Patel notes 2% of GitHub commits are AI-generated against $2 trillion in global software wages.
“You can disable that where it's not automatically committed. But 2% of GitHub commits today are Cloud Code. $2,000,000,000,000 of software wages paid in the world.”
Patel reports Claude Code doubled to 4% of GitHub commits in January alone, with overall AI coding likely at 10%.
“Just in this month just in January, it went from 4% of or 2% of commits on GitHub to 4% of GitHub commits were done by Cloud Code.”
Patel argues companies cannot pause to measure ROI because experimentation is the only path to finding AI value.
“So how one say, oh, pause, let me measure value, when trying a bunch of stuff is the only way you can actually get to figuring out where the value is versus what doesn't work?”
Patel clarifies normies fear job loss from AI, not the informed minority's control concerns
“@LeoMcKeeReid @jaiyagill @SemiAnalysis_ Everyone as in normies. Yes people do have ur concern but it's really the minority of people (although very informed)”
Patel says good AI and software founders secretly think their users are retards despite YC's talk-to-users mantra
“YC mantra is "talk to your users" Yet every good AI or software founder I know secretly thinks their users are retards”
Patel says AI enables PE to upgrade systems at drastically different scale and pace than before
“@GringoInvesting @SemiAnalysis_ They did but the scale and pace it can be done is drastically different”