AI is blowing up the software stack. Not only by creating more code, but by making all code cheaper. The act of writing software is rapidly commoditising. What used to take months now takes minutes. The bottleneck is no longer development…it’s validation and verification.
As AI pushes out more code, faster than humans can reason about, the real leverage shifts to testing, validation, reliability, and security. The winners won’t be the ones who ship the most code, but the ones who can trust what they ship.
Lenny Pruss is an early-stage investor at Amplify Partners, focused on developer tools and infrastructure — Datadog, CockroachDB, Chainguard, that kind of portfolio.