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
Introducing Google Antigravity, a New Era in AI-Assisted Software Development
“A Flash of Deflation - Gemini 3 Flash represents a step function increase in model deflation : a gauntlet thrown” by Thomas Tunguz
Tomasz Tunguz on Why a Trillion Dollars of Market Cap Is Up for Grabs (and How AI Teams Will Win It)
High Signal podcast
Watch the podcast episode on YouTube
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