The rapid growth of AI in software development is creating a significant investment opportunity for investors. While the private company JetBrains is innovating with its new Matter AI tool, it is not yet publicly traded. The most direct way to invest in this theme is through Microsoft (MSFT), which owns the developer platform GitHub. MSFT is a leader in this space with its own popular AI coding assistant, GitHub Copilot. An investment in MSFT offers strong exposure to the AI-assisted coding trend as well as the company's other dominant tech businesses.

JetBrains

• The podcast highlights a new product from JetBrains called Matter, an AI tool designed to assist with coding.
• The speaker demonstrated Matter's ability to integrate with a GitHub repository, understand the existing code, and make complex functional changes based on simple, natural language prompts.
• The sentiment towards the product was very bullish. The speaker was impressed that Matter could modify core gameplay logic, not just superficial elements like colors or music, showcasing its advanced capabilities.
• This positions JetBrains as a strong innovator in the competitive AI-powered developer tools market.

Takeaways

• JetBrains is a private company, meaning its stock is not available for purchase on public markets like the NYSE or NASDAQ.
• Investors should monitor JetBrains for any news regarding a potential future IPO (Initial Public Offering). Given the demonstrated strength of its technology, an IPO could present a significant investment opportunity.
• The capabilities of Matter validate the growing trend of AI in software development, a theme investors can explore through other companies.

AI in Software Development (Investment Theme)

• The transcript showcases the powerful real-world application of AI in automating and accelerating software development.
• Tools like Matter are part of a larger trend that is increasing developer productivity and changing how software is created.
• The discussion also mentioned GitHub, the platform where the speaker's code was hosted. GitHub is a central player in the developer ecosystem.

Takeaways

• Investors can gain exposure to this theme by looking at publicly traded companies that are leaders in AI and developer tools.
• A primary way to invest in this trend is through Microsoft (MSFT), which owns GitHub.
  • Microsoft has a competing product called GitHub Copilot, which is one of the most popular AI coding assistants on the market.
  • An investment in MSFT offers exposure to the growth of AI-assisted coding, as well as the company's dominant positions in cloud computing (Azure) and enterprise software.
• This segment is poised for significant growth. Consider researching other public companies that create developer tools or provide the underlying AI infrastructure for this technological shift.