YouSaid · the spoken record

Matt Biilmann

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93
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2026-01-30
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2026-01-30
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  1. We are using some internally, but. Not enough, I would say. But we are using some. We are using some, like, I think especially. Our developer organization have built custom agents for all kinds of stuff, like linear integration and management there and things like keeping up with what's happening in next year so we can keep doing the right framework adapters and so on. We've built a lot of that kind of internal tooling.

    2026-01-30 · a16z Podcast · “Anyone Can Code Now” - Netlify CEO Talks AI Agents · IDENTIFIED FROM THE TRANSCRIPT · source

  2. Sounds very tough to me. And it's really tough. So I think in reality, everybody's kind of usage space right now, right? But I think. At the same time, it's not impossible that over time, even if it's tough, we start getting better at figuring out elements that feel more aligned to value than just pure token usage, which feels pretty one out of your control and not super aligned in the sense like if I could do the same thing for you in like five tokens, you would probably prefer it. It would probably pay me more to do it in really fast and five tokens than to do it really slow with like 10 million tokens, right?

    2026-01-30 · a16z Podcast · “Anyone Can Code Now” - Netlify CEO Talks AI Agents · IDENTIFIED FROM THE TRANSCRIPT · source

  3. I don't really know, right? It's got 10 files per vision. And is this game worth 10,000 or like $10, right? So, I think a lot of us are also trying to figure out what, like, those elements of value are.

    2026-01-30 · a16z Podcast · “Anyone Can Code Now” - Netlify CEO Talks AI Agents · IDENTIFIED FROM THE TRANSCRIPT · source

  4. It's the same, I would say. I think all of us are also looking for ways to make it more outcome based rather than pure usage-based, right? Like in trying to find ways. Because often the usage of the agencies, that's like a weird thing with usage-based, right? Like that often you have very little control over what is this question I ask the agent.

    2026-01-30 · a16z Podcast · “Anyone Can Code Now” - Netlify CEO Talks AI Agents · IDENTIFIED FROM THE TRANSCRIPT · source

  5. Does feel like About tokens, it's less about repricing, right? Like we've launched new pricing for the same reason, right? Like, I think everybody is starting to build credit models in some form, right?

    2026-01-30 · a16z Podcast · “Anyone Can Code Now” - Netlify CEO Talks AI Agents · IDENTIFIED FROM THE TRANSCRIPT · source

  6. Be careful. But I think, I mean, just to a question, right? Like, I think we'll see both, right? Like, I do think that we are on this cusp of seeing more and more truly autonomous agents. Hopefully they're still always doing things because some humancy takeover. Hopefully it's still a long task, but some human was like, hey, go do this thing.

    2026-01-30 · a16z Podcast · “Anyone Can Code Now” - Netlify CEO Talks AI Agents · IDENTIFIED FROM THE TRANSCRIPT · source

  7. I had one of these CLI tools where I'm like, I was just trying to be like, okay, I'm going to make it do a full game. And what I'm going to do is I'm going to have a test that I'll test if the game works. And then I'm going to have it just keep iterating on it until like it, you know, passes the test and it ran for a few hours and it cost me $10,000. For those that are watching, be careful.

    2026-01-30 · a16z Podcast · “Anyone Can Code Now” - Netlify CEO Talks AI Agents · IDENTIFIED FROM THE TRANSCRIPT · source

  8. Those are sort of turning out to be really strong generalist agents, right? Like, because they live in that CLI space where they can do anything you can do in a computer pretty easily, right? Like, and they can write code so they can even write their own tools to do new things and so on. And they are kind of like really being able to do longer and longer stretches of just like uninterrupted work where you give them some tasks and they just try to solve it, right? So I think.

    2026-01-30 · a16z Podcast · “Anyone Can Code Now” - Netlify CEO Talks AI Agents · IDENTIFIED FROM THE TRANSCRIPT · source

  9. Yeah, I think it's pretty obvious that in the beginning of this journey it was all sort of very human in the loop, right? Like, and there will, I think there will always be a large set of human in the loop interactions, right? Like, and especially the browser, I think, will generally be very experience-oriented, right? Like, and I'm going somewhere and I'm experiencing something. So maybe you have this assistant that helps you with everything, but it's still like very in the loop. But it's also very obvious that. Especially these building blocks around actually, strangely enough, like the code agents in the CLI, like cloud code, codecs, Gimini CLI, like

    2026-01-30 · a16z Podcast · “Anyone Can Code Now” - Netlify CEO Talks AI Agents · IDENTIFIED FROM THE TRANSCRIPT · source

  10. So we're starting to see those kind of patterns where we actually start in practice building content negotiation where like, is this an agent accessing or is it a human accessing and maybe we should do different things, right? And I think those are sort of early signs of what will happen when even the browser starts being like that and starts like having AI inside that sometimes it's like human viewing and sometimes it's the AI in the browser.

    2026-01-30 · a16z Podcast · “Anyone Can Code Now” - Netlify CEO Talks AI Agents · IDENTIFIED FROM THE TRANSCRIPT · source

  11. It's a good question. I think it's still more on TuCom than like something that very real right now. You see it in the access patterns, right? Like where you suddenly see all of these sites being accessed by all kinds of different agents in all kinds of different ways that are different than human access patterns, right? Like, and that comes from browsers and from tools like cloud code and so on, right? Like we've like one. Thing that Bun J has just came up with, and everybody like us included at copying now is this idea of like for the documentation side, use content negotiation. So when Claude Code asks for a page instead of sending the HTML response directly with the markdown. So it uses list tokens to interpret it, right?

    2026-01-30 · a16z Podcast · “Anyone Can Code Now” - Netlify CEO Talks AI Agents · IDENTIFIED FROM THE TRANSCRIPT · source

  12. Start practicing that ability to reason with logic and to understand the system. And it's really fascinating, I think, to see some of these people. I see sort of two journeys, right? Like I see people like us. That is starting to learn how to work with AI And coming from the world we come from I see these people that come from like the completely opposite apart and start learning to build software without That journey that we went through. And it's so interesting to see that interplay they have with the AI then, right? Like, because that becomes the sort of constant iteration one that's just like, why does this do this? It becomes basically

    2026-01-30 · a16z Podcast · “Anyone Can Code Now” - Netlify CEO Talks AI Agents · IDENTIFIED FROM THE TRANSCRIPT · source

  13. And I think we underestimate how big of a difference it makes. When all of that is sort of no longer a barrier, right? Like where, hey, even if you leave out a character here and there, the logic still holds, right? The logic is still sound, right? Like, so suddenly you just need.

    2026-01-30 · a16z Podcast · “Anyone Can Code Now” - Netlify CEO Talks AI Agents · IDENTIFIED FROM THE TRANSCRIPT · source

  14. The stuff that we shouldn't And there are so many aspects that we've both been hardcore brain has been changed by sitting with stuff like a Commodore 64 and learning memory addresses and just taking for granted that every little comment. I remember Pokes and P. I remember you're like.

    2026-01-30 · a16z Podcast · “Anyone Can Code Now” - Netlify CEO Talks AI Agents · IDENTIFIED FROM THE TRANSCRIPT · source

  15. Know, and so it's fine to write code. I would just like all the framework nonsense is the stuff that we shouldn't worry about. And then, of course, to your point, there are things where you don't have to describe so low level as code that you can do a high level.

    2026-01-30 · a16z Podcast · “Anyone Can Code Now” - Netlify CEO Talks AI Agents · IDENTIFIED FROM THE TRANSCRIPT · source

  16. Which I think is actually What matters because you actually articulating what the program can do. So it's kind of a similar thing to what you're saying, but I think maybe I'm even abstracting it more.

    2026-01-30 · a16z Podcast · “Anyone Can Code Now” - Netlify CEO Talks AI Agents · IDENTIFIED FROM THE TRANSCRIPT · source

  17. Using space in my brain, you know. Remember some dumb design decision from like some random person, right? And so for me, it's actually a little bit different, which is the nice thing about AI is like all the framework stuff it knows. I don't have to waste my brain and I can literally just think about the programming logic.

    2026-01-30 · a16z Podcast · “Anyone Can Code Now” - Netlify CEO Talks AI Agents · IDENTIFIED FROM THE TRANSCRIPT · source

  18. I started programming in the 90s. And to program, you sat down at a computer and you knew a programming language and you wrote the programming language and you had a program. And so like. You were just thinking about the logic of the program. And then, you know, the 2000s, especially the late 2000s, rolls around in the web. And then, like, to be a programmer, it's no longer about writing code. It's like you have to know frameworks. And there's nothing fundamental about frameworks. Like for me to understand. Next or react, or you know some weird CLI, it's there's nothing fundamental. So it really is just wasted knowledge. I'm like, I'm like.

    2026-01-30 · a16z Podcast · “Anyone Can Code Now” - Netlify CEO Talks AI Agents · IDENTIFIED FROM THE TRANSCRIPT · source

  19. And suddenly, that part of being a developer is getting way less important and potentially going to zero importance, right? Like, and then the other skill set of being a developer of like clarity of thought, of understanding what users actually need you to build, of systems thinking and system design and so on. Those elements are suddenly becoming like the mean qualifier for like are you actually really strong developer That also changes the persona, right? Like, there's a lot of personas that were really, really great at the puzzle level layer of low-level code and so on, but that might not be that strong in the more humanistic layer of taste and what to build and so on, right? Like, and there's a lot of people that were sort of like caught off.

    2026-01-30 · a16z Podcast · “Anyone Can Code Now” - Netlify CEO Talks AI Agents · IDENTIFIED FROM THE TRANSCRIPT · source

  20. To debug And you should, right? Like, I mean, that's one of my big theses that the whole definition of a developer is really going to change, right? Like where What defined a developer at its core used to be being able to write code and understand programming languages and understand the syntax and like that layer sort of Below the visible substrate of things

    2026-01-30 · a16z Podcast · “Anyone Can Code Now” - Netlify CEO Talks AI Agents · IDENTIFIED FROM THE TRANSCRIPT · source

  21. Super remarkable to me is like the LLMs actually know it, so I'll be in cursor and I'll like, you know, want to be like, oh, like, what are the Netlify commands to, you know, whatever, deploy this, add this, whatever. And it actually knows it. And so I would say even for the case of professional developers, they're using LLMs to debug because I mean, it's just like there's just so many frameworks and so many tools to know.

    2026-01-30 · a16z Podcast · “Anyone Can Code Now” - Netlify CEO Talks AI Agents · IDENTIFIED FROM THE TRANSCRIPT · source

  22. When that fails, that's always sort of a point of like, okay, now I have to go and debug it and figure what happened, right? We put a button in the UI that literally says why it fails Click that button, and we sent the logs and the code in LLM. And we give you a diagnosis. That's

    2026-01-30 · a16z Podcast · “Anyone Can Code Now” - Netlify CEO Talks AI Agents · IDENTIFIED FROM THE TRANSCRIPT · source

  23. It's still live. It's still vibes, right? But I can say the vibes are very strong. It's not even just talking to our customers, right? Like we can see this shift. We have other things that we can see things like for our co- audience. We have this functionality called why did it fail?

    2026-01-30 · a16z Podcast · “Anyone Can Code Now” - Netlify CEO Talks AI Agents · IDENTIFIED FROM THE TRANSCRIPT · source

  24. I would expect if AI is driving this exactly, that would happen, which is you go like. Numelify has always been a very technical tool for developers. Like if you're like a JavaScript developer, you use like a hosting by yourself. So I would guess probably the clearest indication that AI is doing it is exactly this, like the mix of technical versus non-technical chips.

    2026-01-30 · a16z Podcast · “Anyone Can Code Now” - Netlify CEO Talks AI Agents · IDENTIFIED FROM THE TRANSCRIPT · source

  25. spins off a canvas and it built you all this stuff and downloaded it and it's like okay now where do i put it right like and we pretty much like the simplest place to put it right like and then we have made our tooling really great for all of these sources right like and we're seeing that and we can see in the personas that come in that suddenly they go from being like developers

    2026-01-30 · a16z Podcast · “Anyone Can Code Now” - Netlify CEO Talks AI Agents · IDENTIFIED FROM THE TRANSCRIPT · source

  26. And I think it's more likely that you'll just see that the amount of people building web apps and websites exploding because the barrier to entry for doing it is like massively disappearing. Like you have people today that accidentally create a web app in React, right? Like you go into

    2026-01-30 · a16z Podcast · “Anyone Can Code Now” - Netlify CEO Talks AI Agents · IDENTIFIED FROM THE TRANSCRIPT · source

  27. I don't know for sure, right? Like, because I can't always see what they build it with, right? Like, but I think it would be a weird coincidence that a lot more people were like, I really like HTML now, right?

    2026-01-30 · a16z Podcast · “Anyone Can Code Now” - Netlify CEO Talks AI Agents · IDENTIFIED FROM THE TRANSCRIPT · source

  28. And then a few months ago, we changed to a white label agreement with them where they are now like fully vertically integrating Netlify and they're white labeling us and selling it directly to their customers to give like a really integrated vertical experience. And ironically, you cannot see that change in our signup numbers at all, even if that was like our largest partner, right? Because the general growth of the space of people. Building with

    2026-01-30 · a16z Podcast · “Anyone Can Code Now” - Netlify CEO Talks AI Agents · IDENTIFIED FROM THE TRANSCRIPT · source

  29. But all of them together, it's kind of like 4% of the signups. So, the rest just happens organically, right? Like, and we actually both.new had used our claim flow, which is like become one really common technique for agent experience, this idea that you can like let an agent use your product before the human knows the product exists. And then when the human wants to get involved, they go and claim whatever the agent did. And sort of opened an account. And at first, like Bolt.new, which is one of these very consumer oriented code agents, right? Like was using that flow and sending anybody that wanted to really do something with the website over to us.

    2026-01-30 · a16z Podcast · “Anyone Can Code Now” - Netlify CEO Talks AI Agents · IDENTIFIED FROM THE TRANSCRIPT · source

  30. That's the wildest thing is that it's everywhere, right? Like, because at first we started having a whole bunch of these agents sort of directly integrating World.new being like the largest one, right? Like then a whole world of like same.new, Builder.io, Mix, Rocket, Codemate, Windsurf, like just like all of these different ones.

    2026-01-30 · a16z Podcast · “Anyone Can Code Now” - Netlify CEO Talks AI Agents · IDENTIFIED FROM THE TRANSCRIPT · source

  31. It's just that shift in the mass of people that are suddenly coming in the front door. It's like, let's just the first obvious one where like a year ago we were sitting at around 3,000 signups a day, which for a developer tool is like, that's a lot.

    2026-01-30 · a16z Podcast · “Anyone Can Code Now” - Netlify CEO Talks AI Agents · IDENTIFIED FROM THE TRANSCRIPT · source

  32. Should we help people charge for crawling like Cloudflare does? And do people even want that and so on? That's all in our mind, like the customer ex, where like how do we help our customers do these things? And then the third side off is it's kind of what we call industry aches. That's like all the protocols and like General standards we have to agree on as an industry to make all of these things simpler, right? And that's kind of how we think about it internally. So we touch all three of those And I would say we've done the most work on Nedlify's only X right now. And that, again, kind of comes back to just like how massive that changed in the developer world is right now. But we're obviously also doing a lot of work on helping customers.

    2026-01-30 · a16z Podcast · “Anyone Can Code Now” - Netlify CEO Talks AI Agents · IDENTIFIED FROM THE TRANSCRIPT · source

  33. Yeah, yeah, but independently on that, right? Like if they're building an e commerce site. What do we need to help them with to make it easy now stripe has a new payment option to buy directly through ChatGPT? What does that mean? Building e-commerce sites to Netlify, right? Like what do they actually need to do different to make sure that ChatGPT can also buy their products on behalf of users? There's that whole line of talk, like stuff like

    2026-01-30 · a16z Podcast · “Anyone Can Code Now” - Netlify CEO Talks AI Agents · IDENTIFIED FROM THE TRANSCRIPT · source

  34. At Netlify, we talk about it. At Netify, we actually talk about three kinds of relevant to us, right? It's all EX, right? But there's like NetLify's AX, right? Like what is the agent experience of using Netlify?

    2026-01-30 · a16z Podcast · “Anyone Can Code Now” - Netlify CEO Talks AI Agents · IDENTIFIED FROM THE TRANSCRIPT · source

  35. So, from the perspective of that levy, it seems like there's two things going on. One of them is to what extent are agents making websites? Using the bolts or the lovables or the replets or like whatever it is to

    2026-01-30 · a16z Podcast · “Anyone Can Code Now” - Netlify CEO Talks AI Agents · IDENTIFIED FROM THE TRANSCRIPT · source

  36. Having an addressable audience for a tool like ours that's more like everybody that can use spreadsheets today, which is more like 3 billion people, right? Like in the distance between. 17 million and three billion is really, really big, right? But if you want to reach that large audience to have to reach them through the agents they're using to write the code and to build the software, right? So I think that has meant that in the developer tool space, this idea of agents experience is like extra important right now and there's like extra attention of it. That doesn't mean that it's limited to developer tools. And I think we'll see it more and more in all products, right? Like as agents try to interact with anything, but it does mean that specifically in our space, it's like become

    2026-01-30 · a16z Podcast · “Anyone Can Code Now” - Netlify CEO Talks AI Agents · IDENTIFIED FROM THE TRANSCRIPT · source

  37. Just feel like I think, especially in the dev tool space, I'll say that the term AX have had outsized adoption in the developer tool space. And I think that's because for developer tools, there's this like wild thing happening where if you take NetLi, right? Like two years ago, our Like our addressable audience was essentially 17 million professional JavaScript developers. And then there's like some adjacent developers that might use it as well, right? But it's like deeply technical product based on writing code and shipping it, right? So the main audience, these 17 million people. And suddenly computers can write code, and that whole question of like, do you actually need to write code to build software starts becoming like not really, right? And you start.

    2026-01-30 · a16z Podcast · “Anyone Can Code Now” - Netlify CEO Talks AI Agents · IDENTIFIED FROM THE TRANSCRIPT · source

  38. To figure out how to do stuff with our product in an autonomous way, right? Like, so suddenly the documentation about our product, the onboarding experience of our product is no longer just for like a person. It's also for a person asking an agent to do stuff, right? And that was what I sort of described in this article on agient experience as something that suddenly for us at Netlify became like our product North Star and that I've proposed that the time should be pretty important for anybody building products. In the world to

    2026-01-30 · a16z Podcast · “Anyone Can Code Now” - Netlify CEO Talks AI Agents · IDENTIFIED FROM THE TRANSCRIPT · source

  39. All of us that build product have this new persona using the product that's an agent driven by AI. And that also sort of actually have an experience of the product, right? Like whatever that means, right? Like doesn't necessarily mean that there's like some soul behind it or something, right? But it obviously has some, like, it's like actually attempting.

    2026-01-30 · a16z Podcast · “Anyone Can Code Now” - Netlify CEO Talks AI Agents · IDENTIFIED FROM THE TRANSCRIPT · source

  40. Yeah, I wrote an article about the first article about AX back in January, which is like 10 years ago in AI now. As the term for agent experience and sort of really thinking about the evolution from user experience is like the term that like really could set a product apart from other products, not just based on a checklist of features, but based on like the experience of everything around it. And then our first decade at Nitlify of really centering around developer experience that's typically been a way to sit platforms aside from other platforms, right? Like by making lower friction for developers to actually build on them and extend them and use them and so on. Towards this idea that we suddenly

    2026-01-30 · a16z Podcast · “Anyone Can Code Now” - Netlify CEO Talks AI Agents · IDENTIFIED FROM THE TRANSCRIPT · source

  41. The web as we know it is about to become unrecognizable. Not because of new protocol or framework, because of who's building it. For the first time in history, the barrier between I Have an Idea and I shift working software is collapsing. Netlafly just watched their daily signups jump from 3,000 to 16,000. The twist? Most of these new users aren't developers. They're marketers, designers, product managers, people who six months ago couldn't write a line of code. Matt Billman saw this coming. He coined the term agent experience. The idea that AI agents are now a core user of every product you build. But here's where it gets interesting. While others are building tools that say we'll be your developer, Matt's making a different bet. He believes we're not replacing developers, we're creating billions of new ones. This raises an uncomfortable question. If anyone can build software, what actually makes you a developer anymore? The answer might surprise you and has nothing to do with code.

    2026-01-30 · a16z Podcast · “Anyone Can Code Now” - Netlify CEO Talks AI Agents · IDENTIFIED FROM THE TRANSCRIPT · source

  42. Really cool WebTL games and then that they could like just never manage to build before and browsers will evolve really dramatically from this that originally concept of a user agent on the web is getting real you see people like have history with their chat GPT or cloud and they really have a preference and they don't want to go to like the banks AI and talk to that they just want to interact in that way

    2026-01-30 · a16z Podcast · “Anyone Can Code Now” - Netlify CEO Talks AI Agents · IDENTIFIED FROM THE TRANSCRIPT · source

  43. What defined a developer at its core used to be being able to write code and understand programming languages. And suddenly that part of being a developer is getting way less important. Software development will just be a skill. Just like with writing, there's still professional writers, but like all of us also have to know how to write as part of our job. Two years ago, our addressable audience was essentially 17 million professional JavaScript developers. And suddenly computers can write code, an addressable audience for a tool like ours that everybody that can use spreadsheets today, which is more like 3 billion people. A year ago, we were sitting at around 3,000 signups a day. Today we're sitting at around 16,000 a day. We're starting to see those kind of patterns where is this an agent accessing or is it a human? There's also just way more people having fun building crazy stuff, people building like

    2026-01-30 · a16z Podcast · “Anyone Can Code Now” - Netlify CEO Talks AI Agents · IDENTIFIED FROM THE TRANSCRIPT · source