Rob Whiteley, CEO of Coder, argues that the biggest winners in today’s AI boom resemble the “picks and shovels” sellers of the California Gold Rush: companies that provide tools enabling others to build with AI. Speaking onThe New Stack Makersat AWS re:Invent, Whiteley described the current AI moment as the fastest-moving shift he’s seen in 25 years of tech. Developers are rapidly adopting AI tools, while platform teams face pressure to approve them, as saying “no” is no longer viable.

Whiteley warns of a widening gap between organizations that extract real value from AI and those that don’t, driven by skills shortages and insufficient investment in training. He sees parallels with the cloud-native transition and predicts the rise of “AI-native” companies. As agentic AI grows, developers increasingly act as managers overseeing many parallel AI agents, creating new challenges around governance, security, and state management. To address this, Coder introduced Mux, an open source coding agent multiplexer designed to help developers manage and evaluate large volumes of AI-generated code efficiently.

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