The speaker says that, excluding ordinary chat revenue and considering API revenue, the revenues of the companies being discussed are dominated by coding.

“it's very much like programmers are like getting more and more chills of the way their work if you look at the revenues of these companies discounting just like normal chat revenue which i think is like i don't know that's similar to like google or something just looking at api revenues it's like dominated by coding right so this thing which is general quote-unquote which should be able to do any knowledge work”