AI Coding’s Token Boom Meets the TAM Wall
Friday, July 17, 2026 · 10 min
20VC and SaaStr put AI coding’s token boom under the microscope, from Apple’s OpenAI suit to Meta’s cheap-model push and a possible developer-wage TAM ceiling; TechCrunch adds Elorian’s $55 million pre-seed as frontier-AI fundraising stays wild.
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Show notes
20VC and SaaStr put AI coding’s token boom under the microscope, from Apple’s OpenAI suit to Meta’s cheap-model push and a possible developer-wage TAM ceiling; TechCrunch adds Elorian’s $55 million pre-seed as frontier-AI fundraising stays wild.
In this episode
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