looks like in the enterprise.