With coding AI advancing rapidly, a view has emerged that the key capability in software development is understanding industries and business work rather than programming itself. Software developer Aaron Brethorst said that as AI writes more code, expertise to judge whether systems meet real requirements becomes more valuable. He cited payroll and logistics examples and said agentic AI is weakening the link between domain expertise and coding. Others noted that validating outputs and instructing AI are separate skills.

OpenAI posted first-quarter revenue of $5.7 billion, helped by growth in its coding AI agent Codex, The Information reported, citing two people familiar with internal matters. The outlet said Anthropic appears to have retaken the lead and the gap could widen by year-end. While OpenAI is seen meeting its $30 billion revenue target, it faces a large loss structure and stalled growth in ChatGPT users, with an adjusted operating margin of minus 122 percent in the first quarter, sources said.