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This week on M.A.U., Micky and Jamie dive into the future of AI development, agentic coding, and why the real opportunity in 2026 might not be better models, it might be better harnesses.
They discuss Convex's new Codex and Claude Code plugins, the rise of vibe coding platforms, why developers increasingly care less about frameworks and more about outcomes, and how AI tooling is reshaping software engineering. The conversation also explores model economics, AI company IPOs, robotics, AGI, and why the next generation of products may be built by teams that deeply understand specific industries rather than building general-purpose tools.
If you're a developer, founder, or AI enthusiast trying to understand where software, agents, and infrastructure are heading, this episode is for you.
Timestamps:
00:00 New York, Convex Growth & Community
03:54 Convex Codex and Claude Code Plugins
07:45 Why Developers Care More About Results Than Frameworks
13:18 The Future of Vibe Coding Platforms
18:42 Model Costs, Routers, and AI Economics
24:03 AI Models, Commoditization & Reality TV
29:12 AI IPO Season: SpaceX, Anthropic & Valuations
41:19 AGI, Harnesses, and the Future of Software Development
49:19 Robotics, OpenAI, and Physical AI Risks
57:25 Zcash, Security Research, and AI-Assisted Discovery
01:00:20 Closing Thoughts
