[jeremyjh]

The most relevant companies focused on this aren't publicly traded. The ones that are publicly traded like MSFT have way too many other factors affecting their value - not to mention the fact that they'll make money on generative AI that has nothing to do with coding regardless of if an SWE-agent ever works.

[iwontberude]

Oh well you should hear the hype from CNBC and other places, they are strongly intimating that gen AI will replace SWEs on product development teams. I totally agree it’s not likely, but it’s starting to get baked into asset prices and I want to profit from that misunderstanding.