Codex vs Claude Code vs Cursor: Who Wins, Who Loses | Will All Coding Be Automated - Do We Need PMs | The Real Bottleneck to AGI

Alexander Embiricos is the Head of Codex at OpenAI, leading the development of the company's flagship AI coding systems that power automated software generation, debugging and developer workflows. Under his leadership, Codex has become one of the most widely adopted AI developer platforms.

In Today's Episode We Discuss:

• Will Coding Be Automated? Why AI Could Create More Engineers, Not Fewer

• Do We Need PMs? The "Undefined" Product Role and When It Matters

• The Real AGI Bottleneck: Human Prompting, Validation, and "Too Much Effort"

• Three Phases of Agents: Coding → Computer Use → Productized Workflows

• Enterprise Reality Check: Security, Permissions, and Safe Agentic Browsing

• Is Inference the New Sales and Marketing?

• What % of Codex Was Written by AI?

• Do OpenAI Use AI for Code Review?

• Is there any stickiness to AI coding tools?

• What Does "Winning" Mean at OpenAI? Mission, Competition, and Moats

• The Future UI: Chat or Voice

• Agent-to-Agent Workflows: Designing for Approvals, Compliance, and Automation

• Do Coding Models Have a Data Moat?

• How does Codex View Data: Will They Build Their Own Mercor and Turing?

• How Does Codex View Consumer: Will They Compete with Lovable?

• Benchmarks vs "Vibes": How People Actually Judge Models

• Cursor's Edge and the Case for Building Your Own Models

• Is SaaS Dead? What Still Defends Value (Humans + Systems of Record)

• Talent Wars and Career Advice for New Engineers in the AI Era

• Guardrails, the Fully AI-Managed Stack, and a 10-Year Vision for Everyone