AI Is Producing More Code, but Is It Producing More Value?

AI Is Producing More Code, but Is It Producing More Value?

July 11, 2026 · 56 min

About this episode

Ben Lorica discusses the impact of AI on coding and the shift towards corporate AI sovereignty with guest Evangelos Simoudis.

Ben Lorica sits down with Evangelos Simoudis to unpack why open-weights models are closing the gap with frontier labs and pushing enterprises toward “corporate AI sovereignty.” They then apply an attenuation-funnel lens to AI coding tools — more code, but far less shipped software and usage growth — before turning to “neoconsulting,” the outcomes-based services model reshaping Accenture, Palantir, and the big Indian IT firms. Subscribe to the Gradient Flow Newsletter 📩 https://gradientf...

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