TickerTain
TickerTain
NewsroomShortsPortfolioConvergence
NewsroomShortsPortfolioConvergence
$ANTHROPIC·$MA····$INTC····$BLUE-ORIGIN·$SPCX····$CRWV····$CRM····$MSFT····$NVDA····$ORCL····$CURSOR·$AAPL····$OPENAI·$AMZN····$UBER····$GOOGL····$META····$TSLA····$DATABRICKS·$PERPLEXITY·$LYFT····$NBIS····$TSM····$LITE····$ANDURIL·
$ANTHROPIC·$MA····$INTC····$BLUE-ORIGIN·$SPCX····$CRWV····$CRM····$MSFT····$NVDA····$ORCL····$CURSOR·$AAPL····$OPENAI·$AMZN····$UBER····$GOOGL····$META····$TSLA····$DATABRICKS·$PERPLEXITY·$LYFT····$NBIS····$TSM····$LITE····$ANDURIL·
←

boris cherny

T3 · host / generalist

Boris Cherny created Claude Code at Anthropic's incubator lab (Anthropic Labs) in late 2024. He previously did Y Combinator, was first hire at a YC company, founded multiple startups, and authored 'Programming TypeScript'. He now writes 100% of his code via AI agents, running hundreds of parallel agents and dozens of autonomous loops from his phone.

1 call·1 name·100% bull·last heard 5 months ago·Sequoia Capital
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$ANTHROPICAnthropicposition

Anthropic's Claude Code achieves 100% AI-written code, exponential growth with each model release

Claude Code reached product-market fit with Opus 4 in May 2024 and has inflected with every subsequent model release (4.5, 4.6, 4.7); the product was built 6 months ahead of model readiness, and now the model writes 100% of code for the creator, with dozens of PRs per day and hundreds of parallel agents.

Sequoia Capital2026-05episode →

most discussed · click a bar to filter

  • $ANTHROPIC

recurring themes

  • AI Infrastructure4
  • AI Coding Agents4
  • AI Agents3
  • Enterprise AI Adoption2
  • AI Safety & Alignment2
1 total
$ANTHROPIC
Anthropic
HIGHboris cherny·Sequoia Capital·5 months ago·Anthropic's Boris Cherny: Why Coding Is Solved, and What Comes Next· position
Anthropic's Claude Code achieves 100% AI-written code, exponential growth with each model release
Claude Code reached product-market fit with Opus 4 in May 2024 and has inflected with every subsequent model release (4.5, 4.6, 4.7); the product was built 6 months ahead of model readiness, and now the model writes 100% of code for the creator, with dozens of PRs per day and hundreds of parallel agents.
"That started with Opus 4 in May. And I I remember that very clearly. That's like when the exponential growth started, and then it kind of inflected with every model release. Uh li…"
4:21
9
AI Infrastructuretailwind
Build for models six months out; scaffolding is temporary tech debt
Anthropic's core product philosophy is to build for model capabilities 6 months in the future rather than today's. Any scaffolding built around current model limitations (prompt engineering, tool wrappers) gets wiped out by the next model release, so teams should constantly evaluate the build-vs-wait tradeoff and assume scaffolding is throwaway code.
9
AI Coding Agentstailwind
Coding is solved: AI writes 100% of code for top practitioners, democratizing software creation
Boris Cherny states coding is 'solved' for him — the model writes 100% of his code since Oct/Nov 2024, enabling 150 PRs in a day via hundreds of parallel agents. He predicts software development will become as ubiquitous as literacy post-printing press, with domain experts (e.g., accountants) becoming the best software builders because coding is now the easy part.
9
AI Coding Agentstailwind
Dynamic workflows enable thousands of agents to run for weeks autonomously
Boris Cherny demonstrates that Opus 5 can orchestrate thousands of agents via dynamic workflows — a new form of test-time compute — to rewrite entire codebases (Zig to Rust in 11 days) and automate daily maintenance across multiple apps, replacing dozens of engineers.
9
AI Coding Agentstailwind
Coding practically solved for Anthropic engineers; 150% productivity gains
Boris Cherny reports that since Claude Code launched, productivity per engineer at Anthropic has grown 150%, with many engineers writing 100% of code via AI. He predicts coding will be generally solved for everyone within a year, collapsing the software engineer role into broader builder/product roles.
8
Developer Toolstailwind
Unhobbling models via empirical ablation beats over-engineered scaffolding
The winning pattern for AI coding products is to delete system prompts and tools each model generation, then add back only what the model empirically fails at — treating the model as an organic coworker rather than a deterministic API. This 'unhobbling' approach created Claude Code and reveals massive product overhang in current tooling.
8
AI Agentstailwind
Autonomous agent loops replace human orchestration: cron-scheduled agents self-manage CI, rebasing, feedback clustering
Cherny's personal workflow uses dozens of persistent 'loops' (cron-scheduled agents) that autonomously fix CI, rebase PRs, cluster Twitter feedback every 30 minutes, and communicate with other agents via Slack. He believes loops are the future and the model will naturally parallelize work without user prompting as alignment improves.
8
AI Applicationstailwind
Product overhang: models have vast unrealized capabilities startups can unlock
Boris introduces 'product overhang' concept — each model generation has capabilities no product yet elicits (whole-file writing, language rewriting, drawing with OpenCV) — creating massive startup opportunity to 'unhobble' models by removing scaffolding and giving them harder tasks with verification.
8
AI Economics & Business Modelsmixed
AI erodes SaaS switching costs and process power, but network effects and scale economies persist; 10x startup disruption ahead
Applying Hamilton Helmer's 'Seven Powers', Cherny argues AI makes switching costs and process power less important (models can port code and hill-climb any workflow), while network effects, scale economies, and cornered resources remain durable. AI-native startups will disrupt incumbents 10x over the next decade because they avoid organizational inertia in adopting AI.