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Anthropic's Boris Cherny: Why Coding Is Solved, and What Comes Next

Sequoia CapitalMay 4, 202624m
In a Nutshell

Boris Cherny declares coding "solved" as Claude Code achieved 100% model-written code last year, with exponential growth via Opus 4+ models enabling tiny teams to generate dozens of PRs daily through phone-based agents, /loop routines, and multi-agent parallelism. AI slashes code costs 10-100x without killing SaaS, empowering generalist teams and startups to disrupt via reduced switching costs while preserving network effects and scale economies. Future shifts democratize software like the printing press did literacy, with models auto-handling cloud/local decisions, computer use, and tools like MCP for seamless workflows.

AI-Generated Notes

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Speaker introduces Boris Cherny as creator of Claude code, with front-row seat to reinventing software development. Team calls speaker "Claude code psychosis." Interviewed by Lauren Reader.

Boris wrote code throughout career, authored Programming in TypeScript. Hasn't written code in 2026 so far. Wrote BASIC guide for TI-83 Plus in middle school, still online.

Audience poll: Majority use Claude code CLI, desktop, some VS Code/JetBrains, iOS.

Started accidentally in late 2024 in Anthropic Labs incubator. Team created Claude code, MCP, desktop app; disbanded, now back under Mike Krieger (CPO, ex-Instagram co-founder).

Product overhang: Models capable beyond type-ahead (state of art with Sonnet 3.5). Built agent to write all code. Didn't work first 6 months, barely usable (10% of code). Initial release not a hit; exponential growth started with Opus 4 in May, inflected with 4.5, 4.6, 4.7.

Built pre-PMF for next model. Anthropic focus: business, enterprise, safety, coding.

Audience poll: Few write 100% code by hand; none 100% agent; most in between ("50% solved").

Claude code codebase: TypeScript + React (on-distribution for models). Achieved 100% model-written code Oct/Nov last year. Boris: 100% model-written; few dozen PRs/day, record 150 PRs one day.

Not universal: big codebases, weird languages. Solution: wait for next model.

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