RT Akhilesh Mishra (@livingdevops)Dennis Ritchie created C in the early 1970s without Google, Stack Overflow, GitHub, or any AI ( Claude, Cursor, Codex) assistant.- No VC funding.- No viral launch.- No TED talk.- Just two engineers at Bell Labs. A terminal. And a problem to solve.He built a language that fit in kilobytes.50 years later, it runs everything.Linux kernel. Windows. macOS.Every iPhone. Every Android.NASA’s deep space probes.The International Space Station.> Python borrowed from it.> Java borrowe ...

RT goodalexander (@goodalexander)imagine vibe coding a piece of software with zero users here https://t.co/TGNBYC4hRb ...

In Lakuten we consider that shopping is entertainment. Codex help us to do the software development faster, do the coding faster. Rakuten is a global innovation company running across merchful particle from e-commerce to fintech to the mobile communication and other uh domain.Before Codex it might take a quarter to start from planning to ship the product application into the production but thanks to the codex we are assuming that we could compress this into weeks or a month. In rakuten [music] we use codex ...

Hey everyone, welcome back to OpenAI Build Hours. I'm Christine. I'm on the startup marketing team and today I'm joined with Charlie and Ryan.>> Hey folks, how's it going. >> Hey everybody. >> Awesome.Um, so Charlie is on our Dev X team and he will be leading the session and Ryan actually came all the way from Seattle to be with us live in the studio today. Um, and he's going to be chatting about the future of work. Um so today's session is all about um API and codecs.And if this is your first build hour, t ...

Financial Data and Key Metrics Changes - Fiscal 2026 revenue grew 26% to $955 million, with non-GAAP operating margin reaching 17%, up approximately 680 basis points year-over-year [40] - Free cash flow increased by over 80% to $220 million, with nearly 7 percentage points of margin expansion year-over-year [7] - Q4 revenue was $260 million, up 23% year-over-year, exceeding guidance by 3.5 points [42] - Non-GAAP operating margin for Q4 reached 20.5%, 5 points above guidance [42] - Dollar-based net retention was 118%, with gross retention remaining well above 90% [44] Business Line Data and Key Metrics Changes - SaaS revenue now represents approximately 32% of total revenue, growing 38% year-over-year, driven by GitLab Dedicated and GitLab Duo [45] - The number of customers with ARR of at least $5,000 reached 10,682, contributing over 95% of total ARR [41] - The cohort of customers contributing over $100,000 grew 18% year-over-year to 1,456 customers, representing just over 75% of ARR [41] Market Data and Key Metrics Changes - First order bookings showed particular strength in the Asia-Pacific region, although performance in the U.S. was softer [42] - The company added the largest number of $1 million-plus customers in its history in Q4, now totaling more than 155, up 26% year-over-year [41] Company Strategy and Development Direction - The company identified five strategies to improve growth in FY 2027, including reaccelerating first orders, scaling sales capacity, expanding product packaging, engaging price-sensitive customers, and executing an AI strategy [10][11] - GitLab is positioned to capture a growing market, focusing on the integration of AI into its platform and enhancing customer value through new monetization opportunities [20][27] - The company plans to invest in rebuilding go-to-market capacity and accelerating the GitLab Duo Agent Platform [95] Management's Comments on Operating Environment and Future Outlook - Management expressed that FY 2027 is about execution and proving hypotheses with results, emphasizing the importance of scaling growth and addressing price-sensitive customers [9][10] - The company acknowledged challenges in the mid-market and SMB segments, which are under pressure, but highlighted strong performance in larger customer cohorts [81] - Management remains optimistic about the long-term growth potential, citing the highest new net ARR year and quarter ever [70] Other Important Information - GitLab holds approximately $1.3 billion in cash and investments and has initiated a $400 million share repurchase program [36] - The company is focused on maintaining a strong liquidity position while investing in growth and capital allocation [49] Q&A Session Summary Question: How should we think about the differentiation GitLab brings with its security portfolio? - Management highlighted that GitLab's platform certifies code readiness for production, which is distinct from tools that only suggest secure code at authoring time [63][65] Question: How should we think about timing of acceleration and the path back to 20% growth? - Management indicated that increased go-to-market capacity and new product offerings are expected to drive growth, with a significant ramp starting around Q3 [68][70] Question: Can you unpack the dollar-based net retention number and what's driven that overall? - Management noted that while gross retention is strong, pressure is seen in the price-sensitive cohort, which is being addressed through various initiatives [81][82] Question: What are the potential gating factors on the customer side for scaling into production environments? - Management mentioned that customer feedback indicates a desire for a full lifecycle approach to agentic AI, with a focus on automating repetitive tasks [104][108] Question: How do you address potential challenges with the pricing model for Duo Agent Platform? - Management clarified that the Duo Agent Platform offers a more efficient pricing model compared to competitors, allowing customers to start with included credits [86][138]

AI just crossed a line. People with no coding skills can now build real software from scratch. >> I've built 15 projects in free months without writing a single line of code.>> Not many people knew how to make software. But for the first time, you don't need that. Agents able to reason, take task, and actually do work.>> But the world is PUSHING BACK. >> IT'S TIME TO BUILD COMMUNITIES, NOT DATA CENTERS. >> Super Bowl 60 will go down in history as having the worst commercials of all time.cuz why the do we ge ...

I have to say vibe coding is amazing. I've been coding all my life since I was a kid. And seeing this amazing technology become real is unbelievable.But I think there's a big difference between vibe coding a user interface and building an actual software that works across organization with all the depth and functionality that built into that. I've been coding all my life and I know how relatively easy it is to create an interface and how hard it is to build the software. So, I think there's a big difference ...

If you're not making your software for autonomous agents today, you're going to be challenged in the future. Maybe it's 6 months, maybe a year, maybe 18 months, but you're going to be severely challenged if you still think human beings are going to buy your software. ...

AI-authored code: 20% of commits by end of 2026.SemiAnalysis (@SemiAnalysis_):4% of GitHub public commits are being authored by Claude Code right now. At the current trajectory, we believe that Claude Code will be 20%+ of all daily commits by the end of 2026. While you blinked, AI consumed all of software development. https://t.co/pFti4r6uR9 ...

AI is amazing for small-TAM custom software.Indeed, the smaller the market, the more amazing it is. Because small markets typically don’t support the costs of software development. ...