AI consultancy and software factory
Why AI hasn’t replaced software engineers, and won’t
Coding agents as normal technology
Arvind Narayanan on Twitter / X
To understand and empathize with how workers in many or most fields outside software experience advances in AI capabilities, I propose a little thought experiment. https://t.co/QZG24aRiBe— Arvind Narayanan (@random_walker) July 28, 2026
Meet Foundry: An AI Startup that Builds, Evaluates, and Improves AI Agents
Impressions from visiting OpenAI, Anthropic, & Cursor
A peek into where software engineering is headed from inside the sector’s leading AI labs. Agents running in the cloud are a major trend, while coding harnesses are spreading beyond the craft
AI is Creating Peak Software, Media is the Best Analogy
Let's learn more about the world's most important manufactured product. Meaningful insight, timely analysis, and an occasional investment idea.
100x more programmers
AI could create a billion new programmers. But who controls what they build? Explore why open infrastructure, simpler networking, and freedom from AI vendor lock-in matter.
100x more programmers
AI could create a billion new programmers. But who controls what they build? Explore why open infrastructure, simpler networking, and freedom from AI vendor lock-in matter.
100x more programmers
AI could create a billion new programmers. But who controls what they build? Explore why open infrastructure, simpler networking, and freedom from AI vendor lock-in matter.
Full-breadth Developers
The software industry is at an inflection point unlike anything in its brief history. Generative AI is all anyone can talk about. It has rendered entire product…
Why Software Engineering Is Indispensable in the Age of Coding Agents
Can AI make Software Engineering (SE) -- the discipline -- obsolete? And can it make software engineers -- the professionals -- redundant? This paper argues that the rise of capable AI coding...
AI Economy Institute - Microsoft Research
The AI Economy Institute (AIEI) is Microsoft’s flagship think tank dedicated to shaping an inclusive, trustworthy AI economy. We building a network of scholars and convening that network with our subject matter experts to explore how artificial intelligence is transforming work, education, and productivity – and making this knowledge base available to policy-makers, educators, and […]
How building software is changing at Anthropic
A deepdive on what’s changed in how the leading AI lab makes software. Ever more code review and testing is done by AI, two-pizza teams very much alive, and more. Details from inside of Anthropic
How we use AI at Stalwart
It is difficult to have a conversation about software in 2026 without AI showing up in it. Two years ago the interesting question was…
Why AI hasn’t replaced software engineers, and won’t
Arvind Narayanan and Sayash Kappor take on the question of AI job losses through the lens of a profession that is uniquely suited to AI disruption - software engineering. In …
Open source project contains hidden instruction for “AI” agents: delete my code
It’s no secret there’s a war going on inside the open source community, with people adopting “AI” on one side, and those that want nothing to do with it on the other. While the former are, by nature, using destructive tactics like mass website scraping, license washing, taking people’s creative works without permission, taking all the RAM and GPUs, and oh, destroying the planet, the latter have mostly stuck to fairly benign things like policies banning “AI” use, “AI” bot blockers, and the occasional honey pot mazes to trap “AI” crawlers.