Tech Moves: Microsoft names corporate VP; Amazon exec departs for Google; Zoom names CPO
Microsoft names a corporate VP for Identity & Network Access, while a CVP of product management departed for Zoom. … Read More
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Get caught up on the latest technology and startup news from the past week. Here are the most popular stories on GeekWire for the week of April 5, 2026.
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Microsoft names a corporate VP for Identity & Network Access, while a CVP of product management departed for Zoom. … Read More
A new state law wipes out nearly all non-compete agreements in Washington, sparking debate across the tech ecosystem about innovation, talent mobility and employer rights. … Read More
— Longtime Microsoft leader Eric Boyd announced today that he has joined Anthropic to lead its infrastructure team. … Read More
With little fanfare, Anduril Industries spent tens of millions to revamp the old Foss Shipyard on the Lake Washington Ship Canal. … Read More
The store will be a short walk from Amazon’s HQ campus. … Read More
High-resolution views of Earth, the moon and a solar eclipse rekindle the spirit of round-the-moon missions from decades ago. … Read More
Bryson DeChambeau, the two-time U.S. Open champion, is leading a group of investors in the acquisition of Bellevue-based Sportsbox AI, the startup that uses AI and 3D motion capture to analyze golf swings from smartphone video. … Read More
Microsoft’s decision to have GPT and Claude check each other’s work inside Microsoft 365 Copilot’s Researcher agent signals a broader shift: the single-model era in enterprise AI may be over. … Read More
Francois Ajenstat, who spent 13 years at Tableau including more than seven as chief product officer, is launching Golden Analytics with $7M in seed funding to build an AI-native business intelligence platform. … Read More
The first humans to travel around the moon in more than 50 years experience hours of scientific wonder — and moments of deep emotion. … Read More
In this stream, I'm revisiting IronBefunge and WSharp, updating them for .NET 10, and seeing if there are any new issues to add to the log.
https://github.com/JasonBock/IronBefunge/issues/48
https://github.com/JasonBock/WSharp/issues/35
Keith Rabois was an early executive at PayPal (part of the famous PayPal Mafia), COO at Square, VP of Corporate Development at LinkedIn, and an early investor in Stripe, DoorDash, Airbnb, YouTube, Ramp, and Palantir. Currently he’s managing director at Khosla Ventures. Also, he hasn’t touched a computer since September 2010 (he does everything from an iPad).
In our in-depth conversation, Keith shares:
1. The barrels vs. ammunition hiring framework (and how to spot barrels)
2. Why talking to customers is actively harmful for consumer products
3. How to identify undiscovered talent
4. Why the PM role is dying
5. The three traits of the best-performing companies right now
6. The specific interview question he asks every senior candidate
7. Why CMOs (not engineers) are becoming the #1 consumer of tokens
—
Brought to you by:
WorkOS—Modern identity platform for B2B SaaS, free up to 1 million MAUs
Vanta—automate compliance, manage risk, and accelerate trust with AI
—
Episode transcript: https://www.lennysnewsletter.com/p/hard-truths-about-building-in-the-ai-era
—
Archive of all Lenny's Podcast transcripts: https://www.dropbox.com/scl/fo/yxi4s2w998p1gvtpu4193/AMdNPR8AOw0lMklwtnC0TrQ?rlkey=j06x0nipoti519e0xgm23zsn9&st=ahz0fj11&dl=0
—
Where to find Keith Rabois:
• X: https://x.com/rabois
• LinkedIn: linkedin.com/in/keith
• Website: https://www.khoslaventures.com
—
Where to find Lenny:
• Newsletter: https://www.lennysnewsletter.com
• X: https://twitter.com/lennysan
• LinkedIn: https://www.linkedin.com/in/lennyrachitsky/
—
In this episode, we cover:
(00:00) Introduction to Keith Rabois
(01:59) Why Keith hasn’t used a computer since 2010
(04:52) The team you build is the company you build
(07:40) How Keith learned to identify talent at PayPal
(10:05) Tactics for getting better at hiring
(15:31) The barrels vs. ammunition framework
(18:52) What makes someone a barrel
(22:36) How to attract the best talent
(26:18) Building companies on undiscovered talent
(27:53) Why better performance requires more pressure
(32:36) Career advice in the age of AI
(35:14) The future of the product triad
(41:03) Why design and code are merging
(49:35) What practicing law taught Keith about entrepreneurship
(51:22) Contrarian takes on customer feedback
(1:02:33) Identifying great AI opportunities
(1:05:13) Advice for evaluating statrupsÂ
(1:12:36) Criticizing in public vs. private
(1:15:05) Failure corner
(1:17:29) Lightning round
—
Referenced:
• Square: https://squareup.com
• Jack Dorsey on X: https://x.com/jack
• Head of Claude Code: What happens after coding is solved | Boris Cherny: https://www.lennysnewsletter.com/p/head-of-claude-code-what-happens
• Simon Willison’s Weblog: https://simonwillison.net
• Vinod Khosla on X: https://x.com/vkhosla
• Peter Thiel on X: https://x.com/peterthiel
• Max Levchin on X: https://x.com/mlevchin
• David Sacks on LinkedIn: https://www.linkedin.com/in/davidoliversacks
• Tony Xu on X: https://x.com/t_xu
• David Sze on X: https://x.com/davidsze
• Faire: https://www.faire.com
• Max Rhodes on X: https://x.com/MaxRhodesOK
• Jeffrey Kolovson on LinkedIn: https://www.linkedin.com/in/jeffreykolovson
• Uncapped | Comparative Advantages w/ Keith Rabois: https://www.khoslaventures.com/posts/uncapped-comparative-advantages-w-keith-rabois
• Lattice: https://lattice.com
• Taylor Francis on LinkedIn: https://www.linkedin.com/in/taylor-francis-4ba49640
• Building product at Stripe: craft, metrics, and customer obsession | Jeff Weinstein (Product lead): https://www.lennysnewsletter.com/p/building-product-at-stripe-jeff-weinstein
• The art of hiring: insights from Khosla Ventures, Airbnb, Ramp and Traba: https://ramp.com/velocity/the-art-of-hiring-insights
• Eric Glyman: Seek out super individual contributors (ICs): https://ramp.com/velocity/the-art-of-hiring-insights#Eric-Glyman:-Seek-out-super-individual-contributors-(ICs)
• Eric Glyman on X: https://x.com/eglyman
• Mike Moore on LinkedIn: https://www.linkedin.com/in/mike-moore-802223177
• Brian Chesky’s new playbook: https://www.lennysnewsletter.com/p/brian-cheskys-contrarian-approach
• Why you should work much harder RIGHT NOW: https://marginalrevolution.com/marginalrevolution/2026/03/why-you-should-work-much-harder-right-now.html
• Opendoor: https://www.opendoor.com
• The Craft of Early Stage Venture | Peter Fenton, General Partner at Benchmark | Uncapped with Jack Altman: https://www.youtube.com/watch?v=vRiblwiXt-Q
• Lovable: https://lovable.dev
• The rise of the professional vibe coder (a new AI-era job) | Lazar Jovanovic (Professional Vibe Coder): https://www.lennysnewsletter.com/p/getting-paid-to-vibe-code
• Building Lovable: $10M ARR in 60 days with 15 people | Anton Osika (co-founder and CEO): https://www.lennysnewsletter.com/p/building-lovable-anton-osika
• Marc Andreessen: The real AI boom hasn’t even started yet: https://www.lennysnewsletter.com/p/marc-andreessen-the-real-ai-boom
• Jeremy Stoppelman on X: https://x.com/jeremys
• The design process is dead. Here’s what’s replacing it. | Jenny Wen (head of design at Claude): https://www.lennysnewsletter.com/p/the-design-process-is-dead
• Andy Warhol: https://en.wikipedia.org/wiki/Andy_Warhol
• Curation and Algorithms: https://stratechery.com/2015/curation-and-algorithms
• Ernest Hemingway: https://en.wikipedia.org/wiki/Ernest_Hemingway
• William Shakespeare: https://en.wikipedia.org/wiki/William_Shakespeare
• Evan Moore on X: https://x.com/evancharles
• Andrew Mason on X: https://x.com/andrewmason
• Read Taylor Swift’s Full Viral Speech After Record-Breaking Awards Sweep: https://www.newsweek.com/entertainment/read-taylor-swift-full-acceptance-speech-record-breaking-awards-sweep-11745941
• The Chainsmokers: Stories Behind the Songs, AI’s Impact on Music, and Venture Investing | Uncapped with Jack Altman: https://www.youtube.com/watch?v=9GMSC-2pYnw&list=PLtpH7YnTL8ihy0nR2BV32n5VkRtqlDAS1&index=16
• How to spot a top 1% startup early: https://www.lennysnewsletter.com/p/how-to-spot-a-top-1-startup-early
• David Weiden on LinkedIn: https://www.linkedin.com/in/davidweiden
• Alfred Lin on LinkedIn: https://www.linkedin.com/in/linalfred
• Keith’s post about vertical integration on X: https://x.com/rabois/status/870673635375104000
• Jon Chu on X: https://x.com/jonchu
• Kanu Gulati on X: https://x.com/KanuGulati
• Rogo: https://rogo.ai
• Profound: https://www.tryprofound.com
• Basis: https://www.getbasis.ai
• Spellbook: https://www.spellbook.legal
• Roelof Botha on X: https://x.com/roelofbotha
• Delian Asparouhov on LinkedIn: https://www.linkedin.com/in/delian-asparouhov-87447742
• Lessons From Keith Rabois, Essay 1: How to become a Venture Capitalist: https://delian.io/lessons-1
• Velocity over everything: How Ramp became the fastest-growing SaaS startup of all time | Geoff Charles (VP of Product): https://www.lennysnewsletter.com/p/velocity-over-everything-how-ramp
• Nuremberg on AppleTV+: https://tv.apple.com/us/movie/nuremberg/umc.cmc.3sg4y0382byupy76bfy7307k4
• Eight Sleep: https://www.eightsleep.com
• “NO DAYS OFF”—Bill Belichick on X: https://x.com/SNFonNBC/status/829036279069364224
—
Recommended books:
• Creativity, Inc.: Overcoming the Unseen Forces That Stand in the Way of True Inspiration: https://www.amazon.com/Creativity-Inc-Overcoming-Unseen-Inspiration/dp/0812993012
• The Jordan Rules: The Inside Story of One Turbulent Season with Michael Jordan and the Chicago Bulls: https://www.amazon.com/Jordan-Rules-Sam-Smith/dp/0671796666
• The Upside of Stress: Why Stress Is Good for You, and How to Get Good at It: https://www.amazon.com/Upside-Stress-Why-Good-You/dp/1101982934
—
Production and marketing by https://penname.co/. For inquiries about sponsoring the podcast, email podcast@lennyrachitsky.com.
—
Lenny may be an investor in the companies discussed.
The AI coding tool market was supposed to consolidate. One winner would emerge, developers would standardize around it, and the industry would move forward. Instead, the opposite happened. In the first week of April 2026, Cursor shipped a rebuilt interface for orchestrating parallel agents, OpenAI published an official plugin that runs inside Anthropic’s Claude Code, and early adopters started running all three together. Not as competitors. As layers in a stack that nobody designed but that is assembling itself anyway.
The pattern mirrors something developers already know from infrastructure. Nobody runs a single observability tool. You run Prometheus for metrics, Grafana for dashboards, and PagerDuty for alerts. Each tool does one thing well, and the value comes from how they compose. AI coding tools are following the same path, splitting into specialized layers rather than collapsing into a single product.
On April 2, Cursor launched version 3, codenamed Glass. The release replaced Cursor’s Composer pane with a dedicated Agents Window, a standalone interface built from scratch around managing multiple AI agents simultaneously. Developers can now run parallel agents across local machines, worktrees, and cloud sandboxes from a single sidebar. According to Cursor’s changelog, the release also added Agent Tabs for viewing multiple conversations side by side, a /best-of-n command that sends the same prompt to multiple models in isolated worktrees for comparison, and Design Mode for annotating UI elements in a built-in browser. Sessions can be handed off from local to cloud to keep running overnight, then pulled back for local iteration in the morning.
Three days earlier, OpenAI published codex-plugin-cc on GitHub. The plugin installs directly inside Claude Code, Anthropic’s terminal-based coding agent. It provides six slash commands. /codex:review runs a standard code review. /codex:adversarial-review pressure-tests implementation decisions around auth, data loss, and race conditions. /codex:rescue hands a task to Codex entirely, spinning it up as a subagent that can investigate bugs or take a second pass at a problem. An optional review gate feature lets Codex automatically review Claude’s output before it finalizes, blocking completion if issues are found.
This is OpenAI shipping an official integration into a direct competitor’s product. The Apache 2.0-licensed plugin delegates through the local Codex CLI, so it uses the developer’s existing authentication and configuration. No new runtime. No walled garden. Just Codex, invoked from inside Claude Code.
The structural insight is not that these tools launched in the same week. It is that they launched in a way that makes them composable. Cursor orchestrates agents that can use any model. Claude Code accepts plugins from rival providers. Codex runs as a subagent inside another company’s terminal. The tools are not converging. They are layering.
What some early adopters are assembling looks less like a product choice and more like a toolchain. Three layers are forming, each with a different job.

Cursor 3 sits here. Its Agents Window is not an editor with AI bolted on. It is a control plane for managing fleets of coding agents. The interface shows all active agents in a sidebar, whether they were kicked off from the desktop, mobile, Slack, GitHub, or Linear. Agent Tabs let developers view multiple conversations side by side in a grid. Design Mode lets them annotate UI elements in a built-in browser and point agents at specific interface problems.
The move away from VS Code is deliberate. Cursor forked VS Code in 2023 to get distribution. Now it is building away from VS Code to get differentiation. If the orchestration layer wins, the text editor becomes secondary. Cursor is betting that managing agents matters more than editing files.
Google reached a similar conclusion. Antigravity, announced in November 2025, grew out of Google’s $2.4 billion licensing deal with Windsurf. Reuters reported that Google paid licensing fees and hired key staff rather than acquiring the company outright. The result splits its interface into an Editor View for hands-on coding and a Manager Surface for spawning and observing multiple agents across workspaces. Two companies, two architectures, one conclusion. Developers need a surface for managing agents, not just writing code.
Claude Code and OpenAI Codex live here. These are the agents that actually write, review, and debug code. They operate in terminals, cloud sandboxes, or both. They read entire codebases, run tests, commit changes, and manage pull requests.
Claude Code has emerged as the strongest contender at this layer, at least in terms of developer enthusiasm. A survey by the Pragmatic Engineer of 906 software engineers in February 2026 found it was the most-used AI coding tool with a 46% “most loved” rating. SemiAnalysis estimates it accounts for roughly 4% of all public GitHub commits (as of March 2026), with projections suggesting 20% by year-end. Analyst estimates from secondary reporting place Claude Code’s annualized revenue at over $2.5 billion by March 2026, though Anthropic has not confirmed that figure in an official filing. Codex recently surpassed 3 million weekly active users, up from 2 million just a month earlier. Its cloud sandbox model is designed for asynchronous, long-running tasks that can proceed without developer attention.
When you ask the same model that wrote your code to review it, you are asking someone to grade their own homework.
The execution layer is where model differences matter most. Practitioners generally report that Claude performs better on nuanced reasoning across long context windows, while Codex handles parallelizable throughput tasks more efficiently. No neutral benchmark has confirmed that division cleanly, but the perception is widespread enough to drive adoption of multi-tools. Neither dominates across every scenario, which is precisely why developers are reaching for both.
This is the newest layer and the one the Codex plugin specifically enables. When Claude writes code and Codex reviews it, the reviewer was not involved in writing. It does not share the same internal assumptions. It catches different classes of errors. The adversarial review command goes further by pressure-testing around auth, data loss, rollbacks, and race conditions.
Cross-provider review addresses what single-model workflows cannot. When you ask the same model that wrote your code to review it, you are asking someone to grade their own homework. The structural bias is unavoidable. A second model from a different provider, trained on different data with different optimization targets, applies genuinely independent scrutiny.
The review gate feature makes this automatic. Enable it, and Codex reviews every Claude output before it finalizes. If issues surface, Claude addresses them before proceeding. OpenAI’s documentation warns that this can create long-running loops and quickly drain usage limits, underscoring just how seriously the company expects developers to use it.
OpenAI building a plugin for Anthropic’s product is the most revealing strategic signal here. The conventional playbook says lock users in. Build a walled garden. Make switching costly. OpenAI is doing the opposite, and the economics explain why.
OpenAI building a plugin for Anthropic’s product is the most revealing strategic signal here. The conventional playbook says lock users in. Build a walled garden. Make switching costly. OpenAI is doing the opposite.
Claude Code has built a large and enthusiastic installed base among professional developers. Rather than waiting for those developers to switch, OpenAI embedded Codex where they already work. Every plugin-initiated review generates usage that counts against the developer’s ChatGPT subscription or API key. Zero acquisition cost, incremental billing.
Anthropic’s open plugin architecture made this possible. Claude Code’s MCP-based plugin system is designed to support third-party integrations, including those from competitors. The platform-versus-app dynamic that usually creates tension between companies is being replaced by a composability dynamic where both sides benefit. Anthropic gets a richer plugin ecosystem. OpenAI gets distribution inside a competitor’s installed base.
This is not altruism. It is pragmatism. Both companies recognized that developers will use multiple tools regardless. The question is whether your tool is in the stack or outside it.
If this composable pattern holds, it changes three things about how developers work.
Cursor 3’s /best-of-n command sends the same task to multiple models in isolated worktrees and compares outcomes. This treats model selection the way developers already treat database selection or cloud provider selection. It is an infrastructure decision driven by workload characteristics, not brand loyalty. Claude for precision on complex refactorings. Codex for throughput on parallelizable tasks. Composer 2, Cursor’s own model built on open-source Kimi K2.5, for cost-sensitive batch work.
For 40 years, the code editor was the center of gravity in software development. From Emacs to VS Code, the assumption was always the same. The developer writes code, and tools help. Cursor 3’s Agents Window and Antigravity’s Manager Surface both directly challenge that assumption. The orchestration layer is beginning to compete with the editor as the primary interface. The editor is still there, still useful, but it is no longer guaranteed to be the default view.
Single-model review was always structurally limited. Cross-provider review, where one model writes and another model challenges, is the most promising mitigation strategy yet for the sycophancy problem in AI-assisted development. As this pattern matures, it could become a standard step in CI/CD pipelines, not just a developer workflow choice.
A coding agent stack is taking shape faster than most expected. Cursor is staking a claim on the orchestration layer. Claude Code and Codex are competing and collaborating at the execution layer. Cross-provider review is opening up a verification layer that did not exist six months ago. For developers keeping up with the tool landscape, the familiar infrastructure patterns apply. Just as you learned to compose Terraform, Docker, and Kubernetes rather than picking one tool for everything, the emerging pattern in AI coding is composition over consolidation.
The unanswered question is whether this stack stabilizes or continues to fracture. GitHub Copilot is evolving its own agent capabilities. AWS Kiro shipped an agent-first IDE. Every major cloud provider now has a position in this market. The next phase will be determined by which layers become commodities and which become the new control points. Stay tuned.
The post Cursor, Claude Code, and Codex are merging into one AI coding stack nobody planned appeared first on The New Stack.