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.

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