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SITUATION EXPLAINED: Coatue just published a chart showing how fast AI agents are replacing internal white-collar functions at OpenAI itself. • Chart tracks what percent of OpenAI's internal output tokens are generated by Codex vs ChatGPT • Engineering crossed 50% Codex usage at end of 2025, now basically 100%...

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18,841 görüntüleme • 4 ay önce •via X (Twitter)

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Handshake CEO Garrett Lord explains why AI agents exploded in software engineering but not the rest of white-collar work: "In software engineering, the average engineer is two, three, four times more productive. Software engineering agents are able to operate for multiple days at a time, automating hundreds of hours of work." "CEOs are not seeing that level of automation and ROI in other functions beyond software engineering. Software engineering is accelerated in such a massive way because everything was written down in GitHub. And it's extremely clear with what the right answer is." "When you have enough verifiable rewards and you scale up enough compute against verifiable rewards, you get what happened in software engineering, which is agents able to operate and do the job of humans." Sahil Bhaiwala Handshake

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