
Is AI Breaking Software Engineering? Rogue Agents & Peter Thiel’s AI Bet
AI can write the code. Who makes sure the software works, stays secure and survives after launch?
A podcast by Kevin Kasaei & Houman Asefi
How they shape each other, and what that means for our work, opportunities and future.

changes what’s possible.
determines what gets built.
shapes who benefits.
We want to understand what’s changing, and what we should do about it.
Who benefits? Who carries the cost? What choices does that create for the rest of us?
Our promise: you’ll leave with a clearer understanding of something that matters to your life, and a better question to ask next.
Read the full manifesto
AI can write the code. Who makes sure the software works, stays secure and survives after launch?

AI needs more electricity, more infrastructure and more money. Who pays, and who gets the benefits?

Meta, Amazon, Nvidia, OpenAI, Anthropic and SpaceX are all betting on AI. As it gets cheaper, who captures the value?

AI makes it easier to build software. Building something people will pay for is still hard. So who owns the infrastructure, and who carries the risk?

Thirty years writing code, starting on a Commodore 64. Works across AI transformation and private equity.
More about Kevin
Co-built Capitaly, a startup community of 500+ active members, alongside Kevin over four years of partnership.
More about HoumanEach episode in five minutes, the links behind it, and what we got wrong. Free.
Host-read spots, episode partnerships and newsletter placements. Always disclosed. Editorial stays ours.