I don't know why giants like Facebook, WeChat and TikTok — along with so many legacy big apps — aren't racing to ship AI programming agents right now. It feels like they're actively trying to steer clear of Anthropic, and that's a huge mistake. In AI today, the single biggest real-world demand is for AI coding agents — not search, lookups, chatbots, or generic assistants. And it's almost certain this will be the largest category in the future as well. Why? Because the next wave of AI programming won't be limited to software companies and professional engineers. It will power every AI agent. In other words, it will become a core need for every single ordinary person.