Despite the big potential productivity increases proven from several years in the market, the embarrassing truth is that most developers in the world never or rarely use AI while coding. With hundreds of billions of dollars in upstream AI investments betting on insatiable inference demand, this is a big risk—but also a big opportunity that's not yet priced in, if you believe adoption will accelerate. Quinn Slack, the CEO/cofounder of Sourcegraph, presents this problem and shares solutions for other AI application builders and foundation model companies from lessons learned at Sourcegraph building Cody, the AI coding assistant that is #2 in revenue.