Code Skips the Design Step

The idea

I believe coding tools are starting to skip the design step entirely, with software handling work that used to need a separate design layer. So this take owns the companies behind those coding tools rather than the design tools being displaced: a tight basket of big-tech names with their own coding tools and major stakes in leading AI labs, plus the company that owns Cursor outright. No single stock dominates, cash is kept aside to add on weakness, and this is meant to be held for years, not traded on headlines.