GitHub Copilot started the AI coding market. Today, barely a serious developer touches it.

Not even a vibe coder like me: we mostly live in Claude Code, Cursor, and Codex.

These players are at war to own the coding agent, maybe the biggest AI market there is.

Luis Bitencourt runs GitHub Copilot. So I asked him straight up: is Copilot losing the race?

His answer:

Everyone's fighting on two layers: the harness and the model. Luis thinks neither is winnable.

Also in this episode:

• Why Microsoft's distribution buys a head start of months now, not years
• Why coding agents are just the beginning: code review, SRE, debugging
• What Rappi and Loft, two messy physical-world businesses, taught him about humans in the loop

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Luis LinkedIn: https://www.linkedin.com/in/artificial-intelligence/

Enzo's LinkedIn: https://www.linkedin.com/in/enzo-cavalie/