Other episodes mentioned in AI Engineering Revolution episode of MAD podcast
| # | Episode / Event | Brief context in the transcript | Spotify link |
|---|---|---|---|
| 1 | “GitHub CEO: The AI Coding Gold Rush, Vibe Coding & Cursor” (Thomas Dohmke) | The hosts cite this conversation as the seminal Copilot deep-dive and note that GitHub “released Copilot a full year before the ChatGPT craze.” | https://open.spotify.com/episode/5VBRCbtkyKOOsSb3lsnwVy (Spotify) |
| 2 | “Guillermo Rauch: Why Software Development Will Never Be the Same” (Vercel CEO) | Referenced twice as the go-to episode on Vercel’s V0 and “vibe coding.” | https://open.spotify.com/episode/7p8SebZARtl9yvaaZLRFdk?si=6f1eec2358114ad7 (Spotify) |
| 3 | “The AI Coding Agent Revolution, The Future of Software, Techno-Optimism” (Amjad Masad, Replit) | Called out as the moment Replit “went from 10 to $100 million ARR in six months.” | https://open.spotify.com/episode/1Q5D9ZNo8ukgMCwQV6HKBE (Spotify) |
| 4 | “Inside Canva’s $3 B ARR AI Design Rocketship — CTO Brendan Humphreys” | Mentioned for the anecdote about a 50 k-line AI-generated PR and Canva’s code-review culture. | https://open.spotify.com/episode/4wNMStjZFot0OIUiXFwdRO (Spotify) |
David Waltcher:
Cursor announced they're at $500,000,000 of ARR. Lovable has gone 0 to $60,000,000 of ARR in the last two quarters. GitHub Copilot, $400,000,000 of ARR. There really is no plateau in sight for innovation. You might miss something spectacular and industry shifting.
Matt Turck:
Welcome to the MAD podcast. I'm Matt Turk from FirstMark. Today, we're doing something a little different. My FirstMark colleague, David Walter, and I sit down to unpack one of the key trends of the year, the rise of AI coding. We talk about key startups in the space, draw some lessons from history, and think through second order effects on the rest of the ecosystem.
David Waltcher:
With every surge in production, there's just a cleanup crew that naturally comes and a new market and industry that falls in its wake.
Matt Turck:
If thanks to AI, everyone can now be a developer, then what does that mean for software?
David Waltcher:
The role of the CTO as well as the broad tech industry going forward. For CTOs, this is going to be sort of a hallmark moment for them over the next five years or so where they have a lot of important decisions to make across talent, architecture, team structure, governance, principles, security.
Matt Turck:
And what opportunities and challenges does that create for engineers, founders, and investors?
David Waltcher:
All of the problems that I'm talking about are very much our opportunities as investors and founders, and we see a ton of them across all of these spaces. I'll call out a few.
Matt Turck:
This is a VC lens on one of the biggest stories of the year and very relevant for anyone trying to make sense of the ever changing AI landscape. All right, David, excited to do this. Today, we're going to talk about a really hot topic, the impact of AI on engineering. So it's a little bit of a different format for this episode of the MAD podcast. We have a presentation.
We're going to go through it and talk about it together. So I'll let you drive and get started.