Quick Read
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Musk predicts AI will write machine code directly by year-end, a shift TSLA’s autonomy roadmap and MSFT’s $37B AI business are already built around.
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Anthropic reports Claude authored over 80% of its merged code by May 2026, with engineers merging 8x more code daily than in 2024.
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AI-related layoffs in 2026 have already surpassed all of 2025’s total, with software engineers and tech workers cut first.
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Tesla (NASDAQ:TSLA) CEO Elon Musk has made yet another sweeping prediction about the future of work, this time aimed squarely at software engineers. Speaking at a recent conference, the Tesla chief argued that the entire practice of writing code in human-readable programming languages is about to become obsolete.
In a clip circulated on X by @Bitcoin_Teddy, Musk laid out a strikingly aggressive timeline for the demise of traditional programming at Tesla and across the industry. His remarks framed the shift as imminent rather than gradual:
I think actually things will move maybe even by the end of this year to where you don’t even bother doing coding. The AI just creates the binary directly… [Traditional coding is] an intermediate step that actually will not be needed, probably by, I’d say, the end of this year.
Musk’s core claim, that AI models will soon write machine code directly and skip the high-level languages developers use, is characteristically provocative of the Tesla CEO.
As for TSLA stock, it’s been a bit bumpy lately, trading at $405 and down 10% year to date (YTD). Tesla’s bull case increasingly hinges on autonomy and AI, with 1.28M active Full Self-Driving (FSD) subscriptions and $1.95B in R&D reported on the company’s Q1 2026 update.
Anthropic’s New Paper Adds Fuel to the Fire
Anthropic published “When AI Builds Itself” on Friday, and the numbers caught the attention of Tesla and Microsoft (NASDAQ:MSFT) watchers alike. As of May, more than 80% of the code merged into Anthropic’s codebase was authored by Claude, up from low single digits before Claude Code launched in February 2025.
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The typical Anthropic engineer merged about 8x as much code per day in Q2 2026 as in 2024. The paper states that the length of tasks AI can reliably complete has been doubling roughly every four months, with Claude Opus 4.6 now handling about 12-hour tasks.