20VC: Codex vs Claude Code vs Cursor: Who Wins, Who Loses | Will All Coding Be Automated - Do We Need PMs | The Real Bottleneck to AGI | The Three Phases of Agents and What You Need to Know with Alex Embiricos, Head of Codex at OpenAI

The discussion centers on the future of coding, the role of AI agents, and strategies for product development in the age of AI. Alexander Embiricos, product lead for Codex at OpenAI, shares his insights on the compression of the talent stack, where engineers become more full-stack, and the evolving role of product managers. He emphasizes that human typing speed and validation work are key bottlenecks to achieving AGI, suggesting that AI should seamlessly assist users without requiring extensive prompting. Embiricos also touches on balancing open standards with building retentive products, the importance of compute advantage, and the shift from pairing with AI to delegating tasks. The conversation further explores the potential of AI in enterprise, the significance of speed and inference, and the future of user interfaces.