The AI agent revolution is hitting its first reality check. While everyone's been debating whether agents will replace jobs, the people actually building with them are discovering something more nuanced: how you think about your AI matters more than what it can technically do.
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Box CEO Aaron Levie explains why Atlassian's earnings make perfect sense
Box CEO Aaron Levie broke down why Atlassian's strong quarterly results shouldn't have surprised Wall Street. His thesis: when AI agents outnumber humans 100 to 1, software tied to work volume will explode. More code gets written, more contracts get reviewed, more invoices get processed. Atlassian makes tools for managing that work, so they benefit from the AI productivity surge rather than getting displaced by it.
Why it matters: If you're trying to figure out which software stocks will survive the AI transition, ask one question: does this company make money when more work gets done, or when humans do the work? The former group is about to have a very good few years.
Product manager Zara Zhang shared her contrarian take on working with coding agents: instead of giving orders like a boss, she treats the AI as a collaborator. "I present problems, describe the situation, and ask for their opinion," she explained. The difference in output quality, according to Zhang, is dramatic.
Why it matters: Every developer struggling with disappointing AI results should try this. If you're still typing "write me a function that does X," you're using 2024 prompting in a 2026 world.
Product advisor Peter Yang reported the first significant broken feature he's encountered in Codex, GitHub's AI coding assistant. No details on what broke, but Yang's track record suggests this isn't a minor glitch.
Why it matters: The honeymoon phase with AI coding tools is officially over. Your backup plan for when the AI breaks needs to be more sophisticated than "switch back to manual coding."
Y Combinator CEO Garry Tan warns of California tax policy backlash
Y Combinator CEO Garry Tan criticized proposed asset seizure measures in California, arguing they'll drive wealthy tech founders out of state and leave middle-class taxpayers to make up the lost revenue.