The founder of Overcut reflects on the industry's shift from focusing on AI code generation to orchestrating multiple agents in software development, predicting Agentic SDLC orchestration platforms as the next major category.
I’m one of the founders of Overcut, so take this with the appropriate level of skepticism, but I’ve had a front-row seat to how quickly this market has changed over the last year. When we started building Overcut, most conversations ended with some variation of: “Why would I need that when I already have Claude, Cursor, GitHub Copilot, or whatever the latest coding agent is?” At the time, that was a completely reasonable question. The industry was focused on code generation, and most people were evaluating AI through the lens of a single agent helping a single developer write code faster. What we believed then, and what convinced us to start the company, was that the real challenge would eventually move beyond code generation itself. Writing code is only one step in software development, and once agents become good enough at that step, the next set of problems starts to matter a lot more. Around six months ago, we started noticing a shift. Some of the more advanced teams we spoke with were no longer asking how to get an agent to write code. They were trying to figure out how to coordinate multiple agents, how to connect them into their engineering systems, how to manage approvals and governance, how to track what happened, how to operate across multiple repositories and teams, and how to make all of this work inside a real engineering organization. Many of them were trying to build these capabilities themselves. Fast forward to today, and it feels like the entire market is converging on the same realization. Every week there are new announcements around managed agents, software factories, engineering agents, autonomous workflows, coding automations, and agent teams. Different names, same direction. The conversation is no longer “Can agents write code?” instead the conversation is becoming “How do we run a software organization where agents are responsible for a meaningful percentage of the work?” The layer that sits above the agents, the orchestration, governance, coordination, approvals, visibility, and integration layer, is where I think the next major category will emerge. Just like engineering teams eventually standardized around Git, CI/CD, observability, and ticketing systems, I think they’ll standardize around Agentic SDLC Orchestration platforms as well. After spending the last year doing nothing except talking to engineering organizations and building in this space, it feels like we’re watching a new layer of the software stack form in real time. Curious if others here are seeing the same thing, especially from inside larger engineering organizations.
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