[Music] My name is Bang. I'm the CTO and co-founder of a company called Source Graph. Uh we build developer tools and today I want to share with you some of the observations and insights that we've had on this sort of like emerging skill set of how to wield coding agents. That sound good to everyone? All right, cool. Um, okay. So, let's check in on the uh the the agent discourse. Uh, I don't know if you all saw this, but a couple days ago there were some spicy tweets about the the efficacy of AI coding agen ...

Let's take a look at what's going on in big tech right now. Joining us is Dan Niles. He's Niles Investment Management founder and portfolio manager.By the way, this is Dan's first time in New York since co. Really. Yeah.I mean, the last time I was on set was January 27th of 2020 and I remember that was the day Apple reported and I remember being on set and they were like, "Well, what are you thinking?" and think I said I think this co thing is going to be a big deal and I'm not going to be and then they I t ...