
Problem : If you are PM for an AI coding agent what strategy you will use to win?
Approach
In any domain if you are building a product, few things are important :
- Which customer segment are you targeting?
- How do you build a differentiated product experience for them?
- Do you have any (durable) competitive advantages?
Context
Broader trends in AI coding agent domain
- LLMs are good at code related tasks : generating code, debugging code (context), writing tests, etc.
- Building low-mid difficult software products is becoming more accessible to low-no coders. A lot of boilerplate development tasks are becoming conversational
- Evolution from copilot (ask me anything about software development) to agents (do software development work for me…)
- Low-mid complexity software can go creator economy way (publish videos, podcasts, etc → publish mini software)
- Overall Software Product Development is becoming more & more efficient!
What does these trends lead to :