In this episode, we’re joined by Stephen O’Grady, Co-Founder and Principal Analyst at RedMonk, to explore one of the biggest shifts happening in software engineering: AI is making code dramatically cheaper to produce, but everything downstream is becoming the new bottleneck. We discuss why SaaS isn’t dead despite the hype, the explosive rise of MCP, why AI agents are overwhelming developer infrastructure, and what happens when every engineer suddenly has dozens of AI developers working alongside them. Stephen explains how package managers, code reviews, security, governance, and enterprise systems are all struggling to keep pace with AI-generated software. Along the way, we dive into AI coding tools, MCP adoption, developer productivity, infrastructure scaling, enterprise software, open source, package repositories, governance, and why the hardest problems in software may no longer be writing code—but managing everything that comes after.
