#20: AI eats software, specialized models win, billions of coders, synthetic data, NVIDIA and the Hyperscalers, and the future of code w/ Poolside CEO Jason Warner

5 Year Frontier

The future of coding. We will discuss the competitive AI landscape, NVIDIA and the hyperscalers, specialized versus generalized models, synthetic data, software that writes itself, and the future of software development.

Jason Warner is co-founder and CEO of Poolside. Poolside is an AI startup challenging OpenAI and Anthropic by creating its own models to build the most capable AI for software development. Although less than two years old and launching this summer, Poolside has already raised over $500M from leading investors such as Redpoint, Bain, and DST. Jason was previously the CTO at GitHub, the world’s largest developer platform, both before and after Microsoft’s $7.5B acquisition, where he helped develop Co-pilot. Prior to that, he was the Head of Engineering at Heroku and a senior technical leader at numerous other companies. In addition to leading top software development teams, Jason served as a General Partner at Redpoint Ventures, who have invested in companies like Snowflake, Stripe, Hashicorp, and Netflix. He also sits on the Operator Board at Bridgewater Associates, helping them innovate at the technology frontier.

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