The a16z Show The $3 Trillion AI Coding Opportunity
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Dec 9, 2025 
Guido Appenzeller and Yoko Li, partners at a16z, delve into the transformative potential of AI coding, which could reshape the software landscape into a $3 trillion market. They discuss how development roles are evolving as AI disrupts traditional processes. Key topics include the rapid ROI of legacy code migration, AI's versatility in coding languages, and the necessity for new tools and abstractions for agents. Finally, they offer insights for founders on innovating developer workflows and treating AI agents as active users.
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AI Coding As A Trillion-Dollar Market
- AI coding targets a truly massive market by unlocking developer productivity at scale.
- Guido estimates a potential market on the order of $3 trillion based on global developer value.
Vibe Coding Personal Automations
- Yoko describes writing small personal filters and automations with LLMs instead of full email clients.
- She uses LLMs to categorize and filter selective emails as a simple example of Vibe coding.
Developers Shift Toward Higher-Level Work
- The developer role will persist but shift to higher-level design, orchestration, and oversight.
- Guido says CS curricula and developer workflows will look very different as agents handle more implementation.