Why AI Is Taking Over ALL Coding Jobs..
Speakers
Thread Guy — Host/Trader
— crypto podcast host (aka Red / The Red Guy)
Summary
- The speaker asserts that as of February 2026, 100% of professional coding at elite firms (HFT, LinkedIn, etc.) is being written by AI (specifically Claude Opus 4.6 and OpenAI Codex models).
- A massive shift has occurred where software engineers have stopped writing manual code entirely; the market has not priced in that "code is a commodity."
- He predicts an "economic explosion" and a "Roaring 20s" style renaissance driven by this productivity shock, stating it is bigger than the Industrial Revolution or the Internet.
- The primary bottleneck has shifted from human intellect/coding ability to raw "Compute," which he claims will be the most in-demand resource forever.
Trade Ideas
Thread Guy
Crypto influencer, independent
"Compute is just going to be the most in demand vertical forever for the end of time. You will never be able to get enough of it forever to run this [__] forever." If 100% of code is written by AI, the constraint on software creation is no longer human labor but the processing power required to run the models (Opus 4.6/Codex). Demand for chips and data centers will become infinite as software production becomes frictionless. LONG the infrastructure and hardware powering the AI transition. Supply chain constraints or energy limitations preventing the scaling of compute.
Thread Guy
Crypto influencer, independent
"The market is absolutely priced in. SAS is in shambles. The market is absolutely not priced in. Code is a commodity." Traditional SaaS companies rely on the moat of proprietary code and high development costs. If AI allows anyone to generate enterprise-grade software instantly ("100% of code... written by AI"), the pricing power and moats of legacy software companies collapse. SHORT or AVOID traditional software companies whose value proposition is based on code scarcity. Regulatory capture or data moats protecting incumbents despite the commoditization of code.
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This Thread Guy video, published February 17, 2026, features Thread Guy discussing NVDA, BOTZ, IGV. 2 trade ideas extracted by AI with direction and confidence scoring.
Speakers: Thread Guy · Tickers: NVDA, BOTZ, IGV