Rob Whiteley, CEO of Coder, argues that the biggest winners in today’s AI boom resemble the “picks and shovels” sellers of the California Gold Rush: companies that provide tools enabling others to build with AI. Speaking on The New Stack Makers at AWS re:Invent, Whiteley described the current AI moment as the fastest-moving shift he’s seen in 25 years of tech. Developers are rapidly adopting AI tools, while platform teams face pressure to approve them, as saying “no” is no longer viable.