Agents are the new compilers that compile intent into fast software.

What these subjects mean

code generation Machines emitting code and files, and whether the volume they produce is a cost somebody eventually pays.

compilers Programs that turn programs into programs: what a compiler can name, assembly, and building one that serves an editor.

What Guillermo Rauch actually said

Do you hold this korrent?Do you also believe this?

Shared subject first, then similar wording. They may agree or disagree.