Why go into coding agents? Both anthropic and OpenAI are going all in on that. The opportunity is customer facing AI now.
OpenAI has the mindshare but they going to have to decide if they allocate their limited compute for free users or go all in trying to keep up with Anthropic in enterprise.
Programming was always about designing rube goldberg systems that did a complicated state machine akin to dominos but now we have a probabalistic and nondeterministic domino that has a huge amount of dominos inside amd can dynamically generate many different paths of dominos sometimes not even leading to the intended final domino you wanted to fall.
I agree that it's more like a compiler (turns higher level language into machine code) but I also think that's only half the story - a compiler could never turn requirements into functional software, generate boilerplate or debug. It's also a development tool
OpenAI has the mindshare but they going to have to decide if they allocate their limited compute for free users or go all in trying to keep up with Anthropic in enterprise.