Robinhood's Secret Weapon: 50% AI-Generated Code

Robinhood CEO Vlad Tenev revealed that nearly all of the company's engineers are essentially 'vibe coders,' relying heavily on AI code editors. He estimates that around 50% of Robinhood's new code is AI-generated, surpassing Microsoft and Google's previously reported 30%. The increasing sophistication of AI code editors makes distinguishing between human and AI-written code difficult. This AI adoption has significantly improved Robinhood's efficiency and cost control, impacting teams across the board, from software engineering to customer support. Robinhood's stock price is up over 177% this year, fueled by its expanding crypto ventures, new product launches, and active retail investor base.