Eric Anderson, partner at VC firm Scale, talks about why coding agents changed software forever and why the AI bubble can't be avoided. Eric worked on Spot Instances at AWS and data products at Google before becoming a VC. He explains how companies can still compete against Anthropic and OpenAI by staying laser-focused instead of fighting on every front.

Corey and Eric discuss why AWS didn’t kill all startups even when they launched competing products, why the AI bubble can't be avoided when companies go from $1 billion to $7 billion in revenue in one year, and why the best AI products don't scream “AI” everywhere in their marketing.

Show Highlights:

(02:30) Building Spot Instances at AWS

(07:41) Why Coding Agents Changed Everything

(10:35) Agents Doing Code Review Now

(13:53) Competing with Frontier Labs

(17:05) Why AWS Didn’t Kill All Startups

(19:01) Finding the Right Front to Fight On

(22:20) Why the Bubble Is Inevitable

(23:36) AI Pricing Will Eventually Crash

(26:33) Honeycomb’s AI Done Right

(28:04) Where to Find Eric

Links:
Scale: https://www.scalevp.com/

Eric on LinkedIn: https://www.linkedin.com/in/ericmand/

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