Screaming in the Cloud Coding Agents and the Inevitable AI Bubble with Eric Anderson
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Feb 12, 2026 Eric Anderson, a VC partner at Scale and former product lead at AWS and Google, explains why coding agents rewrote software's rulebook. He discusses agents doing code review and workflow automation. They debate how startups can pick the right front to compete with frontier labs, and why an AI bubble and pricing shakeouts feel inevitable.
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From Idle Capacity To Cash Machine
- Eric describes building Spot Instances at AWS as monetizing unused capacity across hundreds of tiny markets.
- He recalls getting weekly emails showing cores sold and realizing EC2 was extremely profitable.
Coding Agents Changed Software Fast
- Eric argues coding agents have changed software faster recently than prior years.
- He believes software development has fundamentally shifted because of agents' capabilities.
Agents Build And Edit Slide Decks
- Corey and Eric share using agents to generate and edit slide decks and presentations.
- Corey built custom plugins and lets agents refine narrative flow and formatting for talks.