A field note from a fireside chat with Boris Cherny, the creator of Claude Code.
S>SUPERGROVER.AI
Selling Serendipity
01 / 06
INSIGHT 01
Boris keeps chasing the next bottleneck.
The creator of Claude Code, on where the real constraint always moves next.
Coding
Review
Security
Builds
???
Dissolve one, and the next is already waiting.
None of them is the one that pays.
S>SUPERGROVER.AI
02 / 06
INSIGHT 02
More code. No more delivery.
98%
more pull requests merged
by the teams that adopted AI most aggressively
0
improvement in delivery
no measurable gain in how fast value reached customers
THE RESEARCH
Faros AI engineering telemetry, drawn from 10,000+ developers across 1,255 teams.
S>SUPERGROVER.AI
03 / 06
INSIGHT 03
AI speeds the building. It doesn't bank the result.
WHAT AI NOW HANDLES FOR YOU
Writing the code. Reviewing it. Securing it. Shipping it faster.
The whole cost of building goes down. Real, and not the point.
→
WHAT IT STILL WON'T DO
Turn any of that into revenue, or a cost you actually removed.
Connecting the output to a number on the P&L is still on you.
S>SUPERGROVER.AI
04 / 06
INSIGHT 04
How output becomes ROI.
Output
what AI ships
→
Goal
translate it to a target
→
Results
pursue the outcome
→
Return
the ROI
AI engineers increasingly work in loops to ship. The business needs its own loop: translate the output into a goal, pursue the results, and only then have you earned a return. The output was never the return.