I disagreed with some points and agreed with others based on my experience and the data I have available, but the last few sentences really weakened the overall point.

> Giga AI, a company building AI customer support agents, claims to have sworn off the "forward deployed engineer" model of custom software favored by many other successful startups, in favor of software that customizes itself—only possible because of coding agents.

Giga AI is not a publicly traded company and they have zero legal liability or possible downside for lying, and massive upside for lying. They also don't have real customers and are not in positive revenue. The trend is that everyone who has said this was lying.

When there's tangible evidence of this, I think it will be an important part of the discussion. Until then, saying "claims" and "but I don't really know" but then paraphrasing their press release without analysis is about as sophisticated and as honest as tweeting "people are saying."

The author should take their own advice and wait six months when these claims will be easier to substantiate and support the analysis far more strongly.