Pretty important distinctions here, including that "Software developers have no relationship with users and do not custody or control user data or assets."https://t.co/3MHZl9XTEt ...

Company Overview - GitLab Inc. (GTLB) shares increased by 10.6% to close at $48.27, following a notable trading volume that exceeded typical levels, contrasting with a 13.5% loss over the past four weeks [1] - The company is experiencing strong enterprise demand for its AI-native DevSecOps platform, driven by the increasing need for secure, efficient, and scalable software development solutions [1] Earnings Expectations - GitLab is projected to report quarterly earnings of $0.20 per share, reflecting a year-over-year decline of 13%, while revenues are expected to reach $238.61 million, marking a 21.7% increase from the same quarter last year [2] - The consensus EPS estimate for GitLab has remained unchanged over the last 30 days, indicating that stock price movements may not sustain without trends in earnings estimate revisions [3] Industry Context - GitLab belongs to the Zacks Internet - Software industry, which includes other companies like MongoDB (MDB), that closed 1.1% lower at $314.35, with a 0.8% return over the past month [3] - MongoDB's consensus EPS estimate for its upcoming report is $0.78, representing a 32.8% decrease from the previous year, and it also holds a Zacks Rank of 1 (Strong Buy) [4]

Codex is so good, and is going to get so amazing.I am having a hard time imagining what creating software at the end of 2026 is going to look like. ...

And joining us now is Kavon Bakeor. He is Macroscope co-founder and CEO and the Periscope co-founder and former CEO. Kavon, good to see you.It's been a while. You like the scopes. Good to see you, John.And I like the scopes. It's good to see you again. It's been a few years.It has indeed. Well, let me ask you big picture here about these tools for helping software teams work better together in the public markets right now. For every Atlassian out of $45 billion market cap, you've gotten a sauna closer to fo ...

Product Development & AI - Replit enables users with zero code knowledge to build full applications from prompt to working app in minutes [1] - Replit's AI agents can prototype apps rapidly [1] - Agent 3 is 10x more autonomous, overcoming obstacles encountered by other agents [1] - The industry views this as a potential "Full Self-Driving" moment for software development [2] Industry Impact & Efficiency - Replit facilitates rapid application development, potentially reducing testing, debugging, and refactoring time [1] - The industry highlights Replit's potential to democratize software creation [1]

Job Market Defensibility - Jobs relying on human connection, such as sales, are considered relatively defensible [1] - Roles like product manager, involving stakeholder management, are also seen as strong [2] Software Development Outlook - Software development is valuable due to problem-solving skills learned in computer science, not just programming [2][3] - Increased software development speed will likely lead to greater competition and more features [4] - The demand for software is expected to increase as development becomes easier [3][4]

AI Agent Transition & Productivity - The industry is transitioning from AI assistants to AI agents capable of performing longer-form tasks using multiple tools and personal/business context [1][2] - This transition is expected to drive significant productivity gains as AI agents handle more complex and valuable tasks [2] - Improvements in AI technology, cost declines, and product development are fueling the advancement of AI agents in both consumer and enterprise applications [3] Market Adoption & Consumer Trends - OpenAI launched an agent product integrated into ChatGPT, which has over 700 million weekly active users [4] - Meta reported that sales of Meta Ray-Ban glasses tripled year-over-year from the first half of 2024 to the first half of 2025, indicating growing consumer adoption [7] - Personal AI agents are expected to become the first point of contact for accessing products and services online, potentially disrupting traditional search and marketplaces [10] Enterprise Applications & Software Development - Customer service and software development are currently the highest-value use cases for AI in the enterprise [12] - AI-native development environments (IDEs) are experiencing rapid growth, with companies like Cursor and Replit seeing revenue increase by more than 10x from Q4 last year to halfway through 2025 [14] - Cursor's ARR grew from $50 million to over $500 million, with rumors suggesting it's approaching $1 billion [14] - Businesses are reallocating hiring plans towards revenue-driving roles, adjusting for the impact of AI on software development and customer support [13] Monetization & Investment - While net new ARR growth for public enterprise software companies has decelerated, AI companies in the private market are experiencing rapid growth [18] - There is a willingness to pay for high-priced monthly subscriptions (over $200) for access to advanced AI models like ChatGPT, Claude, and Grok [19] - Business spending on software is expected to accelerate throughout the decade, reaching investment levels not seen since the COVID-19 pandemic [17] Open Source Models & Geopolitical Competition - China has emerged as a leader in open-source AI models, surpassing US companies in model performance [20][21] - OpenAI released its first open-source model since GPT-2 in response to the growing competition from Chinese open-source models [22]

Most infra today assumes you’re building alone.The Sui Stack assumes you’re building together - collaborating with users, data, other apps, and agents.It’s not just new plumbing. It’s a rethink of how software is supposed to work.Here’s how 👇 https://t.co/vLk16yCmVe ...

Concept Analysis - Software development involves creating applications or systems to meet specific needs, including desktop applications, mobile apps, and cloud services, aimed at improving efficiency and automation [1] - Website construction refers to the design and development of websites, focusing on information display, service provision, and customer interaction, often for brand promotion and online sales [2] Goals and Needs Analysis - The goal of software development is to address specific business needs and enhance workflows, such as developing an internal management system for better collaboration [3] - The goal of website construction is to increase online visibility, attract customers, and provide support, with some businesses needing e-commerce platforms while others may only require a showcase website [3] - Software development demands high functionality requirements, necessitating in-depth communication with users to clarify details [4] - Website construction has diverse needs, including design, content management, and SEO optimization, with a greater emphasis on interface and user experience [4] Advantages and Disadvantages Analysis - Advantages of software development include high customization to meet specific needs, automation of business processes, and enhanced data security suitable for sensitive information [6][7] - Disadvantages of software development involve long development cycles, high costs, and challenges in post-maintenance requiring specialized teams [8] - Advantages of website construction include quick deployment, relatively lower costs, and ease of updates and maintenance, making it friendly for small businesses [9] - Disadvantages of website construction consist of limited functionality for complex needs, reliance on design for user experience, and potential security risks, especially in e-commerce [10] Decision-Making Criteria - Companies should consider budget constraints, where limited budgets may favor website construction, while sufficient investment could justify software development [11] - Time requirements are crucial, as website construction typically allows for quicker launches compared to the longer timelines of software development [12] - The complexity of needs should guide the choice, with software development being preferable for intricate functionalities, while website construction suffices for basic information dissemination [12] - Future scalability and maintenance needs should also be evaluated to select a solution that supports long-term growth [13] Conclusion - The choice between software development and website construction should be based on clear understanding of business needs and goals, with both options having distinct advantages and disadvantages [14]

Software Development Paradigm Shift - The AI world is changing how software is built, moving from traditional programming languages like Java or C++ to natural language instructions [1] - Instead of writing code, users can instruct AI to perform tasks, such as building a website with specific design elements, using natural language [1] Globalization of Software Development - The company is investing in making programming global by enabling users to give instructions to AI agents in their native language, such as Korean [2] - This approach allows developers worldwide to interact with AI agents in their preferred language and receive responses in the same language [2]