Market Trend - The number of professional software developers is expected to increase over time due to the increasing ease of software development [1] - There is a growing demand for bespoke software tailored for specific individuals or teams [2] Productivity Impact - Software development tools act as a multiplicative factor, enhancing developer productivity rather than replacing them [3][4] - Top users of certain software development tools are observed to be making 10+ pull requests (PRs) every day [3] - The bar to creating software is being lowered [4] Future Outlook - The long-term impact of these tools on the software development landscape remains uncertain, requiring close monitoring [4]

Core Insights - Rivian Automotive is poised for significant growth with the upcoming launch of three new mass-market vehicles, expected to begin shipments in early 2026, which will target the mid-sized SUV market and be priced under $50,000 [3][4][5] - The company’s future value may be driven more by its software development than by vehicle introductions, with a focus on creating a proprietary software stack that could outperform competitors at a lower cost [6][8][9] Vehicle Launches - The R2 model is anticipated to launch first, with initial deliveries expected in early 2026, while the R3 and R3X models are projected to ramp up production in late 2026 or 2027 [4][5] - The introduction of these models is seen as a potential game-changer for Rivian, similar to how Tesla's Model Y and Model 3 significantly impacted its sales [5] Software Development - Rivian's partnership with Volkswagen, which could involve up to $5 billion in investment, is crucial for scaling its mass-market models and emphasizes the importance of software in the automotive industry [7][9] - Rivian claims its software architecture can deliver better performance at 25% to 40% lower costs compared to existing systems, which could enhance its competitive edge [8] Future Outlook - By 2035, Rivian could emerge as a leading software provider in the automotive industry, particularly for manufacturers lacking their own technology stacks [10] - The company has achieved positive gross margins in recent quarters, indicating a potential path to becoming a household name like Tesla, driven by both hardware and software innovations [9]

You think that developers today are using AI in the previous generation of software development that they've been used to. Yes. Um, and so you you use this phrase, the AI horseless carriage.Maybe tell tell us what you mean by that. This is a reference to early automobile designs that looked a lot like carriages with the horse replaced with an engine, right. And there were all sorts of problems with that design.Yeah. And this phenomena we we see over and over and over again in technology like some some ones ...

AI Development & Application - The industry is currently using outdated software development techniques for AI features, hindering the full potential of AI, which should enable users to program software using natural language [1][18] - AI application development is often approached by trying to fit AI into existing applications, rather than redesigning tools from the ground up to automate repetitive tasks [18][62] - The industry needs to move beyond the chatbot paradigm and focus on AI's capability to automate work and accomplish tasks on behalf of users [58][60] - A key element is providing users with "tools" that agents can use to accomplish tasks, such as labeling emails, archiving them, or writing drafts [53][54] System Prompts & User Control - Current AI applications often hide the "system prompt" (instructions given to the AI) from the user, limiting customization and personalization [1][11] - The industry should allow users to view and edit system prompts, enabling them to tailor the AI's behavior to their specific needs and preferences [8][10] - Allowing users to control system prompts shifts the responsibility for the AI's output from the developer to the user [35] - While not everyone may want to write system prompts from scratch, the option should be available, and AI could assist in generating and customizing prompts based on user history and feedback [41][42][48] Future of AI Development - The industry needs to develop better tooling and UI conventions for interacting with and teaching AI, potentially including AI-assisted system prompt writers [45][46] - AI models are good at processing instructions and turning them into text output, making them particularly effective for coding agents [31][32] - Founders should rethink existing tools from the ground up with AI, focusing on offloading repetitive work from users [61][62]