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.

Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

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