Podcasts about sdks

If you've ever been to PyCon, you know one of the best parts of the expo hall is Startup Row, a stretch of booths where early-stage companies built on Python show off what they're creating. But only attendees get to walk that lane, so let's bring it to everyone. In this episode, we stroll down Startup Row together. We kick things off with the organizers, Jason and Shay, who share the program's origin story going back to Paul Graham and the PSF, plus some surprising stats, including two unicorns among the alumni. Then we meet five startups: Tetrix, bringing AI to institutional investing in private markets. Arcjet, security that lives inside your app as an SDK. Phemeral.dev, serverless hosting built for Python web apps. CapiscIO, an identity and authority layer for AI agents. And Pixeltable, a multimodal database from Marcel Kornacker, co-creator of Apache Parquet. See if you can spot the theme running through them all. Let's go for a walk. Episode sponsors AgentField AI Talk Python Courses Links from the show Guests Naunidh Bhalla: linkedin.com Grant Gittes: linkedin.com Marcel Kornacker: linkedin.com Beon de Nood: linkedin.com Chinmaya Joshi: linkedin.com David Mytton: linkedin.com Shea Tate-Di Donna: linkedin.com Jason Rowley: linkedin.com Azul Garza: github.com Renée Rosillo: linkedin.com Tetrix: tetrix.co Tetrix Jobs: tetrix.co Arcjet: arcjet.com Pixeltable: pixeltable.com Phemeral.dev: phemeral.dev CapiscIO: capisc.io Episode #551 deep-dive: talkpython.fm/551 Episode transcripts: talkpython.fm Theme Song: Developer Rap

Convenience stores looking to monetize their digital platforms have a new opportunity in post-transaction advertising, according to Jon Nolz, CEO and co-founder of MomentScience.Speaking on CSP's "At Your Convenience" podcast in May at the RMN Forum in Chicago, Knowles explained how c-store operators can generate revenue by displaying targeted offers immediately after customers complete purchases through delivery, order-ahead or pickup apps."It's the moment that really matters where you have people with their wallet out after they make that payment," Nolz said. "Why not get a free trial?"The technology integrates into existing systems through simple API or SDK implementations, with some partners completing setup in under an hour. Nolz emphasized balancing monetization with customer experience, recommending retailers maintain control over which ads appear rather than simply maximizing revenue.While many c-store chains lack dedicated retail media personnel, Nolz sees significant potential as digital ordering continues growing. Non-competitive offers like streaming service trials or loyalty program sign-ups work particularly well in the post-transaction moment, he said.

If you think code is safe from automation, think again. This week's discussion tackles why the rise of vibe coding and AI-powered tools could upend long-held beliefs about software development, with even seasoned pros rethinking their roles. Also, a new C++ documentary is worth watching! Windows After a weekend of Build session viewing, two big takeaways! Vibe coding native Windows apps and a new reactive dev model for WinUI will help to make modern app dev easier for everyone A new theory emerges: The real reason Microsoft is fixing Windows 11 is that it needs this foundation for a future of hybrid AI agents. And hybrid means more than just local + cloud. Patch Tuesday is here! As promised, Microsoft fixed a record number of security issues thanks to AI 24H2/25H2: Shared audio, more NPU in Task Manager, multi-app camera support, user folder name choice in OOBE, more 26H1: Xbox Mode, Drop tray, etc. Windows Insider Program: New 26H1 Beta channel added for some reason Dell now sells a Windows Hello ESS-compatible wired mouse AI WWDC 2026: Apple announced vibe-coding advances for normal users (Safari extensions) and developers (Xcode). Paul used Xcode and Claude Code to create a full-featured Markdown editor app in about 12-15 minutes. Google drops the price of AI Plus plan to $4.99 per month, raises storage to 400 GB and announces new NotebookLM capabilities Proton Drive is coming to Linux, has a new SDK, and now has a new CLI too. We're going to need a CLI section in the show notes. XBOX and gaming Microsoft Games Showcase: It needed to be a big day for Xbox and it was Microsoft showed off Halo: Campaign Evolved, Gears of War E-Day, Fable, and a lot more Some games will be console-exclusive in the future, starting with the new Gears Microsoft will sell a limited edition Xbox Series X25 later this year Xbox leadership is exploring new business models for the next console - Game Pass lost "millions" of subscribers after last year's price hikes Xbox Insider update adds a new way to discover mutual friends, more Valve says the Steam Machine and Steam Frame will ship this summer Tips and picks Tip of the week: Windows 11 Field Guide is being updated to 2026 edition App pick of the week: Brave Origin RunAs Radio this week: How Machine Learning Fails with Megan Robertson Brown liquor pick of the week: Thy Bøg Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Download or subscribe to Windows Weekly at https://twit.tv/shows/windows-weekly Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: helixsleep.com/windows zscaler.com/security trustedtech.team/windowsweekly365

If you think code is safe from automation, think again. This week's discussion tackles why the rise of vibe coding and AI-powered tools could upend long-held beliefs about software development, with even seasoned pros rethinking their roles. Also, a new C++ documentary is worth watching! Windows After a weekend of Build session viewing, two big takeaways! Vibe coding native Windows apps and a new reactive dev model for WinUI will help to make modern app dev easier for everyone A new theory emerges: The real reason Microsoft is fixing Windows 11 is that it needs this foundation for a future of hybrid AI agents. And hybrid means more than just local + cloud. Patch Tuesday is here! As promised, Microsoft fixed a record number of security issues thanks to AI 24H2/25H2: Shared audio, more NPU in Task Manager, multi-app camera support, user folder name choice in OOBE, more 26H1: Xbox Mode, Drop tray, etc. Windows Insider Program: New 26H1 Beta channel added for some reason Dell now sells a Windows Hello ESS-compatible wired mouse AI WWDC 2026: Apple announced vibe-coding advances for normal users (Safari extensions) and developers (Xcode). Paul used Xcode and Claude Code to create a full-featured Markdown editor app in about 12-15 minutes. Google drops the price of AI Plus plan to $4.99 per month, raises storage to 400 GB and announces new NotebookLM capabilities Proton Drive is coming to Linux, has a new SDK, and now has a new CLI too. We're going to need a CLI section in the show notes. XBOX and gaming Microsoft Games Showcase: It needed to be a big day for Xbox and it was Microsoft showed off Halo: Campaign Evolved, Gears of War E-Day, Fable, and a lot more Some games will be console-exclusive in the future, starting with the new Gears Microsoft will sell a limited edition Xbox Series X25 later this year Xbox leadership is exploring new business models for the next console - Game Pass lost "millions" of subscribers after last year's price hikes Xbox Insider update adds a new way to discover mutual friends, more Valve says the Steam Machine and Steam Frame will ship this summer Tips and picks Tip of the week: Windows 11 Field Guide is being updated to 2026 edition App pick of the week: Brave Origin RunAs Radio this week: How Machine Learning Fails with Megan Robertson Brown liquor pick of the week: Thy Bøg Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Download or subscribe to Windows Weekly at https://twit.tv/shows/windows-weekly Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: helixsleep.com/windows zscaler.com/security trustedtech.team/windowsweekly365

If you think code is safe from automation, think again. This week's discussion tackles why the rise of vibe coding and AI-powered tools could upend long-held beliefs about software development, with even seasoned pros rethinking their roles. Also, a new C++ documentary is worth watching! Windows After a weekend of Build session viewing, two big takeaways! Vibe coding native Windows apps and a new reactive dev model for WinUI will help to make modern app dev easier for everyone A new theory emerges: The real reason Microsoft is fixing Windows 11 is that it needs this foundation for a future of hybrid AI agents. And hybrid means more than just local + cloud. Patch Tuesday is here! As promised, Microsoft fixed a record number of security issues thanks to AI 24H2/25H2: Shared audio, more NPU in Task Manager, multi-app camera support, user folder name choice in OOBE, more 26H1: Xbox Mode, Drop tray, etc. Windows Insider Program: New 26H1 Beta channel added for some reason Dell now sells a Windows Hello ESS-compatible wired mouse AI WWDC 2026: Apple announced vibe-coding advances for normal users (Safari extensions) and developers (Xcode). Paul used Xcode and Claude Code to create a full-featured Markdown editor app in about 12-15 minutes. Google drops the price of AI Plus plan to $4.99 per month, raises storage to 400 GB and announces new NotebookLM capabilities Proton Drive is coming to Linux, has a new SDK, and now has a new CLI too. We're going to need a CLI section in the show notes. XBOX and gaming Microsoft Games Showcase: It needed to be a big day for Xbox and it was Microsoft showed off Halo: Campaign Evolved, Gears of War E-Day, Fable, and a lot more Some games will be console-exclusive in the future, starting with the new Gears Microsoft will sell a limited edition Xbox Series X25 later this year Xbox leadership is exploring new business models for the next console - Game Pass lost "millions" of subscribers after last year's price hikes Xbox Insider update adds a new way to discover mutual friends, more Valve says the Steam Machine and Steam Frame will ship this summer Tips and picks Tip of the week: Windows 11 Field Guide is being updated to 2026 edition App pick of the week: Brave Origin RunAs Radio this week: How Machine Learning Fails with Megan Robertson Brown liquor pick of the week: Thy Bøg Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Download or subscribe to Windows Weekly at https://twit.tv/shows/windows-weekly Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: helixsleep.com/windows zscaler.com/security trustedtech.team/windowsweekly365

If you think code is safe from automation, think again. This week's discussion tackles why the rise of vibe coding and AI-powered tools could upend long-held beliefs about software development, with even seasoned pros rethinking their roles. Also, a new C++ documentary is worth watching! Windows After a weekend of Build session viewing, two big takeaways! Vibe coding native Windows apps and a new reactive dev model for WinUI will help to make modern app dev easier for everyone A new theory emerges: The real reason Microsoft is fixing Windows 11 is that it needs this foundation for a future of hybrid AI agents. And hybrid means more than just local + cloud. Patch Tuesday is here! As promised, Microsoft fixed a record number of security issues thanks to AI 24H2/25H2: Shared audio, more NPU in Task Manager, multi-app camera support, user folder name choice in OOBE, more 26H1: Xbox Mode, Drop tray, etc. Windows Insider Program: New 26H1 Beta channel added for some reason Dell now sells a Windows Hello ESS-compatible wired mouse AI WWDC 2026: Apple announced vibe-coding advances for normal users (Safari extensions) and developers (Xcode). Paul used Xcode and Claude Code to create a full-featured Markdown editor app in about 12-15 minutes. Google drops the price of AI Plus plan to $4.99 per month, raises storage to 400 GB and announces new NotebookLM capabilities Proton Drive is coming to Linux, has a new SDK, and now has a new CLI too. We're going to need a CLI section in the show notes. XBOX and gaming Microsoft Games Showcase: It needed to be a big day for Xbox and it was Microsoft showed off Halo: Campaign Evolved, Gears of War E-Day, Fable, and a lot more Some games will be console-exclusive in the future, starting with the new Gears Microsoft will sell a limited edition Xbox Series X25 later this year Xbox leadership is exploring new business models for the next console - Game Pass lost "millions" of subscribers after last year's price hikes Xbox Insider update adds a new way to discover mutual friends, more Valve says the Steam Machine and Steam Frame will ship this summer Tips and picks Tip of the week: Windows 11 Field Guide is being updated to 2026 edition App pick of the week: Brave Origin RunAs Radio this week: How Machine Learning Fails with Megan Robertson Brown liquor pick of the week: Thy Bøg Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Download or subscribe to Windows Weekly at https://twit.tv/shows/windows-weekly Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: helixsleep.com/windows zscaler.com/security trustedtech.team/windowsweekly365

If you think code is safe from automation, think again. This week's discussion tackles why the rise of vibe coding and AI-powered tools could upend long-held beliefs about software development, with even seasoned pros rethinking their roles. Also, a new C++ documentary is worth watching! Windows After a weekend of Build session viewing, two big takeaways! Vibe coding native Windows apps and a new reactive dev model for WinUI will help to make modern app dev easier for everyone A new theory emerges: The real reason Microsoft is fixing Windows 11 is that it needs this foundation for a future of hybrid AI agents. And hybrid means more than just local + cloud. Patch Tuesday is here! As promised, Microsoft fixed a record number of security issues thanks to AI 24H2/25H2: Shared audio, more NPU in Task Manager, multi-app camera support, user folder name choice in OOBE, more 26H1: Xbox Mode, Drop tray, etc. Windows Insider Program: New 26H1 Beta channel added for some reason Dell now sells a Windows Hello ESS-compatible wired mouse AI WWDC 2026: Apple announced vibe-coding advances for normal users (Safari extensions) and developers (Xcode). Paul used Xcode and Claude Code to create a full-featured Markdown editor app in about 12-15 minutes. Google drops the price of AI Plus plan to $4.99 per month, raises storage to 400 GB and announces new NotebookLM capabilities Proton Drive is coming to Linux, has a new SDK, and now has a new CLI too. We're going to need a CLI section in the show notes. XBOX and gaming Microsoft Games Showcase: It needed to be a big day for Xbox and it was Microsoft showed off Halo: Campaign Evolved, Gears of War E-Day, Fable, and a lot more Some games will be console-exclusive in the future, starting with the new Gears Microsoft will sell a limited edition Xbox Series X25 later this year Xbox leadership is exploring new business models for the next console - Game Pass lost "millions" of subscribers after last year's price hikes Xbox Insider update adds a new way to discover mutual friends, more Valve says the Steam Machine and Steam Frame will ship this summer Tips and picks Tip of the week: Windows 11 Field Guide is being updated to 2026 edition App pick of the week: Brave Origin RunAs Radio this week: How Machine Learning Fails with Megan Robertson Brown liquor pick of the week: Thy Bøg Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Download or subscribe to Windows Weekly at https://twit.tv/shows/windows-weekly Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: helixsleep.com/windows zscaler.com/security trustedtech.team/windowsweekly365

If you think code is safe from automation, think again. This week's discussion tackles why the rise of vibe coding and AI-powered tools could upend long-held beliefs about software development, with even seasoned pros rethinking their roles. Also, a new C++ documentary is worth watching! Windows After a weekend of Build session viewing, two big takeaways! Vibe coding native Windows apps and a new reactive dev model for WinUI will help to make modern app dev easier for everyone A new theory emerges: The real reason Microsoft is fixing Windows 11 is that it needs this foundation for a future of hybrid AI agents. And hybrid means more than just local + cloud. Patch Tuesday is here! As promised, Microsoft fixed a record number of security issues thanks to AI 24H2/25H2: Shared audio, more NPU in Task Manager, multi-app camera support, user folder name choice in OOBE, more 26H1: Xbox Mode, Drop tray, etc. Windows Insider Program: New 26H1 Beta channel added for some reason Dell now sells a Windows Hello ESS-compatible wired mouse AI WWDC 2026: Apple announced vibe-coding advances for normal users (Safari extensions) and developers (Xcode). Paul used Xcode and Claude Code to create a full-featured Markdown editor app in about 12-15 minutes. Google drops the price of AI Plus plan to $4.99 per month, raises storage to 400 GB and announces new NotebookLM capabilities Proton Drive is coming to Linux, has a new SDK, and now has a new CLI too. We're going to need a CLI section in the show notes. XBOX and gaming Microsoft Games Showcase: It needed to be a big day for Xbox and it was Microsoft showed off Halo: Campaign Evolved, Gears of War E-Day, Fable, and a lot more Some games will be console-exclusive in the future, starting with the new Gears Microsoft will sell a limited edition Xbox Series X25 later this year Xbox leadership is exploring new business models for the next console - Game Pass lost "millions" of subscribers after last year's price hikes Xbox Insider update adds a new way to discover mutual friends, more Valve says the Steam Machine and Steam Frame will ship this summer Tips and picks Tip of the week: Windows 11 Field Guide is being updated to 2026 edition App pick of the week: Brave Origin RunAs Radio this week: How Machine Learning Fails with Megan Robertson Brown liquor pick of the week: Thy Bøg Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Download or subscribe to Windows Weekly at https://twit.tv/shows/windows-weekly Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: helixsleep.com/windows zscaler.com/security trustedtech.team/windowsweekly365

Take control of every AI agent, managed or not, running in your environment using Agent 365 and Microsoft Entra. Surface agents across AWS Bedrock, Google Vertex, Databricks, and Salesforce in one registry, assign Entra Agent IDs via CLI or SDK, and enforce least-privilege access through Conditional Access policies and Agent Blueprints, all without rebuilding your existing identity infrastructure. Lock down agent activity with sign-in logs that capture every authentication attempt, policy hit, and failure. Govern agents as first-class identities alongside your users, apps, and devices, and draw a hard line between managed and unmanaged AI in your organization. Vince Smith, Microsoft Entra Principal Product Manager, shares how to establish full visibility, access control, and lifecycle governance for AI agents using Microsoft Entra and Agent 365.  ► QUICK LINKS: 00:00 - Visibility and control with Agent 365 01:39 - Multi-platform registry sync 02:29 - Assign Agent ID 04:14 - Agent Blueprints 05:24 - Conditional Access for agents 06:24 - Sign-in logs audit trail 07:03 - Unblock the agent 07:54 - Wrap up ► Link References  Check out https://aka.ms/EntraforAgents ► Unfamiliar with Microsoft Mechanics? As Microsoft's official video series for IT, you can watch and share valuable content and demos of current and upcoming tech from the people who build it at Microsoft. • Subscribe to our YouTube: https://www.youtube.com/c/MicrosoftMechanicsSeries • Talk with other IT Pros, join us on the Microsoft Tech Community: https://techcommunity.microsoft.com/t5/microsoft-mechanics-blog/bg-p/MicrosoftMechanicsBlog • Watch or listen from anywhere, subscribe to our podcast: https://microsoftmechanics.libsyn.com/podcast ► Keep getting this insider knowledge, join us on social: • Follow us on Twitter: https://twitter.com/MSFTMechanics • Share knowledge on LinkedIn: https://www.linkedin.com/company/microsoft-mechanics/ • Enjoy us on Instagram: https://www.instagram.com/msftmechanics/ • Loosen up with us on TikTok: https://www.tiktok.com/@msftmechanics

The Ethereum Foundation ESP will now pay grants in ETH. Aragon launches onchain profiles powered by ENS. Wonderland releases a Cross-Chain module for its interop SDK. Read more: https://ethdaily.io/962 Join 5,000+ attendees at ETHConf in NYC, June 8-10. Hear from 150+ speakers shaping Ethereum, stablecoins, and digital asset policy. Get your tickets at ethconf.com and use code ETHDAILY for 30% off General and 20% off VIP.  Disclaimer: Content is for informational purposes only, not endorsement or investment advice. The accuracy of information is not guaranteed.  

Liftoff finally went public this week — at a valuation that tells you exactly what the public market thinks mobile ad networks are worth. That's just one of four stories this week that genuinely matter if you run UA.Matej Lančarič flies solo for the breaking news segment, ranked from biggest to most practical. Liftoff listed on Nasdaq as LFT after a second attempt, raising $437M at a $3.83B valuation — a 25% haircut from the $5B it wanted in January, and below the private valuation General Atlantic paid in 2025. A Niko Partners report buried a number most Western publishers still aren't modeling: minigames are now almost 20% of mobile game spending in China. Akin launched AMF Capital with Makers Fund, opening with a $28M UA financing facility for Birhack. And the throughline of the week — mobile has officially shifted from core-first to event-first, with Monopoly Go's Simpsons crossover, Rovio's own admission, and Supercell's MoCo reboot all pointing the same direction.The bar keeps moving up. The industry is consolidating around scale, capital, and live-ops.━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━⏱️ TIMESTAMPS00:00 Supercell reboots MoCo's live-ops00:30 Liftoff goes public at $3.83B — the IPO breakdown03:00 China minigames are now 20% of mobile spend05:30 AMF Capital launches with a $28M UA financing deal07:00 Mobile shifts from core-first to event-first09:00 What event-first actually means for your UA

This interview was originally sourced during my coverage of XR Expo. Frédéric is always wearing two hats, he repeats whenever he can. One is as the head of the XR Division at Collabora. The other is the hat of an Outreach Officer for OpenXR. When you work with him as a journalist, you recognize that immediately. He is always aware of what he can and cannot say, driven by the politics within his organizations. That includes negotiations about which passages stay in the podcast and which do not. Only three small parts were removed from our original recording due to that process. None of them are important for normal people, but very important for people within the OpenXR cosmos, it seems. Why do I mention this? Working on standards like OpenXR is a matter of politics—between big corps, open-source evangelists, and XR enthusiasts. That is what I learned after the podcast recording. In this interview, Thomas Bedenk and I try to get a feeling of where OpenXR stands, how it has developed over the last couple of years, and where it is heading. OpenXR was built in 2017 with the vision to clean up a landscape of messy SDKs. In 2019, version 1.0 was released. But it has only been within the last 18 months that OpenXR has become the quasi-standard for XR development. The reason behind this is not only the existence of standards, but that major stakeholders committed to OpenXR. Google, Meta, Valve, and Pico recognized the necessity of common ground for development. Unity and Unreal committed to OpenXR as their primary interface. But standards alone are not enough if you really want to develop effectively. Monado delivers an open-source runtime which is used throughout the industry. As head of XR, Frédéric and his team are responsible for Monado. Monado is a cross-platform, open-source runtime that implements the OpenXR API to communicate directly with XR hardware like headsets, displays, and trackers. Unlike proprietary systems, its code is fully accessible to the public and is used by major tech companies as the foundational layer for their own XR ecosystems. Although many of the organization's current projects are restricted by NDAs, Frédéric shared insights into a major upcoming feature called multi-app support. This feature will provide a standardized way for multiple independent XR applications to coexist and interact realistically in the same physical space, enabling scenarios like a virtual Pokémon from one app correctly occluding a floating calendar from another.

An airhacks.fm conversation with Bruno Borges (@brunoborges) about: discussion about the JAZ command launcher for Java, JVM tuning and default ergonomics for containers versus dedicated cloud environments, replacing the Java launcher with jaz in container images, supporting Java 8 to 25, maximizing resource utilization on kubernetes to reduce waste, running Java on Azure Functions, Azure App Service deploying a fat JAR without a container image, Azure Container Apps as a platform on AKS without YAML, Azure Kubernetes Service and AKS Automatic, Bicep as infrastructure as code, deploying a JAR to Kubernetes via OCI artifacts and a custom operator, Microsoft Foundry and the Microsoft Agent Framework, Semantic Kernel learnings, the Copilot SDK for Java communicating with headless CLIs, A2A and ACP protocols and MCP, agents as microservices with scoped tasks, guardrails, and sandboxing, per-agent model selection for cost and reasoning trade-offs, observability and traceability between agents with opentelemetry, grounding LLMs against MicroProfile, Jakarta EE, JAX-RS normative RFC 2119 specifications for hallucination-free Java code generation, the Boundary Control Entity pattern and business components as Java packages, package-info.java for semantic context, GitHub Copilot skills and custom instructions in Visual Studio Code, the AI Rails skills site, zero-dependency Java CLI scripting, reducing dependencies by reusing source code instead of JARs, the org.json reference implementation reduced to five classes, StackGres and OnGres running Quarkus and GraalVM to manage Postgres on Kubernetes, the Digg Into Java community Bruno Borges on twitter: @brunoborges

Recorded live on-site at GDC, host Peggy Anne Salz sits down with Derek Day and Jamie Young, the cousins behind Emerald City Games, to talk about what it really takes to build an independent studio that lasts.Emerald City started in a basement in 2008, with families upstairs, developers downstairs and a team doing whatever it took to keep the dream alive. Fast forward and the studio has shipped more than a dozen titles across original IP and major franchises, including Star Trek and Tomb Raider.Derek and Jamie share how Emerald City has stayed independent by balancing creativity with survival, building strong internal tools, protecting its visual identity and staying flexible enough to work across original worlds, licensed IP and live mobile games.Skillz enters the conversation as the infrastructure layer that helps studios like Emerald City keep that focus. By bringing competition systems, backend support, analytics and live ops tooling closer together, Skillz gives developers more room to build the parts players actually feel: the game, the world, the community and the experience.In this episode, Peggy, Derek and Jamie get into:How two cousins built Emerald City Games from a basement into a long-running independent studioWhy staying independent means knowing when to say no, even when opportunities come callingHow the team puts its own creative stamp on major franchises like Star Trek and Tomb RaiderWhy retention, live ops and community now shape how mobile games are built from the startWhy integrated SDKs, analytics and platform tools can give indie teams more room to punch above their weightFor indie developers, Emerald City's story is proof that survival is a strategy. Stay creative, stay adaptable, build the right team and use the right tools so you can keep shipping the games only you can make.Let's Connect

I'm excited to work with Microsoft once again as the presenting sponsors of the AI Engineer World's Fair! We'll streaming live from MS Build today for a special crossover pod with our friends at No Priors and the one and only Satya Nadella. However we did not hold back with this interview - we asked all the burning questions about uptime and Copilot that we know you have in your minds. Lets go!For almost two decades, GitHub has been the home of software, where both open source and closed flow, through commits, pull requests, reviews, actions, etc.This ecosystem flourished as open-source maintainers and contributors would continue shipping code for the benefit of the community. However as coding agents began to ship mass quantities of code - growing 1400% in 2026, it marked a new era that was both extremely exciting and challenging for GitHub.While these agents help more people ship more projects, they also significantly increase the floor of how much code is shipped, how often it is shipped, how many people commit code, and basically orders of magnitude multiples in every dimension of GitHub infrastructure:Now GitHub inevitably experiences more pressure on their infrastructure which was originally designed around human developers moving at human speed. This has resulted in a very publicly notable uptime story:So it begs the question of whether current systems around code can absorb what AI produces. Can CI/CD keep up when every idea becomes a build? Can open source maintainers survive floods of AI-generated slop contributions? Can GitHub preserve the human social contract of software while becoming the operating layer for agents?Which brings us to the perfect person to answer these questions: GitHub COO Kyle Daigle. In this episode, he joins swyx to unpack what happens when AI doesn't just autocomplete code, but starts changing how companies operate, how open source works, how pull requests get reviewed, and how GitHub itself has to scale. We go deep on GitHub's internal AI workflows: micro-skills, WorkIQ, MCP, Slack, Teams, email, Copilot workflows, the new Copilot desktop app, CLI, cloud agents, and how Kyle uses agents to look backwards across company context before deciding what to do next. Kyle also reflects on GitHub's history building webhooks, APIs, Actions, npm, Dependabot, and Semmle, why the AI era is breaking GitHub in new ways, how Actions became a general-purpose compute layer, and what Copilot becomes after code completion.Full Video PodWe discuss:* Kyle's expanded role across GitHub* How AI got Kyle coding again after years in leadership* Why GitHub rolls out AI through existing workflows instead of forcing new tools* WorkIQ, MCP, Slack, Teams, email, and GitHub as company context* Why massive “mega-skills” are giving way to small, atomic micro-skills* How AI changes summarization, communications, marketing, and analyst work* Why former developers in leadership may have a unique advantage in the AI era* Kyle's “15 agents on Saturday” workflow* How Kyle built an AI-generated executive presentation for CRO/CFO teams* Why AI changes the chief of staff role without removing the human work* GitHub Actions, webhooks, arbitrary code execution, and secure agent compute* The npm acquisition, supply-chain security, 2FA, and token invalidation* Slop forks, vendoring, and whether AI agents change dependency management* What pull requests become when most PRs come from agents* Prompt requests, vouching, AI review, and trust in open source* What counts as a “developer” when AI lowers the barrier to building* GitHub Spark, low-code, and why GitHub refuses to hide the code* 14x commit growth, Actions load, databases, monorepos, and availability* Copilot's evolution from completion to CLI, desktop app, cloud agents, and SDK* Context, memory, rules, and making GitHub “act like Kyle wants it to act”* Ambient AI, OpenClaw, enterprise security, and the new operating system for agents* What swyx should ask Satya Nadella about Microsoft's AI futureKyle Daigle* LinkedIn: https://www.linkedin.com/in/kyledaigle* X: https://x.com/kdaigleTimestamps00:00:00 Introduction00:03:36 Why AI Got Kyle Coding Again00:07:04 Running GitHub with AI: WorkIQ, MCP, Slack, Teams, and Skills00:15:39 The Golden Age for Former Developers in Leadership00:17:31 15 Agents on Saturday and AI-Generated Executive Work00:20:20 How AI Changes the Chief of Staff Role00:21:45 GitHub's History: Actions, npm, Webhooks, and Open Source00:28:45 Slop Forks, Vendoring, and AI Dependency Management00:33:57 Pull Requests, Prompt Requests, and Trust in Agent-Generated Code00:41:21 GitHub Stars, 200M+ Developers, and the New AI Builder Wave00:45:15 GitHub Spark, Low-Code, and Why GitHub Still Shows the Code00:47:38 GitHub's Hardest Era: 14x Growth, Reliability, and Scale00:59:21 Actions as the Compute Layer for CI/CD and Automation01:02:04 The State and Future of GitHub Copilot01:08:24 Ambient AI, Background Agents, and the Future of the SDLC01:13:09 OpenClaw, Enterprise Security, and the New OS for Agents01:18:03 Build Announcements, WorkIQ, FoundryIQ, and Microsoft Context01:21:41 What Should swyx Ask Satya?TranscriptIntroduction: Kyle Daigle's Expanded Role at GitHub and MicrosoftSwyx [00:00:00]: We're here with Kyle Daigle, COO of GitHub. Welcome.Kyle [00:00:07]: Hey, thanks for having me.Swyx [00:00:08]: You're not just CEO of GitHub. People know you as that. You have a new role.Kyle [00:00:11]: So I have an expanded role now. I've been working at GitHub for thirteen years and doing all things developer. Joined as a developer myself. And now, I'm also responsible as the CMO of Developer for Microsoft. And so all the kind of learnings and passion for developers and how we work with them and how we communicate and how we bring our products to market, we're also bringing that expertise to the broader Microsoft ecosystem and helping every developer that uses a Microsoft product or would like to have a sort of similar experience that they've had with GitHub over the years. So it's a different role in some ways, but it's also just building on the experience that I've had at GitHub of just sort of tell the truth, be authentic, show people how to use it and then let the products speak for themselves. Now just doing that with, all of Microsoft.Swyx [00:01:09]: We'll be releasing this in conjunction with Build. You got lots of stuff planned, and we can sort of touch on that whenever it's appropriate. I think one of the interesting things is I rarely meet a COO who's also a CMO. I think you're a very outward facing and you're very confident publicly. That's rare. Do you actually view yourself as COO? What's What is your thing?From GitHub Developer to COO/CMO: Building the Platform and Operating GitHubKyle [00:01:33]: I think for me, it's been funny. The titles have always been, a— have always felt a little strange to me. I joined GitHub as a developer? I wrote so much of theSwyx [00:01:46]: Let's bring that up. You wrote the back ends?Kyle [00:01:48]: I was going through, I was going through, some old photos, when folks were talking about how things were being built or how there was a build GitHub. I built, webhooks and worked with teams building the API, built the platform layer. Anything that integrated with GitHub, up until really twenty eighteen, I built or ran the engineering teams. And that's kind of where my the beginning of my passion always was helping people build things, deliver them to, their customers. And so being a developer, building for developers was always super unique. In a— I think as my role expanded, it became my ability to talk to not just developers, but also enterprise customers or business leaders and have this translation layer. And then through all those years, GitHub has always operated pretty uniquely. Post-pandemic, working remotely was not as novel as it was when GitHub started in two thousand and eight. But all that expertise of running remote teams, doing it well, became this sort of bigger role, ultimately turning into the COO role of how do we operate GitHub in the way that GitHub's always operated after the Microsoft acquisition. And kind of so on from there. So like for me, I think the— I've, I still code. I love coding but the problem has always been, people. It's a much harder problem to both support our own employees, a harder problem to communicate to developers and enterprise buyers what we're building why it matters, ‘cause those are two very different messages. And so getting to work in the mix of COO, CMO, also just being a dev, I think is what's kept me at GitHub for so long.AI Workflows for Leadership: Commits, Retrospectives, and ContextSwyx [00:03:40]: Apparently, you have— your commits have gone up. What's this? What's going on?Kyle [00:03:45]: Rui's called me out pretty aggressively. So I think— as you can imagine, right, you can see my normal era of being a dev In the twenty thirteen, twenty fourteen era, and then moving into management, and then ultimately the COO role. I think what you see there is me, really getting back to coding thanks to AI. I— similar to, attaching problems between how to market and how to operate a business and how to code, I find, building agents and workflows that are connecting very disparate problems to be what's driving this. So that's, some of it's writing software. A lot of it is, connecting a ton of a different data sources to, help me out. But that is completely me really diving in on the AI side in trying out our tools, trying out everyone's tools, But building for me, building for the non-technical leader, though I'm technical and how we're, able to use these tools more than just the simple, call and response that I think a lot of the non-technical, your employers, you have to get— you have to use AI, and so everyone uses, ChatGPT or Copilot or Claude or whatever. To really get into, how is this going to help me out, it— I find that it's not the I need to write a blog post, I need to those simple examples. Helping people find the workflows of, “Okay, I need you to go through all the PRs today. I need you to go through everything that we've posted online. I need you to go through what we did the last three months. Go through all of my Obsidian notes for any mentions of this then go through my transcripts at work.” We use, Teams, so, using WorkIQ, go call that MCP server, grab all the transcripts, go through all the Slack, and then build me out the plan of, what this week's messaging actually was. That's something that was, impossible because for me, I find AI in a what most of this launch here is actually, less building forward. It's actually, a recursive loop backwards. I'm always looking at what had happened first. Go back through the week and tell me what we did, what worked, what didn't work? And then tell me in the next three or four days-What would you tweak based on this sort of like looking backwards and then looking ahead a little bit? I find that to be so much more valuable, especially for like non-technical, because that retrospection is actually LLMs are very good at that. Like finding all the patterns, pulling them out, and then applying that retrospection to just a couple of days or just like a short period of time. Is all a bunch of apps that I've built and launched a bunch of, internal tools. I use the new, GitHub Copilot app, the desktop app with workflows. Every time I crack open my laptop, it's running workflows for me. It's just a ton of different stuff and of course, it all ends up on, it all ends up on GitHub.Swyx [00:06:47]: Of course. That's where, that's where, stuff is hosted. Man, there's so much to ask you. I was going to leave the how do you run a company with AI thing at the end. I have to ask one— double click one thing. You said, you are looking back at the week. You're, you're understanding what happens. When you say we That's three thousand people. How?Rolling Out AI Internally: Skills, CLIs, and Company ContextKyle [00:07:09]: I think when we started rolling out AI internally beyond engineering, right? One of the things that I was really, passionate about is like we have to do this in a way where no one has to change how they work. I don't want to have to teach you a tool. I don't want to have to teach you something new. And so for us, we tried out a few tools. Most of them don't work because I got to get you on board? I got to teach you how to use it. What we've actually ended up doing is we've built like a set of skills internally. We have we each have our set of skills, and we've just been distributing even to the non-technical folks, the CLI. And then effectively, we're just giving it access to like read about everything that we're writing. So that's for us, that's usually GitHub, Teams, Email, and Slack. So Teams for, video chat, generally speaking.Swyx [00:08:03]: Teams and Slack?Kyle [00:08:04]: so we use Teams for video communication, but we don't use it for chat. W-we— GitHub for a long history, right? We're alwaysSwyx [00:08:13]: Also SlackKyle [00:08:14]: Talking about ChatOps and like everything is built into Slack. Like every command, every flow.Swyx [00:08:18]: So even though you have been acquired for I don't know, eight years nowKyle [00:08:22]: we stillSwyx [00:08:23]: You still use Slack?Kyle [00:08:23]: it's a purpose-built tool for us, and I think the reality is that moving off of it would be so bluntly expensive? Simply because all the tooling is, baked in with that paradigm. And they both have their pros and cons but they don't work the same way at all. We still use a bunch of different tools Because it's the purpose-built tools that We need. And thenSwyx [00:08:47]: Well, the same doesn't go for the rest of Microsoft, presumably.Kyle [00:08:50]: like the like various teams like operateSwyx [00:08:53]: They make their own decisionsKyle [00:08:54]: Various ways. I think it just matters what you're trying to what you're trying to do. But we do we do work across kind of every tool that we use, and then by giving everyone access to all of that context and the new WorkIQ MCP server, which is quite cool if you do live in the M365 like world. I can ask it all these backwards-facing questions, and it's incredibly important for our teams that are working remotely. There's a lot of stuff you miss when you're not in an office, and we are spread out all over the world. So most of that is looking back. And then we post, we post either auto-automatically into GitHub issues or discussions, these sorts of like findings or like our industry reports. Like what's happening this morning, today, yesterday. A little automation gets run. We'll use the app. We might use GitHub Actions like with, our agentic workflows just to go do that run, and then we push it into GitHub, and w-we keep having a conversation. So usually for us, it's about that sort of like looking back, looking forward on the non-technical side. And then of course for a lot of those folks, it's also building an app, pushing it to GitHub pages or pushing it somewhere to host it et cetera. But it's just like enabling everyone with that power of it's going to take me a week to figure this out. Instead, we're going “Okay I built a skill. Let's put it into a repo. We'll all share that skill together, and then we'll use the CLI or now the app-” “just to run it.”Micro Skills vs. Mega Skills: How GitHub Uses AI at WorkSwyx [00:10:26]: All right. I think, I think we're going straight into like the team management and productivity thing. I think a lot of people are getting various levels of LLM psychosis. How do you manage the bloat of skills? Like everyone Has their thing, and they're Like trying to promote it to the rest of their peers in their org, right? And obviously, whoever becomes a skill influencer internally becomes like an AI leader, right? Of sorts. I assume you have those.Kyle [00:10:50]: like I think we haveSwyx [00:10:52]: And I assume it's a mess a Yeah.Kyle [00:10:54]: there's like I— like I think the reality is there's two pieces. Like first is I think that we're ending the era of these like massive, beautiful, perfect skills that are just like not any of those things. ‘cause for a while, right every tweet every day is like go download the skills, the perfectly managed thing to do this entire workflow. And I think that like what we've found and what— I was just with my team, this week, and we were talking about the skill side, and we're really talking about these like incredibly micro skills that are just doing one thing for us very well Versus a skill that's going to do I said, that full report. That doesn't really exist on our side anymore. It's usually how do— like a single skill that's going to identify the most important marketing information given any MCP server. Like this is the most important thing. Less about stitch a bunch of tools together and have it produce this mega output because then weeks go by, months go by, things change, and you want to tweakSwyx [00:11:58]: It's brittleKyle [00:11:58]: Your mega skill and you're screwed? You can't do that. And so now we're really just talking about the Legos we're using and just letting the instruction book be something we're all putting together. Whereas I think a lot of AI skills for a while have been that mega instruction book style.Swyx [00:12:15]: I've, thought a lot about Postel's law. I don't know if that's a term that is, means things to folks. It's the idea that you should be liberal in what you accept and strict in what you output, right? And I think that's like a good framing principle for skills. This is my skills, obviously on GitHub. I feel like everyone should have like how like some repos In GitHub are special repos? I feel like we should sort of reify the slash skills and everyone like give it some kind of special presentation. Anyway, so, yeah, this is one of those like download Download anything, transcribe anything, and then you can string together the atomic skills that do one thing well Into like some kind of orchestration skill that calls other skills. I assume, does that match?Kyle [00:12:56]: I like I think so. I think that theSwyx [00:13:00]: Summarize anything.Kyle [00:13:01]: Like I think the- For me, summarizing something for I do communications and PR and analyst relations and marketing and customer activities, and so my summarize everything is very different for each one of those like Contexts. What ‘Cause if I'm summarizing something for an analyst, that's a very different thing than, probably how I'm going to summarize something for like a customer meeting or an engagement. So that's I think like the difference when we're talking about the like the tools I might use on Saturday or the skills I might use on a Saturday when it's just for Kyle. Yeah, those are kind of like they have an atomic actual tool underneath or maybe skill, and then Kyle cares about X. But I think when we're talking about work and enabling the the marketers, communicators there, it's the atomic, this is what good summarization is, and then this is what I care about as for marketing for communications For whatever. And that I think is like the interesting matrix problem when we go from like a developer set of concerns to all kinds of different professions, is that what that word means to me is different than it means to you is different than it means to the analyst or the salesperson, and that's where I think the matrix mess is that we're starting to like still starting to find. It's about these mega skills but they're all just slight permutations, but those permutations are really important. It's the difference between someone reading this and going “Did AI make this?” what Or “This makes total sense, and I would expect this when I'm giving a briefing to Gartner,” or like whatever else.Swyx [00:14:37]: I think the beauty of it maybe is that you don't have to be that careful about what goes in there. It doesn't have to exactly fit as long as it like roughly is contained in there. I used to complain about plugin hell, basically. Like when you have a framework and then you have a hundred things that you need to integrate, everyone does like the GitHub used to be bloated full of these things. And now we don't need them anymore ‘cause now you just use skills.Former Developers in Leadership: AI as a Creation MultiplierKyle [00:15:00]: And like I think the most magical thing is the just that like I can just also crack it open. Like Like yes, I could go like change the how the plugin is coded, or like I could go do that now with AI, but I think there's just something more magical about getting a response back and being “That's not right,” and then you just crack the skill open, you just type English words and it's different. That building block is just, I think very unique. Once I get everyone to kind of understand how to best how to best make those changes to get the most power out of them.Swyx [00:15:36]: Is there a— you have a your peer group that Of people like you. Is there a common framing for Something I'm feeling is, which is true, is that is this a golden age for former developers who are now in leadership? Because you can wield the tools, you would know the right words, you're maybe not too close to the details. Doesn't matter. But like you're more effective than someone who doesn't come from that background.Kyle [00:15:59]: I think that like the secret has always been your ability to identify patterns and solve problems, and I think that for folks that like myself that don't code day to day anymore, that has made me successful as a developer, made me successful as a COO and now CMO. And so now that I have access to get and write code, I'm now applying that sort of like pattern finding and problem solving, and I know enough still about how to then go and say, “Oh, I want to make an app, but I don't want to break into jail or create something that's not going to be able to work or to be deployed scale or whatever.” that ability to apply all that additional business knowledge and still code I think is what makes that so interesting to me. Slightly different than I think some of the other like technical leaders that became business leaders and now are going back to their apps and updating them. Good for them? But I think the more, much more interesting thing is, well, now I have this whole new set of expertise over ten plus years. Why not take that and use that as a developer with these AI tools? So I definitely think that makes me more powerful, but I think that's true for like every dev as well. Most of the dev friends I still have also have some other underlying skill and passion. There's really talented, very kind of linear computer science software devs, absolutely. I just find that the folks that came from a different career, went to school for something else, went off and did this random thing, and then became a software dev, or were a dev, did a random thing, came back. Learning that extra set of information, learning those extra skills, and now having the power of an AI where I can crank up fifteen agents on Saturday while my kids are doing lacrosse, That's like really powerful. And I think it gets me back to that feeling of like creation, and it's very hard to replicate that in most other senses? That first time you build an app and you click it and you show someone that's magical. And so being able to do that not just in code, but across all kinds of different assets that's, that's huge. We were doing we're doing our every year we do our revenue planning. We talk about okay, what is it going to look like for next year? And of course as you imagine, there's, slideshows everywhere talking about what are we going to talk about, what's the narrative, et cetera. And so as you said I'm “Okay, well, I could probably just like build something to build this and then that way I don't have to go build the whole spreadsheet or I have to pass it to my team.” So we went through this process, and I got all the information and used the skills I mentioned. I built like a little app just to make it so I could look at some of the information in a SQLite database, more easily. And I ultimately built this entire presentation without touching any of it and I was “Okay, I'm just going to present this to our CRO, the CFO, their teams,” without mentioning I'd built it with AI. I like built a skill to make it look very much not AI driven. Just not pretty.AI-Generated Presentations, Human Taste, and the Changing Chief of Staff RoleSwyx [00:19:03]: Like a design. Yeah.Kyle [00:19:03]: Not pretty. But just like very clearly not AI. Kind of like don't do anything interesting.Swyx [00:19:08]: That's, yeah, that is valuable.Kyle [00:19:08]: Just go Exactly. We did the whole thing through. It used my notes from Obsidian, it used all the context I mentioned before, the plans, and Never came up once that it was AI generated.Swyx [00:19:20]: It didn't matter.Kyle [00:19:20]: Never once. D It didn't matter. And so now I takeSwyx [00:19:23]: This is a toolKyle [00:19:23]: I can take that tool and go, “Look, I don't want you to go build slideshows.” They're just helping us share information with each other. If this thing can do it With a little bit of crafting from you and then we can look at it together, awesome. There's no value in all that extra work. I think that the ability to, make it look humanly bad and and build a little app to, manipulate the data I think is part of, that upside for devs that are now in leadership roles. Because, the thing that I feel like I said before, this that's all a people, that's all a people problem. I know if you've used a coworker or not to build a slide deck, unless you spent a bunch of time to not do it.Swyx [00:20:07]: I know, but like it was so, I think there's a certain charm to just being blatantly AI. ‘Cause I think that you're well, you're just honest about There may be mistakes here that I cannot vouch for. So how much value is there? But anyway I think, actually the real question I want to ask is, there's a— You were a chief of staff To Thomas. And in the pre-AI world, the that job would've been a chief of staff job of like Can you prep me these slides and all that? And now you do it yourself.Kyle [00:20:35]: I still, I still have a chief of staff. Because, the difference is it's sort of the discussion every time we have some sort of technology evolution is it's not that the jobs the roles don't all go away, they just change? And so yeah, I don't have someone spending all their time building out slides for me and presentations ‘cause I don't need that anymore. But now I need that person that is able to go and find all the different connections between humans in those discussions to help me find out, okay, I should be meeting with this group and this team, and they have an opportunity, and I'm going to be in San Francisco today, I'm going to be in Seattle tomorrow. Those sorts of human connection aspects are still incredibly valuable and has always been a big part of that chief of staff role. But now just like chiefs of staff are not opening up, letters to process, they're doing emails. What It's the same thing. And now they're, they're not building out as many of these presentations because they have the the ability to have a AI take it on for, and share that with me and great. Let's keep moving ‘cause it's allowing us to go faster and make better decisions more quickly.Swyx [00:21:45]: Awesome. Well, so we can dive into more sort of, Productivity insights as you go. I did want to do a little bit of a brief history of colleague and hub. Because, we started here. And then you also involved the NPM acquisition. I did, I do want to touch upon that. And then more recently, I just want to bring up to present day where we're having uptime issues Which transparently we've already Addressed publicly, but we'll, we'll discuss in the pod. Did I miss anything? Like what, any other major highlights? Obviously, it's, it's a lot of years to cover.A Brief History of GitHub: Webhooks, Actions, Acquisitions, and Platform EvolutionKyle [00:22:15]: No the I think one of one highlight was right before the acquisition closed in twenty eighteen, I got to launch the first version of ActionsSwyx [00:22:27]: OhKyle [00:22:27]: At GitHub Universe. So it was OSwyx [00:22:29]: They're that young?Kyle [00:22:30]: It was October of twenty eighteen, I think. Yeah. Yeah.Swyx [00:22:33]: Gee, Jesus.Kyle [00:22:34]: I got to I was the engineering leader on that project and got to launch that. And then, yeah, we did acquisitions of NPM you said, Semmle, Dependabot Pul Panda a whole bunch of things. That was a bigSwyx [00:22:47]: Pul Panda.Kyle [00:22:48]: Abi is doing well.Swyx [00:22:51]: DX. Holy crap.Kyle [00:22:52]: Did well on DX. I and like that was a that was the big shift, after the acquisition. I had to join the sort of business side.Swyx [00:23:00]: So I need to hit you on some of these things ‘cause you were there. Right? And how often do I get to talk to someone who was there? But yeah, Actions. Is that the number one source of security issues on GitHub?Kyle [00:23:11]: Oh, sh I think that the number one source of, security issues is probably like all, the literal code in everyone's like underlying repositories. I would say back further than that is, if you remember I had to show in this graph was this is, I'm, didn't say this before, this is ultimately webhooks.Swyx [00:23:30]: You yeah.Kyle [00:23:31]: Like circa whatever it was.Swyx [00:23:32]: It says Hookshot in there.Kyle [00:23:32]: I forget. Yeah. Yeah, Hookshot's in there. And so like back then, it says GitHub Services. Do you see, it says Hookshot FE for front end, and then it says GitHub Services. GitHub Services back in the old days, right? You we had a repository that was Ruby code, and you could write any Ruby code in there, and then we would execute that On your behalf As a service, and then that way if an if you were trying to integrate with something, it didn't we would run it for you.Swyx [00:23:57]: And of course no containers ‘causeKyle [00:23:58]: No, ‘cause it wasSwyx [00:23:59]: Well, no containersKyle [00:24:00]: Twenty fourteen. And so there was some isolation obviously, but it was mostly the separations on the server level. That's like an example as long as the very old version of Pages, which ran on its own containerization infrastructure, not on Actions.Swyx [00:24:15]: Which like all-time great product.Kyle [00:24:16]: Pages powers the internet at this point to some degree. Those were places where like clearly there were no like issues like to my knowledge. But it was those things where I'm looking at and going “Okay, well we can't be running arbitrary Ruby code,” like on everyone's behalf. Then containerizing all of that up intoUh into actions now where yeah the containerization, is r-really good. The pinning most folks aren't pinning it the like to a particularSwyx [00:24:48]: ImagesKyle [00:24:48]: Sha, et cetera like their workflows, and so that's a big that's a big place Of pain for folks if they're just doing similar to any dependency management, just V1 or newest or latest, I think. But, that journey from that day to “Okay, we're just going to run all this arbitrary code, and, it'll basically be okay,” to now, no, we have, really good containerization. We have a new, underlying, ag-agent, containerization, service. It's like we're using it under the hood. It's through Azure. They recently announced it. The Azure, Dev Compute, but it's, very fast, very fast compute to be able to, spin up your own cloud agents, or whatnot. We're using it under the hood for some parts of the new,Swyx [00:25:36]: Microsoft Dev Box?Kyle [00:25:37]: No. Dev Compute, yeah.Swyx [00:25:41]: Hmm. Not finding it just yet.Kyle [00:25:44]: Oh, it's, it's in there somewhere.Swyx [00:25:46]: All right. Well, we'll cut that out.Kyle [00:25:47]: Sorry. But with, Dev Compute, you can, run, really fast, spin up really, small VMs really quickly, so you're doing a tool callSwyx [00:25:58]: Same conceptKyle [00:25:58]: Just do it containerize exact-exactly. So we're using that so definitely moving that direction to protect us from every every piece of code that we're ultimately running.Swyx [00:26:07]: look, that grows into the full SDLC? Code hosting was just the start and and then it's grown beyond that. Let's talk about NPM may-maybe ‘cause I think that's also, a very major point in the industry. I do think, it was looking for a home. It was, kind of struggling as a business, right? I don't know, I don't know how you would characterize that whole acquisition and how itNPM, Package Security, and Keeping the Internet RunningKyle [00:26:33]: like when we were talking to the team, I think the big thing for the both of us was to find a way to keep NPM, which was basically powering the internet then and way more so now to some degree running. Keep it going keep continuing to scale. It was having scaling problems, if I recall, back at that time. They were doing some rewrites. ItSwyx [00:27:00]: that's cute compared to now.Kyle [00:27:01]: Well, that's the thing is like when I'm talking to folks now, there's there's so many more underlying uses of NPM than there were back when we had them join in with GitHub. But that was ultimately the goal. It was really okay, we used to have pages. We have, the world's code. Let's make sure that we can keep NPM running well for the world. And we put a bunch of time and investment into fixing some of the underlying backend, changes, some of which we talked about some of the manifest work, et cetera. And then now, really trying to bring the the security posture of NPM up to speed. But, it is a unique challenge in that every move that we make to make it more secure will break a lot of people. And security is paramount. And also, we take it very seriously. We're, the any time that we have a problem with GitHub or we make a change that makes us more secure but hurts, there's, a snow day for developers or a really bad fire that they have to go put out. And so we've, have changed the 2FA policies. We've changed the way the tokens work. When we find tokens that have been exposed or potentially, exposed, we invalidate them, andSwyx [00:28:22]: I love that feature in GitHub. Yeah, it's greatKyle [00:28:23]: That creates issues, but, the but that's the thing is we're trying to push the community, forward without necessarily, doing something that is going to break the contract that's been for 15 years or close to it or some amount of years on NPM.Slop Forks, Vendoring, and the Future of Open Source Supply ChainsSwyx [00:28:43]: I think the— So now we're talking about, open source and publishing. And I think there's something here with what people are calling slop forks, which, I think Malta from Vercel is doing. And, part of me thinks, well, the way to get past any vulnerabilities, we just, let's just get rid of the concept of NPM. And we only publish source code. And anytime you want to import it you have your coding agent look at it and then adapt whatever subset you're going to use into your vendor it. But, the AI vendor it. Is that realistic? I don't know. Is it— Will that solve all our security issues? I don't know.Kyle [00:29:24]: I don't think it'll solve I so Mitchell was just talking Mitchell Hashimoto Was just talking about this today, and I think that I-in some ways, it's all all things, old or new again? Yeah, absolutely vendoring everything. Like I do I do remember twenty thirteen, twenty fourteen.Swyx [00:29:42]: This is Yeah. Let's, we must return toKyle [00:29:43]: That's what is We were vendoring everything. We were having actual discussions around, or at least I remember we were “Should we take this full thing?” “Why is this so big? We only need this one file.” And so I do think there's something true there where having either taking only what you need or the dependencies just getting incredibly small over time, I think will help to some degree, but it's not going to solve the fundamental problem, I don't think, because the vulnerabilities in an agent looking at them, there's time and time again, there's a million different ways in which we can convince an agent that this thing is, secure or not and pull it in. Or we can do static code analysis or runtime testing to say whether the code works or not. That is, I think, the step that needs to continue to be, invested in. The question is just on, how much scope. Should it be this enormous project that I'm pulling down, or should it be this piece? Either most companies are running some amount of security checking on the on the packages that they're bringing in or vendoring. That I think won't change. That's like what advanced security does to some degree, Socket does some degree. Like everyone is doing a piece of that. How we each do that like especially when we're talking to enterprise customers, is just like very different. No there's no one wants one single way to do it. And I think that's always been GitHub's, unique position in the world. I talk a lot to maintainers, I talk a lot to folks about this. It's we're— we rarely start like a process and a practice and like push it onto the community. We usually wait for the sort of like RFC process socially or literally, everyone agreeing, and then we'll cement something in. Because otherwise we'reMaintainers, RFCs, Vouching, and the Social Layer of TrustSwyx [00:31:35]: That fits your role in the ecosystem, yeahKyle [00:31:36]: We're GitHub. Yeah, we don't want to shape the whole thing. We want it to be figured out. But like how do you balance that like sort of Role in the industry to keep everything as secure as is possible and make sure that you're you're not going to be compromised as a human, ‘cause that's usually how it all happens. And Not not create a process or lock us into a flow that you're not going to or like Mitchell's not going to or other open source projects aren't going to like. That's always been a tricky balance for us, and I think that's something that we haven't talked about enough is we're not going to be able to fix everything for everyone in a way that everyone is going to like. So tell, help us, tell us what is working. When Mitchell was talking about, the Upvote, the upSwyx [00:32:22]: I was going to bring up his thing. Yeah.Kyle [00:32:23]: I forget what it Yeah. When he's talking to us, I was chatting with him and talking to him about this and I put it on Twitter and we talked to, also over DM, was “We're going to keep working.” but I think the important thing is I do actually want to hear what isn't working for you. And as, be as specific and clear for your project as is possible. And to every piece of credit over the many years that we've known each other through the industry, he's always done that and I appreciate that ‘cause there are places that we need to fix up, and we hear from him, and we'll fix up just like we do all other kinds of maintainers. But that that process between making those types of improvements and being more secure and like creating, I forget what he calls it's not the proof process, not the claims process. Do what I'm talking about? He has that he his projects have a way for you to kind of like,Swyx [00:33:13]: VouchKyle [00:33:13]: Vouch. Thank you. Yeah. He has like the vouch system for saying, “Hey, you should accept my PRs.” That's beenSwyx [00:33:20]: I just built this into GitHub. I don't know.Kyle [00:33:22]: Well, see, but that's the thing is that you say that and like he and his community really likes this and then I'll go talk to other maintainers and other maintainers, globally, and they're “No, this doesn't work for me.” And that is the tension, but also the kind of beauty of GitHub, depending on which way you look at it is we want to help maintainers, so we create all these tools to let you have more control over how much you take in from AI and PRs. But you can also use this. What You can go use this project, and if it takes off and becomes the kind of mostly standard, then yeah, we probably wouldn't enforce it but we would add it in because that's the flow that we tend to do?Swyx [00:34:02]: I hear a lot of people don't know the history of the pull request. And like like that's how, that's something that GitHub standardized basically.Kyle [00:34:08]: Yeah. It was a very messy process Like beforehand, and now the we have the benefit of it being the process? And now we have to go and Figure out the next best process or what adaptations change, or what does a pull request look like when eighty percent of your PRs are just coming from your agents and not From other devs?Swyx [00:34:31]: Do you like the prompt request idea from Peter?Kyle [00:34:34]: like I think that for each like each idea I think has its merits. I'm not, I'm not avoiding saying anything good or bad, but I feel like I've seen a version of we have that we have entire Thomas' store. Take all the assets of what you've built and put that in. I think that's got great ideas. There's all these various permutations of the PR flow, but I think the reason why there's not a single answer is ultimately we're trying to codify trust. We're trying to say “Okay, if Sean reviews this I'm going to trust it because you're Sean or you're the senior dev or you're the whatever.” And right now, when we are working in a flow where an agent writes code and another agent reviews code and then Kyle goes and looks at it the trust is kind of diffuse. And most of the tools that we're talking about are talking more about verification flows. We have more assets to look at, so I can probably say whether this is a good PR or not. But that still doesn't solve, I think, the human problem of I'm looking at a PR and I want to know if I can trust it. And we're still, we still tend to use human signals for that? Mitchell approving it or Kyle approving it or whatever. And so I think that's, I think that's why most of these options haven't really solved it is because, it's a social problem ultimately. It's a it's a human problem to review it and agree. Or you fully trust the tool and you're imbuing that tool with full trust Which I think in some cases that absolutely exists.AI-Generated PRs, Trust, and the Waymo AnalogySwyx [00:36:08]: And so like in the same way that there will be a tipping point in society when we don't allow humans to drive anymore Because machines are measurably better than Than humans. I'm looking for that tipping point, right? Like Mythos is ridiculously expensive. Someday we'll have Mythos on a desktop. I don't know. Will, does that change the equation?Kyle [00:36:30]: I think it's more I took a Waymo here, and I was on my phone and not looking around at all. There are other, self-driving, vehicles that I would not trust while, staring at the road. And I think that trust is something that isSwyx [00:36:48]: Is this a Zoox thing? What is itKyle [00:36:50]: I think that is both. I think that is both. LikeSwyx [00:36:53]: There's Zoox in this robo taxi. That's it. It'sKyle [00:36:56]: Well, depending on what level Of self-driving. But, my point is sort of that I think part of that is I strongly believe that's, a mixture of verifiable proof. Like how many accidents, how much data, and so on, and the human aspect of how I feel when I'm in this car, what it tells me, et cetera. And so that's why I think some of the like Some of these some of our AI tools tend to, imbue me with more of that feeling of trust, even if the data says this is 100% accurate. I feel like it takes more time for us to go, “Should I trust this or not?” And that's in the soft sense of, startups with high agency, weekend projects, and open source. And then there's enterprises and regulated industries and everything else, and that is an even harder problem to go solve because even when it is fully verified, not only do you have to have trust from the humans on the team, you probably have to have trust from multinational,Swyx [00:37:55]: Oh my GodKyle [00:37:55]: Multi governments around the world and regulating agencies. And so that's where I feel like until we tip over to your point on the sort of like human EQ side of it. I feel okay this feels okay I've been proven enough. Then the ball will start to roll a lot faster, where we'll end up getting to the “Okay, we can trust this,” and feel good about it in the Most difficult of cases.Reputation, Sponsors, Stars, and Bot Activity on GitHubSwyx [00:38:18]: If human trust is the thing that matters, I feel like GitHub as the developer social network could maybe do more there. Like vouchers are one system But, we have star counts, and then we have Contributor rights, and that's it. And I feel like there should be more in that space. I don't know if there's any other design decisions there.Kyle [00:38:37]: I think that one of the places that we don't really expose right now in this sort of way is, some degree of like hard trust and support, which would like for me is like sponsors is a good example of that.Swyx [00:38:49]: Ah.Kyle [00:38:49]: It like costs you something. To prove that I believe in your project and I trust you To some degree or I want to support you at the very least.Swyx [00:38:56]: Solve payments for open source. Why not?Kyle [00:38:58]: I think that I think that like as we keep moving forward, right, there's more and more projects where I'm, adding more and more dollars into sponsors personally because I want to like support them, but I also like know of I've probably never met them in person, but, I know of enough of their work that I want to support them. I think the thing that I don't love about stars or commit counts or anything else is ultimately, even with all of the various, abuse and de-spamming and deduplication work that we do or anti-abuse work that we do, these are all, not active social signals. They're passive ones that are ultimately gamifiable. And you may trust me, but another open source maintainer may not. And on what heuristic should you be, trusting me? That I think, is kind of where some of our thinking is right now. What signal from me is most important to you? You— If you can define that potentially, honestly in an agentic workflow that's what we see some of these open source projects do, where you have GitHub actions, and then you have like an agentic workflow that's calling AI, and you're setting these rules. Like if Kyle has submitted and gotten accepted PRs across any given project and has a social handle tied to his account in GitHub, and that social account's older than a certain amount. Really complex measures that matter to you ‘cause most open source projects have that heuristic built into their heads, if not written down in the contributing guidelines. You could take that and then go apply that and then just say, “Oh, we're not going to accept this PR.” Building something that is, I think, malleable to everyone's needs, is a little bit better, rather than going “Hmm, this account's too young.” Because what happens? The attackers just go and go and create a multitude of accounts, and they wait Until it ages up. Needs to have a certain amount of stars. That's how star inflation happens. Need to have a certain amount of reposSwyx [00:40:46]: Oh my God. YeahKyle [00:40:47]: With PRs. They all just create repos and submit PRs to each other, and then they come in and do something nefarious. And so, it's hard. It's hard to find the measure. So I think we're, we're looking more at how can we provide you tools so you can kind of choose what's best for you. And of course, we'll give you some standards. But the trust vector, gets down to I don't know, some version of like human digital ID like everyone's been talking about. Like how do I prove that it's meSwyx [00:41:13]: Give me your eyeballsKyle [00:41:14]: On the internet. Give me your eyeballs. Exactly.Swyx [00:41:18]: The I got to keep moving on Topics, but obviously I can go all day on this stuff because, I've been involved in GitHub and open source My entire professional career. Stars. Very superficial. Everyone knows it. But I think time to one hundred thousand stars is the fastest I've ever seen. Like people just reached that in I don't know, months. And then like at the same time I don't trust it right? Like how many of these are real or bot or like whatever. I don't know how to ask this but like what can we do about it? LikeKyle [00:41:49]: JustSwyx [00:41:49]: Is stars broken? Is stars fine?Kyle [00:41:51]: I think that there's kind of two, there's like two pieces. Obviously we're constantly like trying to find ways in which like your users are producing spam, which would, I would include like be like only doing star gamification. When we find them, we pluck ‘em out and we,Swyx [00:42:08]: But it's like a Whac-A-MoleKyle [00:42:10]: It's a hundred percent like a Whac-A-MoleSwyx [00:42:11]: There's no wayKyle [00:42:11]: Now, powered by AI to be helpful. But I think more so what I'm seeing is, a lot of the like fastest time to X tends to be because we're now inviting so many more people into like software development on GitHub That like the zeitgeist is just swarming? And it'sSwyx [00:42:32]: It's not just developers anymoreKyle [00:42:33]: And it's not you and I. Like like however you want to say like what a developer is it's not just folks who have been coding for a very long time. It's folks that have maybe started coding or only joined in since the AI era. And nowSwyx [00:42:44]: what's the latest Octoverse number? I know eighty million was my lastRem- member that a number of developers on GitHubKyle [00:42:50]: Oh, we're over 200 million now.Swyx [00:42:53]: Okay. Well, so you see?Kyle [00:42:55]: Like over 200 million developers now.Swyx [00:42:56]: But it's not developers, right? It's, it's people with a GitHub account.What Counts as a Developer in the AI Era?Kyle [00:43:00]: So, so this is, this is the biggest debate that I would say, everyone loves to have at GitHub at this point. From my perspective, right, I think that there's, there's clearly a difference between, professional enterprise developer and then developers. But I think that I think that the idea that we should be I don't know, splitting hairs or segmenting developers in the early era of software development is, not worth our not worth the time. SoSwyx [00:43:29]: When you get into gatekeepingKyle [00:43:31]: 100%Swyx [00:43:31]: What is a developer?Kyle [00:43:31]: 100%. ‘Cause I wasn't a developer when I started writing code? I was going toSwyx [00:43:36]: Oh, no. I made— I cloned a thing, seven years before I learned to code. And then I and then I wrote about my learning to code journey, and people Just called me a fraud ‘cause I had a GitHub account. And I'm “Well, no, I just use GitHub, but I don't know-” “I didn't know what I was doing.”Kyle [00:43:49]: I I remember that. I remember those sets of posts, and like that's, that's b******t. So I fight very clearly on the line of, if you create code, if you have an idea and you create it into some way of, I'm, I'm going to run it and use the app right now, you may still use AI in that moment, but that's okay. At some point you're going to do the next thing. You're going to create a big— You're going to have to learn about this database. You're going to fix a bug, whatever. We're all on some same journey, and those people are also hearing about the great new agent skill package or a new CLI tool or a new whatever. And those projects are going up because you want to be a part of this moment, just like I wanted to be a part of the Ruby community when Ruby was popping off when I started becoming a developer, and now I can just click the star button. And so I think that yes, there's clearly some amount of like spamming and game gamification that we're working against, but I really think we're just seeing this whole new cohort of folks that are moving from technology to technology because they're not working on a 20-year-old software application. They're working on a side app that they built on the weekend for their friends or for their new idea or whatever. And that's how you see these enormous charts going up and to the right with With stars.Swyx [00:44:59]: I think something that's remarkable is the persistence or, that GitHub extends to those folks. Usually when I see platforms go into a new audience, they usually have to, have like a second platform with a different name that wraps the main platform. But somehow GitHub has been able to sort of persist and extend, and it's friendly and whatever? So it's, it's nice.Spark, Low-Code, and Always Showing the CodeKyle [00:45:19]: I that's partially why I think as we've tried to move into I don't know, more like low-code-y things. We so we started working on Spark as like a way to, build an app and run it. I think that the reality is that we anytime we try to, kind of put even a veneer on top of it without when we put a veneer on top of something, we still always show you the code. That's kind of like a tenant. We're never going to, hide the code from you ever, because whatSwyx [00:45:52]: Why would you?Kyle [00:45:52]: That's, yeah, that's the whole point? However, I think that what we learned with things like Spark is that really the value of Spark for most devs is, easy runtime. And you may have a runtime or a host that you're going to use for that or you just build something and run it but, the package of making that even more simple isn't really needed for folks that are trying to build software and not just trying to build, an app, which is, slightly different, a slightly different goal. So I want to get you in, I want to get you comfortable. I think the best thing for me as, someone that did not traditionally come into software dev way back, I want anyone to be able to breach that chasm and not be in the I don't know, I feel like we're, we're still in an era of, STEM. I've got a 12-year-old and an eight-year-old, and it's “We got to get ‘em into STEM,”? Over and over. And I like I do, I do the things that good parents do. I was “Oh, you want to do coding?” “Yes, I want to do coding.” Do coding classes. But now they're just not afraid of doing software. And that's, I think, the thing that's honestly kept me at GitHub for so long. Anyone should be able to go and build a thing, just like I can go change a light switch in my house. I'm not going to go into the breaker box ‘cause I'll probably kill myself? But, I can go change that light switch. Everyone should be able to go and say, “This fricking app doesn't do what I want. I want it to work like this.” And that I think, is what's kind of kept us all connected with GitHub through the years and some and during the easiest of times or in the hard times because of that opportunity of, we're the home for all developers, and we want everyone to be able to have that feeling that we've had of, had an idea, I created it and holy s**t here it is.Swyx [00:47:37]: Here it is. All right, I'm going to try to do more spicy questions.GitHub's Hardest Scaling Moment: Growth, Agents, and UptimeKyle [00:47:42]: Great.Swyx [00:47:42]: Is it an easy time now or a hard time?Kyle [00:47:45]: Oh at GitHub? It's a hard time. Like, it's a hard time and also, I was just with my team and I said, “This is also, the best and most exciting time that I think I can remember at GitHub.” BecauseSwyx [00:47:57]: Best of times, worst of times. It's never oneKyle [00:47:59]: ‘cause we've we were talking about Octoverse reports and, usually we do an Octoverse report once a year, and we look at the numbers, and we say, “Oh my goodness.” I was at Universe in October saying, “This was the fastest year of growth that we've ever had,” right? And now we're doing more in a month than we did in a year last year.Swyx [00:48:20]: You're talking about PRs.Kyle [00:48:21]: Commits.Swyx [00:48:21]: Commits, yeah.Kyle [00:48:22]: PRs. Kind of like you name it by roughly every measure that we're looking at, there's some amount of sort of growth that is much bigger, and that is breaking our system in new ways, not old ways. Like webhooks were always notoriously, unreliable over the years?Swyx [00:48:38]: Whose fault is that?Kyle [00:48:39]: not anymore mine, but for a period of time, I'm sure you could pull up a tweet that was “It was me. I'm sorry.” but, now, that got rewritten at a scale level that is still working and is not having problems today. Now what we're finding isn't just the isn't the-The simple stuff that folks are on the sometimes on Twitter or on the internet are “Hey, why is this like this?” Sure. There's absolutely silly problems that we shouldn't exist. But now we're talking about, unique, novel permission problems that happen only at a scale across all different objects or whatever, that now we have to go rewrite this underlying system. And so it's, there are problems that yeah, caught us off guard, which I think I said. Like the growth is astronomical, but also we're making such material progress in that I'm excited once we're once we've kind of like reimagined the underlying foundation layer, or pieces of it at least, what's going to be possible when it's not just all of us and all the new people that are being developers and all of their agents and all the tools like working together. Because that'll still happen in that in that GitHub tool, that GitHub community. But it's a it's a hard day anytime we can't give you what you're looking for. We have the same problem internally. We operate through github. Com. Of course, we have backups when things go down and whatnot for our own operations but we feel it too. If it's not working it's not working for us, and that's kind of like the promise of dogfooding for GitHub. It's always been true. We're using the same tool you're using. We're not using a super secret version. We and so we also need it to be great for us for our customers of course for open source. And now an exponential growth of agents, Doing it too.Swyx [00:50:32]: I wanted to load for audio listeners who maybe haven't seen your tweets, whatever. So one billion commits in twenty-five. Now it's two hundred and seventy-five million per week on pace for fourteen billion this year, if growth remains linear. Is that still the pace? I don't know. It's been aKyle [00:50:48]: it's, it's speedingSwyx [00:50:50]: Roughly.Kyle [00:50:50]: It's still speeding up.Swyx [00:50:51]: It's, it's April, so yeah.Kyle [00:50:51]: Exactly. This was in April.Swyx [00:50:53]: All right. So basically you have fourteen x growth, right? Year on year on year. And I think that's a scaling issue. I think, I'm going to like try to really steel man this thing. People have experienced fourteen x growth. They haven't had your downtime. And that's like— C-can we go dig into that? Why? Like what's the— what broke? What are we doing to fix it? Like just anything for the community to reassure them.Why GitHub Reliability Is Breaking in New WaysKyle [00:51:18]: so there's a Like I was saying, there's a couple different places that we've seen the growth issues. Some of the growth issues, which is why we're t— I was talking about pushing hard on more CPUs is in actions in particular. More tools, more agents, more PRs mean more builds, more builds mean more CPUs. And so we are expanding through not just our data center, but obviously we were talking about moving to Azure and moving to, adding an additional cloud compute because we simply need more CPUs. Not as much GPUs. We definitely need GPUs too, but now CPUs are becoming a factor.Swyx [00:51:53]: It's very CPU heavy.Kyle [00:51:54]: Underneath the hood when it comes to some of the underlying services, we've been breaking up over the years our database infrastructure, so that way we have, more cognitive separation between our the various services. The place that we continue to have pain is in, permissioning. And so right now m-many of our permissioning layers sit into a database that we like internally call MySQL One, and old Hubbers will know what I'm talking about. And so we've been pulling things out of MySQL One for many years, because like and we use we use Vitess and we use other technologies to shard and we do it as one bigSwyx [00:52:31]: Famous thing, PlanetScale was born from this andKyle [00:52:32]: A hundred percent. Sam Old Hubber and friend. And so finding these opportunities to like break this out and then do that globally. The other thing that I think is interesting and both a unique opportunity and tricky is we also run everything I just talked about in a black box container with GitHub Enterprise Server for people that work on-prem. So we take everything I just said, and we also do it on-prem, and we also do all of that and we do it in a data residence setup for customers that need to have their data in a single location. Each of these has the unique characteristic around how we're sort of storing that data in MySQL or in a permissioning setup. That's where some of these outages have oc-occurred, where you're seeing it more like across the board rather than just like the one pieceSwyx [00:53:17]: Filling the databaseKyle [00:53:17]: Isn't quite working. Exactly. And so part of it is that. I think there's been some other places where agents are much more or more projects appear to be moving towards monorepo versus we were going the other direction for many years in the industry. Repos were smaller, but there were more of them, and now we're seeing the opposite. Repos are bigger, and there's, not fewer of them per se ‘cause there's new growth, but, we're just seeing many more big repos. Big repos, big monorepos have always had, a unique performance problem. Because each one, is slightly different if, particularly if the underlying blobs are incredibly big Inside the repos. And so we've done a ton of work that you pro— like most people haven't probably experienced, unless you're in this case of the monorepo. But that Git, infrastructure layer improvement does help the overall, system because, many of the improvements that make monorepos work better make all repo infrastructure work better. And so, I could kind of keep going down the line where it's another thing where we're moving out of, We're changing how we do j I'll just say job queuing for lack of a better, explanation changing the underlying technologies there.Swyx [00:54:32]: I spent two years being a job queuing guy, so.Kyle [00:54:34]: And so it's kind of a little bit of a little bit of piece by piece, and it's mostly because as we were— as it was built, we built everything in a way that assumed, I guess in some ways that the size of the pipe of work was going to remain the same. There's just going to be more people coming through each of those pipes. But instead now in places whereA git push was, generally a certain size for example, is now, no longer true.Swyx [00:55:03]: Oh, yeah.Kyle [00:55:03]: OrSwyx [00:55:05]: I push a thousandKyle [00:55:06]: On the average. 100%Swyx [00:55:06]: A thousand line commits like dailyKyle [00:55:07]: Same thing with PRs. Like PRs same thing. And like we've talked about optimizing that and making changes where, and there were technology choices that did not work there? And it got slow, and it didn't It was not fast. It did not do what the users wanted. And so we've been reeling that all out and going “Okay, that's just not right. Let's stop putting good money after bad and do it the do it the right way or the right way now.” So there's It's a it's a lot of things, not quite when I've experienced scale at GitHub historically, it's almost always two options that we've used. We go vertical scaling, particularly with databases, right? And we go horizontal scaling. Oh, we just have more people using this service. Great. We're going to add more servers, and we rack them in our data center, or we use it in a cloud. And now we're sort of in a like diagonal, where like vertical doesn't really work anymore. Horizontal isn't work either because we're all We all have some CPU or GPU constraints in the world now, and now we have to go in and like crack open services that have been running for 10 or 15 years and go, “Okay, the rules of this service have legitimately changed, and now we have to rewrite them.” None of this is an excuse. This is like we're We have to do the work. We have to make it better.Swyx [00:56:22]: actually as an infra guy, I'm “This is like one of the most fascinating scaling challenges I've ever seen.”Kyle [00:56:26]: That's that's, that's the thing that's the thing that it's hard for Like when we weren't talking about it publicly, and I was like I came out, and I was “Hey, I just want to explain what's going on.” Part of it comes from a very old GitHub ethos, which is it's our it's our uptime. It's down. W What I know you're a developer, so you're, you're inclined to want to understand more what's going on. But at the same time us going “Hey, this service didn't, perform the way we expected, and now we have to go change it,” we weren't We're not trying to hide anything from you i

TxPipe's new Tx3 protocol aims to give Cardano a unified, machine-readable interface so developers can build intent-based experiences like Near Intents. In this interview, Santi explains how Tx3 works and why it's critical infrastructure for the ecosystem.In this episode we cover:• What intent-based trading actually means and why it matters• How Tx3 creates a standardised API layer across all Cardano dApps• Why current SDK fragmentation makes intent-based features hard to build• TxPipe's multiple governance proposals to maintain core infrastructure (Oura, Dolos, Pallas, UTxO RPC)• How developers can start using Tx3 todayReferences:• Near Intents — https://link.learncardano.io/VxLrK7• Tx3 — https://link.learncardano.io/dHbUsv• Tx3 by TxPipe: Open API Layer — https://link.learncardano.io/4kG1sr• GOV.EXE by TxPipe — https://link.learncardano.io/bgWDPH• Oura by TxPipe — https://link.learncardano.io/5QOAvM• UTxO RPC by TxPipe — https://link.learncardano.io/2rRC62• Dolos by TxPipe — https://link.learncardano.io/vUXCnB• Pallas by TxPipe — https://link.learncardano.io/qL5vdK• Paid Open Source Model — https://link.learncardano.io/YUBUo6

James and Frank unpack AI-driven development shifts—agent SDKs, session management, and the rise of agent-first UIs like Google's anti-gravity and GitHub Copilot—showing how VS Code's Agents window, worktrees, sub-sessions and tunnels help manage multi-repo cloud and local workflows. They share practical takeaways—why SDKs are essential, when to stay code-first, how subsessions and remote tunnels protect your machine, and what to watch for in sandboxing and integration gaps. Follow Us Frank: Twitter, Blog, GitHub James: Twitter, Blog, GitHub Merge Conflict: Twitter, Facebook, Website, Chat on Discord Music : Amethyst Seer - Citrine by Adventureface ⭐⭐ Review Us ⭐⭐ Machine transcription available on http://mergeconflict.fm

I sit down with Logan Kilpatrick from the Google DeepMind team, live at Google I/O, to unpack everything Google just announced and what it means for founders and builders. We cover Gemini 3.5 Flash, the new Gemini Omni world model, the expanded Antigravity ecosystem, managed agents in the Gemini API, and the native Android app builder inside AI Studio. Logan shares how distillation keeps pushing Pro-level intelligence into Flash, where the real opportunities sit for solo founders, and why the agentic era has finally crossed the chasm from demo to useful. If you have an idea and want to ship something this week, this episode maps the toolkit. Timestamps 00:00 – Intro 00:53 – Gemini 3.5 Flash: The New Workhorse Model 01:49 – How Flash 3.5 Stacks Up Against Sonnet 02:38 – Gemini Omni: A World Model for Any Input and Output 06:18 – Building a Content and Creator Layer on Omni 08:21 – What to look forward to 10:53 – Google Spark and Managed Agents 14:00 – The Agentic Era and Requests for Startups 17:17 – The Antigravity Ecosystem Overhaul 18:51 – AI Studio vs. Antigravity: Vibe Coding vs. Agentic Engineering 21:31 – Native Android Apps Built Inside AI Studio 23:44 – Closing Thoughts Key Points Gemini 3.5 Flash ships as a Sonnet-level workhorse model tuned for long-running agentic tasks, coding, and tool use, available on day one to 900M+ Gemini app users. Gemini Omni is a single model that takes any input and produces any output across video, image, audio, and music, fusing Veo, Nano Banana, Lyria, and TTS into one system. Managed agents in the Gemini API let builders ship agentic products with a single API call, using skills and markdown instead of writing orchestration code. The Antigravity suite now spans an IDE, agent manager, CLI, SDK, and API surface, all sharing the same agent harness that powers Gemini Spark. AI Studio targets vibe coding and now builds native Android apps for free, while Antigravity targets production-quality, million-line-codebase engineering. The cost of intelligence keeps dropping thanks to distillation, opening up smaller markets that previously needed a 40-person team and venture funding to address. The #1 tool to find startup ideas/trends - https://www.ideabrowser.com LCA helps Fortune 500s and fast-growing startups build their future - from Warner Music to Fortnite to Dropbox. We turn 'what if' into reality with AI, apps, and next-gen products https://latecheckout.agency/ The Vibe Marketer - Resources for people into vibe marketing/marketing with AI: https://www.thevibemarketer.com/ FIND ME ON SOCIAL X/Twitter: https://twitter.com/gregisenberg Instagram: https://instagram.com/gregisenberg/ LinkedIn: https://www.linkedin.com/in/gisenberg/ FIND LOGAN ON SOCIAL X/Twitter: https://x.com/OfficialLoganK Youtube: https://www.youtube.com/@LoganKilpatrickYT LinkedIn: https://www.linkedin.com/in/logankilpatrick/

Most AI acquisitions add a layer. This one removed a layer — for everyone else.Anthropic acquired Stainless, the developer tools company that built SDKs for OpenAI, Google, Cloudflare, Perplexity, and dozens of other AI and fintech platforms. Then they wound down all hosted Stainless products. The shared supplier is no longer neutral. The tollbooth just changed hands.Christian and Ayelet break down what happened, why it matters for every agency and AI startup in the market, and what the KPMG Q1 2026 M&A data actually says about where deal activity is heading.One deal. One market update. Fifteen minutes. (Plus some Riverside FM chaos.)TIMESTAMPS0:00 — Welcome back, noisy week, Publicis/LiveRamp hangover0:45 — KPMG Q1 2026 M&A report: deal values up 88.3% to $446B, deal count down2:30 — Strategic vs. PE deal activity: 864 strategic, 495 PE in Q1 20263:23 — Advertising sector: 145 deals in Q1 2026, flat to slightly up4:00 — Why Christian is predicting a Q2 uptick in strategic activity4:42 — The deals happening behind closed doors that don't show in the data5:01 — Deal: Anthropic acquires Stainless — $300M+ for the SDK plumbing of the AI industry5:45 — What Stainless actually does: API specs into ready-to-use SDKs across languages6:10 — The competitive denial angle: Stainless built SDKs for OpenAI, Google, Cloudflare, Perplexity6:30 — What "winding down hosted products" actually means for Stainless customers7:44 — Deal terms: $300M+ reported, ~2x the December 2024 Series A valuation of $150M8:00 — Anthropic's acquisition pattern: Wunderkind, Intercepted, Coefficient Bio, now Stainless9:00 — The through line: small specialized teams making Claude better — except Stainless is different9:16 — If you're a shared supplier to competing platforms, you are an acquisition target10:03 — Why this matters for every agency and commerce business building on AI10:30 — The MCP angle: Model Context Protocol and why connectivity is the next battleground12:29 — Why Anthropic investing in Stainless is probably also an aggressive MCP build13:46 — The AI exit multiple conversation: how the timeline is compressing14:25 — Grapevine AI / New Engine: outsized early exit with real AI capability15:05 — "Capture the flag" — why traditional grow-then-sell timelines no longer apply15:21 — Wrap, Memorial Day wishes, and please someone recommend an alternative to RiversideLink to the KPMG report: https://kpmg.com/us/en/articles/mergers-acquisitions-trends-tech-media-telecom.html

Take the 2026 AI Engineering Survey and get >$2k in credits and AIE WF tickets!On the product side, everyone is getting Computer - Perplexity, Manus, Cursor, and so on. Meanwhile on the research side, agentic evals like TerminalBench and GDPVal are also assuming computer (Harbor). On both ends, the consolidating LLM OS stack has become a standard toolkit, and Daytona is one of a small set of AI Infra companies that are booming because of it.“The end of localhost” has been Ivan Burazin's obsession for more than a decade.Something that is all too familiar…Long before agents became the default way people talked about software development, Ivan was already chasing the idea that development should not depend on a fragile local machine. CodeAnywhere, one of the first browser-based IDEs, was an early attempt at that future: move the development environment into the cloud, make setup reproducible, and free developers from the endless “works on my machine” tax.The thesis was directionally right, but the market wasn't ready yet.However, agents changed that. They do not care about a laptop, desk setup, or favorite editor. They need a computer they can access through an API: something stateful enough to keep working, fast enough to spin up instantly, flexible enough to resize, isolated enough to be safe, and composable enough to run the messy real-world workflows that real software engineering actually requires.Daytona isn't just selling “sandboxes” in the narrow code-execution sense. It is the latest version of Ivan's original localhost thesis.In this episode, Daytona's CEO joins swyx to explain why AI agents need more than code execution boxes: they need composable computers, stateful sandboxes, instant startup, dynamic resources, and infrastructure that can survive workloads going from zero to 100,000 CPUs.We go deep on the new agent compute market: Daytona's hard pivot from human dev environments to AI sandboxes, the New Year's Eve MVP that customers begged for, why Daytona runs on bare metal with its own scheduler, how one customer runs almost 850,000 sandboxes a day, and why RL/eval workloads went from 0% to roughly 50% of usage in just months. Ivan also explains why agents need Windows and macOS machines, why CLI may matter more than MCP, why Kubernetes is painful for this workload, and why the future AI cloud may look more like Stripe than AWS.We discuss:* How Daytona grew out of CodeAnywhere, Shift, and the “end of localhost” thesis* Why Daytona pivoted from human dev environments to AI sandboxes* Why agents need composable computers instead of disposable code execution boxes* The New Year's Eve MVP that customers chased API keys for* Why Daytona chose bare metal, stateful snapshots, and its own scheduler* How Daytona spins up one sandbox in ~60ms and 50,000 sandboxes in ~75 seconds* Why Daytona's biggest customer runs ~850,000 sandboxes a day* How RL/eval workloads create zero-to-100,000 CPU spikes* Why RL workloads went from 0% to roughly 50% of Daytona usage* Why customers compare Daytona against EKS/GKS and say they're “never going back”* Why every AI agent may need a computer, including Windows and macOS environments* The Apple licensing constraints that make macOS sandboxes hard* Why CLI gives agents more power than MCP* How open source helps agents integrate Daytona* Why agent-generated PRs may break today's CI/CD assumptions* Why AI SaaS companies reselling tokens may face a cold shower* Why the AI cloud may look more like Stripe than AWSIvan Burazin* LinkedIn: https://www.linkedin.com/in/ivanburazin* X: https://x.com/ivanburazinDaytona* Website: https://www.daytona.io* X: https://x.com/daytonaioTimestamps* 00:00:00 Hook* 00:01:12 Introduction* 00:03:15 CodeAnywhere, Shift, and the end of localhost* 00:05:58 What Daytona is: composable computers for AI agents* 00:08:07 The pivot from dev environments to AI sandboxes* 00:10:17 The New Year's Eve MVP and customers begging for API keys* 00:12:56 Bare metal, stateful sandboxes, and Daytona's scheduler* 00:17:28 60ms startup, 50,000 sandboxes, and 850K daily runs* 00:21:53 Spiky RL/eval workloads and the new agent infra problem* 00:28:12 RL workloads, Kubernetes pain, and dynamic resizing* 00:33:31 Why every AI agent needs a computer* 00:38:48 macOS sandboxes and Apple's licensing problem* 00:44:28 Why CLI may matter more than MCP* 00:48:11 Open source, GitHub stars, and agent integration* 00:53:11 Git, CI/CD, and agent collaboration bottlenecks* 00:58:15 Founder life and building a 25-person infra company* 01:02:44 AI SaaS, token resale, and API-first business models* 01:06:10 GPU sandboxes, data centers, and compute growth* 01:09:48 Why the AI cloud may look more like Stripe than AWS* 01:11:26 Closing thoughtsTranscriptIntroduction: Daytona, CodeAnywhere, and the End of LocalhostSwyx [00:00:02]: Okay, we're in the studio with Ivan Burazin, CEO of Daytona. Welcome.Ivan [00:00:07]: Thanks for having me, man.Swyx [00:00:08]: Ivan, you and I go back.Ivan [00:00:10]: Way back.Swyx [00:00:11]: How I don't even know how, you found, did you reach out or, for Shift.Ivan [00:00:17]: I reached out to you. The reason was you - we were just - we were thinking about I was one of the co-founders of CodeAnywhere, the first browser-based IDE, and so we were thinking a long time of, localhost should die. And you had this article.Swyx [00:00:29]: End of localhost.Ivan [00:00:30]: Then I reached out to you because of that, and then we talked, and I was actually at a different job and learning about I was the head of, developer experience, and you were quite well-versed in that, and I actually reached out to you, among other people, how do we go about that? What are the key things and whatnot at this point in time? And you were nice enough to take the call, and I remember I was late on your call with you.Swyx [00:00:51]: I don't remember.Ivan [00:00:52]: I remember because I was with my then I'm thinking of a girlfriend or wife at that point in time, I'm not sure. It's the same person, so that's great, and I was late ‘cause we were, in, Italy on, vacation, and then I was late for something. I felt so bad, and you were so nice to be, good about.Swyx [00:01:10]: The reason I'm nice is because I'm also late to other people, so it's like, who's, who's without sin here, yeah, so I have to, for those who don't know, InfoBip Shift, there's this whole thing that, you did in the past, and, and that was basically one of the inspirations for me starting AI Engineer, which is like, I have to thank you for giving me that push to be like, “Oh, you can, you can build and sell conferences?”Ivan [00:01:34]: I remember you asked you asked me at the beginning to give me advisory shares, and I was so focused on what we were doing, I said no, and I should've took the advisory shares. So I'm sorry, dude. But anyway.Swyx [00:01:43]: We're not, we're not venture backed.Ivan [00:01:44]: No, it doesn't matter.Swyx [00:01:45]: It's Yeah, anyway, so I think what's impressive about you is that CodeAnywhere is the thing that you've been trying to build, and, you kind of put it on hold and then came back after InfoBip. Just give us the story, do you - the story and the origin story, going into Daytona.From CodeAnywhere and Shift to DaytonaIvan [00:02:05]: Sure. Like, really way back, me and my co-founder have been together. I say this, I've said this multiple times, it's like we were married and divorced and married. Some people actually ask me is my co-founder my partner. they thought it literally. It's not literally, but we have done multiple companies together, and to your point, we had this shift where we went from the CodeAnywhere to the conference called Shift, and then back to, Daytona. We originally started stacking servers, doing like virtualization in the early 2000s and, routers and doing basically all these things, at a foundational level, and that was a services company which we sold to focus on what my co-founder actually invented, which was the very first browser-based IDE, right, I say the first. Before us was actually Heroku. They did it for a very short time until they became Heroku. But outside of them, we were the only one, and it was called.Swyx [00:02:55]: There was Cloud9.Ivan [00:02:57]: Cloud9 came out slightly after us. There was Replit, which came out when we stopped doing it, Replit came out, and they have been successful since then, which is great. There was Nitrous.io. There was quite a few that existed at the time, but it was like too early. But the interesting part is that we, at that point in time, because there was no VS Code, there was no Kubernetes, and Docker had just started when we Or I'm not sure if it was even public at that point in time. And so we had to build everything to the whole stack ourselves and that was the key learning that we brought into and that we've been using in Daytona today. So it was super early. There's about 3 million people used CodeAnywhere. It was slightly, it was angel-backed more than venture-backed. We ended up paying everyone back because it didn't have that sort of scale. But, three years ago, we started something similar with Daytona, which is not what we are today, but it was automating dev environments for human engineers, the basically the underlying stack of CodeAnywhere. And then we did a hard pivot last January to sandboxes. And so here we are.Swyx [00:04:01]: Historic pivot, yeah, and, it's one of those things where, I had independently invested in CodeAnywhere, but also in E2B, and then both of you pivoted into the same thing, and I'm like, “F**k.”Ivan [00:04:12]: You invested, you invested in Daytona. You invested in Daytona. But you were the first If we had not got your check, we wouldn't have done it.Swyx [00:04:18]: No way.Ivan [00:04:19]: No, it was like, “We have to get him on board first,” and you were that kicker that we, that got us off the ground.Swyx [00:04:23]: No, because you were putting me on your pitch deck, man. I was like, “Man, this is like a good trip if I don't invest.”Ivan [00:04:29]: That's because it was your quote. It's like we.Swyx [00:04:30]: Yeah. It's the end of localhost.Ivan [00:04:31]: Did a bunch of research about end of localhost and who was interested in that,.Swyx [00:04:34]: No, that's like, I put, I wrote that blog post, and every single company in that field reached out to me, and then every VC who was receiving those pitches then also had to call me and, talk it, talk through it with me.Ivan [00:04:47]: It's finally happening though.Swyx [00:04:48]: It was really super interesting.Ivan [00:04:48]: It's finally happening.Swyx [00:04:49]: It's finally happening.Ivan [00:04:49]: Yeah, it's finally.Swyx [00:04:49]: It's finally happening, with maybe sort of non-human users. Yeah, so what is Daytona today? Let's get like a quick description. I'm wearing the shirt.What Daytona Is Today: Composable Computers for AI AgentsIvan [00:04:58]: You're wearing the shirt. Yes,.Swyx [00:04:59]: It says, I think your branding is very good. Like, it's very consistent. It runs AI code. Like, it cannot be simpler.Ivan [00:05:05]: Exactly, but we're gonna probably have to change that.Swyx [00:05:07]: Oh, s**t.Ivan [00:05:07]: It's also a subset of what we do. Unfortunately, we really love this, Run AI Code is super simple. People interpret it different ways. I think we've given out 5,000, 6,000 of these shirts. People wear them with pride because it doesn't really market about us.Swyx [00:05:21]: Yeah, Daytona's on the back.Ivan [00:05:22]: It markets the back. It markets to the person itself, so I think we did a really good job on that one. But it is also a subset of what we do, because people, when they think about Run AI Code, they just think about these small, let's call it isolates, code execution boxes that, you send some code, you get an output. Whereas what Daytona is today is essentially composable computers for AI agents. It is, the market calls them sandboxes which can be misleading.Swyx [00:05:44]: All these things. All these things on.Ivan [00:05:45]: Yeah, exactly, ‘cause it can be misleading ‘cause people usually think about sandboxes as a demo or a test environment versus a production-grade environment. But what Daytona does, if you think of the laptop that you have in front of you or the computer that's over there, or, my wife is an architect, so she has like a Windows with a 3D graphics card inside to do 3D rendering. Like, as humans, we have different computers or different compositions of computers. And our belief is strongly that agents today and going forward will need all these different compositions of computers to do different types of tasks. And so we offer that basically through an API.Swyx [00:06:19]: Yeah, to give people - I'm trying to sort of front-load all the aha moments or the wow moments so that people can, stay engaged and click like and subscribe. the market is exploding, right? Like, you have been reporting 74% month-on-month growth, and it also, it's just been growing for a while. Like, it's been going like this. And every single - It's not just you guys. It's every single.Ivan [00:06:41]: Everyone, yeah.Swyx [00:06:42]: Sort of, compute provider. I don't know if you agree with me saying compute provider or not.Ivan [00:06:48]: It's fine.Swyx [00:06:48]: Yeah. So like organically PLG-driven growth, but also enterprise is doing super well, I think I wanna rewind to January of last year when you did the pivot. Like, so you obviously called this market early, and you were positioned for it, and you are now one of the market leaders. But what was the insight that made you do the pivot?The Pivot: From Human Dev Environments to Agent SandboxesIvan [00:07:06]: The insight that made us do this pivot is the quarter before that, so end of 2024, when we had - Basically, we did a demo with - I don't I think we discussed this as well, Devin was not public. You actually gave me access to Devin at that time. So Devin.Swyx [00:07:25]: I did?Ivan [00:07:26]: Yeah, you gave me access.Swyx [00:07:26]: I don't think I was supposed.Ivan [00:07:27]: Yeah, exactly.Swyx [00:07:28]: Yeah, I.Ivan [00:07:28]: So it doesn't matter. You.Swyx [00:07:29]: Yeah. I gave like three friends access.Ivan [00:07:31]: Yeah, or it was a call and you showed it to me. It doesn't matter. but OpenDevin was available, which is now called OpenHands. And so we're like, “Oh, this seems to be a thing. This is not public. Let's take our for human automation of dev environments and take, OpenDevin and launch that as a SaaS.” And we did that. Not very many people signed up and used it, but a lot of people reached out that were building agents, and they were like, “Hey, my agent needs a compute sandbox runtime,” whatever you wanna call it. I forgot what it was called at that point. And then we were like, “Oh, amazing. This is a new market. Here is our infrastructure. Here's our product, and go.” And what we found really fast, soon, was that people did not like what we had built. It didn't work. And I remember talking to people at the beginning when we're doing this, the sandbox we're building for agents. People were like, “Oh, why is it different? It's the same thing. We have like EC2, we have VMs, we have all these things.” But we saw that everyone we gave it to, it was like 20, 30 people, they all said, “No.” Like, “This is not what we need. This sort of breaks.” And basically, me and my co-founder not knowing a lot about - ‘cause we're infra people. We're not AI people. So I basically took it upon myself to like watch every single podcast that exists, including all of, all of these and all that, and sort of get up to date, read all the blogs, like get, understand what's going on.Swyx [00:08:45]: Do you wanna shout out who else was useful, just in case people are also looking.Ivan [00:08:49]: Generally we -, I looked at There's a few of podcast, different segments and different types. So there's you guys, No Priors, Bill Gurley's was great while.Swyx [00:09:04]: VG2, yeah.Ivan [00:09:05]: Yeah, while it was around. So there's a few. 20VC is interesting from a different dynamic, and some are different dynamic. But there was, also Red Points.Swyx [00:09:14]: We're not really about the compute market.Ivan [00:09:15]: It was also already - Sorry?Swyx [00:09:16]: You're, you want - You're looking at the agent infra market.Ivan [00:09:19]: I was looking at the agent market and the AI market in general and sort of understanding who are the players, what the perception, and how that goes. And like obviously you complement this with like going to conferences, going to events, going to meetups, reading white papers, like doing all the things that you have to do to understand what's happening. And so when we figured, when we sort of had an idea of what we had to build, literally over the New Year's Eve, literally on New Year's Eve, I half vibe coded the first MVP, first minimal viable product of what Daytona is today. And I went to sleep at like 3:00 AM or something like that. I was doing - I just put my like baby daughter and wife to sleep and, Happy New Year's, and go back to just, doing this. And I sent it to my co-founder, my CTO, and he saw it in the morning. He's like, “This is absolute garbage.” “Do not show this to anybody at all, but the idea is good.” And so he took two weeks, and he rebuilt it.Swyx [00:10:09]: Did it like look like that? Listen, I - It was rough idea.Ivan [00:10:12]: Oh, not even, not even close. Like it was it was way worse. But it was like a very - It was a simplistic view of what it should be. Like, it worked, but it was not ideal. And so he went, we went down the whole, which is his job as CTO, to go, and he came back with this version. We then called all the people that had said like, “This is garbage,” a quarter ago. And we set up these calls, and we gave it to - We just demoed it to everyone. And all the calls went long, every single one. They were 15-minute calls, and they all went to like 25, 30 minutes or whatnot. And everyone said, “We need, we want access.” There was no login, just an API key, ‘cause it was just a beta or an alpha. And they said, “Oh, we want access.” And we're like, “Sure, yeah. Okay, thank you very much.” But after like the next day, if we'd not send it, every single one, like every call that we did, everyone came back, “Where is my API key?” Like everyone wanted it. We're like, “S**t.” Like this is it. Like I've never felt So one, the understanding to your point was like most people thought it was the same infrastructure for humans and agents. We understood a quarter ago it's not. We just didn't know what was the right primitive. And then when we came, and we can talk about what that is, and we gave it to these people, I've never seen, I've never experienced - I've done multiple companies in my life. I've never experienced this, that people literally call you if you do not give them access. Like they want access right now. And so it's like, okay, they don't want this. the thing that they want doesn't seem to exist, or they have not found it, and they really want what we want. And then when we understood that we're onto something, and then when you think about the size of the market, like the market for human engineers and enterprise is a very large market, so think GitLab or whatnot. But the market for every single agent that will exist ever in the future is just like, what is that market? How big is that? And we're like, “We are all in on this.” And so that is where we made sort of the cut between the old product and the new one.Bare Metal, Stateful Sandboxes, and the Lambda + EC2 ModelSwyx [00:12:02]: Yeah. But it wasn't composable at the time?Ivan [00:12:05]: It was very - It was basically just a Linux box that you could change, that you could define number of CPUs, disk, and RAM. Like that is what you could do, but you couldn't have multiple operating systems, you couldn't resize it on the fly, you couldn't add a GPU, you couldn't do like all the things. It was just the, just the first sort of variation of that, yeah.Swyx [00:12:22]: Was it bare metal from the start?Ivan [00:12:24]: It was bare metal from the start. And so the interesting thing that we thought about right away, so our.Swyx [00:12:29]: Which, give people the background, what is the normal path?Ivan [00:12:32]: Yeah, so, basically most providers run this on top of VMs. And also.Swyx [00:12:37]: Firecracker.Ivan [00:12:38]: Yeah, they run on Firecracker and VM. And so we also fire - We can get - We have multiple isolation layers and we can do that. But the common way to do it is that they, one, that the state of the machine, or the hard disk is not part of the sandbox itself. And the other thing is they're not meant to last forever. So most of them are preemptible, like they can There's a time that they can live. And so our thought was when we were going into this is, agents will be like humans in the sense of you don't want your laptop to be shut down until you're done with work. Like, and you want to close the lid and open the lid, it's the same state. So you - Agents would want that, like the pause and come back. They want those two things. But also agents really want speed, right? Can they get it? So when we thought about it's like we need something insanely fast, how to make it fast, how to make it long-running, and stateful. And so those two things, it's like combining a Lambda and an EC2, right? Those two things together. And so we didn't have an idea how others did it, ‘cause we didn't know too that there was a market around this. It was more like, okay, this is what we need, what they need. And we looked at Kubernetes, it wasn't wasn't good enough for that. We looked at Nomad, it didn't enable that. And so our history in rewriting our own scheduler at CodeAnywhere is basically what my CTO came up with. Like, he's like, “Oh, the learnings from there,” and he brought it. And the funny thing is, our third co-founder, when he saw it, he's like, “Dude, what is this? This is like 2008.” Like, we went back in time, and he's like, “Exactly.” And so the reason why Daytona is like super fast, and you see this on benchmarks, is we essentially, we run on bare metal. We have our own scheduler, we use the underlying, disk, CPU, and RAM of the underlying machine, which means your IOPS are insanely fast because there's no, there's no network between an EBS or something like that. But also the snapshot, the point in time, the templates, are also preloaded on the bare metal machines. So when you fire off a sandbox from a template or a snapshot, you're essentially directed to the bare metal machine where that snapshot is based on that NVMe drive, and then it literally just turns on that machine, and it's local. There's no network latency, anything on there. And so that is sort of the specificities that we, when we're thinking from first principles, what a computer would look like for an agent, that is what we came up with, and that's what we created.Benchmarks, 60ms Startup, and 50,000 SandboxesSwyx [00:15:02]: Yeah. I should maybe, I don't know if you endorse this, but there's someone that does compute SDK, you guys do very well on there, with like the TTI, right? I. is this a, is this a is this a relevant benchmark for you guys? I don't know.Ivan [00:15:16]: I don't know, and it changes every day. So today RKL is.Swyx [00:15:18]: I don't know what RKL is. Never heard of it.Ivan [00:15:20]: Yeah. RK, yeah, so it is there.Swyx [00:15:22]: You are, at least a third of the next tier of performance, and then, there's a lot of other better-known names that are very slow to start.Ivan [00:15:31]: Yeah. We've been the number one by far for a long time, and now there's different, there's different definitions also of sandboxes, different isolation patterns, different other things. So RKL runs it literally on the S3, the data, so it's very different, and they spin up a sandbox, spin up a container for that, so it's a different type of thing. So the definition of a sandbox is something that we can all, we all need to get along with. But yeah, we're insanely fast on getting these things, up and running. And so you can see even there that it's a zero point 0.10 to 0.11, so.Swyx [00:16:03]: Close enough. Yeah. what else do you need, right?Ivan [00:16:05]: Yeah. So the benchmarks itself, so, in this, in I don't think the benchmarks equate to market ownership or revenue or anything like that. and I've seen this with multiple benchmarks, not just in sandboxes, but in general benchmarks around.Swyx [00:16:20]: It's table stakes. It's just like.Ivan [00:16:21]: Exactly. But it doesn't hurt.Swyx [00:16:22]: Just roughly check.Ivan [00:16:22]: Like you definitely have to be up there and you have to be competing so that people know that, oh, this is definitely one of the top. Because this is only one dimension of what customers look for. There's other things like how many can you spin up consecutively? There's a feature set, there's support, there's like all different things that people look at, but you definitely have to be there, on the benchmarks.Swyx [00:16:40]: How many people do people spin up consecutively?Ivan [00:16:43]: So we have.Swyx [00:16:43]: Or concurrently, is the Concurrency, right?Ivan [00:16:45]: There's three metrics that we look at. And so one is like time to spin up one, and so our time to spin up one is 60 milliseconds with network latency. So request, spin up, reply, 60, the whole thing, 60 milliseconds. That is one. But if you wanna spin up 50,000 at once, we are now at about 75 seconds. So it takes about 75 seconds to spin up concurrently 50,000. Some others, there's public data around this, like take 2,000 seconds, which is 30 minutes. Like there's different variations of that. And then there is the so it is speed of one, speed of like multiple, and then how many can you consistently have up and running. And so we basically have right now no limit to how much we can add because we basically own our own metal. But the biggest customer of ours does like about 850,000 every single day is sort of where they're, where they're just shy of a million every single day that they're running, we do have a request for half a million concurrent, which is literally half a million CPUs somewhere running. So that's an interesting.Swyx [00:17:44]: They pay by like vCPU seconds.Ivan [00:17:47]: By seconds, yeah.Swyx [00:17:47]: Or whatever. Yeah. Okay, and so and then, and the other thing is, the sleeping and the resuming, ‘cause it's all the stateful resumption of all these things, how, what kind of workload are people putting through this, right? Like how is it Do we measure by gigabytes in memory, gigabytes in storage? I don't In like network attached storage. I, what are the costly ones of, out of all these features?Workload Economics: CPU, RAM, Network, and StorageIvan [00:18:15]: The most expensive thing are CPU.Swyx [00:18:18]: Okay. Yeah, of course.Ivan [00:18:18]: The second one, yeah Then it's RAM, then it's disk. We actually don't charge.Swyx [00:18:22]: Which is snapshotting, right?Ivan [00:18:23]: No, it's actually the, snapshotting's part of it, but basically the size of your hard disk, of your machine. So do you have 10 gigabytes, do you have 20, do you have 50, do you have whatever? And then the transference of that. Right now, currently we don't charge for, network at all at Polychron.Swyx [00:18:37]: Oh, you gotta, yeah, you gotta fix.Ivan [00:18:38]: Yeah. It is very much a it's a larger and larger part of our bill, so we're working around, that part there. Obviously, that is the least, expensive, so the hard disk is the least expensive, so it's basically CPU, RAM, for us network, ‘cause we don't charge the customer, and then hard disk, is how it's split up. But there's also different types of workloads, so we basically split it up into two types of workloads in Daytona. One is what we call background agents or long-running agents. and the other is, basically RLs and evals, which I put sort of together. And so they have very different patterns of usage, and if you look at the usage of a background And I'll just name names of companies, not specifically.Background Agents vs. RL/Evals: Two Usage ShapesSwyx [00:19:21]: Yeah, open, all hands.Ivan [00:19:23]: Yeah. So like a background agent's a Cognition, a Lovable, a like all these things are Harvey. These are all long-running, background agents. And so if you look at their usage patterns, their usage patterns are similar to human, which is like follow the sun. Basically, the usage patterns of that is like noon is probably the highest, and the midnight is the lowest, and then weekends are lower. weekday is higher.Swyx [00:19:42]: Yeah, that's a fun question. How global is it? Is it very US-centric or?Ivan [00:19:46]: The US is a large part, but we have currently, we have Asia, Europe, and the US regions.Swyx [00:19:52]: So it's quite global.Ivan [00:19:53]: Yeah, it's quite global. We have it all over. It's interesting that our I talked to you a bit about this. Our number one city by user.Swyx [00:20:01]: Hmm.Ivan [00:20:02]: Is Singapore.Swyx [00:20:04]: Oh, wow. Amazing.Ivan [00:20:05]: Which is an interesting one, right? Not by revenue, just by just like by individual head count.Swyx [00:20:09]: Really?Ivan [00:20:09]: Just like an interesting thing.Swyx [00:20:10]: Singapore is, Singapore is weirdly high in the adoption charts of AI for the population. It's like an, seven, eight million population. And it's like keeps showing up.Ivan [00:20:20]: No, it's quite interesting. We were quite shocked, and I was like, “Oh, this is interesting.” And also one that's up there.Swyx [00:20:24]: There's a reason I'm doing AI using Singapore. it's because I'm from there.Ivan [00:20:27]: We're there. We're gonna, we're gonna be there as well. and it's interesting that Japan is in the top or like Tokyo's in the top, which is in all the tech cycles it has never been. It has never been, so it's quite interesting that they're.Swyx [00:20:39]: I think the Japanese just love AI. Yeah. It's that, and then it's Brazil. That's it.Ivan [00:20:44]: Brazil has always been in.Swyx [00:20:45]: I think.Ivan [00:20:46]: Even when I look, if you look at like GitHub's data and ask historically with CodeAnywhere, it was always like US, Western Europe, and then you'd have like India, Brazil, China, like that would be there. But like Singapore was not in, specifically Japan was never in sort of that top, that top.Swyx [00:21:01]: Yeah. Weird pockets.Ivan [00:21:01]: Weird. Yeah, so it's very global.Swyx [00:21:02]: Okay, so actually that, but that's helps you to distribute your load through, all time?Ivan [00:21:08]: The interesting thing is like we have those kind of loads, but if you look at the researcher loads, they're quite different. So what they are is like if you give them concurrency of 10,000 or 50,000 or 100,000 CPUs at ARMb, when they fire off a run, it's just 100%. And then it just runs, and then it stops. So it's very, the usage pattern is squares basically, right? And it's also not follow the sun, because people will fire it off at midnight before they go to sleep but then wake up and so it's very unpredictable, so you don't know where that is. So the shapes of the usage are quite different than we have had before. And also what's interesting is when it's sort of a follow the sun, even if you have a high growth company, you can sort of predict your usage patterns and have enough capacity for that, because it's sort of, it grows in a, in a way you can project. When you have companies doing sort of like evals and RL, they're super spiky. So they're gonna come in, it's like, “We're gonna use nothing, then can we have 100,000?” Right? And then go back down. And then 100,000, go back down. So it's very different, right? And.Swyx [00:22:09]: Do you want to lock them into commits so.Ivan [00:22:11]: Yeah, we do.Swyx [00:22:12]: Yeah, okay.Ivan [00:22:12]: We so we have to lock them into some sort of commits to have that capacity, because we have to have, basically we have to have the capacity for peak. Right? And so right now, Daytona's mean utilization is 15%, 1-5.Swyx [00:22:25]: Oh my God.Ivan [00:22:26]: So it's very low.Swyx [00:22:27]: Because it's very spiky.Ivan [00:22:27]: It's very spiky, but we get up to 90%. so we have these things. And so what we're, what we're looking at right now as a company is similar to Cloudflare where you can like geo move things around, but that works really well for basically the background agent where it's follow the sun. But this, it's not. Like it's a very different shape. Obviously with scale you figure these things out, but that's an interesting new problem that we have, as a compute provider in the agent space. And when we were doing the conference recently, and so we talked to like Nikita from Neon and.Swyx [00:22:57]: I should bring it up.Ivan [00:22:58]: Parag from Parallel and whatnot, everyone has the same problem. Whereas the usage is super spiky, and this is something that has not happened before, that you have these types of like it was always, it the amplitudes were not this high, right? So it's quite interesting use case and problem solve.Compute Conference and Spiky Agent InfrastructureSwyx [00:23:12]: Yeah, I don't know if we're gonna bring this up again, but let's just talk about the conference, you had like 1,000 something people at the Warriors game, at the Sorry, where is it? What's.Ivan [00:23:22]: Chase Center.Swyx [00:23:23]: Chase Center.Ivan [00:23:23]: Chase Center.Swyx [00:23:24]: I went. It was, it was very impressive. Obviously, you can, how to throw a conference, what did you learn? you put, you pulled together all these impressive names.Ivan [00:23:33]: What I.Swyx [00:23:34]: What were you looking for?Ivan [00:23:35]: My thesis behind the Compute Conference was let's bring together people that are building infrastructure for AI agents. Because when I think of what we're building, it is the agent is the primary user, what are the ergonomics and usage patterns of agents, and so we can do that. And what I found, this was a theory, it wasn't proven, is that we all have these problems, as I touched onto. And I was, as I was talking on stage, it was like we all have the same underlying infra problems, which is this spiky workloads, unpredictable workloads that we've never had before, in human, compute or human infrastructure. And it's, again, it's the same when I was talking to Parag or when I was talking.Swyx [00:24:20]: Lynn. Nikita.Ivan [00:24:21]: Lynn, Nikita. Lynn especially, I was talking to her the other day as well. Like the It is a very interesting type of problem to solve because I can touch on Cloudflare because there's a lot of like talk about that recently as to how they solve that, which is they have a bunch of geos, and basically, as users work in different places, and depending on your tier, they can move you around the geos. And so that how, that's how they get the higher utilization. But you can sort of predict these, and it's If it's something in You'll rarely get a spike that is 10 orders of magnitude. Like you'll get a like let's say one of your customers has some like an exponential curve. What is that to I'm using Cloudflare as an example. 10%, 20%, whatever it is. I don't, I don't have this data, I'm just assessing. It's surely not 10x, right? It's surely not something there. And so how do you go out and solve this problem? And we're all solving this in different ways. So we have.Swyx [00:25:11]: She also has the same thing.Ivan [00:25:12]: Yeah, I know specifically that like Neon had that issue as well. Like how are we solving these spiky loads and things like that ‘cause we talked about it. And so the interesting thing for me to actually internalize was, yes, everyone that's building for agents first is going through this, and we're all solving similar problems, which is quite.Swyx [00:25:28]: Let me let me double-click on this. Okay. So for example, Neon, I happen to know that they're very sort of S3 oriented, right? so they're just like fully bet on S3. And you get to benefit from S3's distribution and infrastructure. So I would imagine that Neon doesn't have to care, whereas Lynn maybe has to care a bit more because obviously she's doing GPU inference. And, for listeners, we did an episode with her, one and a half years ago. And you have to care. But like, right?Ivan [00:25:54]: Parag cares for sure, and Nikita.Swyx [00:25:58]: And Parag is C of, Parallel.Ivan [00:25:59]: Parallel, yeah.Swyx [00:26:00]: Former CTO of Twitter.Ivan [00:26:01]: Twitter, yeah.Swyx [00:26:02]: They are the search.Ivan [00:26:03]: Yeah, they're search, yeah.Swyx [00:26:03]: I You and I know but the listeners don't know.Ivan [00:26:08]: Yeah, we can put it down in the screen, and so ‘cause we, when we were talking.Swyx [00:26:11]: I'll put it up on the, on the screen.Ivan [00:26:12]: Yeah, right.Swyx [00:26:12]: People can look it up if they need.Ivan [00:26:14]: Look it up. And, yes, but they still have CPU and RAM, allocation that you have to have up and running. And so CPU and RAM, you have to allocate that and have that ready. And so there's basically two ways to do it. One is you either over-provision and you can handle the bursts, or two, you basically have, I don't know if this is a term, just-in-time compute, which is like as your load becomes, as your usage comes in, you can fire off requests for VMs or bare metals at other cloud providers and then get them up and running.Swyx [00:26:43]: This is if you go above 100%, right?Ivan [00:26:45]: Yeah, this is.Swyx [00:26:46]: Like your overflow.Ivan [00:26:46]: If your overflow, like spillage or whatever you do.Swyx [00:26:48]: You probably lose money on it, but it doesn't matter, right?Ivan [00:26:50]: It, not Well, you might, you might not That is a more cost-effective way to do it but it's a slower way to do it. Because basically what you have to do is you have to like queue your requests, spin up these just-in-time compute, get it all ready, provision it, and then get your workload there. And so if the time isn't important that much, that's fine, and you can do that. But if your customer, and especially for, let's say, the RL training runs, the reason why a lot of people come to us is because GPUs are more expensive than CPUs, right? So you want your GPU running at, what, 100% the entire time. And so when you're running runs on CPUs, when the when the CPU cycle is like down and spinning up the next one, you want that to be instantaneous so that your GPU doesn't go down, right? And if you then have to like go out and provision machines, you're essentially telling the GPU that it has to wait, and that's incurring our cost. So there's things that you have to try to solve for there.RL Workloads, Declarative Images, and Kubernetes ReplacementSwyx [00:27:43]: Yeah, let's talk about the different workload, right? You said that, what was it? A few months ago, you had zero RL workload and now it's 50%.Ivan [00:27:52]: It will be this one, 50%, yeah.Swyx [00:27:54]: Let's talk about how different it is, right? Like I imagine, for example, a lot less dynamic code generation of like arbitrary code. Like here, it's probably all the same code. You're just doing parallel runs or something, I don't know.Ivan [00:28:05]: Yeah. So you'll have multiple Depends on the like for each run, you'll have a snapshot. And they, for the most part, they actually do use our declarative image builder, which is like, “Oh, we, the agent wants these dependencies, these env vars.”Swyx [00:28:17]: These ones, yeah.Ivan [00:28:18]: Yeah, the declarative image builder, it.Swyx [00:28:20]: Which is a very modal like thing that they.Ivan [00:28:22]: Yeah. And so we build it on the fly and then we propagate that snapshot, and you can spin up as many sandboxes as you want against that snapshot. And then if you have to do changes, the model can, or like it could be also be automated. It's like, “Oh, now for the next run, we need to install these things or remove these things or whatever to get, a task done,” and then it goes off and runs that. So yes, that is something that it seems that they prefer. The number one reason I found, or should I say, let's take a step back. What we are competing against in that environment is essentially managed Kubernetes. So EKS, GKE, whatever. That is what the vast majority run on. And anyone that has tried Daytona versus GKE, EKS is like, “I'm never going back.” That has always been. There's a few reasons. One is the ergonomics. So if you have, if you're using Kubernetes to spin that up, you have to essentially manage the interface interactions with that. Daytona, although as a compute provider, it's more akin to a Twilio and Stripe from a consumption perspective than it is an AWS. Like you have an API, an SDK, it's quite like easy and seamless to get these things up and running, that's one. The other is the speed to which we spin up, which we mentioned earlier, which is much faster, and the scale to which we can go to. We haven't got into features, but an interesting feature is that it's very hard to OOM, or out of memory, our sandboxes, because we can dynamically on the fly.Swyx [00:29:48]: Resize.Ivan [00:29:49]: Resize, which is like impossible on almost any other thing. There are some technologies that enable you to do that, but it's like a very hard thing. And so we actually saw this when, the Terminal Revenge team is, brought us actually. So thank you, Alex and the team, that brought us into this whole space.Swyx [00:30:05]: It's just very rare that, a framework would just say, “Guys, just use Daytona.”Ivan [00:30:11]: Yeah, I think it says it somewhere. Yeah.Swyx [00:30:13]: Yeah. I was like, “What is this?”Ivan [00:30:15]: There's all, there's multiple there, but they also mention a few other places. and so Daytona specifically-We have, the, just jumping on themes here We, I don't know where it says Data Center.Swyx [00:30:27]: I, there.Ivan [00:30:27]: Doesn't matter.Swyx [00:30:28]: There's a very strong recommendation, which is, very unusual. Which is, it's.Ivan [00:30:33]: We do not pay them for this, just.Swyx [00:30:34]: I know, yeah. They just like you.Ivan [00:30:35]: Yeah, they like us. yeah, and also a thing, so, Data Center has multiple isolation sets underneath. The customer doesn't have to know what they are. But basically we have Docker, which is a container, that's hardened with Sysbox. So it's Docker's, isolation that is a security equivalent to a VM, but it's still a container. And that is the default, and they, especially in these training workloads, really like that as an interface to be able to use just a basic Docker container, and we enable Docker and Docker. Which for these RL runs, if you need to do a Docker compose or Kubernetes, you can spin up a K3S inside of these things, which unlocks a huge amount of workloads that you can do that you cannot do on other providers. So just on that part is much more interesting. And so we went that, through that. We showed them that we could do that, and they enjoyed that quite a bit. They being the general venture people.Swyx [00:31:28]: Those people, yeah.Ivan [00:31:29]: And Harbor people.Swyx [00:31:29]: Harbor people, do are they, are they a company yet?Ivan [00:31:33]: As far, I do not know.Customer Pull, Slack Connect, and the Computer Use BetSwyx [00:31:35]: Okay. All right. Yeah. It's like super obvious that like, there's a lot of excitement and success around these things, okay, so yeah, tell us more, right? Like, this is an exploding workload, Harbor adopted you, which helped speed things along. But what are you learning as this new workload comes online?Ivan [00:31:53]: There's a couple things that we learned, which we chat about in the beginning. We, and this has led our story, as we mentioned, we like talked to a lot of customers along the way, and we add more features and more tool sets as we talk to customers. And it's interesting that And I think it's that the ecosystem is so small and/or the models get smarter, where when we see one user come with a request, we know it goes on a roadmap if like three to five customers come with the same request in that week. It's like very bizarre. It happens so many times, which is.Swyx [00:32:27]: Because they're all friends.Ivan [00:32:28]: Sorry?Swyx [00:32:28]: They all, they're all friends. They're all in the same group chat.Ivan [00:32:30]: Yeah, probably, yeah. ‘Cause and they're like, “Oh, can you do this?” And I'm like, “Okay, this is interesting. We'll put it on a feature request.” And then the next one's like, “Oh, can you do this?” “Okay.” It's all the same, right? It's always the same. And so what we try to do, and I personally try to do, I try to be on as many call, quote-unquote “sales calls” I can. I'm in every Slack channel. We literally have about 1,000 Slack Connect channels, something like that. It's an interesting, there's so many interesting things you find out when you have all the Slack channels. You can also see where people, transfer between companies. You see leave Slack channel, enter Slack channel. It's an interesting thing. Also, just I digress, I feel that Slack Connect is literally LinkedIn what it should be. You have a list.Swyx [00:33:08]: LinkedIn charges you to, use your own connections, but Slack doesn't, right? Slack is like, do it for free. It's more lock-in. It's great.Ivan [00:33:15]: Yeah. It's amazing. Yeah. It's one of the reasons.Swyx [00:33:17]: You're gonna pay Slack for life.Ivan [00:33:18]: Exactly. You're there for life. So that's interesting. And so one of the things, the newer things we were talking about earlier is we made a big bet and put a lot of investment on computer use. that is not seen publicly the light of day. We haven't GA'd that yet, but we have.Swyx [00:33:32]: Is there a thing I can pull up?Ivan [00:33:33]: There is computer use there. It's right up a bit.Swyx [00:33:36]: Oh, yeah. Okay.Ivan [00:33:38]: What we have, what we talked about and what we've seen publicly is there's this theme now about, the human emulator where And Elon from XAI has talked about this publicly, and if you think about the models today, they're actually quite sophisticated and they can do a lot of work, but they still don't have access to all the tools. Like, I'm a strong believer that the most efficient way for an agent to work is essentially headless or through, terminal or whatnot. But if we, if we look at knowledge work in general, there's about 100 million knowledge workers in the US, about a billion in the world, and knowledge workers, and the salaries of them aggregate to 10 trillion in the US 50 trillion worldwide.Swyx [00:34:24]: Wow.Ivan [00:34:25]: Something like that. And if we look at, the five most important sectors of that, so like healthcare and government and financial services and whatnot, that's about 56% of that. So let's say it's about half of that. So in the US it's about 25 trillion, and most of them, most of that work is actually still locked into legacy apps inside of Windows, which is not going anywhere for a very long time. Like, people just won't invest in that. How much of it? our assumption is the following: if, in the RPA market, which is similar market, well, not the same 25% of, these white collar, workers', work is automated. If an agent is more sophisticated, can go through more runs, figure stuff out, let's say it's, 40%, right? And so if you take 40% of that, you get to essentially, $10 trillion a year.Swyx [00:35:17]: That's a TAM.Ivan [00:35:18]: That is a that is a TAM. So that's the TAM of the models, right? That's not our, essentially ours. But you get to that size, and to be able to do that, you essentially have to give agents these computers with the legacy. So computer use, either Mac or Windows or Linux. Linux we also obviously have and others have. But Windows specifically is something very new, and the only option right now is an EC2 with, Windows or on Azure. Both of them take anywhere from three to five minutes to spin up. We've created an actual sandbox, so it's a second instead of milliseconds, but you have, point in time snapshots, you have, forking, you have all the things that you have from a sandbox, but essentially enables you to hopefully unlock all this value. And so that's been our big push and bet, but we've sort of, kept our ear to the ground. What is sort of the next things in the market?RPA Returns: Why Agents Still Need ComputersSwyx [00:36:06]: Yeah, knowledge work, and building, and sort of RPA, the next wave of RPA. I got very excited about RPA kind of during COVID times. The UI path was IPO-ing. And it was, a very hot Isn't it, Eastern European?Ivan [00:36:20]: It is, Romanian.Swyx [00:36:21]: Romanian?Yeah, it might be the only Romanian, big unicorn okay, yeah. This I don't I don't, I don't have like a I think there's, I think there's a stage being set for the resurgence of RPA, ‘cause everyone understands that, yeah, no one wants to deal with these shitty apps and no one's gonna rewrite them. Like, you just have to do, a remote operation and programmatic operation of them.Ivan [00:36:45]: If you wanna unlock it, my own setup was basically the following. So I was doing a board deck recently, last month, whatever, and I'm like, “Okay, let's just, let's just do automated.” So, all our data's in, ClickHouse and PostHog and QuickBooks, where everyone else's is, and I'm basically, connected that all to, my Cloud code, like go off and go Cloud code whatever. Go off and, here's the integrations, go do that. It pulled out the first report, which was great. It connected to Brex and all these things, pulled it, which was great, and then I say, “Okay, now pull out this, and this,” and I kept getting, really well McKinsey-style design reports, but the data said partial data. all the missing data, partial data. Like, it can't access all the things, and I got so frustrated, and so I got, I got, my Mac Mini virtual sandbox with OpenClaw. I gave it its own account in our company, and then I went to all these services and created a read-only account, so literally like an intern in your company. And so I would say, “Now go and do this report,” and it would get the same, or like, “I can't via the MCP or the API or whatever. I can't get all the information.” I'm like, “Go log in.” And it will log into the website, then go in, export the data. It'll export the data and do the thing end to end. So even for things that have today APIs, not all of it is exposed, and I to get value, I get immense value right now, but it has to be a computer usage, unfortunately, and so I spend a bunch of tokens just on that, but I get the job done. And so if even a startup like ours, and using all the hottest tools, still needs a computer agent what hope does, Goldman have to have a headless, right?Swyx [00:38:22]: Yeah, what a - Why isn't Microsoft doing this?Ivan [00:38:27]: I'm pretty sure, Satya had a post yesterday.Swyx [00:38:29]: Oh, okay. I see.Ivan [00:38:29]: Which was like, “Every agent needs a computer.”Swyx [00:38:31]: I see, I see.Ivan [00:38:32]: So they have launched something recently.Swyx [00:38:34]: Yeah, they have Microsoft Power Automate, I'm sure, I'm sure, they're gonna have their version.macOS Sandboxes, Apple Constraints, and the Windows OpportunityIvan [00:38:39]: Version of that, yeah.Swyx [00:38:39]: You're gonna try to do yours, and it - I always know there's always demand for Mac, but I know it's, tricky to host, macOS sandboxes.Ivan [00:38:49]: We will have macOS sandboxes fairly soon. The problem with macOS, OS sandboxes is, I'm deep in this, I don't know how much interesting is.Swyx [00:38:55]: No, it's.Ivan [00:38:56]: MacOS has this problem.Swyx [00:38:57]: It's a licensing thing, right?Ivan [00:38:58]: Licensing thing. So one, you're allowed to run only two parallel VMs per machine, so that's one. Two, you can only license to a different user every 24 hours. So if you come in and theoretically, if I wanna charge you per second and I charge you one second, I have to have it idle for the rest of the day. I can't have anyone else doing that. So the pricing will be different in the sense that I will have to - we would have to charge for 24 hours, and that's not even, that's not even the most difficult thing. But the, thing above that is, from a security perspective, they enable you to do memory snapshot, pause, resume, but only on the same physical drive, physical machine. And so what you can do in, Windows world or Linux world is that I can move in the background, your snapshot from one to the other and manage load, right? Here, if you wanna do that, you essentially have to have your.Swyx [00:39:49]: Yeah, snapshots. Yeah.Ivan [00:39:50]: Your.Swyx [00:39:51]: It's like.Ivan [00:39:51]: Physical machine.Swyx [00:39:52]: You can't break it up.Ivan [00:39:53]: You can't, you can't move things around that, and all of that is, that part is, from a security standpoint, if it is written. Like, I understand the security aspect of that, but it disables you from doing these agentic, like really scalable agentic workloads.Swyx [00:40:08]: You need to do a vibe-coded, clean room implementation on macOS that you can then - That's like Clean OS or something. I don't know.Ivan [00:40:17]: So. We have.Swyx [00:40:18]: ‘cause like Linux was originally like a clean room rewrite of Unix.Ivan [00:40:21]: Okay. Yeah.Swyx [00:40:21]: Or something like that, right? Like same thing to macOS. Someone needs to do it.Ivan [00:40:25]: Someone will do that, and someone will have some long-running agents for a few days to figure this stuff out. But yeah. So definitely we - we're really close to offering something ‘cause people do want it, but the pricing will be different, and the feature set will be sort of stringent.Swyx [00:40:38]: Yeah, nobody's gonna use this. like, the labs, the labs will because they want to automate macOS.Ivan [00:40:42]: They have to do RL. They have to do RL again. But even if you The - So the point is with the RL part, if you, if you do RL on macOS, then the next iteration of the model comes out, it will be able to use these tools significantly. Then you actually need to run those, that somewhere. So you're gonna have to have that, later on. And from, if anyone at Apple is listening, I very much feel that they are shooting themselves in the foot of the scale of the revenue of compute or licensing they could get if they would just enable a concurrency model similar to what you can get on a Windows and a, and Linux.Swyx [00:41:17]: Yeah. Yeah. And I'm sure they've heard this before. They just don't care. Yeah, it's And maybe they will change their mind with the new CEO.Ivan [00:41:24]: Yeah. We'll see.Swyx [00:41:25]: We'll see.Ivan [00:41:25]: High hopes.Swyx [00:41:26]: High hopes.Ivan [00:41:26]: High hopes.Swyx [00:41:27]: Okay. But I, it's very clear the market opportunity is huge in Windows, and you can go for a long time on just Windows, but your customers are gonna want both. and I think, it is interesting to me that, this is the sort of God application of agents, right? Like, I don't It was - How big was OpenClaw for you guys? Like, was it, was there, a significant bump.OpenClaw, Agent Labs, and the B2B2C Sandbox MarketIvan [00:41:54]: Not for us because we.Swyx [00:41:54]: Because you already.Ivan [00:41:55]: We're kind of positioned differently. Whereas although it's completely PLG and we have individual developers that use it, most of the users that use Daytona are sort of a B2B2C. Sort of it's either B2B or B2B2C. So, in the researcher world, it's B2B, so you're selling to, labs and neo labs and things like that. But on the long-running agents, it's mostly, from a scale revenue perspective, it's mostly B2B2C, where you have a app layer agent that uses you at a big scale.Swyx [00:42:26]: Like a Manus. Yeah.Ivan [00:42:28]: Like a Manus Lovable type of thing.Swyx [00:42:31]: Yeah. I think that's the question of, well how, um-Uh, yeah, B2B to C is basically to me what I've been calling an agent lab, which is kind of like you're not in a model lab, but you're making a very good wrapper that is a platform that other people can sign up so they don't have to code those things. Yeah, it sound, it sounds like a much better market than the direct OpenClaw market.Ivan [00:42:56]: I've like - We I've done multiple things. So the CodeAnywhere's part of our career path R in the calendar, was very much an end user developer product. And so that is great. It You can get a lot of developer love, and I feel that we do as a company have a bunch of developer love. But it's a different type, where it's people building these things. Again, it's more akin to a Twilio because you don't really run - As a person, you wouldn't run Twilio. I don't know how many people remember. It was like ask your developer billboard and whatnot. And people really love Twilio, but they only used it inside of like, “Oh, I'm building this app or service for thing.” And so we're very much directly to that. And you also know that I used to work for a competitor for Twilio, so it's kind of ingrained, in my DNA.Swyx [00:43:35]: People don't know InfoBip is that big.Ivan [00:43:38]: Yeah, it's.Swyx [00:43:39]: Because.Ivan [00:43:40]: It's a billion euro.Swyx [00:43:40]: They're all American. They're like, “Whatever's in Europe doesn't matter to me.” But like it's the, it's the same size or bigger? Same size?Ivan [00:43:46]: It's about half the size.Swyx [00:43:47]: Half the size?Ivan [00:43:48]: Yeah, about half the size.Swyx [00:43:48]: It's like, yeah.Ivan [00:43:48]: Still huge. Multiple billions a year. Yes.Swyx [00:43:51]: That's crazy.Ivan [00:43:51]: Exactly, and so that - These are like really interesting and large revenue-generating, very sticky businesses. Whereas when you're selling to the - When your focus is the end developer, it is a very hard sell because they're very price sensitive, very price conscious, very around that. And there's very It's very hard to scale. Your cap is the number of people that are willing to spin up - First of all, wanna spin that up, and then spin up multiple of these. Whereas if you're in the enterprise one, like we know everyone's talking about like how many tokens they're spending, I'm spending. Like a lot of companies today are like, “If this is our company, spend as much as you can.” Like basically that is where we're going. And so if you think about that paradigm, where you're selling to companies that say, “Spend as much as you can to generate, productivity,” versus, “Oh, I'm a single person. I have this much budget, and I'm doing this thing because it's fun or it's helping me out or whatever.” Like it is a different, it's a different go-to-market, I think, strategy.MCP, CLIs, and Sandboxes as the Agent RuntimeSwyx [00:44:50]: Yeah, there's a lot of discussion. I'm just kind of going through like the mental list of things that are in your favor, which is, for example, MCP versus CLI. Like obviously you want CLI. It's been very good for you. I feel like it's maybe a drop in the bucket or maybe it's huge. I'm just checking whether it's like these are big trends.Ivan [00:45:10]: Those things you - work well in our favor, to your point just because every.Swyx [00:45:13]: They're kind of drop in the bucket, right?Ivan [00:45:15]: I think it's like sort of all the things come together. And so there's so many things that impact that. To your point, like OpenClaw wasn't huge for us, but like having the agent SDK, from Anthropic, so or Cloud Claude Code was very interesting. The reason why it was interesting is that a lot of, let's call them app I don't know what to call them, app layer agent companies, essentially they are like, “Oh, I can create this new app, this new agent. All I need, I just use Claude Code, and I throw it into a sandbox, and then I have my interface to the human to that.” And so that enabled so many more companies to actually offer this, and then they would pull on sandbox. So that was, that was interesting. And to your point, like MCP, versus the CLI, the MCP is an interface against an API, whereas the CLI is like you can actually go do things. Like this is it. The difference between integrations and actually running scripts or data or analysis against a thing. So being able to use a CLI very well enables the agent to do more things, and it's because that people will invoke a sandbox, they'll run it in the CLI, and but it'll do anal-analysis on that data and then give you an actual result versus just, pulling data from an API source.Swyx [00:46:29]: Yeah, it's a layer of indirection basically, it's the same thing as agentic search versus RAG, which where you're.Ivan [00:46:34]: Exactly, yeah.Swyx [00:46:34]: Just like you just win whenever people put more agents into their workflow. And so like it doesn't really matter, but I'm just kinda teasing out like what else have people heard about that like it's sort of, “Oh yeah, this is another sandbox use case. Oh yeah, that's another one.” Am I, am I missing any big ones?Ivan [00:46:51]: The thing, the thing that people, which is the computer use stuff, which I think is probably the most interesting one, is, and to your point, we've talked to so many people over the last year. It's like, “Oh, like why do you need a sandbox? Why do you need this? Why this?” And to your point, it's like, “Oh, I need sandbox for this. I need sandbox for that. I need sandbox-” It's like, “Oh, I need it for every single thing.” And so basically what I, what I - and it sounds like a broken record, it's like you use a laptop every single day, right? And you are n of one. It's just you. But now imagine how And by the way, the laptop, the computer PC market, the PC market is about equal to the cloud market in total. So it's about 150, 180 billion a year. Something like that. It's about roughly the three cloud hyperscalers is about equal to like Apple, HP, Lenovo, whatever, It's a little bit less, but it's sort of like that. And now imagine And that's just like, so how big is the addressable market? What, how many people are there in the world now? What's the last data?Swyx [00:47:45]: Let's call it eight billion.Ivan [00:47:46]: Eight billion. And so let's say you can have two computer, like you have one personal and one business, whatever. Like so it's double that, right? and so that's 16 billion, right? How many agents are gonna be running in two years, in 10 years, in 100 years? Like And for every single task, they will need one of these. And so how big is that? That market is essentially quote unquote “infinite”. You will get to the point, and Dylan Patel was at the conference talking about, from SemiAnalysis, that talks usually about GPUs, was also talking about how CPUs will now be a bottleneck because it will be the constraint. You won't be able to grow, or we won't be able to have enough of these because there won't be enough CPUs to basically do.Swyx [00:48:23]: Yeah. Well, I actually had a really good podcast with Doug Oliphant, who, which was his president at SemiAnalysis, where they've basically been like, yeah, it's been a GPU shortage first, but then it's cascaded down to memory and now to CPUs.Ivan [00:48:35]: CPU, yeah.Swyx [00:48:35]: It-What's next? So networking. So, networking actually has been in shortage for a while if you're looking at, just GPU networking. But, yeah, it's really crazy the amount of computer use that's going on, yeah, cool. I, other questions are, just the one very big part is the open sourceness which you didn't have to do, your competitors don't do, like it's not, a lot of people are worried about keeping their projects open source because some competitor can just slot fork it. I don't know if there's any reflections on just being an open source company.Open Source, Trust, and Enterprise ProcurementIvan [00:49:15]: Yeah. There's a bunch. So we the original product that we did was open source.Swyx [00:49:19]: Yeah. CodeAnywhere.Ivan [00:49:20]: So doing that was actually very good for us. There's basically a saying of, What's the saying? Like, companies that are, that are doing really well, measure themselves against, free cashflow, that are kinda okay, it's EBITDA, then, it's, it goes all the way down.Swyx [00:49:36]: The worst is like GitHub stars.Ivan [00:49:37]: GitHub stars. GitHub stars are the worst, yeah. So you go all the way down to GitHub stars. And so our original one was GitHub stars. That's what we talked about, we're at the point we're talking about revenue, so we're we've gone up the stack on that. And so we started.Swyx [00:49:47]: No, profit.Ivan [00:49:48]: Yeah. We haven't, we're, we'll get there. We'll get there. But basically at that point we did stars and GitHub and it was useful, and the original variation that we did, it we split the core into its own repo and it was Apache 2.0, so very, permissive. And then we basically would bundl

Google dominated I/O with Gemini 3.5 Flash, its fastest agentic model yet, plus Gemini Spark as a 24/7 personal agent. It also launched Gemini Omni for video generation, overhauled its search box, shipped Antigravity 2.0, and added Street View to Project Genie. Google rolls out Gemini 3.5 Flash, its "strongest agentic and coding model yet", for tackling long-horizon agentic tasks, in the Gemini app and Search's AI Mode (Google) Google announces Gemini Spark, a "24/7 personal AI agent" that is powered by Gemini 3.5 and supports integrations with Google Workspace apps, including Gmail (Engadget) Google launches Gemini Omni, a multimodal model it says can "create anything from any input", starting with video generation, for Google AI Plus, Pro, and Ultra (VentureBeat) Google overhauls its search box, letting users input longer queries, including with photos and videos, and automate searches with Gemini 3.5 Flash-based agents (NYT) Google introduces Antigravity 2.0, featuring an updated desktop app that lets users orchestrate agents, an Antigravity CLI tool, and an SDK for custom workflows (TechCrunch) Google adds Street View integration to Project Genie, its interactive world builder, and expands Genie from the US to adult Google AI Ultra subscribers globally (Engadget) Learn more about your ad choices. Visit megaphone.fm/adchoices

If your MCP server has dozens of tools, it's probably built wrong. You need tools that are specific and clear for each use case—but you also can't have too many. This creates an almost impossible tradeoff that most companies don't know how to solve.That's why we interviewed Alex Rattray, the founder and CEO of Stainless. Stainless builds APIs, SDKs, and MCP servers for companies like OpenAI and Anthropic. Alex has spent years mastering how to make software talk to software, and he came on the show to share what he knows. We get into MCP and the future of the AI-native internet. [Disclosure: Dan is a small investor in Stainless.]If you found this episode interesting, please like, subscribe, comment, and share.To hear more from Dan Shipper:Subscribe to Every: https://every.to/subscribeFollow him on X: https://twitter.com/danshipperGet started with Braintrust at https://www.braintrust.dev/ Timestamps: 00:01:15 - Introduction 00:05:09 - APIs and MCP, the connectors of the new internet 00:11:00 - Why MCP exists 00:17:15 - Why MCP servers are hard to get right 00:20:24 - Design principles for reliable MCP servers 00:25:06 - Using MCP for business ops at Stainless 00:40:57 - Alex's take on the security model for MCP 00:44:42 - How one-off AI actions become permanent production softwareLinks to resources mentioned in the episode:Alex Rattray: Alex Rattray (@RattrayAlex), Alex RattrayStainless: https://www.stainless.com/

Every industry has its alphabet soup — ROI, KPI, B2B, API, SDK, LTO — and we toss these around assuming everyone in the room is fluent. They're not. Even in a roomful of professionals from the same field, someone is new, someone works in a different department, someone comes from a region where different terms are standard. And the moment you use an acronym they don't recognize, they stop listening to you and start trying to decode what you just said. You've lost them—not because your content was weak, but because your language assumed too much. In this episode, you'll learn a simple, five-second fix that keeps every member of your audience with you: define each acronym, set of initials, or piece of jargon the first time you use it. I'll show you how to do it naturally so it never sounds remedial, share the story of a client whose engagement transformed once he stopped assuming his audience knew what "LTO" meant, and give you a practical action step you can apply to your next presentation. Clarity isn't just courtesy. It's the difference between speaking at your audience and bringing every one of them along with you. • PeterGeorgePublicSpeaking.com • The Captivating Public Speaker on Amazon - https://www.amazon.com/dp/B0BJ8HRPWC

In this episode, Peter breaks down one of the first real decisions Cardano developers face when building a dApp, choosing between Mesh SDK and Evolution SDK. Both libraries cover the off-chain essentials like transaction building, wallet integration, provider support, smart contract interoperability, and governance-era transactions, but they make different trade-offs depending on the kind of app you want to ship.The episode walks through practical decision points instead of abstract theory. Peter explains when Mesh makes more sense for React-based apps, production-ready smart contract templates, Hydra support, and AI-assisted development workflows, and where Evolution can be the better fit for Cloudflare Workers, edge runtimes, or teams that prefer stronger type safety and functional programming patterns. He also shows live examples from his own Mesh-based projects, including a bounty platform, a Cardano-wide leaderboard, and a governance dashboard, to make the comparison concrete.Key Takeaways:- Mesh SDK and Evolution SDK are both TypeScript-first Cardano off-chain libraries that support transaction building, wallet integration, multi-provider workflows, and governance-era transactions.- Mesh is generally the stronger choice for React-based dApps, teams that want ready-made smart contract templates, Hydra integrations, and developers leaning on AI coding tools.- Evolution SDK is often the better fit for Cloudflare Workers, edge deployments, WASM-hostile runtimes, and codebases that prioritise functional programming and strict type safety.- Teams migrating from Lucid or Lucid Evolution have a more natural upgrade path into Evolution SDK because it is the direct successor.- For NFT marketplace-style builds, Mesh offers practical advantages through its existing contract templates and developer tooling.- Mesh includes features such as social sign-in and custody wallet creation that can reduce onboarding friction for mainstream users entering a Cardano application.- The best SDK choice depends less on ideology and more on deployment target, UI framework, developer workflow, and how much prebuilt infrastructure a team wants.Links & References:- Mesh SDK vs Evolution SDK: Which off-chain library? - Learn Cardano: https://learncardano.io/comparison/mesh-vs-evolution-sdk/Website: https://learncardano.ioX/Twitter: https://x.com/LearnCardanoDisclaimer: This content is for educational purposes only. Nothing constitutes financial advice.DISCLAIMER: This content is for informational and educational purposes only and is not financial, investment, or legal advice. I am not affiliated with, nor compensated by, the project discussed—no tokens, payments, or incentives received. I do not hold a stake in the project, including private or future allocations. All views are my own, based on public information. Always do your own research and consult a licensed advisor before investing. Crypto investments carry high risk, and past performance is no guarantee of future results. I am not responsible for any decisions you make based on this content.

Sharath Narayana, CEO and Co-Founder of Sanas, joins SlatorPod to talk about the evolution of real-time speech AI, the rise of accent harmonization, and why voice will become the next major enterprise interface.Sharath traces his journey from engineer to entrepreneur, including the founding of Observe.AI before launching Sanas alongside Stanford researchers focused on solving low-latency speech processing.The CEO explains that Sanas initially operated as a speech lab focused on improving human understanding in conversations. The company developed multiple algorithms covering noise cancellation, speech enhancement, accent harmonization, and language translation before discovering that enterprises were most willing to pay for accent-related technology.Sharath emphasizes that Sanas' accent technology is not designed to erase identity, but to improve clarity and reduce friction in customer interactions. He says enterprises, especially contact centers, adopted the technology to improve first-call experiences and reduce mistrust between agents and customers.He also discusses Sanas' focus on on-device AI infrastructure rather than cloud-only deployments, where running speech AI locally improves latency, protects data sovereignty, and lowers compute costs.Looking ahead, Sharath says Sanas is preparing broader launches for real-time language translation, universal accent translation, and developer SDKs that will allow third parties to build voice applications on top of the Sanas platform.

The calm before the AI storm? ⛈️You bet. Although we had a bevy of new AI releases, fresh drama and a HUGE IPO from an AI company, this week's biggest AI news is about what's around the corner: - An upcoming decision in the Musk vs. OpenAI lawsuit - How the big Cerebras IPO will impact the other AI giants- Google's I/O conference Tuesday, which will likely set off a firestorm of updates. The hot AI summer is around the corner, so we'll get you caught up and prepared for what's coming next. Newsletter: Sign up for our free daily newsletterMore on this Episode: Episode PageToday's Episode on LinkedIn: Thoughts on this? Join the convo on LinkedIn and connect with other AI leaders.Upcoming Episodes: Check out the upcoming Everyday AI Livestream lineupWebsite: YourEverydayAI.comEmail The Show: info@youreverydayai.comConnect with Jordan on LinkedInTopics Covered in This Episode:OpenAI Codex Remote Control Feature LaunchCerebras AI IPO Debut & Market ImpactGoogle Book Laptops with Gemini IntelligenceAnthropic Programmatic Usage Policy BacklashUS-China Talks on AI Safety GuardrailsOpenAI Considers Legal Action Against AppleGoogle IO 2024: Gemini 3.2 and Spark LeaksAI Industry Partner Updates: AWS, PWC, MetaTimestamps:00:00 OpenAI adds remote control feature03:46 Codex remote features for mobile08:54 Cerebras IPO and tech market resurgence12:41 Introducing the Google Book laptops13:55 Google books hardware partners and AI competition17:09 Changes to agent SDK credits21:15 Developers react to pricing changes25:25 US-China AI negotiations overview28:04 Concerns about AI and security34:03 Anticipating Google IO announcements36:37 Gemini Omni leaks and speculations40:07 Recent AI advancements and industry moves42:50 Introducing Firefly AI AssistantKeywords: AI IPO, Cerebras Systems, Cerebras IPO, AI chipmaker, $95 billion market cap, wafer scale AI chips, OpenAI, Anthropic, Anthropic criticism, Claude subscriptions, programmatic API usage, Claude Dispatch, Claude CoWork, AI subscription limits, OpenClaw, autonomous AI agents, ChatGPT mobile app, Codex remote control, Gemini Intelligence, Google I/O, Google Book laptop, Android XR glasses, Gemini Spark, Gemini 3.2, Google AI assistant, multimodal AI models, persistent AI agent, Apple Intelligence, Siri integration, OpenAI vs Apple, class action lawsuit, ChatGPT paid subscription, Google-Microsoft-Amazon AI rivalry, AWS partnership, developer backlash, AI agent SDK, AI regulatory talks, US-China AI relations, model distillation, data center, AI cybersecurity, Daybreak, personal finance AI, Meta Muse Spark, Thinking Machines Lab, multimodal human collaboration, AI widget, custom widget creation, agent memory, cloud agent, real-time AI, verticalized AI, legal AI, finance AI, small business AI.Send Everyday AI and Jordan a text message. (We can't reply back unless you leave contact info) Start Here ▶️Not sure where to start when it comes to AI? Start with our Start Here Series. You can listen to the first drop -- Episode 691 -- or get free access to our Inner Cricle community and all episodes: StartHereSeries.com Also, here's a link to the entire series on a Spotify playlist. 

The first AI-native programmatic stack for mobile publishers is real, and the early numbers are absurd. 10-20% revenue lifts across every publisher they've launched.Felix Braberg sits down with Dan Sack — Co-founder of CloudX, formerly MoPub, Twitter, Max, and AppLovin — for round two of their conversation, three months after CloudX went GA in February. The company now works with dozens of publishers, has five bidders fully live, a dozen more integrating, and a 35-person team. The pitch is "monetization as code" — a publisher platform where every setup lives in code and can be operated by humans OR AI agents.What's actually working today is the infrastructure layer: transparent fees, no competing ad network, verified auctions, and integration options that include first look, parallel, and standalone. The agentic capabilities are coming in Q3 — and that's the part that could reshape how publishers operate.━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━⏱️ TIMESTAMPS00:00 Cold open — dating app publisher up 14% revenue01:19 Round two intros + Dan's torn ACL update03:30 What CloudX has shipped since February GA04:39 Monetization as code: human + AI agent operated07:28 Felix's example: "kill DT for IAP whale cohorts"08:43 First look vs parallel vs standalone explained14:27 The real reason CloudX delivers 10-20% lifts24:14 Felix's pickle: 3 weeks of manual tuning, no AI yet32:19 The Q3 automation + intelligence layer roadmap━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

A Texas dude allegedly scored the Yu-Gi-Oh motherlode when he pulled multiple uncut sheets of first-edition Blue-Eyes White Dragon cards out of a dumpster -- yeah the same SDK-001 legend that single-handedly defined the game back in '99, now worth a cool million if the whole haul sells clean. He's already flipped over $60k on Facebook Marketplace and eBay with more factory-fresh sheets of Toon Dragons and bulk rares still trickling out, but the TCG community's split because the story reeks of "security breach contractor dump" and nobody's buying the pure dumpster fairy tale -- either way someone's about to get rich off literal garbage while the rest of us wonder how many more holy grails are rotting in Texas trash bins right now. Watch the podcast episodes on YouTube and all major podcast hosts including Spotify. CLOWNFISH TV is an independent, opinionated news and commentary podcast that covers Entertainment and Tech from a consumer's point of view. We talk about Gaming, Comics, Anime, TV, Movies, Animation and more. Hosted by Kneon and Geeky Sparkles. Get more news, views and reviews on Clownfish TV News - https://more.clownfishtv.com/ On YouTube - https://www.youtube.com/c/ClownfishTV On Spotify - https://open.spotify.com/show/4Tu83D1NcCmh7K1zHIedvg On Apple Podcasts - https://podcasts.apple.com/us/podcast/clownfish-tv-audio-edition/id1726838629 MORE CLOWNFISH TV - Official Merch Store: http://ClownfishMinus.com Facebook - https://facebook.com/ClownfishTV X - https://x.com/ClownfishTVcom Clownfish TV subreddit: https://www.reddit.com/r/ClownfishTVOfficial/ Disclaimer: This series is produced by Clownfish Studios and WebReef Media, and is part of ClownfishTV.com. Opinions expressed by our contributors do not necessarily reflect the views of our guests, affiliates, sponsors, or advertisers. ClownfishTV.com is an unofficial news source and has no connection to any company that we may cover. This channel and website and the content made available through this site are for educational, entertainment and informational purposes only. These so-called “fair uses” are permitted even if the use of the work would otherwise be infringing. #News #Podcast #FYP #Shorts #YuGiOh #BlueEyesWhiteDragon #UncutYuGiOhSheets #YuGiOhDumpsterFind #TCGDrama #YuGiOhCards #RareYuGiOh #DumpsterTreasure Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Eric Jang walks through how to build AlphaGo from scratch, but with modern AI tools.Sometimes you understand the future better by stepping backward. AlphaGo is still the cleanest worked example of the primitives of intelligence: search, learning from experience, and self-play. You have to go back to 2017 to get insight into how the more general AIs of the future might learn.Once he explained how AlphaGo works, it gave us the context to have a discussion about how RL works in LLMs and how it could work better – naive policy gradient RL has to figure out which of the 100k+ tokens in your trajectory actually got you the right answer, while AlphaGo's MCTS suggests a strictly better action every single move, giving you a training target that sidesteps the credit assignment problem. The way humans learn is surely closer to the second.Eric also kickstarted an Autoresearch loop on his project. And it was very interesting to discuss which parts of AI research LLMs can already automate pretty well (implementing and running experiments, optimizing hyperparameters) and which they still struggle with (choosing the right question to investigate next, escaping research dead ends). Informative to all the recent discussion about when we should expect an intelligence explosion, and what it would look like from the inside.Watch on YouTube. Read the transcript.And check out the flashcards I wrote to retain the insights.Sponsors* Cursor‘s agent SDK let me build a pipeline to generate flashcards for this episode. For each card, I had an agent read the transcript, ingest blackboard screenshots, generate an SVG visual, and run everything through a critic. A durable agent is much better at this kind of work than a chain of LLM calls, and Cursor's SDK made it easy. Check out the cards at flashcards.dwarkesh.com and get started with the SDK at cursor.com/dwarkesh* Jane Street gave me a real deep-dive tour of one of their datacenters. I got to ask a bunch of questions to Ron Minsky, who co-leads Jane Street's tech group, and Dan Pontecorvo, who runs Jane Street's physical engineering team. They were willing to literally pull up the floorboards and take out racks to explain how everything works. Check out the full tour at janestreet.com/dwarkeshTimestamps(00:00:00) – Basics of Go(00:08:17) – Monte Carlo Tree Search(00:32:04) – What the neural network does(01:00:33) – Self-play(01:25:38) – Alternative RL approaches(01:45:47) – Why doesn't MCTS work for LLMs(02:01:09) – Off-policy training(02:12:02) – RL is even more information inefficient than you thought(02:22:16) – Automated AI researchers Get full access to Dwarkesh Podcast at www.dwarkesh.com/subscribe

Meta employees are pushing back against workplace monitoring software reportedly tracking mouse and keyboard activity, raising fresh questions about morale, trust, and whether internal culture could derail the company's AI ambitions. Anthropic has partially reversed restrictions that frustrated Claude users relying on third-party AI agent tools, but there's a catch: new monthly usage credit pools for agent SDK access. It's a reminder that autonomous AI agents may be useful, but they are also brutally expensive to run. Jim Love also looks at the growing role of Chinese open-weight AI models inside Western companies. Reports suggest firms focused on cost and performance are increasingly pragmatic about model choice, including evaluating systems like Alibaba's Qwen alongside U.S. alternatives. And Google may be preparing an AI-native rethink of the laptop. Reports point to new ChromeOS devices built around AI-first workflows, potentially setting up a direct challenge to Microsoft Copilot+ PCs. If AI is changing how we work, who builds the models, and even the computers we use, this episode connects the dots. Stories in this episode: 00:00 Today's AI Headlines 00:49 Meta Employee AI Backlash 03:31 Why Morale Matters in AI 05:11 Anthropic's Agent Pricing Reset 06:14 Why AI Agents Break Business Models 08:09 Chinese AI Models Gain Ground 10:01 Best Model Wins, Not Nationality 10:42 Google's AI-Native Laptop Push 12:04 ChromeOS vs Windows AI PCs 13:40 Wrap Up #ArtificialIntelligence #Meta #Anthropic #ClaudeAI #Google #ChromeOS #AIagents #OpenSourceAI #Qwen #TechNews #HashtagTrending

If AI agents are the new digital knowledge workers, where exactly do they do their work? In this episode of the MAD Podcast, Ivan Burazin joins us to unpack the emerging infrastructure stack for AI agents and explain why every agent needs its own secure, stateful "computer." We explore the technical realities of sandboxes, dive into why legacy, stateless hyperscalers weren't built for these new workloads, and break down the mechanics of microVMs and custom schedulers alongside a contrarian prediction on an impending CPU shortage. Finally, Ivan delivers an absolute masterclass on product-led growth, community building, and go-to-market strategy for technical founders.(00:40) Intro(02:13) What is an AI agent sandbox?(03:17) Security risks of running agents locally(05:17) Stateful vs. stateless hyperscalers(07:04) The history of cloud IDEs and the end of localhost(09:45) Do all AI agents need a sandbox?(12:26) Sandbox use cases: RL evals & background agents(14:10) Unpacking the emerging AI Agent Stack(16:20) The unsolved problem of agent memory and learning(19:37) Where sandboxes fit in the agent harness(21:35) OpenAI, Anthropic, and agent SDKs(23:06) Ivan's founder journey: From CodeAnywhere to Daytona(26:59) GTM strategies and building developer communities(33:48) Why customer support is your best GTM strategy(35:34) Leveraging Twitter during the AI super cycle(40:50) The technical anatomy of a sandbox(41:53) Why fast spin-up speeds maximize GPU efficiency(46:09) Firecracker, QEMU, and isolation primitives(49:58) Why sandbox snapshots and state forking matter(51:40) Why Daytona built a custom scheduler from scratch(55:24) The challenge of long-running stateful sandboxes(58:10) The build your own sandbox trap(1:01:03) Why AI agents might trigger a global CPU shortage(1:02:46) The future of the AI Agent Stack

Inductive Automation cofounders Colby Clegg and Carl Gould go deep on the origins of Ignition, the road to 8.3, and what AI means for industrial automation.Vlad and Dave host Colby Clegg, CEO, and Carl Gould, CTO, of Inductive Automation together for the first time to trace the full arc of the company. The story begins in 2003, when Sacramento systems integrator Steve Heckman brought Colby and Carl in to build the missing glue layer between OT data and modern IT tooling. What began as logging values into SQL databases became Factory PMI and eventually Ignition.A key thread is why Ignition broke through when larger automation vendors had superior distribution. Colby points to Clayton Christensen's Innovator's Dilemma. Incumbents could not match Inductive's unlimited per gateway pricing or partner with integrators because their own services groups competed with them. Carl adds the culture piece. Inductive refused to gate downloads, kept the module SDK open, made education free, and ran a public forum when competitors called it reckless, a posture they once called innovation without permission.Ignition 8.3 takes center stage, arriving after a deliberate five year gap from 8.1. Carl frames it as the completion of work that began with 8.0 in 2018. Gateway configuration is now stored in open, readable formats on disk, the gateway web interface was rewritten, and the platform supports orchestration, environmental separation, and infrastructure as code workflows Carl expects to become table stakes. The release also adds event streams, a revamped historian, and perspective drawing tools. For integrators still on 8.1, 8.3 is the version built for distributed deployments across many gateways.On AI, Carl is candid that the new MCP server module is intentionally a minimum viable product. It ships as a raw toolkit for integrators to author MCP primitives that expose Ignition data to agentic systems like Claude Code. First party MCP tools are coming, but Inductive wants to define the guardrails before shipping an API surface they will support for years. Carl frames AI as a new axis of software possibility, comparable to the shift from DOS to Windows. Colby ties it back to legacy SCADA conversion, framing the security and reliability gains as a national security issue. The episode closes with notes on the Inductive ecosystem, including a new collaboration with Tiger Data behind TimescaleDB, plus career advice on soft skills, context, and agentic coding tools.About Colby Clegg and Carl GouldColby Clegg is the CEO and cofounder of Inductive Automation, the California based company behind Ignition, the cross platform SCADA, MES, and IIoT software used by manufacturers and integrators worldwide. Carl Gould is the CTO and cofounder, leading product and engineering direction across Ignition. Both joined founder Steve Heckman in 2003 and have shaped the platform's open, integrator first philosophy ever since.Inductive Automation: https://www.inductiveautomation.comTimestamps0:00 Introduction1:00 Meet Colby Clegg and Carl Gould2:00 The origins of Inductive Automation in 20038:00 Going to market and the Innovator's Dilemma10:30 Innovation without permission as company culture18:50 Ignition 8.0 and the leap to Perspective26:00 The five year journey to 8.338:00 The MCP server module and AI in Ignition45:30 AI in the control plane and guardrails52:30 Tiger Data and the technology ecosystem1:02:30 Career advice for the next generation1:06:40 What is ripe for innovationReferencesIgnition Community Conference: https://icc.inductiveautomation.comAbout Your HostsVladimir Romanov is a cohost of The Manufacturing Hub Podcast and the founder of Joltek, an independent manufacturing and industrial automation consulting firm specializing in modernization strategy, digital transformation, and workforce development. Joltek works with manufacturers and investors to reduce the risk of modernization and build the internal capability to sustain results.Connect with Vlad: https://www.linkedin.com/in/vladromanov/Want to go deeper? Vlad and the team at Joltek have covered related topics here:Colby Clegg on Ignition 8.3 and Industrial Automation: https://www.joltek.com/blog/industrial-automation-colby-clegg-ignition-8-3Connecting Allen Bradley PLCs to Ignition: https://www.joltek.com/blog/connecting-allen-bradley-plc-ignitionDave Griffith is a cohost of The Manufacturing Hub Podcast and founder of Capelin Solutions, an industrial automation firm helping manufacturers adopt smart manufacturing technology. He brings 15 years of experience in industrial automation and digital transformation.Connect with Dave: https://www.linkedin.com/in/davegriffith23/Subscribe to Manufacturing Hub: https://www.manufacturinghub.liveLinkedIn: https://www.linkedin.com/company/manufacturing-hub-networkYouTube: https://www.youtube.com/@ManufacturingHub

Pre opozičnú alternatívu dnes tiká najvyšší čas. Ak chce vystriedať Fica, nemôže to byť o menách a koalíciách, ale musí ponúknuť spoločné odpovede na kľúčové problémy Slovenska. Toto tam však vôbec nevidieť. Hovorí jeden z kľúčových architektov Mečiarovej volebnej porážky a spoluautor SDK Ivan Šimko. Napriek tomu, prečo nie je dôvod sa mentálne opúšťať?Kedy, ak nie teraz a kto, ak nie my? Otázka reálnej zmeny Ficovej vlády čoraz viac súvisí aj s témou integrácie roztrieštených opozičných síl. Má však opozícia na to aby vystriedala unavenú vládnu moc?Jej líder - Progresívne Slovensko, síce dominuje prieskumom preferencií, viacero opozičných subjektov však bojuje s hrozbou prepadu ich voličských hlasov. Opozičným politikom sa však sily spájať veľmi nechce a často - namiesto spolupráce, voči sebe radšej bojujú. Neexistuje ani kedysi obľúbený formát tieňovej opozičnej vlády, ktorá by mohla spoločným opozičným hlasom voličom formulovať konkrétne alternatívy ďalšieho vývoja Slovenska.Porážku veľmi obľúbenému premiérovi Vladimírovi Mečiarovi a tým stopku jeho vláde, pritom uštedril práve takýto spoločný opozičný subjekt - Slovenská demokratická koalícia (SDK), v ktorej sa na jednej kandidátke stretlo až 6 politických subjektov. Je čas na podobné spájanie sa a dá sa dvakrát vstúpiť do tej istej rieky? Ako sa spájajú politicky veľmi rozdielne strany a kde sa stretá umenie kompromisu a integritou vlastnej tváre? No a prečo sa dnešná opozícia nevie zjednotiť ani na vecných riešeniach kľúčových problémov Slovenska?Na integráciu opozície je najvyšší čas. Ak to myslia vážne, musia začať s programovými otázkami - teda ponukou spoločného riešenia kľúčových problémov Slovenska, nie debatou o menách či formách spájania sa. Túto logiku tam však nevidím. Odkazuje opozičným lídrom Ivan Šimko, jeden z architektov SDK, ktoré integráciou opozičných síl dokázala odstaviť od moci populárneho premiéra Vladimíra Mečiara. Oni sa o tom, ako nájsť spoločné prieniky v riešení zásadných a aktuálnych problémov tejto krajiny vôbec nerozprávajú a ani to – ako spoločná alternatíva, neformulujú verejnosti. Opantal ich premiér Fico a jeho témy. Opozícia má pritom dnes na rukách silné karty, niet dôvodu sa opúšťať, dodáva Šimko.Sledujete Ráno Nahlas, tentoraz s jedným z architektov SDK a bývalým podpredsedom KDH Ivanom Šimkom. Pekný deň a pokoj v duši praje Braňo Dobšinský.

Pre opozičnú alternatívu dnes tiká najvyšší čas. Ak chce vystriedať Fica, nemôže to byť o menách a koalíciách, ale musí ponúknuť spoločné odpovede na kľúčové problémy Slovenska. Toto tam však vôbec nevidieť. Hovorí jeden z kľúčových architektov Mečiarovej volebnej porážky a spoluautor SDK Ivan Šimko. Napriek tomu, prečo nie je dôvod sa mentálne opúšťať?Kedy, ak nie teraz a kto, ak nie my? Otázka reálnej zmeny Ficovej vlády čoraz viac súvisí aj s témou integrácie roztrieštených opozičných síl. Má však opozícia na to aby vystriedala unavenú vládnu moc?Jej líder - Progresívne Slovensko, síce dominuje prieskumom preferencií, viacero opozičných subjektov však bojuje s hrozbou prepadu ich voličských hlasov. Opozičným politikom sa však sily spájať veľmi nechce a často - namiesto spolupráce, voči sebe radšej bojujú. Neexistuje ani kedysi obľúbený formát tieňovej opozičnej vlády, ktorá by mohla spoločným opozičným hlasom voličom formulovať konkrétne alternatívy ďalšieho vývoja Slovenska.Porážku veľmi obľúbenému premiérovi Vladimírovi Mečiarovi a tým stopku jeho vláde, pritom uštedril práve takýto spoločný opozičný subjekt - Slovenská demokratická koalícia (SDK), v ktorej sa na jednej kandidátke stretlo až 6 politických subjektov. Je čas na podobné spájanie sa a dá sa dvakrát vstúpiť do tej istej rieky? Ako sa spájajú politicky veľmi rozdielne strany a kde sa stretá umenie kompromisu a integritou vlastnej tváre? No a prečo sa dnešná opozícia nevie zjednotiť ani na vecných riešeniach kľúčových problémov Slovenska?Na integráciu opozície je najvyšší čas. Ak to myslia vážne, musia začať s programovými otázkami - teda ponukou spoločného riešenia kľúčových problémov Slovenska, nie debatou o menách či formách spájania sa. Túto logiku tam však nevidím. Odkazuje opozičným lídrom Ivan Šimko, jeden z architektov SDK, ktoré integráciou opozičných síl dokázala odstaviť od moci populárneho premiéra Vladimíra Mečiara. Oni sa o tom, ako nájsť spoločné prieniky v riešení zásadných a aktuálnych problémov tejto krajiny vôbec nerozprávajú a ani to – ako spoločná alternatíva, neformulujú verejnosti. Opantal ich premiér Fico a jeho témy. Opozícia má pritom dnes na rukách silné karty, niet dôvodu sa opúšťať, dodáva Šimko.Sledujete Ráno Nahlas, tentoraz s jedným z architektov SDK a bývalým podpredsedom KDH Ivanom Šimkom. Pekný deň a pokoj v duši praje Braňo Dobšinský.

(07:22) Brought to you by MailtrapMailtrap is a modern email delivery for developers with native SDKs support along with security compliant API & SMTP. Plus, you get 4,000 emails a month completely on their free tier! It also provides 24/7 support where you actually talk to real people, not an AI chatbot. Try Mailtrap for free at ⁠mailtrap.io⁠.What does code review mean when AI writes most of the code? The answer isn't to review more carefully. It's a fundamentally different process, one built around rules, agents, and governance rather than diffs and comments.In this episode, Itamar Friedman, founder and CEO of Qodo.ai, shares how AI is forcing a complete rethink of code review — from inline comments on code diffs to multi-agent governance systems that verify intent, architecture, and business logic at scale. He traces the evolution of code review through successive generations, explains why traditional static analysis is no longer sufficient, and lays out what a modern quality and governance layer actually looks like. Itamar also introduces the concept of “shift up” — extending quality checks into the planning phase so that technical product managers can contribute directly to shipping features — and explains how teams can move from vibe coding to viable, grounded development. The conversation also covers the race between AI labs, the role of open-source models, and a frank look at where the software developer role is heading by 2030.Key topics discussed:Why line-by-line code review doesn't scale with AI-generated PRsThe generational evolution of code review tools (Gen 1 to 3.5)How multi-agent systems surface only what needs human attentionTurning tribal knowledge into enforceable rules and skillsShift-left and shift-up: embedding quality earlier in the workflowWhat the new agentic code review UI will look likeVibe coding vs. viable coding: the governance layer in betweenWhere the software developer role is headed by 2030Timestamps:(00:00:00) Trailer & Intro(00:02:50) How Has AI Driven the Evolution of Code Review to Multi-Agent Systems?(00:07:53) How Do We Move from Vibe Coding to Viable, Grounded Development?(00:12:35) Are Traditional Static Analysis Checks Still Sufficient in the AI Era?(00:16:27) How Do We Handle Exploding PR Volume Without Sacrificing Code Review Quality?(00:22:11) How Do We Evolve Code Review from Simple Comments to Senior-Level AI Reviews?(00:28:51) What Will the New Agentic Code Review UI Look Like?(00:33:32) How Does Qodo Differentiate Itself as an AI Code Review and Governance Platform?(00:37:15) What Do Shift-Left and Shift-Up Mean for the Future of Code Quality?(00:41:23) How Do We Maintain Quality When Running Multiple AI Agents in Parallel?(00:48:11) How Are Chinese AI Models Reshaping the Open-Source vs Closed-Source Race?(00:55:25) Which AI Models Excel at Code Review, and Are We Heading Toward Specialization?(01:03:16) Will Software Developers Still Be Needed as AI Automates More of Engineering?(01:08:50) 3 Tech Lead Wisdom_____Itamar Friedman's BioItamar Friedman is the CEO and Co-Founder of Qodo, an AI code review platform used by 1M + developers. Before founding Qodo, Itamar was a founder of Visualead, which was acquired by the Alibaba Group. He then worked for Alibaba Group for 4 years as the Director of Machine Vision. Now, Itamar is dedicated to quality-first code generation.Follow Itamar:LinkedIn – linkedin.com/in/itamarfX (formerly Twitter) – @itamar_marQodo.ai – qodo.aiLike this episode?Show notes & transcript: techleadjournal.dev/episodes/257.Follow @techleadjournal on LinkedIn, Twitter, and Instagram.Buy me a coffee or become a patron.

Are AI glasses finally having their iPhone moment?In this episode of Metavertising, Ely Santos sits down with Oscar Falmer, Wearables Developer Advocate at Meta, to unpack why Meta AI glasses are gaining real consumer traction after years of AR hype, headset experiments, and false starts.Oscar has spent nearly a decade in XR, previously working in Developer Relations at Apple and Snap, helping developers build AR experiences for mobile, social platforms, and wearable devices. Now at Meta, he supports developers creating content for Meta AI glasses.Together, we explore why the winning form factor may not be full AR glasses yet, but lightweight AI glasses that people actually want to wear every day.In this episode, we cover:Why mobile AR and social AR were important stepping stones, but never the final form.Why AI glasses are working now: lightweight design, long battery life, camera, audio, and multimodal AI.The most valuable use cases today, from hands-free memories to real-time contextual assistance.How developers can build for Meta Ray-Ban glasses using camera, microphone, speakers, and phone-based processing.Why developers should not ignore the massive non-display smart glasses audience.Where the money is today: client work, museums, venues, enterprise, factory workers, and AI-powered tour guides.What developers need to know about privacy, LEDs, recording safeguards, and responsible use.Oscar's smart glasses industry tracker, and what it reveals about hardware, optics, controllers, SDKs, and China's fast-moving ecosystem.Why China may offer a glimpse into where smart glasses and wearables are heading next.If you're a developer, founder, marketer, museum innovator, or brand strategist trying to understand the next computing platform, this episode is a practical look at what is real, what is coming, and where the opportunity may be.Guest: Oscar Falmer — Wearables Developer Advocate at MetaHost: Ely Santos — Metavertising PodcastFollow Oscar Falmer on LinkedIn and X/Twitter.Follow Ely Santos on LinkedIn.

(05:00) Brought to you by MailtrapMailtrap is a modern email delivery for developers with native SDKs support along with security compliant API & SMTP. Plus, you get 4,000 emails a month completely on their free tier! It also provides 24/7 support where you actually talk to real people, not an AI chatbot. Try Mailtrap for free at mailtrap.io.What happens when AI ships code faster than your team can review it? As agentic development accelerates your SDLC, the guardrails matter more than ever — and most teams don't have them.In this episode, Egil Osthus, CEO of Unleash, makes the case for FeatureOps as a strategic capability — not just a developer convenience. He explains the shift from a project mindset to a product mindset, where releases are decoupled from deployments and business outcomes matter more than shipping scope. Egil breaks down the four pillars of FeatureOps — gradual rollout, full stack experimentation, surgical rollback, and lifecycle management — and why each one becomes even more critical as AI-generated code flows faster into production. He also warns against building your own feature flag solution in-house, and shares what the rise of agentic development means for engineers who must now act as guardians of an oversight layer.Key topics discussed:Project mindset vs. product mindset in software deliveryThe 4 pillars of FeatureOps and what each one solvesWhy feature flags scare executives — and how to win them overDecoupling deployment from release across Dev, PM, and MarketingThe danger of rolling your own feature flag solutionHow local evaluation keeps feature flags fast and privateBlast radius management in an AI-accelerated SDLCWhat vibe coders get wrong about day-two operationsTimestamps:(00:00) Trailer & Intro(02:36) What Is the Current State of Feature Flag Adoption Across the Industry?(05:32) Why Is Feature Flag Adoption So Challenging Despite Its Apparent Simplicity?(10:44) How Does FeatureOps Differ From CI/CD and Progressive Delivery?(12:26) What Are the Four Core Pillars of FeatureOps?(16:11) How Can Teams Shift the Perception of Feature Flags From Tactical to Strategic?(20:46) How Do Feature Flags Align the Needs of Developers, Product Managers, and Marketing?(25:09) How Do Organizations Effectively Define Responsibilities for Strategic Feature Flags?(28:03) Does Using Feature Flags Enable Your Team to Deploy on Fridays?(30:41) What Is Unleash and How Does It Scale for Enterprise Needs?(34:54) What Are the Hidden Dangers of Building Your Own Feature Flag Solution?(39:32) Why Are Local Evaluation and Privacy Core to Unleash's Design?(44:48) How Does the Rise of AI Impact the Evolution of FeatureOps?(52:02) What Specific Guardrails Does FeatureOps Provide to Improve Safety?(54:21) Can FeatureOps Platforms Use AI to Autonomously Manage Feature Rollouts?(55:33) What Essential FeatureOps Advice Should Every Vibe Coder Follow?(59:53) 3 Tech Lead Wisdom_____Egil Osthus's BioEgil Østhus is the co-founder and CEO of Unleash, the world's leading open-source feature management platform. As a seasoned enterprise technologist and product strategist, he operates at the cutting edge of business and software engineering.Egil's mission is to help technology leaders and businesses move beyond traditional DevOps by embracing FeatureOps, a new methodology that provides a critical safety net for the accelerating, and often risky, world of agentic software development. He has a unique ability to speak the language of both engineers and senior executives, making complex topics accessible and actionable.Follow Egil:LinkedIn – linkedin.com/in/egilconrUnleash – getunleash.ioLike this episode?Show notes & transcript: techleadjournal.dev/episodes/256.Follow @techleadjournal on LinkedIn, Twitter, and Instagram.Buy me a coffee or become a patron.

Ten nápad sa objavuje v cykloch. Že ak chceme poraziť Fica, mali by sme všetci pochytať za ruky, zľava aj sprava, a vytvoriť veľký, silný, jednotný, akýsi mystický opozičný blok. Akurát to azda od čias SDK nikdy nevyšlo, a to tu ešte máme Igora Matoviča. Čo teda znamená volanie po veľkom opozičnom spájaní a či to je politicky zmysluplná myšlienka? Tomáš Prokopčák sa v podcaste Dobré ráno pýta komentátora denníka SME Petra Tkačenka. Zdroje zvukov: Facebook/Branislav Gröhling, Topky.sk, TA3, Hospodárske noviny, Facebook/Progresívne Slovensko Odporúčanie: Dnešné odporúčanie na víkend bude herné. Moja obľúbená herná séria Division spustila mobilnú hru, ktorá je prekvapujúco dobrá, verná kánonu aj predlohe a... čo je asi najdôležitejšie, je zábavná. A zadarmo. Takže dnes odporúčam The Division Resurgence. – Všetky podcasty denníka SME nájdete na⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ sme.sk/podcasty⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ – Odoberajte aj audio verziu denného newslettra⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ SME.sk⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ s najdôležitejšími správami na⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ sme.sk/brifingSee omnystudio.com/listener for privacy information.

Today, we check in a year after the first Unsupervised Learning x Latent Space Crossover special to discuss everything that has changed (there is a lot) in the world of AI. This episode was recorded just after AIE Europe, but before the Cursor-xAI deal.Unsupervised Learning is a podcast that interviews the sharpest minds in AI about what's real today, what will be real in the future and what it means for businesses and the world - helping builders, researchers and founders deconstruct and understand the biggest breakthroughs.Thanks to Jacob and the UL production team for hosting and editing this!Jacob Effron* LinkedIn: https://www.linkedin.com/in/jacobeffron/* X: https://x.com/jacobeffronFull Episode on Their YouTubeWe discuss:* swyx's view from the center of the AI engineering zeitgeist: OpenClaw, harness engineering, context engineering, evals, observability, GPUs, multimodality, and why conference tracks now reveal what matters most in AI* Whether AI infrastructure has finally stabilized: why “skills” may be the minimal viable packaging format for agents, why infra companies have had to reinvent themselves every year, and why application companies have had an easier time surviving model volatility* The vertical vs. horizontal AI startup debate: why application companies can act as the outsourced AI team for enterprises, why some horizontal companies still matter, and why sandboxes may be the clearest reinvention of classic cloud infrastructure for the AI era* The “agent lab” playbook: starting with frontier models, specializing for your domain, then training your own models once you have enough data, workload, and user behavior to justify the cost and latency savings* Why domain-specific model training is real, not just marketing: how companies like Cursor and Cognition can get users to choose their in-house models, and why search, domain specialization, and distillation are becoming more important* Open models, custom chips, and alternative inference infrastructure: why swyx has turned more bullish on open source, why non-NVIDIA hardware is suddenly getting real attention, and why every 10x speedup can unlock new product experiences* What it means to sell to agents instead of humans: why agent experience may mostly just be good developer experience by another name, why APIs and docs matter more than ever, and how pretraining-data incumbents are compounding advantages in an agent-first world* Why memory and personalization may become the next big wedge: today's models mostly reward frequency of mentions, but in the future, swyx expects product choice to be shaped much more by personalized memory systems* The state of the AI coding wars: why coding has become one of the largest and fastest-growing categories in AI, how Anthropic, OpenAI, Cursor, and Cognition have all ridden the wave, and why the category may still have more room to run* Capability exploration vs. efficiency: why the industry is still in a token-maxing, experiment-heavy phase where people are rewarded for spending more rather than less* Claude Code vs. Codex and the strange stickiness of coding products: why first magical product experiences may matter more than expected, and why the bigger mystery may be why only a few names have emerged as real winners so far* What the end state of the coding market might look like: two major players, a longer tail of niche products, and possible disruption if Microsoft, Mistral, xAI, or the Chinese labs push harder into coding* Where application companies still have room against the labs: why frontier labs are trying to expand into verticals like finance and healthcare, but still leave space for focused companies that own the workflow and the last mile* Why coding may be a preview of every other AI market: the first category to truly go parabolic, the clearest example of foundation model companies colliding with application companies, and a template for how future vertical AI markets may develop* Why AI valuations now feel unbounded: from billion-dollar ARR products built in a year to trillion-dollar market caps, swyx and Jacob unpack how the AI market has broken traditional startup intuitions about scale and durability* Consumer AI vs. coding AI: why ChatGPT's consumer category may have plateaued on frequency and product design, while coding continues to feel like a daily-use category with real momentum* The next product frontier beyond coding: consumer agents, computer use, and “coding agents breaking containment,” with swyx's thesis that 2025 was the year of coding agents and 2026 may be the year they begin to do everything else* Whether foundation models are really killing startup categories: why swyx is less worried for early founders, more worried for mid-size startups and traditional SaaS, and why building something ambitious may now be the best job interview for a frontier lab* AI vs. SaaS and the internal culture war around adoption: the tension between AI-native employees who want to rip out expensive software and skeptics who think quick AI-built replacements create fragile systems* Why traditional SaaS may be under real pressure: swyx's own experience spending six figures on event and sponsor management software, the temptation to rebuild it cheaply with AI, and the broader question of whether teams will trust custom AI-native replacements* Biosafety, security, and frontier model access: why swyx raised biosafety at a dinner with Anthropic's Mike Krieger, why Krieger argued security is the bigger issue, and what restricted model releases reveal about Anthropic vs. OpenAI* The era of giant models: why 10T+ parameter systems may only be a temporary rationing phase before bigger clusters arrive, why labs may increasingly keep their most powerful models private for distillation, and why scale alone no longer feels like a complete answer* Memory as the slowest scaling factor in AI: why context windows have improved far more slowly than people hoped, why million-token context still has not changed most real workflows, and why memory may be the key bottleneck for the next generation of systems* What swyx changed his mind on in the past year: becoming more bullish on open models, more convinced that the top tier of agent startups behaves very differently from the median AI company, and more optimistic about fine-tuning and specialized model adaptation* “Dark factories” and zero-human-review coding: the next frontier after zero human-written code, where models not only write the code but ship it without human review, forcing companies to rethink testing and verification from first principles* Why RL and post-training may matter more than people assumed: even if the resulting models get thrown out every few months, the data, workflows, and domain-specific improvements persist* Synthetic rubrics, Doctor GRPO, and multi-turn RL: why reinforcement learning is becoming much more domain-specific and multi-step than many people realize, opening the door to much deeper customization* The next frontier after coding: memory, personalization, and world models, including why swyx thinks world models matter not just for robotics or gaming, but for giving AI something closer to lived understanding* Fei-Fei Li, spatial intelligence, and the Good Will Hunting analogy: the idea that today's LLMs may know everything by reading it all, but still lack the lived experience that turns knowledge into a deeper kind of intelligenceTimestamps* 00:00:00 Intro preview: AI coding wars, startup pressure, and market structure* 00:00:28 Welcome to the Latent Space × Unsupervised Learning crossover* 00:01:17 What AI builders are focused on now: OpenClaw, harnesses, and infra* 00:04:33 Why AI infra is harder than apps, and where startups can still win* 00:06:39 Should companies train their own models?* 00:09:28 Open models, custom chips, and the new inference race* 00:11:25 Designing products for agents, not just humans* 00:16:49 The state of the AI coding wars in 2026* 00:19:27 Capability exploration, token-maxing, and why coding is going parabolic* 00:21:41 What the end state of the coding market could look like* 00:23:50 Where app companies still have room against the labs* 00:27:02 Why AI valuations and market swings feel unprecedented* 00:28:56 Consumer AI vs. coding AI, and why sticky products still matter* 00:32:28 What the next breakthrough product experience might be* 00:32:53 2026 thesis: coding agents break containment and eat the world* 00:35:27 Are foundation models wiping out startup categories?* 00:37:33 AI vs. SaaS, vibe coding, and internal team tensions* 00:40:01 Biosafety, security, and the politics of restricted model releases* 00:42:19 Giant models, compute constraints, and the limits of scale* 00:44:30 Memory as the real bottleneck in AI* 00:44:57 Why swyx changed his mind on open models* 00:47:44 Dark factories and the future of zero-human-review coding* 00:49:36 Why post-training and RL may matter more than people think* 00:51:50 Memory, world models, and the next frontier of intelligence* 00:53:54 The Good Will Hunting analogy for LLMs* 00:54:21 OutroTranscript[00:00:00] swyx: Isn't that crazy? That number is just mind boggling.[00:00:03] Jacob Effron: What is the state of the AI coding wars today?[00:00:05] swyx: We're in a phase of sort of like capability exploration. The general thesis that I have been pursuing now is that the same way that 2025 was a year coding agents 2026 is coding agents breaking containments to do everything else.[00:00:16] Jacob Effron: Do you worry about the foundation models just getting into a bunch of these startup categories?[00:00:21] swyx: Mid-size startups. Yes.[00:00:23] Jacob Effron: What do you think the end state of this market is[00:00:25] swyx: for the market structure to, to significantly change? There would be[00:00:28] Jacob Effron: today on unsupervised learning. We had a, a fun episode and what's really become an annual tradition, a crossover episode with our friends at Latent space.Swix and I sat down and we talked about everything happening in the AI ecosystem today. What we thought of the various changes at the model layer, what's happening in the infra world, the coding wars, and a bunch of other things. It's a ton of fun to do this with someone I really respect and another great podcaster in the game.Without further ado, here's our episode. Well switch. This is, uh, super fun to be back with another unsupervised learning, uh, latent space crossover episode.[00:01:02] swyx: Yeah,[00:01:02] Jacob Effron: I feel like a lot of places we could start, but you know, one thing I always find fascinating, uh, about the way you spend your time is you obviously are like at the epicenter of this engineering movement and community, and you run these events and conferences and put on these.Awesome talks and, and I think just have a great pulse on the zeitgeist of what's going on.[00:01:16] swyx: Yeah.[00:01:17] Jacob Effron: Maybe to, to start just what are the biggest topics people are thinking about right now?[00:01:21] swyx: Yeah, so I just came back from London, uh, where we did a IE Europe and we're doing roughly one per quarter now, which Yeah, you've[00:01:27] Jacob Effron: really up[00:01:27] swyx: the, hopefully[00:01:28] Jacob Effron: up the, up the pace.[00:01:29] swyx: It's trying. We're trying to match AI speed, youknow?[00:01:30] Jacob Effron: Yeah, exactly. The tops would be completely different, I imagine. Uh,[00:01:33] swyx: yeah. You know, I definitely curate the tracks, like you can see what I think. When you see the track list and the, the speakers that I invite, obviously Open Claw is like the story of the last four or five months, and then be, be just below that.I would consider harness engineering, context engineering to be two related topics in agents and rag. And then there's a long tail of Evergreen stuff like evals, observability, GPUs, uh, and uh, LM infra and just general, just in general. We also have other updates on like multimodality and, uh, generative media, let's call it.Um, but I definitely, the, the first three that I mentioned are top of mind people. Yeah.[00:02:13] Jacob Effron: I think harness is particular like, so interesting. Um, you know, there was this tweet from Harrison Chase, the, the lane chain, CEO, that, that caught my eye recently where he said, you know, it finally feels like we have stability, uh, around the infrastructure for, uh, you know, around ai.And I think what. He basically was implying his like, look over the past two, three years as a company at the epicenter of AI infrastructure, it was a bit like playing whack-a-mole, right? You were constantly moving around with, however, the building patterns were evolving[00:02:36] swyx: for Harrison for sure. Right? Like he's basically had to reinvent the company every year since he started Lang Chain.Right? It was Lang chain, Ang graph and LP agents and like, uh, I think he's like one of the most nimble, adept sharp people about this. Yeah. Yeah.[00:02:49] Jacob Effron: Saying now, now is finally the time stability[00:02:51] swyx: this. Yeah.[00:02:52] Jacob Effron: Yeah. Um, do you buy that or what have you kind of make of that take?[00:02:56] swyx: I think that. It, it's very expensive to say this Time is different sometimes, but when you're just writing code, like it's actually okay to just like try to make a call and I think it may not even matter if this call is right or not.Like I just don't even care that much because you can be right on a thesis, but if you don't, you don't figure out how to monetize the thesis, then who cares if you said something first that said, um, it does feel like, for example. Uh, we went through a lot of different ways of passion packaging integrations up with, uh, with agents.And it feels like we've landed at skills, which is like the minimal viable format. Yeah. Which is just a markdown file, uh, with some scripts attached to it, and I don't see how it can be more simple than that. And so there is some justification for. The stability around harnesses. I feel like there may be more adaptation with regards to maybe like the real time elements or subagents or memory or any of those like agent disciplines, let's call it in, in agent engineering.Uh, but if, if the thesis is that, okay, you just want agents are LMS with tools in the loop with a file system, what they can do. Retrieval with, with skills and all these like standard tooling that now seems to be relatively consensus then probably. That makes sense. Um, I just think like there's no point trying to stake your reputation on this thesis that we're there because if it changes again, just change with it.It's fine.[00:04:33] Jacob Effron: Yeah. It's always, you know, I've always been struck by how that is. Much more challenging for infrastructure companies and application companies. Like obviously I think, yeah. You know, on the application side you've seen, you know, Brett Taylor from Sierra Max, from Lara. Like, they're like, look, we build, you know, what's ahead of the models and we're willing to throw everything out every three months, you know, as the models get better and better.Exactly. Yeah. But the thing you at least have there is you have. Uh, you have an end customer, right? That's like decently sticky. Um, you know, they will mostly stick, you know, they'll, they'll give you a shot at least of, of building these things. What I've always found more challenging, uh, at, at the kind of like, you know, reinvent yourself every three months of the infrastructure layer, it's like, you know, developers are definitely a, a pickier audience maybe than an accounting firm or, uh, you know, a bank.Yeah. And so it's definitely a, a, a more challenging position to be in to, to have to constantly reinvent yourself.[00:05:17] swyx: Yeah. Yeah. Yeah. And, and like when they turn, it's like. Very complete. Like, they'll leave to like the, the hot new thing, uh, because there's like no defensibility, I guess. Like e even, even if you are a database, like, uh, people can migrate workloads off databases.Like it's, it's a, it's a known thing. Uh, so I think like basically what we're talking about is the vertical versus horizontal, uh, debate in, in AI startups. And uh, the way I think about it also is just that like when you are. Um, Lara, when you are a bridge, like you are the outsource AI team, right? You, you are, your job is to apply whatever state ofthe art AI methods.[00:05:55] Jacob Effron: Yeah. Like this translation layer between model capabilities and your[00:05:57] swyx: own customers. Yeah. To, to the end customers and like, well, if they didn't have you, they would've to hire in house and they're not gonna hire in house so they have you. And like, I think that's like a reasonable, like very robust to any whatever trends and, and discoveries that people make in, in the engineering layer.I do think like there is, um. It like sort of useful horizontal companies being built, but they're all. Very much like, sort of like the reinventions of classic cloud in the AI era and the, the primary one being sandboxes. Yeah. Um, which like, it's another form of compute guys, like, let's not get too excited about it.But I mean, like the, the workloads are enormous.[00:06:38] Jacob Effron: Right.[00:06:38] swyx: Yeah.[00:06:39] Jacob Effron: It's interesting, and I feel like as, as part of this, you know, the questions that folks are asking around infrastructure, there's a lot around, you know, the extent to which companies should have their own AI teams and what they should be doing in-house.And, you know, uh, I think there's questions around should people be training their own models? Should people be doing, you know, rl, uh, in-house based on the data they have? I feel like, you know, one has to evolve their takes on this every, every three months with paces. But where, where are you at on this today?[00:07:00] swyx: I think, well, I mean actually all models have gone up. Um, and obviously I'm involved in cognition and also cursors doing, doing, uh, a lot of own model training. And I think that that is some part of the, what I've been calling the agent lab playbook, where you start off with the state of the art models from, uh, from the big labs and you, uh, specialize for your domain.But once you have enough workload and enough high quality data from your users, then you can obviously train your own models and like save a lot on cost and latency and all that, all that good stuff. Um, you also get like a marketing bonus of like calling it some fancy name and putting out some research[00:07:38] Jacob Effron: from my seat.I can't tell how much of it is like actual, you know, value that's provided to the end user. And how much of it is that marketing bonus? Right. It seems some combination of the[00:07:45] swyx: I think it's both.[00:07:46] Jacob Effron: Yeah.[00:07:46] swyx: Um, no, no. There, there actually is real value. Um, and you, you know that for a number of reasons. Like one, even when it's not subsidized, people do choose it as like one of the top four or five.This is both composer two and, uh, suite 1.6 I one of the top five models. Like in a, in a fair market? In a free market, yeah. In a, in a, in a model switch. Or people do choose it and like, it's not subsidized. Like, so that's as good as it gets. Uh, but beyond that, like domain specific models, for example. For search with, with both, which both companies have absolutely makes, makes a ton of sense.Everyone says like, yeah, we should always, always do this. And honestly like, I think the infrastructure for that is becoming easier with, um, like thinking machines tinker thing as well as primary like, uh, lab stuff. Yeah, I mean like, this is one of those like reversal of the, the bitter lesson where you first bootstrap on the large models and the general purpose models to get big.And as you get very well-defined workloads that are just high quantity but not high variance, um, then you just distill down to a smaller model and run that on your own. Right. Which like totally makes sense.[00:08:50] Jacob Effron: What I'm less clear on is the kind of DIY RL use case, which I think is really mostly around, you know, improved, uh, quality for, for different things.Obviously there's probably like more efficient ways to, you know, get a smaller model that's that's faster and cheaper. And it'll be interesting to see whether. You know, obviously you had, you know, uh, two, three years ago this whole case of companies that were, you know, pre-training and claiming better outcomes in, in their domains than getting kind of cooked as each model iteration improved.You know, I wonder whether that's a, a similar story plays out in the, uh, in, in the, our all space. Yeah, for the focus on, on on pure outcomes and quality, not the cost side, which clearly your own models for cost at scale makes a ton of sense.[00:09:28] swyx: I think there are this, there are two sides of the same coin.Like you basically always want to hold, uh, quality constant or trade off a little bit of quality for a drastic decreasing cost. And that's true for everyone. Uh, one element I wanted to bring out, which is very much in favor of open models, is custom chips. So this would be cereus, but also talu. And then there's a huge range of stuff in between.This has been a huge story this past year on just like everything non Nvidia is getting bid up, including like freaking MatX is working for, which is very, which is very rewarding for me, but I think one of those things where like, oh, like the suddenly, because the number of alternative. Hard, uh, hardware is increasing and the inference that you can get is insanely high.Like, um, we're talking thousands of tokens per second instead of less than a hundred. So the trade off for qua quality doesn't hold as much anymore because the speed is so high.[00:10:24] Jacob Effron: Have you seen a lot of companies go all in on the alternative chip?[00:10:26] swyx: So cognition has Yeah. On Cerebras, uh, and, and so has OpenAIUm, uh, and so no, I don't think so beyond that, uh, and that, do you think that's like a, that's mostly, that's foreshadowing of, that's, yeah. I used to be kind of a skeptic in terms of like, okay, so what if I get my inference at a hundred to a hundred tokens per second sped up to 200 tokens per second. It's only two X faster.It's not that big a deal. Um, but when you, uh, I think every 10 x does unlock a different usage pattern. Um, and you, we have proof in Talas and, and some of the others. That you can actually, um, drastically imp improve inference speed and what happens from there? I don't even really know, like it's, it's so hard to predict when entire applications just appear at once.Yeah. Uh, and it also isn't that expensive, right? So like, um, this is one of those things where like, I, I think the, the investment cycle is gonna be multi-year. Um, and I. Would caution people to not dismiss it too, too quickly.[00:11:25] Jacob Effron: Yeah. I mean, one other like infra question I was curious to get your thoughts on is obviously it seems increasingly a lot of the cutting edge infra companies are building for agents as the buyers of their product or users of their product, right?[00:11:35] swyx: Ooh,[00:11:36] Jacob Effron: and[00:11:37] swyx: another huge theme. Yeah. Yeah.[00:11:38] Jacob Effron: And I'm trying to figure out like what. What, what do you have to do differently about selling into agents? Um, are they just the ultimate rational developers? Uh, or is there, you know,[00:11:46] swyx: no, absolutely not. Um, I think they are easily prompt, injected and, uh, very tuned towards like, basically com compounding existing winners.[00:11:57] Jacob Effron: Yeah,[00:11:57] swyx: so like if, like, congrats if you won the lottery for getting into the training data right before 2023, because now you're like installed in there for the foreseeable future. But yeah. Uh, you know, one stat that Versal, uh, CTO Malta dropped at my conference was that there are now, uh, 60% of traffic to Elle's, um, like app arch, like admin app architecture for like configuring versal applications, uh, is bought.It's not, it's not human. Uh, so like your primary customer is agents now. Um, and it's mostly co like mostly coding agents, mostly people using CLI on CP or whatever. But yeah, I mean, I think. More. I, I think step one, if it doesn't exist as an API that agents can use, it doesn't exist. Right, right. Which I think is like, uh, it's a good hygiene thing anyway, to, to make everything API available, but not as like an extra, um.Push on like products, people to not only work on the ui, um, you should probably work on the on SCLI stuff. Beyond that, I think honestly there is like, so I, I come from the sensibility of, I think everything that you are trying to do for agents experience now, which is the term that Matt Bowman and Nullify is trying to coin, is the same thing that you should have been doing for developer experience.That you should have had good docs, you should have had a consistent API, uh, that is. Mostly stateless. Um, you should have, I guess, discoverable or progressive disclosure or like search or like whatever. And so now that people have energy in like finding these customers to do that, that's great. Um, do I believe in.Extending beyond that into something like a EO, um, for gaming The chatbots? Not necessarily, but obviously there's gonna be huge advantages when people who figure out the short term wins. Yeah. And short term wins can compound.[00:13:43] Jacob Effron: Do you think these compounding advantages to like the, the pre-training data cutoff companies, like, you know, obviously over some period of time, I imagine that doesn't persist.And so as you think about like. I dunno, three, four years from now what the, you know, selection criteria end up being. Do you think it still mirrors exactly what you were saying before? Like it's exactly what you should have been doing all along to sell a good product to developers?[00:14:01] swyx: It could be, except that I think in three, four years we'll probably have much better memory and personalization.So then general a EO or GEO doesn't really matter as much. So I think whatever memory or personalization system we end up with will probably d determine what you end up choosing much more. Than, than what is currently the case, which is just frequency of mentions, let's call it. Yeah,[00:14:26] Jacob Effron: yeah.[00:14:26] swyx: Uh, so you just spa quantity and I think that's, I mean, that's something I'm looking forward to.I do think, like, like, you know, I, I think that the fundamental exercise to work through for yourself is if you start a new, um, sort of. Uh, disruptor company. Now there's a, there's a big incumbent that everyone knows, like, like superb base. Super base is like, kind of like the Postgres, like database, uh, incumbent.If you wanna start like new superb base, how would you compete with them? And I don't necessarily have the answer, but I, I, I do think like people, like resend like relatively new. I think they would start like 20, 23 and still there was, there was a recent survey where like, people. Checked what Claude recommends by default.If you just don't prompt it with anything, just say, gimme an email provider and says, resent as in like 70, 70% of each cases. Like the fact that you can get in there with like such a relatively short existence, I think is, is encouraging.[00:15:14] Jacob Effron: Yeah.[00:15:14] swyx: I do think like. Um, you do want to do whatever it is to, to like to, to get in that Very short mentions this because, um, it's not gonna be 20 of them, it's gonna be like three.[00:15:26] Jacob Effron: No, definitely. It feels like, uh, you know, probably more, more consolidation than ever. Uh, or, or kind of like, you know, uh, a winner take most market than maybe the, the, the physics of go-to market in the past. Yeah. Might have, uh, enabled.[00:15:38] swyx: The other thing also is like, semantic association is gonna be very important, uh, in the sense that like, you want to do like the combo articles where you're like, use my thing with for sale, with blah, blah.And like that all gets picked up in a, in a corpus. And so that's. Probably one thing that you, you wanna do? Well, I don't know what else. Uh, it's, it's, it's, it's one of those things where like, I think I feel, I feel I'm behind, uh, I don't know how you feel about this, but like,[00:16:04] Jacob Effron: I think AI is just everyone constantly feeling like they're behind some, uh,[00:16:08] swyx: yeah.With,[00:16:09] Jacob Effron: I wanna meet the person that doesn't feel behind,[00:16:11] swyx: but like with, with ax, right? Like, so, so like, my, my stance was that exactly what I said before, like everything that you, that you should do for agents is something that you should have done for humans anyway. Yeah. And so. To the extent that you're just getting it more energy to, to do things for agents, great.But like, uh, it's hard to articulate what new thing apart from just like more spam, um, that you should be doing. Anyway, that would be my take right now. Um, I I, I do think like there, there will be more turns at this. I think the personalization turn that is coming, um, will be big. And I don't know what that looks like because like basically we're kind of, we feel kind of tapped out on the memory side of things.[00:16:49] Jacob Effron: Yeah. I, I guess since we last chatted, you know, you, you took this role over at cognition, um, and you've obviously have a, have a front row seat to the AI coding space today. You know, I feel like coding in many ways. You know, people view it as this, like, I mean, besides being like the, the mother of all markets and this massive opportunity, I think it's kinda a preview of like, what's to come for many other spaces.Both. Yeah. You know, I feel like agents are most advanced in coding. I also feel like the, you know, competition between foundation models and application companies, you know, and, uh, mirrors what we may see in other spaces. And so maybe for our listeners, can you just lay out like what is the state of the AI coding wars today?[00:17:25] swyx: Um, it is massive, right? Like, uh, and I don't think necessarily, last time we talked about this, we appreciated the size of what[00:17:32] Jacob Effron: No, I wish we did.[00:17:33] swyx: I state of AI coding wars today, um, both opening eye philanthropic have made it their p serials to competing coding. Um, and. Tropic is like 2.5 billion in a RR just from Cloud Code.The way they recognize a RR is. Opt for debate, uh, open ai. I don't think the, a public number is known, but let's call it 2 billion as well. And then cursor is like, rumored to be 2 billion, you know? And, and those, those are like the public numbers that are known? Yeah. Um, so like huge markets that have just been created in the past one year.Like, like anthropic, just like Claude Code just recently celebrated their one year anniversary, which is, yeah, pretty nice. Um, so, and then I think, like the other thing that I see is there's, there's some other people who are like, oh, here's like the, the sort of relative penetration of, uh, Claude use cases, right?Like, and it's like coding 50% and then legal, whatever. Health, uh, it's like the, the remaining ones. And there was a very popular tweet that was like, okay, I'll look at the, the empty space and all these other use cases. If you are a new founder today, you should be betting on the other stuff because on, on a sort of catch up Yeah.Theory and my. Consider my, my pushback is the same pushback that, uh, I had on app over Google, which is like, well, well why is this time different? Like, why, if it went from let's say 10 to 50% in the past year, why can't I keep going? Uh, and like getting that wrong is actually a very painful one because you could have just did, did the momentum bet.Instead of the mean reversion bed. So I, I, I think that that is the, the state of things now that people are very, very much into psychosis. Um, they're are getting rewarded for spending more rather than spending less. And I think we're not in that phase of efficiency. We're in a phase of sort of like capability exploration.So I think people who are more crazy, who are more. Uh, creative, um, get rewarded comparatively. Yeah.[00:19:27] Jacob Effron: Well, it's interesting. I mean, it feels like behind these like token maxing, leaderboards and whatnot is this, it's like the first phase of this transition from a workforce perspective is you just gotta show your employer like, Hey, I, I use these tools.[00:19:37] swyx: Here's my nu number of tokens I cost, and that's it. They don't care about the quality. Right. It is, uh, maybe distasteful to someone who cares about the craft and, and all that. Um, but directionally everyone just wants you to go up regardless. And so, um, there it is not very discerning. It's, and it's probably very sloppy, but I think it's net fine because we're still probably underusing ai just in generally.Yeah. Um, and so I think that's like very interesting. Like we had on the podcast, uh, Ryan La Poplar from OBI, who spends a billion tokens a day. Yeah. Um, and that's for those county home, it's like something like 10,000 worth, $10,000 worth a day of API tokens. If they, they did market rates, um, and like most of us can't afford that.Yeah. But like. And, and, and probably a lot of what he does is slop.[00:20:25] Jacob Effron: Right.[00:20:25] swyx: But like, he's going to dis, he's like, if there were a new capability, he would discover it first before you because he was, he was trying and you were not trying. Right. And like, you only do things that work like, well, good for you.But like the, the people who are going to discover the next hot thing are living at the edge.[00:20:42] Jacob Effron: Right and increase in living at the edge of just having the compute budget to like run these experiments. I mean, kind of similar to what living at the edge on the research side has always been. You know, it was constrained in many ways by the amount of compute you had to run these experiments.It feels similarly on the, almost on the builder or like actualizing these tools now.[00:20:56] swyx: Yeah. The other thing that's, I mean, very obvious is philanthropic is kind of like the high price premium player. Um, that where, you know. Restricting limits or restricting model releases even is like the name of the game.Whereas Codex is like, come on in guys, use our SDK, use our login and we don't care. We're gonna reset limits. Whatever you do want to try to exploit the subsidies where you can get it. And definitely Codex is super subsidized right now. Gemini also very subsidized. Um, and. Comparatively, like, I think you should make, Hey, I guess while, while that's going on, it's not that bad to be a capabilities explorer on just the $200 a month plan from Cloud Code or from OpenAI.Um, and, uh, I I, I, my sense is that people aren't even there yet.[00:21:41] Jacob Effron: How do you think this, like, market ultimately plays? I mean, it's obviously such a big market that, you know, any slice of that market is interesting for, for anyone going after it. But I think what, what makes people so interesting in the coding market particularly is it feels like it's kind of this.Foreshadowing of what will happen in other, you know, any other kind of application market that the foundation models eventually turn to and are all their models against and gather data around. And so how do you think, you know, like does there end up being room for lots of different kinds of players or like, what do you think the end state of this market is and is that, do you think that's applicable to other markets?[00:22:10] swyx: I feel like there will be, I mean. Status quo is probably the most likely outcome, which is there are two big players and there's a small range of longer tail people that, um, fit other use cases that the, the two big players don't. That feels right to me. I think that, um, for it to, for the market structure to, to significantly change there would be, there needs to be significant change in like the economics or like the, the brand building or like the, the, the, the value propositions of the, of the companies involved and I.Haven't seen any in the last six months that, that have really changed the stories materially. So I feel like they would just keep going until something, something else happens. Something else happens, meaning like Microsoft wakes up and like goes like. Guys, we have GitHub, we have, uh, you know, we, we, we'll, we'll do something much bigger here than other, other than just copilot.Um, and, uh, that would be a big change. Um, MSL has put out a model now, and I was in a breakfast with, uh, Alex Wang, where they were like, yeah, like, we, we really, really want to go after the coding use case. We haven't done anything yet, but like, don't underestimate them. Right. Um, and, and similarly for the Chinese labs.Um, I think they're trying to go after it. Like ZAI is doing stuff. GLM uh, ZI and GLM is same thing. Um, uh, and, and so it's, so like everyone's trying to get a piece of that pie. I, I feel like the, the status quo has been pretty stable for the past, like almost a year I'll say.[00:23:39] Jacob Effron: Yeah. And is the room for the, not like, you know, for, for the application companies more on like the enterprise side or like where do the, where do the, like what surface area do the model companies leave for application companies?[00:23:50] swyx: Yeah, that's a good one. Um. It's very much evolving. Um, it, I, I, I will say because opening I did not have this, the, this level of attention on coding. Yeah. Uh, a year ago. We just don't have that much history. Right. Um, and it seems like, for example, so the big push at Open I now is the Super app. Um, is that a consumer thing?Is that like a products like. Portfolio rationalization thing, how much is that gonna take away attention from coding at the time when they actually do want to put more coding? I think it's, it's very unclear. So I do think like there's, there's all these, like in both big labs, there's. Uh, sorry. Both of the, and, and drop and, and deep minus and XAI are are separate cases.Um, they are trying to see the other time expansion areas. So cloud code for finance. Yeah. Um, uh, cloud cowork, all those, all those things. Whereas I think cursor and cognition are like comparatively just focused on coding and so I, I do think they leave space and I do think for the other verticals that also means the same thing.Right. That, uh, that they're not gonna be that. Um, intensely focused on, on, on that domain. Except for, I, I think I would mark out finance and healthcare as like the next ones, um, that they're clearly going after. Uh, I, I would say comparatively, healthcare seems more thorny. There, there, there've been some announcements about it, but like, I would respect the, the finance work a lot more just because like the, the path to money is a lot clearer.[00:25:12] Jacob Effron: Yeah, no, I mean, obviously like, I, I think, you know, maybe similar to, to the space that's being left in these other domains, you know, there's obviously. Uh, a lot that's required to actually implement these tools in enterprises, uh, versus, you know, maybe just giving them, uh, giving model access to, to folks outta the box.[00:25:27] swyx: Yeah, yeah. Yeah. So the, the agent lab thing is like, we'll do the last mile for you. Whereas I think the model labs tend to just trust the model and, and be minimalist about it. Both of them work.[00:25:38] Jacob Effron: Yeah.[00:25:38] swyx: I, I don't, I don't necessarily think one, uh, beats the other, uh, for every, for every use case. Um, all I, all I do know is that it does seem like.Uh, the large enterprises do want a dedicated partner that isn't just the model labs, which is kind of interesting.[00:25:55] Jacob Effron: We, we've been in this phase of, of pure capability exploration. And so I think nothing has been, you know, better for the large labs, right? I mean, they're always gonna be, uh, uh, the frontier of, of capability exploration.And so I think have a very good relationship with a lot of these enterprises. But ultimately over time, like. The, uh, the incentive structure of these labs is always gonna be maximal, you know, token consumption for, uh, for the end customers they work with. And there's just, I think, so few companies that have actually gotten to massive scale.Maybe coding again is the most interesting. So it's the first space that really is just completely gone, you know? Yeah. You must love it every day. Like absolutely insane. And. I think it[00:26:32] swyx: gets even. Okay. I mean, like, I think we, we say good things about crystal cognition, but the sheer liftoff of like both end UPIC and open ai.‘cause they, they, they have independent valuations. I mean, let's throw an XEI in there because it's now I ping at 1.2 trillion. That number is just mind boggling. Like I, I feel like in normal investing or normal startups, there's kind of like a ceiling market cap or valuation. Totally. That, that like you, you reach and you go like, all right, let's, it's gonna be chiller from now on.And these guys are not slow down. No.[00:27:02] Jacob Effron: Well, I also think the dynamic is fascinating about some of these later stage companies is, is, you know, in the past, I feel like in, in venture world, if you got to a certain level of scale, the question around you was really more a valuation question. And this is like why there was different phase, like, you know, types of venture people did and like the late stage growth people were just incredible at like, you know, a little bit of what's the ultimate market opportunity of this company, but also what's the right way to, to value it.Like we know it's, it's in some bands of an outcome that is like. Sure there's some variance to it, but it's like relatively understood what that bands is and then maybe you get over time surprised to the upside. Whereas any kind of like later, even the labs themselves, any later stage company, the bands of which that company might be worth right now, even in a year or two years are so massive because of how fast the ecosystem changes that it's like.Even for later stage companies, every three months could be an existential level event to the upside to the downside. Yeah. Um, and I think that, like, you are obviously seeing it in the, in the positive with code, which, you know, if you think about a company like philanthropic, you know, that. For a while, it was like unclear if they were going to have access to enough capital, um, to really stay in the, in the race, right?And then coding hit at the exact right time. They had the perfect model for it. They executed brilliantly. Um, and you know, now are, are, you know, uh, you know, one of the most valuable companies in the world.[00:28:13] swyx: Uh, at the same time, I, I don't find, I, I have zero sympathy for opening eye because they're crushing it and they're all rich.You know, this is like a high class champagne problem to have to, uh, to be number two at coding or whatever. Like, who cares? Like, you're, you're doing great.[00:28:27] Jacob Effron: Yeah. It's funny though. I can't even, I mean, you would be closer to this, uh, you know, even that you're in the AI coding space, but it's like a lot of people I talk to think Codex is just as good, if not better than Claude Code.Right. I think one thing that I've been really surprised by, and maybe, maybe Cloud Code is a better product in some ways, I'm curious your thoughts is just in consumer AI with chat GBT. You saw this big first mover advantage, right? Where admittedly today, like, I don't know, Claude Gemini. Great products.Not sure, not abundantly clear chat GBTs any better, but like. People stick with chat, GBT, it's the first thing to introduce them.[00:28:56] swyx: They stay, but they're not growing anymore. I don't know if you've seen[00:28:59] Jacob Effron: Right. But that to me is more of like a, a, a product problem than it is. They're not like, it's not like they've like lost share to someone else.My understanding is the overall problem with consumer AI today is much more of a how do you take this tool and, you know, for, for folks like us, like knowledge workers, it's like this incredible magic tool, but it's not necessarily a daily active use tool for a lot of people around the world today. And what are the like products?It's, it's kind of a category wide problem. Like in coding, for example, like. The entire space has gone parabolic. There may be some relative growth in, uh, in other consumer AI players, but it's not like consumer AI as a category is like going parabolic and they're not capturing most of that thing. I think it's actually the larger problem is much more, hey, the category has kind of hit a bit of a plateau of people haven't figured out how to bring, you know, tons more users on board.Yeah, yeah. Or increase the frequency of those users. And so it seems more of a category wide problem than it is, you know, a massive market share of change. I was gonna draw the comparison to, to the coding space where Claude Co is the first product, obviously, to introduce people to this magical experience.You know, by all accounts, codex is, is pretty damn close to as good, if not better. Um, but like still that first product, you, you would've thought that would not be a super sticky, uh, you know, product surface area. And it actually has, it turns out, I, it feels like the first lab to introduce you and experience really does, uh, keep a lot of, uh, a lot of the focus.[00:30:12] swyx: I, I think. M maybe it's like still, still early days. You know, Chad, BT is like three plus years old and Yeah. Cloud code is only one. Just turned a year. Yeah. So give it time, you know? Yeah. Like, yeah. I mean, definitely sometimes a lot of people have switched from to Codex. Maybe that will keep going. I, it's like really hard to tell.Uh, yeah. I, I, I do, I do think that. Because we are in this like, high volatility, high temperature phase. Um, the loyalty and stickiness to first movers and category creators, I don't think is as high as it might be in some other, uh, areas in our careers that we've looked at.[00:30:47] Jacob Effron: Yeah. Though, I mean, I've been surprised by the cloud code thing.I, I would've thought that, like, in many ways I always worried about the[00:30:52] swyx: enterprise. You think you would've been gone by now?[00:30:53] Jacob Effron: Not gone. But I would've, I I always worried that the, that the consumer business of these companies would be quite sticky. And then the enterprise API business. Uh, was actually like, you know, in some ways like your least loyal buyers, like they would, they would move to,[00:31:05] swyx: right, right.But, but they worked out that it wasn't the enterprise API it was enterprise product.[00:31:09] Jacob Effron: Totally. And maybe that was the, that was the secret that like, but the amount of lock-in or just default behavior that has happened in that space, uh, is, is more than I might've imagined with two products that by all accounts are pretty damn similar.Yeah.[00:31:22] swyx: No fight there. Uh, I will say I do think that Codex is still in like a catch up. Like in terms of personal experience. Um, the only thing I like out of, out of Codex is the, is like Spark and like yeah. Uh, the, I, I feel like the skills integration is a little bit better. I feel like, uh, the, the speed is a bit better.Maybe ‘cause it's in, is written in rust or whatever. Um, very minor things that you like. Almost like telling yourself rather than like objectively assessing between two, two of them. I, I, I do think, like vibes wise, I think that's going on. Um, the, the, you know, I, I feel like the, the missing questions, uh, in, in this whole debate is like, why is this so concentrated in only two names, right?Yeah. Like, um, how, where, like, where is the Gemini? You know, presence, where's the Xai presence? Um, and like they are trying, it's just they haven't made that much progress yet.[00:32:12] Jacob Effron: But what the, what the Claude Co moment does show, and it actually in some ways makes you a little more bullish on the potential for someone else to catch up because it does feel like if you're the first person to introduce some magical net new product experience, that that actually might be stickier than one might have imagined.[00:32:27] swyx: Right, right, right. Okay. Yeah.[00:32:28] Jacob Effron: And so it's, everyone can believe they have shot[00:32:29] swyx: that. What do you think that new product experience might be like? I, I, it's, it's like, and this is a failure of imagination on my part. Like, I always wonder, like, people always say this like, well, the, the thing that will save us is like being first to the next new thing.Like what is it?[00:32:41] Jacob Effron: Yeah.[00:32:42] swyx: It's like,[00:32:45] Jacob Effron: I dunno, something around like, uh, consumer agent, computer use, like hybrid. I think, obviously, I think we're like scratching the surface on the consumer side.[00:32:53] swyx: So my, my current theory is like the. Open claw is like a vision of things to come.[00:32:58] Jacob Effron: Totally.[00:32:58] swyx: Um, and uh, it's good that O open I has like the association with open claw, but by no means do they have the rights to win it.The general thesis that I have been pursuing now is that the year the same way that 2025 was the year of coding agents, 2026 is coding agents breaking containment to do everything else. Um, and so coding agents continue to still win, but because they generate software and software eats the world, so like, it's kind of like the trans.Associated property of like software, eat the world, coding agents, eat software, therefore coding agents eat the world. Um, which is like an interesting,[00:33:30] Jacob Effron: yeah, and breaking containment always an easier phase phrase in the consumer context than the enterprise one. You've seen people run these really cool, uh, experiments in their own personal lives.I think like,[00:33:37] swyx: yes.[00:33:38] Jacob Effron: Figuring out, you know, how you, obviously everyone's focused, you know, on the enterprise side now around how you create these experiences. I feel like the vibes, you know, people love to have these narratives of like, everything is completely shifted. It's like I actually, you know, open AI.Organizationally, uh, you know, volatility aside is, you know, great products, great team, great models like everyone else in the world is incentivized for there to be. Two, three more. Everyone would love more like great model companies. And so I feel like the, the natural forces of the world revolt when any one company, you know, is too much the star of the show, right?There's so many people in the ecosystem that are incentivized for that not to happen. And so I think I'd be shocked if we don't have. Uh, uh, reversion of vibes, not maybe completely the other way, but at least a little bit more equal at some point over the next six, 12 months.[00:34:24] swyx: I, I think there's just a kind of different stages when, when you talk about the world, one wanting more model companies, I talked think about like the neo labs.[00:34:30] Jacob Effron: Yeah.[00:34:31] swyx: And I mean, I don't know, is it fair to say none of them have really broken through in the past year?[00:34:35] Jacob Effron: I think that's totally fair,[00:34:37] swyx: which is rough. Um, and well, how are we gonna, how are we gonna grow that diversity in, in, in choice, like. Um, that's, this is it.[00:34:46] Jacob Effron: Yeah. It'll be really interesting to see what, what, what ends up happening with that.And you've seen, you know, folks like Nvidia, you know, very incentivized to make sure there's, there's a broader platform of, of other model providers.[00:34:57] swyx: I think, uh, I don't know people say this, but I, I, I don't think they try it hard. Nvidia tries harder to build neo clouds[00:35:05] Jacob Effron: Yeah.[00:35:06] swyx: Than neo labs.[00:35:07] Jacob Effron: Well, they try pretty damn hard to build neo Cloud, so[00:35:09] swyx: that's,[00:35:09] Jacob Effron: yeah.[00:35:10] swyx: But like, you know, let's call it like the, the core weaves of the world, much happier place in the, you know, than any neo lab built on top of them.[00:35:18] Jacob Effron: Yeah. That one might argue it's, it's easier to, to enable a neo cloud to be successful than it is. Uh, you can't will a neo lab into existence the same way you, soNvidia[00:35:25] swyx: has more direct control over it.Uh, for sure.[00:35:27] Jacob Effron: What else is kind of catching your eye today on the startup side? I mean, you worry, there's obviously this whole narrative of like, you know, the foundation models, you know, they announced a product and every stock goes down 15%. Like[00:35:36] swyx: Yeah.[00:35:37] Jacob Effron: Do you, do you worry about the foundation models just kind of eating into to a bunch of these startup categories?[00:35:43] swyx: Not really. I, I think actually like. As, uh, there's, there's, okay, there's, there's, there's the, there's the point of view of like being an investor in startups, and there's a point of view of like, do you wanna start something? And I think honestly, like the, the downside for all these is so. Minimal in, in a sense of like, the worst you do is you just get hired into one of these labs anyway.So I, I think the, the market for people who just do things and try things and try to execute in like a competent way, even if like it doesn't work out commercially, even if it just wasn't that great anyway. Like, but like that's your job interview to go into, into one of these things anyway, so, um, I don't feel that.From a, from a very, very small startup perspective, mid-size startups. Yes. Uh, I will say there's been a lot of dead, um, LM Infra, a lot of LM infra consolidation like the, the, uh, lang fuses of the world getting absorbed into, into click house. And I, I think. Like people have maybe worked out the domain specific playbook, uh, and like, I think that's okay.Um, and, and yeah, I'm not that, not that worried about, uh, okay. So, um, I, I would say I'd be more worried about traditional SaaS, like low NPSS. This is the whole AI versus SaaS debate that has, that's been going on. Uh, and, and like literally I'm going through that exact thing in my company where, so I like kind of.Thinking through this on a very visceral, visceral level, right? On one hand you have the people who say you vibe coders don't appreciate the amount of work that goes into A-A-C-R-M and like, yeah, you think you can rip out Salesforce? So did the 30 entrepreneurs before you, right? Like, like, you know, you classically underestimate the things that you don't.Deeply, no. And, and, and target audience is not you. Uh, at the same time, like we have never been able to build software so easily and customize software so easily and like Yeah, you're not gonna use 90% of the things in Salesforce. So like, yeah. What's the typical, so what have you, what[00:37:33] Jacob Effron: have you done internally?[00:37:34] swyx: So we have there the main SaaS that we do for event management and sponsor management. That's, and we paid 200 KA year for that. Not, not huge, but like chunky for, for, for my, my scale. Um, and like, yeah, I could probably spend 2000 and, and build like a custom version of that. Um, the, the, the trick has been dealing with my, the rest of my team and getting them on board.Yeah. ‘cause I'm the most ethical person on my team, but like, I can't make that decision myself. And I think in the same way I've been telling with other CEOs team leaders as well, it's like, well you can be super cloud pilled. You can be super LM psychosis and that you think that's okay, but you like you have to bring your team with you.And I think like there, the sort of widening disparity in LM psychosis in companies is causing real s real riffs because. And on one hand, on one hand, the people who are less AI native are not getting with the picture. They're not, they're actually like behind, they're actually not waking up to the fact that like you, everything you think is necessary is not actually that necessary.And in fact, exactly would be better of you if you just like held your nose and went in and when came out the other side. Yeah, only talking to agents in natural language and like your life would actually be better and you just, you're just like close-minded. There's that perspective. The other perspective is, oh, you vibe coder.You, you did this in a weekend and you got the 80% solution and now the rest of your employees. Have to pick up the rest of your s**t, right, that you, that you thought you were, you were such hot, amazing, uh, uh, at, but like, actually you didn't figure it out. And like, actually LMS are still useless at this and blah, blah, blah.So like, I think there's this huge debate going on in every company right now. Um, and like, um, you know, I have a small microcosm of it, but like, yeah, it, it's making me hesitate to, to pull the trigger. But like I will at some point, it's like maybe I've put it off for one year, but not like five. Yeah, but like, so, so like SaaS is definitely getting squeezed.Um, it does make me wonder, like, I, I do think that there's an opportunity for a more AI native, um, system of record thing that is not just Postgres. Um, or not just MongoDB, although both are very good. Maybe it's like a convex or like people Yeah. Bring up convex a lot. I don't know, like, like, I, I just feel like the sort of quote unquote firebase of, of AI apps isn't really a thing yet.Um, beyond what we have. Uh, which, which is fine. It's, it's, it's just. We could probably start in a more sort of rapid iteration cycle first before scaling up to like a Postgres or MongoDB, which are more sort of old tech. I was at a dinner with, uh, Mike Krieger, the CPO of en philanthropic, and, and he, we were just kind of going around the room going like, what are people most worried about?Yeah. And, uh, for me, uh, I, instead of security, I brought up biosafety. Yeah,[00:40:21] Jacob Effron: classic.[00:40:22] swyx: Um, actually, like I said, it was. Cliche and classic, and the rest of the table were, were like, what do you mean? Someone sitting at home can manufacture a virus that wipes out half of humanity,[00:40:32] Jacob Effron: almost like the OG Jeffrey Hinton.Like, this is why you should be scared.[00:40:35] swyx: I'm like, yeah, like the read the, you know, risk reports. Like this is like the thing. Um, I think, and Mike was just sitting there knowing he was sitting on Mythos and going like, actually it's security. Um, and I think like, um, I think the, there's, there's, part of it is.A very good marketing. Like too good. Yeah, like I would actually advise and topic to tune down the marketing because also it's, it is just a very good model and you don't have to make so many marketing claims around it. At the same time, it is not really a private model. If you give it to 40 companies.Each of whom have like 10,000 employees or whatever. Right. It's not, it's not private, it's, it's like there's bad actors in there.[00:41:18] Jacob Effron: Yeah. Hopefully, hopefully not as, uh, as bad as releasing it widely, but, uh, no, I mean, it's an interesting. You know, it's an interesting case study for how all, I mean, many model releases might, I mean, you know, this might be the first model release that looks like the rest of ‘em from from now on, right?[00:41:31] swyx: It, it, so it's, it's the, there's an overall product strategy, uh, for anthropic of like bundle, uh, you know, restrict access bundle, uh, product with model maybe.Whereas, uh, OpenAI has definitely been a lot more sort of. Philosophically aligned on like, we will just enable access everywhere and we don't know what you, what will come out of it. Right.[00:41:51] Jacob Effron: Right. Though, I mean, this current moment, uh, obviously the cynical take is also just ties to the amount of compute that both companies[00:41:56] swyx: Yeah.Right, right, right. Yeah, I think, I think that's true. I I do think like the, the, this is the, the, the scale, the dawn of like larger than 10 trillion parameter models is very interesting. I don't think it, I think it's a temporary phenomenon because we have much larger compute clusters coming online for everyone over the next like three, five years.It's, and this is like already written in, in the cards.[00:42:18] Jacob Effron: Yeah.[00:42:19] swyx: So to the extent that like, you know, will we have rationing of models, uh, above 10 trillion, uh, in like two years? I don't think so. I think everyone will have no, we'll just[00:42:29] Jacob Effron: have rationing of the next phase.[00:42:30] swyx: Right. Right. But like, that's as it should be almost like, um.My, my classic example, which I, this is just me theorizing, not anything confirmed by Google. When Google announced Gemini, they actually announced three sizes, which was Flash Pro Ultra. They never released Ultra. They only have Pro and Flash. Um, so my theory is they have ultra sitting in a basement and they just could distilling from it for, for flashing pro.Um, which like, yeah, I mean, I, I actually think that's. As it should be for any lab that they, that they do that.[00:43:02] Jacob Effron: Yeah. Just because those are the models that people actually wanna end up using. And it's just like cost prohibit.[00:43:06] swyx: It is more, yeah, it's cost. Yeah. It's, it's not the want, it's just, just, just the cost.Um, I do think, like, uh, it is interesting that, uh, for a while I was, I was considering the theory that models capped out at two, 2 trillion, and I think that's proving to be wrong. And well then if I'm wrong, how wrong? How wrong am I? Do we do 200 trillion? Do we do two quarter trillion, whatever? Um, and I don't think we have the straight answer to that, but like, uh, it's interesting that we are continuing to scale number of pers when everyone kind of assu like can see that we're not going to get like the next thousand or 1 million x from this paradigm.So like the others, like the alias of the world are working on other. Um, model architecture improvements. We need a different scaling law, I guess, because like, we're, I, I feel like people already already feel like we're tapped out on this. Like the, the end, the end state of this is we turn most of the world into data centers and like, I don't know.I don't know if we want that.[00:44:08] Jacob Effron: Yeah, I mean, uh, if the, if, if, if the return of intelligence are there, maybe, uh, maybe not so bad.[00:44:13] swyx: I, I, I think there, there's just a sheer amount of like, like un scalability that like is wrangling people's sensibilities right now. Um, especially in terms of like context lengths.Um, my classic quote is that context length is like the slowest scaling factor in, in lms.[00:44:30] Jacob Effron: Yeah.[00:44:30] swyx: Um, we, like, we took maybe. Three years to go from like 4,000 context length to a million and that's about it. Yeah. Like Gemini has had a million token context length for two years now. Um, and no one's using it.Like, so like yeah, it's memory. Memory is probably gonna be the, the biggest limiting constraint on all these things.[00:44:50] Jacob Effron: Yeah. Certainly seems that way. I guess I'm curious over the last year since you recorded last, like what's one thing you've changed your mind on?[00:44:57] swyx: I feel like I was kind of bearish on open models like last year.Um, in a sense of, like, I, I had just done the podcast with an Al[00:45:07] Jacob Effron: Yeah.[00:45:08] swyx: Of Braintrust where he, and he, I mean, you know, he has a good cross section of all the top AI companies and he says market share of open source is 5% and going down. Um, I think that's changed. I think it's going up. Um, and even if,[00:45:22] Jacob Effron: even though the capability gap does seem to be increasing.Spending on the[00:45:26] swyx: time. It's hard to tell. Yeah, it's, it's really hard to tell. ‘cause like, okay, for, for listeners, capability gap increasing is like on public benchmarks. And let's say you're comparing mythos versus like, I don't know, G-T-O-S-S or like GLM 5.1. And, um, it's, it is really hard to tell. ‘cause even if they were closing, you will also not believe that they were closing that much because it's very easy to gain the benchmarks.Yeah. So you just don't really, really know. Um, all you know is like. Uh, there's somewhat objective open router stats on like what people choose in a free market. And people do choose some of these open models in significant volume, except that a lot of them are heavily discounted. So you need to kind of like price adjust, uh, these things.So even if, even if that were true, which I, I'm not sure, like I, I, I feel like the numbers just up now instead of down. Uh, I think the. Separation between what the top tier agent labs

Monetize the users who said no at your paywall: https://www.encorekit.com?ref=saas (paid promotion) --- In this episode, Michael Gants explains how to turn paywall rejections into revenue using a completely different approach to SaaS monetization. Instead of discounts, he shows how to use brand-funded trials and better timing to convert SaaS users who already said no. This conversation breaks down: How to increase SaaS conversion rates without discounts How to monetize freemium users effectively Why most SaaS onboarding flows fail The best time to convert SaaS customers inside your funnel How to use SaaS pricing strategies that actually work How to improve retention and reduce churn How B2B SaaS can use the same playbook If you're building or scaling a SaaS, the strategies Michael shares in this episode will help you generate more revenue. Chapters (00:00:00) - Why 99.95 of Your Freemium Users Won't Pay(00:01:39) - The Secret to Convincing a User to Pay(00:03:08) - Peter Thiel on Why Paywall Deserves a Promotion(00:04:24) - The Biggest Uncovering Opportunity Within Apps(00:08:53) - How To Offer a Pro- or Trial Offer to a Dropped(00:11:37) - How Auto-Conversion Works(00:16:15) - How to Sell a Breakup Bundle(00:19:48) - Free to Pro: Where Should Companies Put Their Software?(00:21:03) - Microsoft on B2B Sales Partners(00:22:35) - Is SaaS Good for B2B or Consumer?(00:24:17) - How to Win Over a Canceling Customer?(00:25:54) - How Sales Apps Work With Businesses(00:27:52) - What's the First Experiment to Get People to the Paywall?(00:30:43) - The A B Test of Onboarding(00:33:40) - 3 Takeaways From Building a Profitable SaaS

Twee grote verhalen, één rode draad: de infrastructuur die je dagelijks gebruikt wordt tegen je ingezet — door staten én door commerciële partijen die aan staten verkopen. Deel 1 – APT28 FrostArmada: De FBI ontmantelt een Russische GRU-operatie (Operatie Masquerade) waarbij 18.000 SOHO-routers in 120 landen — MikroTik en TP-Link — zonder malware werden overgenomen. DNS-instellingen omgezet, en Microsoft 365 OAuth-tokens gestolen via een adversary-in-the-middle aanval. Court-authorized reset door de FBI. Historische parallel: MIVD/Cyclops Blink 2022 op Nederlandse routers. Deel 2 – Webloc/Penlink: Citizen Lab legt bloot hoe het Israëlische bedrijf Penlink via advertentiedata van 500 miljoen mobiele devices real-time locatie, Wi-Fi-netwerken, app-inventaris en gedragsprofielen verkoopt aan ICE, NYPD, het Amerikaanse leger en anderen — zonder rechterlijke toets. Inclusief uitleg van de RTB-bidstream en SDK-sourcing. Nieuwtjes: Cyberbeveiligingswet door de Tweede Kamer, Privacy Adviseur Binnenlandse Zaken over de Solvinity/Kyndryl/DigiD-overname, prompt injection via GitHub-comments in AI coding agents. BRONNEN Deel 1, APT28 FrostArmada > KrebsOnSecurity, “Russia hacked routers to steal Microsoft Office tokens” (7 april 2026): https://krebsonsecurity.com/2026/04/russia-hacked-routers-to-steal-microsoft-office-tokens/ > FBI/DOJ persbericht (7 april 2026): https://www.ic3.gov/PSA/2026/PSA260407 > Lumen Black Lotus Labs, technische rapportage FrostArmada: [URL checken] Context: eerdere APT28 router-campagnes (VPNFilter 2018, Cyclops Blink 2022, Jaguar Tooth 2023) Volkskrant / Huib Modderkolk, “MIVD verstoort Russische digitale aanval op routers van Nederlandse burgers” (3 maart 2022): NL-historische precedent, Sandworm/eenheid 74455 gebruikte Cyclops Blink op tientallen NL-routers, MIVD ging er publiek mee naar buiten via directeur Jan Swillens Deel 2, Webloc / Penlink > Citizen Lab, “Analysis of Penlink's ad-based geolocation surveillance tech” (11 april 2026): https://citizenlab.ca/research/analysis-of-penlinks-ad-based-geolocation-surveillance-tech/ > Context: Carpenter v. United States (2018), SCOTUS-uitspraak over locatiedata en Fourth Amendment > Context: eerdere Locate X / Venntel onthullingen (Vice/Motherboard 2020-2022) Nieuwtjes > Cyberbeveiligingswet: https://www.rijksoverheid.nl/actueel/nieuws/2026/04/15/tweede-kamer-stemt-in-met-wetsvoorstellen-cyberbeveiligingswet-en-wet-weerbaarheid-kritieke-entiteiten > Volkskrant, "Privacy-adviseur Binnenlandse Zaken: overname van DigiD bedreigt veiligheid van Nederland" (16 april 2026): https://www.volkskrant.nl/tech/privacy-adviseur-binnenlandse-zaken-overname-van-digid-bedreigt-veiligheid-van-nederland~b6be96c0 > Aonan Guan, "Command and Control: ..." (15 april 2026): https://oddguan.com/blog/comment-and-control-prompt-injection-credential-theft-claude-code-gemini-cli-github-copilot/

A structural shift is occurring as artificial intelligence transitions from being a tool for generating output to one that executes tasks across IT environments, significantly increasing the demand for robust governance and infrastructure controls. This mechanism is illustrated by the rapid integration of agentic automation into operational platforms, with vendors such as Kyndryl (Agentic Service Management) and SolarWinds (SW1) positioning their AI systems as operational teammates capable of autonomous action. Analysts from firms like Omnia and AvePoint highlight that the product focus is no longer the agent or AI capability itself, but the enforcement layer—encompassing identity management, permissions, logging, quota enforcement, tenant boundaries, and approval workflows. A consequential development is the increased operational burden on networks, as agentic automation increases background and automated traffic. According to Imperial's Bad Bot report, automated traffic now exceeds 51% of all internet activity. Analyst firm Omnia and Lumen CEO Kate Johnson stress that the capacity of underlying networks, and not just compute resources, is becoming a hard constraint for scaling AI-driven operations. For MSPs, this manifests as tangible increases in bandwidth contention, authentication events, and noise in security tooling, leading to resource constraints and increased pressure on triage and incident response. Complementary developments reinforce this shift. Enable is rolling out direct AI operational integration in N-Central and Insight through a custom context protocol, while OpenAI is updating its agents' SDK to include sandboxing and distribution harnesses for stricter boundaries. The New Stack underscores NIST's recommendation for layered controls, least privilege, network segmentation, and tamper-resistant, replayable logging to contain the risks associated with agentic automation. Research cited by the AI Journal finds that governance and compliance, rather than technical skills, are currently the top barriers to reliable AI adoption among MSPs, driven by the complexity of multi-tenant environments and the requirement to prove control and recoverability. For MSPs and IT providers, these shifts introduce direct operational and contractual risks. Relying on default vendor models without explicit policy ownership or proof-of-execution effectively transfers liability without control. Practical considerations now require MSPs to define approval models, enforce least privilege, audit agent actions, establish recovery playbooks, forecast network and compute demand, and clarify quotas and overage terms in service contracts. Unbounded and unaudited automation is becoming a commercially unacceptable risk, comparable to operating critical systems without proper backups. 00:00 AI Tax: Networks 04:35 Scaffolding Over Models 07:45 Agents Eat Margins 10:05 Why Do We Care?  Supported by:  ScalePadTimezest

Stanford's new AI Index and PwC's annual AI performance study reveal a widening gap — between AI experts and the public, and between corporate leaders capturing 75% of AI's economic gains and everyone else. NLW breaks down what's driving the divergence and why some gaps matter more than others. In the headlines: Allbirds pivots to an AI neocloud, OpenAI updates its agents SDK and moves to pay-per-click ads, the Manus investigation chills Chinese founders, and Jensen Huang calls for US-China AI dialogue.Brought to you by:KPMG – Agentic AI is powering a potential $3 trillion productivity shift, and KPMG's new paper, Agentic AI Untangled, gives leaders a clear framework to decide whether to build, buy, or borrow—download it at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.kpmg.us/Navigate⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Granola - The AI notepad for people in back-to-back meetings. 100% off your first 3 months with code AIDAILY at ⁠http://granola.ai/aidaily⁠Mercury - Modern banking for business and now personal accounts. Learn more at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://mercury.com/personal-banking⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Zenflow Work - Agents for knowledge work - ⁠⁠⁠⁠⁠⁠https://zenflow.free/⁠⁠⁠⁠⁠⁠Drata - The agentic trust management platform - ⁠⁠⁠⁠⁠⁠https://drata.com/⁠⁠⁠⁠⁠⁠Blitzy - Want to accelerate enterprise software development velocity by 5x? ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://blitzy.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠AssemblyAI - The best way to build Voice AI apps - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.assemblyai.com/brief⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Robots & Pencils - Cloud-native AI solutions that power results ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://robotsandpencils.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Agent Readiness Audit from Superintelligent - Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://besuper.ai/ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠to request your company's agent readiness score.The AI Daily Brief helps you understand the most important news and discussions in AI. Subscribe to the podcast version of The AI Daily Brief wherever you listen: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://pod.link/1680633614⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Our Newsletter is BACK: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://aidailybrief.beehiiv.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Interested in sponsoring the show? sponsors@aidailybrief.ai

You prolly missed (most) of these 7 AI features

Zapier just announced a new way for founders to integrate all their favorite apps with their favorite AI model. Wade Foster, their co-founder, came on to show what we can build with it. Wade Foster is the co-founder and CEO of Zapier, the automation platform that connects thousands of business apps and workflows. In this interview, he shares how he is using Zapier's SDK and coding agents to automate parts of his own CEO role, from customer outreach and meeting prep to hiring review and daily planning. Sponsored byZapier More interviews -> https://mixergy.com/moreint Rate this interview -> https://mixergy.com/rateint

We're proud to release this ahead of Ryan's keynote at AIE Europe. Hit the bell, get notified when it is live! Attendees: come prepped for Ryan's AMA with Vibhu after.Move over, context engineering. Now it's time for Harness engineering and the age of the token billionaires.Ryan Lopopolo of OpenAI is leading that charge, recently publishing a lengthy essay on Harness Eng that has become the talk of the town:In it, Ryan peeled back the curtains on how the recently announced OpenAI Frontier team have become OpenAI's top Codex users, running a >1m LOC codebase with 0 human written code and, crucially for the Dark Factory fans, no human REVIEWED code before merge. Ryan is admirably evangelical about this, calling it borderline “negligent” if you aren't using >1B tokens a day (roughly $2-3k/day in token spend based on market rates and caching assumptions):Over the past five months, they ran an extreme experiment: building and shipping an internal beta product with zero manually written code. Through the experiment, they adopted a different model of engineering work: when the agent failed, instead of prompting it better or to “try harder,” the team would look at “what capability, context, or structure is missing?”The result was Symphony, “a ghost library” and reference Elixir implementation (by Alex Kotliarskyi) that sets up a massive system of Codex agents all extensively prompted with the specificity of a proper PRD spec, but without full implementation:The future starts taking shape as one where coding agents stop being copilots and start becoming real teammates anyone can use and Codex is doubling down on that mission with their Superbowl messaging of “you can just build things”.Across Codex, internal observability stacks, and the multi-agent orchestration system his team calls Symphony, Ryan has been pushing what happens when you optimize an entire codebase, workflow, and organization around agent legibility instead of human habit.We sat down with Ryan to dig into how OpenAI's internal teams actually use Codex, why the real bottleneck in AI-native software development is now human attention rather than tokens, how fast build loops, observability, specs, and skills let agents operate autonomously, why software increasingly needs to be written for the model as much as for the engineer, and how Frontier points toward a future where agents can safely do economically valuable work across the enterprise.We discuss:* Ryan's background from Snowflake, Brex, Stripe, and Citadel to OpenAI Frontier Product Exploration, where he works on new product development for deploying agents safely at enterprise scale* The origin of “harness engineering” and the constraint that kicked off the whole experiment: Ryan deliberately refused to write code himself so the agent had to do the job end to end* Building an internal product over five months with zero lines of human-written code, more than a million lines in the repo, and thousands of PRs across multiple Codex model generations* Why early Codex was painfully slow at first, and how the team learned to decompose tasks, build better primitives, and gradually turn the agent into a much faster engineer than any individual human* The obsession with fast build times: why one minute became the upper bound for the inner loop, and how the team repeatedly retooled the build system to keep agents productive* Why humans became the bottleneck, and how Ryan's team shifted from reviewing code directly to building systems, observability, and context that let agents review, fix, and merge work autonomously* Skills, docs, tests, markdown trackers, and quality scores as ways of encoding engineering taste and non-functional requirements directly into context the agent can use* The shift from predefined scaffolds to reasoning-model-led workflows, where the harness becomes the box and the model chooses how to proceed* Symphony, OpenAI's internal Elixir-based orchestration layer for spinning up, supervising, reworking, and coordinating large numbers of coding agents across tickets and repos* Why code is increasingly disposable, why worktrees and merge conflicts matter less when agents can resolve them, and what it really means to fully delegate the PR lifecycle* “Ghost libraries”, spec-driven software, and the idea that a coding agent can reproduce complex systems from a high-fidelity specification rather than shared source code* The broader future of Frontier: safely deploying observable, governable agents into enterprises, and building the collaboration, security, and control layers needed for real-world agentic workRyan Lopopolo* X: https://x.com/_lopopolo* Linkedin: https://www.linkedin.com/in/ryanlopopolo/* Website: https://hyperbo.la/contact/Timestamps00:00:00 Introduction: Harness Engineering and OpenAI Frontier00:02:20 Ryan's background and the “no human-written code” experiment00:08:48 Humans as the bottleneck: systems thinking, observability, and agent workflows00:12:24 Skills, scaffolds, and encoding engineering taste into context00:17:17 What humans still do, what agents already own, and why software must be agent-legible00:24:27 Delegating the PR lifecycle: worktrees, merge conflicts, and non-functional requirements00:31:57 Spec-driven software, “ghost libraries,” and the path to Symphony00:35:20 Symphony: orchestrating large numbers of coding agents00:43:42 Skill distillation, self-improving workflows, and team-wide learning00:50:04 CLI design, policy layers, and building token-efficient tools for agents00:59:43 What current models still struggle with: zero-to-one products and gnarly refactors01:02:05 Frontier's vision for enterprise AI deployment01:08:15 Culture, humor, and teaching agents how the company works01:12:29 Harness vs. training, Codex model progress, and “you can just do things”01:15:09 Bellevue, hiring, and OpenAI's expansion beyond San FranciscoTranscriptRyan Lopopolo: I do think that there is an interesting space to explore here with Codex, the harness, as part of building AI products, right? There's a ton of momentum around getting the models to be good at coding. We've seen big leaps in like the task complexity with each incremental model release where if you can figure out how to collapse a product that you're trying to.Build a user journey that you're trying to solve into code. It's pretty natural to use the Codex Harness to solve that problem for you. It's done all the wiring and lets you just communicate in prompts. To let the model cook, you have to step back, right? Like you need to take a systems thinking mindset to things and constantly be asking, where is the Asian making mistakes?Where am I spending my time? How can I not spend that time going forward? And then build confidence in the automation that I'm putting in place. So I have solved this part of the SDLC.swyx: [00:01:00] All right.[00:01:03] Meet Ryan swyx: We're in the studio with Ryan from OpenAI. Welcome.Ryan Lopopolo: Hi,swyx: Thanks for visiting San Francisco and thanks for spending some time with us.Ryan Lopopolo: Yeah, thank you. I'm super excited to be here.swyx: You wrote a blockbuster article on harness engineering. It's probably going to be the defining piece of this emerging discipline, huh?Ryan Lopopolo: Thank you. It is it's been fun to feel like we've defined the discourse in some sense.swyx: Let's contextualize a little bit, this first podcast you've ever done. Yes. And thank you for spending with us. What is, where is this coming from? What team are you in all that jazz?Ryan Lopopolo: Sure, sure.Ryan Lopopolo: I work on Frontier Product Exploration, new product development in the space of OpenAI Frontier, which is our enterprise platform for deploying agents safely at scale, with good governance in any business. And. The role of VMI team has been to figure out novel ways to deploy our models into package and products that we can sell as solutions to enterprises.swyx: And you have a background, I'll just squeeze it in there. Snowflake, brick, [00:02:00] stripe, citadel.Ryan Lopopolo: Yes. Yes. Same. Any kind of customerswyx: entire life. Yes. The exact kind of customer that you want to,Vibhu: so I'll say, I was actually, I didn't expect the background when I looked at your Twitter, I'm seeing the opposite.Stuff like this. So you've got the mindset of like full send AI, coding stuff about slop, like buckling in your laptop on your Waymo's. Yes. And then I look at your profile, I'm like, oh, you're just like, you're in the other end too. Oh, perfect. Makes perfect.Ryan Lopopolo: I it's quite fun to be AI maximalist if you're gonna live that persona.Open eye is the place to do it. And it'sswyx: token is what you say.Ryan Lopopolo: Yeah. Certainly helps that we have no rate limits internally. And I can go, like you said, full send at this stay.swyx: Yeah. Yeah. So the Frontier, and you're a special team within O Frontier.Ryan Lopopolo: We had been given some space to cook, which has been super, super exciting.[00:02:47] Zero Code ExperimentRyan Lopopolo: And this is why I started with kind of a out there constraint to not write any of the code myself. I was figuring if we're trying to make agents that can be deployed into end to enterprises, they should be [00:03:00] able to do all the things that I do. And having worked with these coding models, these coding harnesses over 6, 7, 8 months, I do feel like the models are there enough, the harnesses are there enough where they're isomorphic to me in capability and the ability to do the job.So starting with this constraint of I can't write the code meant that the only way I could do my job was to get the agent to do my job.Vibhu: And like a, just a bit of background before that. This is basically the article. So what you guys did is five months of working on an internal tool, zero lines of code over a mi, a million lines of code in the total code base.You say it was cenex, more like it was cenex faster than you would've. If you had done it by end. SoRyan Lopopolo: yeah, thatVibhu: was the mindset going into this, right?Ryan Lopopolo: That's right.[00:03:46] Model Upgrades LessonsRyan Lopopolo: Started with some of the very first versions of Codex CLI, with the Codex Mini model, which was obviously much less capable than the ones we have today.Which was also a very good constraint, right? Quite a visceral feeling to ask the [00:04:00] model to build you a product feature. And it just not being able to assemble the pieces together.Which kind of defined one of the mindsets we had for going into this, which is whenever the model just cannot, you always pop open at the task, double click into it, and build smaller building blocks that then you can reassemble into the broader objective.And it was quite painful to do this. Honestly, the first month and a half was. 10 times slower than I would be. But because we paid that cost, we ended up getting to something much more productive than any one engineer could be because we built the tools, the assembly station for the agent to do the whole thing.[00:04:43] Model Generations, Build Systems & Background ShellsRyan Lopopolo: But yeah, so onward to G BT 5, 5, 1, 5, 2, 5, 3, 5 4. To go through all these model generations and see their kind of corks and different working styles also meant we had to adapt the code base to change things up when the model was revved. [00:05:00] One interesting thing here is five two, the Codex harness at the time did not have background shells in it, which means we were able to rely on blocking scripts to perform long horizon work.But with five, three and background shells, it became less patient, less willing to block. So we had to retool the entire build system to complete in under a minute and. This is not a thing I would expect to be able to do in a code base where people have opinions. But because the only goal was to make the Asian productive over the course of a week, we went from a bespoke make file build to Basil, to turbo to nx and just left it there because builds were fast at that point.swyx: Interesting. Talk more about Turbo TenX. That's interesting ‘cause that's the other direction that other people have been doing.Ryan Lopopolo: Ultimately I have. Not a lot of experience with actual frontend repo architecture.swyx: You're talking that Jessica built the sky. So I'm like, I know the NX team. I know Turbo from Jared [00:06:00] Palmer.And I'm like, yeah, that's an interesting comparison.[00:06:02] One Minute Build LoopRyan Lopopolo: The hill we were climbing right, was make it fast.swyx: Is there a micro front end involved? Is it how how complex reactRyan Lopopolo: electron base single app sort of thingswyx: And must be under a minute. That's an interesting limitation. I'm actually not super familiar with the background shelf stuff.Probably was talked about in the fight three release.Ryan Lopopolo: BA basically means that codex is able to spawn commands in the background and then go continue to work while it waits for them to finish. So it can spawn an expensive build and then continue reviewing the code, for example.swyx: Yeah.Ryan Lopopolo: And this helps it be more time efficient for the user invoking the harness.swyx: And I guess and just to really nail this, like what does one minute matter? Like why not five, okay, good. We want no. WeRyan Lopopolo: want the inner loop to be as fast as possible. Okay. One minute was just a nice round number and we were able to hit it.swyx: And if it doesn't complete, it kills it or some something,Ryan Lopopolo: No.We just take that as a signal that we need to stop what we're doing, double click, decompose a build graph a bit to get us to high back under so that we [00:07:00] can able the agent continue to operate.swyx: It's almost like you're, it's like a ratchet. It's like you're forcing build time discipline, because if you don't, it'll just grow and grow.That's right. And you mentioned that my current, like the software I work on currently is at 12 minutes. It sucks.Ryan Lopopolo: This has been my experience with platform teams in the past, where you have an envelope of acceptable build times and you let it go up to breach and then you spend two, three weeks to bring it back down to the lower end of the average low bed stop.But because tokens are so cheap Yeah. And we're so insanely parallel with the model, we can just constantly be gardening this thing to make sure that we maintain these in variants, which means. There's way less dispersion in the code and the SDLC, which means we can simplify in a way and rely on a lot more in variance as we write the software.[00:07:45] Observability, Traces & Local Dev StackVibhu: Lovely.[00:07:46] Humans Are BottleneckVibhu: You mentioned in your article, like humans became the bottleneck, right? You kicked off as a team of three people. You're putting out a million line of code, like 1500 prs, basically. What's the mindset there? So as much as code is disposable, you're doing a lot of review. A lot [00:08:00] of the article talks about how you wanna rephrase everything is prompting everything, is what the agent can't see.It's kind of garbage, right? You shouldn't have it in there. So what's like the high level of how you went about building it, and then how you address okay, humans are just PR review. Like how is human in the loop for this?Ryan Lopopolo: We've moved beyond even the humans reviewing the code as well.[00:08:19] Human Review, PR Automation & Agent Code ReviewRyan Lopopolo: Most of the human review is post merge at this point.But post, post merge, that's not even reviewed. That's justswyx: Oh, let's just make ourselves happy by YouRyan Lopopolo: haven't used fundamentally. The model is trivially paralyzable, right? As many GPUs and tokens as I am willing to spend, I can have capacity to work with my hood base.The only fundamentally scarce thing is the synchronous human attention of my team. There's only so many hours in the day we have to eat lunch. I would like to sleep, although it's quite difficult to, stop poking the machine because it makes me want to feed it. You have to step back, right?Like you need to take a systems thinking mindset to things and [00:09:00] constantly be asking where is the agent making mistakes? Where am I spending my time? How can I not spend that time going forward? And then build confidence in the automation that I'm putting in place. So I have solved this part of the SDLC, and usually what that has looked like is like we started needing to pay very close attention to the code because the agent did not have the right building blocks to produce.Modular software that decomposed appropriately that was reliable and observable and actually accrued a working front end in these things, right?[00:09:35] Observability First SetupRyan Lopopolo: So in order to not spend all of our time sitting in front of a terminal at most, doing one or two things at a time, invested in giving the model that observability, which is that that graph in the post here.swyx: Yeah. Let's walk through this traces and which existed firstRyan Lopopolo: we started with just the app and the whole rest of it. From vector through to all these login metrics, APIs was, I dunno, half an [00:10:00] afternoon of my time. We have intentionally chosen very high level fast developer tools. There's a ton of great stuff out there now.We use me a bunch, which makes it trivial to pull down all these go written Victoria Stack binaries in our local development. Tiny little bit of python glue to spin all these up. And off you go. One neat thing here is we have tried to invert things as much as possible, which is instead of setting up an environment to spawn the coding agent into, instead we spawn the coding agent, like that's the entry point.It's just Codex. And then we give Codex via skills and scripts the ability to boot the stack if it chooses to, and then tell it how to set some end variables. So the app and local Devrel points at this stack that it has chosen to spin up. And this I think is like the fundamental difference between reasoning models and the four ones and four ohs of the past, where these models could not think so you had to put them in [00:11:00] boxes with a predefined set of state transitions.Whereas here we have the model, the harness be the whole box. And give it a bunch of options for how to proceed with enough context for it to make intelligent choices. SoVibhu: sales, so like a lot of that is around scaffolding, right? Yes. Previous agents, you would define a scaffold. It would operate in that.Lube, try again. That's pivoted off from when we've had reasoning models. They're seeming to perform better when you don't have a scaffold, right? That's right.[00:11:28] Docs Skills GuardrailsVibhu: And you go into like niches here too, like your SPEC MD and like having a very short agent MG Agent md.swyx: Yes. Yes.Vibhu: Yeah. So you even lay out what it is here, but I likeswyx: the table contents.Vibhu: Yeah.swyx: Like stuff like this, it really helps guide people because everyone's trying to do this.Ryan Lopopolo: This structure also makes it super cheap to put new content into the repository to steer both the humans and the agents.swyx: You, you reinvented skills, right?Vibhu: One big agents andswyx: skills from first princip holdsRyan Lopopolo: all skills did not exist when we started doing this.Vibhu: You have a short [00:12:00] one 100 line overall table of contents and then you have little skills, right? Core beliefs, MD tech tracker. Yeah. Yeah. The scale is overRyan Lopopolo: The tech jet tracker and the quality score are pretty interesting because this is basically a tiny little scaffold, like a markdown table, which is a hook for Codex to review all the business logic that we have defined in the app, assess how it matches all these documented guardrails and propose follow up work for itself.Before beads and all these ticketing systems, we were just tracking follow up work as notes in a markdown file, which, we could spa an agent on Aron to burn down. There's this really neat thing that like the models fundamentally crave text. So a lot of what we have done here is figure out ways to inject textswyx: intoRyan Lopopolo: the system right when we get a page, because we're missing a timeout, for example.I can just add Codex in Slack on that page and say, I'm gonna fix this by adding a timeout. Please update our reliability documentation. To require that all network calls have [00:13:00] timeouts. So I have not only made a point in time fix, but also like durably encoded this process knowledge around what good looks like.swyx: Yeah.Ryan Lopopolo: And we give that to the root coding agent as it goes and does the thing. But you can also use that to distill tests out of, or a code review agent, which is pointed at the same things to narrow the acceptable universe of the code that's produced.swyx: I think one of the concerns I have with that kind of stuff is you think you're making the right call by making, it's persisted for all time across everything.Yes. But then you didn't think about the exceptions that you need to make, right? And that you have to roll it back.Vibhu: Part of it isswyx: also sometimes it can follow your s instructions too.Vibhu: It's somewhat a skill, right? So it determines when it uses the tools, right? Like it's not like it'll run outta every call.It'll determine when it wants to check quality score, right?Ryan Lopopolo: Yeah. And we do in the prompts we give these agents, allow them to push back,[00:13:51] Agent Code Review RulesRyan Lopopolo: When we first started adding code review agents to the pr, it would be Codex, CLI. Locally writes the change, pushes up a PR on [00:14:00] those PR synchronizations of review agent fires.It posts a comment. We instruct Codex that it has to at least acknowledge and respond to that feedback. And initially the Codex driving the code author was willing to be bullied by the PR reviewer, which meant you could end up in a situation where things were not converging. So yeah, we had to,swyx: he's just a thrash.Ryan Lopopolo: We had to add more optionality to the prompts on both of these things, right? The reviewer agents were instructed to bias toward merging the thing to not surface anything greater than a P two in priority. We didn't really define P two, but we gave it, youswyx: did define P two.Ryan Lopopolo: We gave it a framework within which to score its outputswyx: and then greater than P zero is worse, right?Yes. P two is very good.Ryan Lopopolo: P zero is you will mute the code place ifswyx: you merch thisRyan Lopopolo: thing, right?swyx: Yeah.Ryan Lopopolo: But also on the code authoring agent side, we also gave it the flexibility to either defer or push back against review feedback, right? This happens all the time, right? Like I happen to notice something and leave a code review, [00:15:00] which.Could blow up the scope by a factor of two. I usually don't mean for that to be addressed Exactly. In the moment. It's more of an FYI file it to the backlog, pick it up in the next fix it week sort of thing. And without the context that this is permissible, the coding agents are gonna bias toward what they do, which is following instructions.swyx: Yeah.[00:15:19] Autonomous Merging Flowswyx: I do wanted to check in on a couple things, right? Sure. All the coding review agent, it can merge autonomously. I think that's something that a lot of people aren't comfortable with. And you have a list here of how much agents do they do Product code and tests, CI configuration and release tooling, internal Devrel tools, documentation eval, harness review, comments, scripts that manage the repository itself, production dashboard definition files, like everything.Yes. And so they're just all churning at the same time, is there like a record that, that any human on the team pulls to stop everythingRyan Lopopolo: Because we are building a native application here. We're not doing continuous deploy. So there's still a human in the loop for cutting the release branch.I see. We require a blessed [00:16:00] human approved smoke test of the app before we promote it to distribution, these sort of things.swyx: So you're working on the app, you're not building like infrastructure where you have like nines of reliability, that kinda stuff?Ryan Lopopolo: That's correct. That's correct. Okay. And also like full recognition here that all of this activity took in a completely greenfield repository.There's. Should be no script that this applies generally toswyx: this is a production thing, you're gonna shipRyan Lopopolo: toswyx: customers. Of course. Yeah, of course. So this is realVibhu: And like one of the things there is, you mentioned you started this as a repo from scratch. The onboarding first month or so was pretty, it was like working backwards, right?Yeah. And then you had to work with the system and now you're at that point where you know, you're very autonomous. I'm curious like, okay, so what, how human in the loop is it? So what are the bottlenecks that you wish you could still automate? And part of that is also like, where do you see the model trajectory improving and offloading more human in the loop?We just got 5.4. It's a really good,Ryan Lopopolo: fantastic model, by the way.Vibhu: Yeah. Yeah. It's the first one that's merged. Top tier coding. So it's codex level coding and reasoning. So general reasoning both in one model. SoRyan Lopopolo: andVibhu: computer [00:17:00] use vision.Ryan Lopopolo: Now we now with five four, I can just have Codex write the blog post, whereas for this one I had to balance between chat.swyx: Oh, I need to, I might be out of a job. Oh my God.Ryan Lopopolo: Oh,swyx: I know. You just gave me an idea for a completely AI newsletter that five four could do. Yeah, I get it Now.Ryan Lopopolo: This sort of thing is just one example of closing the loop, right? Like the dashboard thing you mentioned. We have Codex authoring the Js ON, for the Grafana dashboards and publishing them and also responding to the pages, which means when it gets the page, it knows exactly which dashboards are defined and what alerts.What alert was triggered by which exact log in the code base. ‘cause all of this stuff is collated together.swyx: It has to own everything.Yes. Yeah. Yeah.Ryan Lopopolo: And it means that if we have an outage that did not result in a page. It has the existing set of dashboards available to it. It has the existing set of metrics and logs and can figure out where the gaps in the dashboard are or [00:18:00] in the underlying metrics and fix them in one go.In the same way, you would have a full stack engineer be able to drive a feature from the backend all the way to the front end.Vibhu: So it, it seems like a lot of the work you guys had to do was you as a small team are fully working for a way that the model wants the software to be written. It's like less human legible for better. Code legibility, agent legibility. How do you think that affects broader teams? So one at OpenAI, do liaison, like this is how software should be written. Like I can imagine, say you join a new team with this methodology, this mindset there's ways that, teams do code review, teams write code, like teams are structured and a lot of it is for human legibility.So should we all swap? Like how does this play back one broader into OpenAI and then like broader into the software engineering, right? Is it like teams that pick this up will it's pretty drastic, right? You have to make a pretty big switch. Should they just full send Yeah.Ryan Lopopolo: The mindset is very much that I'm removed from the process, right? I can't really have deep code level opinions about [00:19:00] things. It's as if I'm. Group tech leading a 500 person organization.Vibhu: Yeah.Ryan Lopopolo: Like it's not appropriate for me to be in the weeds on every pr. This is why that post merge code review thing is like a good analog here, right?Like I have some representative sample of the code as it is written, and I have to use that to infer what the teams are struggling with, where they could use help, where they're already moving quickly and I can pivot my focus elsewhere.Vibhu: Yeah.Ryan Lopopolo: So I don't really have too many opinions around the code as it is written.I do, however, have a command based class, which is used to have repeatable chunks of business logic that comes with tracing and metrics and observability for free. And the thing to focus on is not how that business logic is structured, but that it uses this primitive ‘cause I know that's gonna give leverage by default.Vibhu: Yeah.Ryan Lopopolo: Yeah, back to that sort of systems stinking,Vibhu: and you have part of that in your blog post, enforcing architecture and ta taste how you set boundaries for what's used. There's also a section on redefining [00:20:00] engineering and stuff, but yeah, it's just, it's interesting to hear,Ryan Lopopolo: and as the models have gotten better, they have gotten better at proposing these abstractions to unblock themselves, which again, lets me move higher and higher up the stack to look deeper into the future on what ultimately blocked the team from shipping.swyx: Yeah. You mentioned so you, this is primarily a, it is like a 1 million line of code base electron app. But it manages its own services as well, so it's like a backend for front end type thing.Ryan Lopopolo: We do have a backend in there, but that's hosted in the cloud.Yeah. This sort of structure is actually within the separate main and render processesWithin theswyx: electric.That's just how electronic works.Ryan Lopopolo: Yeah, of course. So have also treated like. MVC style decomposition with the same level of rigor, which has been very fun.swyx: I have a fun pun. This is a tangent, NVC is model view controller. Any sort of full stack web Devrel knows that.But my AI native version of this is Model view Claw, the clause the harness.Ryan Lopopolo: That's right. That's right. I do think that there is an interesting space to [00:21:00] explore here with Codex, the harness as part of building AI products, right? There's a ton of momentum around getting the models to be good at coding.We've seen big leaps in like the task complexity with each incremental model release where if you can figure out how to collapse a product that you're trying to build, a user journey that you're trying to solve into code, it's pretty natural to use the Codex Harness to solve that problem for you. It's done all the wiring and lets you just communicate and prompts to let the model cook.Yeah. It's been very fun. And there's also a very engineering legible way of increasing capabil. It's fantastic, right? Yeah. Just give you, just give the model scripts, the same scripts you would already build for yourself.swyx: Yeah.Yeah. So for listeners, this is Ryan saying that software engineering or coding against will eat knowledge work like the non-coding parts that you would normally think.Oh, you have to build a separate agent for it. No, start a coding agent and go out from there. Which open Claw has like it's pie Underhood.Ryan Lopopolo: [00:22:00] Yes.Vibhu: Basically define your task in code. Everything is a codingswyx: agent by the way. Since I brought it up, it's probably the only place we bring it up. Is any open claw usage from you?Any?Ryan Lopopolo: No. No. Not for me. I don't have any spare Mac Minis rattling around my house.swyx: You can afford it? No. I just, I'm curious if it's changed anything in opening eye yet, but it's probably early days. And then the other, the other thing I, I wanna pull on here is like you mentioned ticketing systems and you mentioned prs and I'm wondering if both those things have to go away or be reinvented for this kind of coding.So the git itself and is like very hostile to multi-agent.Ryan Lopopolo: Yeah. We make very heavy use of work trees.swyx: But like even then, like I just did a, dropped a podcast yesterday with Cursors saying, and they said they're getting rid of work trees ‘cause it still has too many merge conflicts.It's still un too un unintuitive. But go ahead.Ryan Lopopolo: The models are really great at resolving merge conflicts. Yeah. And to get to a state where I'm not synchronously in the loop in my terminal, I almost don't care that there are mergeswyx: with disposable.[00:23:00] Yeah.Ryan Lopopolo: We invoke a dollar land skill and that coaches codex to push the PR Wait for human and agent reviewers Wait for CI to be green.Fix the flakes if there are any merged upstream. If the PR comes into conflict, wait for everything to pass. Put it in the merge queue. Deal with flakes until it's in Maine. End. This is what it means to delegate fully, right? This is in a, very large model re probably a significant tax on humans to get PRS merged, but the agent is more than capable of doing this and I really don't have to think about it other than keep my laptop open.swyx: Yeah. I used to be much more of a control freak, but now I'm like, yeah, actually you could do a better job of this than me. Yeah. With the right context. Yes.[00:23:47] Encoding Requirementsswyx: Anything else in harness in general? Just this piece, I just wanna make sure we,Ryan Lopopolo: I think one thing that I maybe didn't make super clear in the article that I heard on Twitter as an interesting, that's respond [00:24:00]swyx: to them.What's the chatter and then what's your response?Ryan Lopopolo: Ultimately, all the things that we have encoded in docs and tests and review agents and all these things are ways to put all the non-functional requirements of building high scale, high quality, reliable software into a space that prompt injects the agent.We either write it down as docs, we add links where the error messages tell how to do the right thing. So the whole meta of the thing is to basically tease out of the heads of all the engineers on my team, what they think good looks like, what they would do by default, or what they would coach a new hire on the team to do to get things to merch.And that's why we pay attention to all the mistakes, mistakes that the agent makes, right? This is code being written that is misaligned with some as yet not written down, non-functional requirement.swyx: Sorry, what? Did the online people misunderstand orRyan Lopopolo: No,swyx: whatyouRyan Lopopolo: responded to? Somebody just literally said that.I was like, oh yeah,swyx: okay,Ryan Lopopolo: This is the [00:25:00] thing. This is what I've been doing. Oh, youswyx: agree? Yeah. I see. Interesting.Ryan Lopopolo: One other neat thing, which I did totally did not expect is folks were just. Taking the link to the article and giving it to pi or Codex and say, make my repo this,Vibhu: you achi a whole recursion.Ryan Lopopolo: And it was wildly effective. Really? It was wildly effective. NoVibhu: way. It just actually is something I tried with five, four yesterday. I didn't have time. Last time I was like out speaking of something, and this is one of my things, I was like, okay, I have this article. Can we just scaffold out what it would be like to run this?And I, I did it first as that and then I was like, okay, let me take another little side repo and say okay, if I was to fully automate this like this because I haven't written a line of code, it'sRyan Lopopolo: like over full, setVibhu: it right. The side thing I'm doing of voice. TTS I'm just like, slobbing out, whatever.It's nothing production. I'm like, how would I make this like this? And it's actually like a really good way. It's like a good way to learn what could be changed, what could be like, it's just a good analyzing, right? You give it all the codes, you give it all the context, you give it the article and it walks you through it very well.That's right. That's right.[00:25:57] Inlining Dependencies[00:25:57] Dependencies Going Away & Brett Taylor's Responseswyx: I guess one more thing before we go to Symphony is I wanted to cover [00:26:00] Brett Taylor's response. We had him on the show. He is your chairman, which is wild. Yeah. That he's reading your articles as well and like getting engaged in it. He says software dependencies are going away.Basically they can just be like vendored. Yes. Response.Ryan Lopopolo: Aswyx: hundred percent. A hundred percent agree. You still pro qr, you still pay Datadog. You still pay Temporal. Thank you.Ryan Lopopolo: Yep. The level of complexity of the dependencies that we can internalize is, I would say low, medium right now. Just based on model capability.What does the,swyx: what is medium?Ryan Lopopolo: I would say like a. A couple thousand line dependency is a thing that we could in-house No problem. Call in an afternoon of time. One neat thing about it is like probably most of that code you don't even need. Like by in-house and abstraction, you can strip away all the generic parts of it and only focus on what you need to enable the specific thing.Yes. You're building,swyx: I've been calling this the end of b******t plugins.Ryan Lopopolo: Yeah.swyx: Because there's so much when I published an open source thing, I want to accept everything, be liberal. I want to accept, this is post's law, but that means there's so much bloat. Yes. There's so much overhead.Ryan Lopopolo: One other neat thing about [00:27:00] this too is when we deploy Codex Security on the repo, it is able to deeply review and change. The internalized dependencies in a much lower friction way than it would be to like, push patches upstream, wait for them to be released, pull them down, make sure that's compatible with all the transitive I have in my repo and things like that.So it's also much lower friction to internalize some of these things if code is free. ‘cause the tokens are cheap sort of thing.swyx: Yeah. Yeah. I think like the only argument I have against this is basically scale testing, which obviously the larger pieces of software like Linux, MySQL, he calls up even the Datadog and Temporals and then maybe security testing where Yes.Classically, I think, is it linis tos, it said security open source is the best disinfectant.Ryan Lopopolo: Many eyes.swyx: Many eyes. And if inline your dependencies and code them up, you're gonna have to relearn mistakes from other people that Yep.Ryan Lopopolo: Yep. And to internalize that dependency, you're back to zero and you have to start.Reassembling all those bits and pieces to Yeah. Have [00:28:00] high confidence in the code as it is written. Yeah.Vibhu: Even part of the first intro of this, you basically mentioned like everything was written by codex, including internal tooling, right? So internal tooling, like when you're visualizing what's going on it's writing it for itself.swyx: Yeah. I'm built internal tools way I now, and like I just show them off and they're like, how long did you spend? And I didn't spend any time. I just prompted it,Ryan Lopopolo: very funny story here.swyx: Yeah, go ahead.Ryan Lopopolo: We had deployed our app to the first dozen users internally had some performance issues, so we asked them to export a trace for us get a tar ball, gave it to our on-call engineer, and he did a fantastic job of working with Codex to build this beautiful local Devrel tool, next JS app, the drag and drop the tar ball in, and it visualizes the entire trace.It's fantastic. Took an afternoon, but none of this was necessary. Because you could just spin up codex and give it the tar ball and ask the same thing and get the response immediately. So in a way, optimizing for human [00:29:00] legibility of that debugging process was wrong. It kept him in the loop unnecessarily when instead he could have just like Codex cooked for five minutes and gotten this same.swyx: Yeah, you verify your instincts here of this is how we used to do it. Or this is how I would have used to solve it.Ryan Lopopolo: Yeah. In this local observability stack. Like sure, you can de deploy Yeager to visualize the traces, but I wouldn't expect to be looking at the traces in the first place because I'm not gonna write the code to fix them.swyx: Yeah. So basically there needs to be like this kind of house stack and owning the whole loop. I think that is very well established. And it sounds like you might be like sharing more about that in the future, right?Ryan Lopopolo: Yeah. I think we're excited to do[00:29:36] Ghost Libraries Specs[00:29:36] Ghost Libraries & Distributing Software as SpecsRyan Lopopolo: We're gonna talk about Symphony in a little bit, but like the way we distribute it as a spec, which I think folks are calling Ghost Libraries on Twitter.This is like a such a cool name. It does mean it becomes much cheaper to share software with the world, right? You define a spec, how you could build your own specifying as much as is required for a coding agent to reassemble it [00:30:00] locally. The flow here is very cool. Like we have taken. All the scaffolding that has existed in our proprietary repo spun up a new one.Ask Codex with our repo as a reference. Write the spec. We tell it. Spin up a team ox spawn a disconnected codex to implement the spec. Wait for it to be done. Spawn another codex and another team ox to review the spec com or review the implementation compared to upstream and update the spec so it diverges less.And then you just loop over and over Ralph style until you get a spec that is with high fidelity able to reproduce the system as it is. It's fantastic.Vibhu: And you're basically, you're not really adding any of your human bias in there, right? That's correct. A lot of times people write a spec and be like, okay, I think it should be done this way, and you'll riff on something.And it's no, the agent could have just handled it like you're still scaffolding in a sense, right? I want it done this way. It can determine its spec better.swyx: That's right. That's right. Part of me it, I'm, I've been working a lot on evals recently, and part of me is wondering if [00:31:00] an agent can produce a spec that it cannot solve.Is it always capable of things that he can imagine or can you imagine things that it is impossible to do?Ryan Lopopolo: I think with Symphony, we, there's like this there's this axis where you have things that are easier, hard, or established or new, right? And I think things that are hard and new is still something that the models need humans.Yeah. Drive.swyx: Yeah. Yeah.Ryan Lopopolo: But I think those other quadrants are largely salt. Given the right scaffold and the right thing that's gonna drive the agent to completion,swyx: it's crazy that it solved,Ryan Lopopolo: but it means that the humans, the ones with limited time and attention get to work on the hardest stuff, like the problems where it's pure white space out in front. Or like the deepest refactorings where you don't know what the proper shape of the interfaces are. And this is where I wanna spend my time. ‘cause it lets me set up for the next level of scale.swyx: Yeah. Yeah. Amazing. Let's introduce Symphony.I think we've been mentioning it every now and then. Elixir. Interesting option.Ryan Lopopolo: Yeah.swyx: Yeah. I'm not,Ryan Lopopolo: again, like the [00:32:00] elixir manifestation here is just a derivative. Is it a modelswyx: chosen? Yeah.Ryan Lopopolo: Yeah. Yeah. And it chose that because the process supervision and the gen servers are super amenable to the type of process orchestration that we're doing here.You are essentially spinning up little Damons for every task that is in execution and driving it to completion, which. Means the mall gets a ton of stuff for free by using Elixir and the Beam.swyx: I had to go do a crash course in Beam and Elixir, and I think most people are not operating at that scale of concurrency where you need that.But it is a good mental model for Resum ability and all those things. And these are things I care about. But tell me the story, the origin story of Symphony. What do you use it for? Is this, how did it form maybe any abandoned paths that you didn't take?[00:32:46] Terminal Free Orchestration[00:32:46] Symphony: Removing Humans from the LoopRyan Lopopolo: At the end of December we were at about three and a half PRS per engineer per day.This was before five two came out in the beginning of January. Everyone gets back from holiday with five two and no other work [00:33:00] on the repository. We were up in the five to 10 PRS per day per engineer. And I don't know about y'all, but like it's very taxing to constantly be switching like that. Like I was pretty tapped out at the end of the day, again, where are the humans spending their time? They're spending their time context switching between all these active tmox pains to drive the agent forward.swyx: Yeah. No way. Yeah.Ryan Lopopolo: So let's again, build something to remove ourselves from the loop. And this is what frantic sprinted adapt here to find a way to remove the need for the human to sit in front of their terminal.So a lot of experimentation with Devrel boxes and, automatically spinning up agents, like it seems like a fantastic end state here, where my life is beach. I open live twice a day and say yes no to these things. Yeah. And this is again, a super, super interesting framing for how the work is done.Because I become more latency and sensitive. I have [00:34:00] way less attachment to the code as it is written. Like I've had close to zero investment in the actual authorship experience. So if it's garbage. I can just throw it away and not care too much about it. In Symphony, there's this like rework state where once the PR is proposed and it's escalated to the human for review, it should be a cheap review.It is either mergeable or it is not. And if it's not, you move it to rework. The elixir service will completely trash the entire work tree NPR and start it again from scratch. Okay. And this is that opportunity again to say, why was it trash right? What did the agent do that wasswyx: bad. Yeah.Ryan Lopopolo: Fix that before moving the ticket toswyx: endRyan Lopopolo: of progress again.swyx: Yeah. Why is this not in codex app? I guess this, you guys are ahead of Codex app,Ryan Lopopolo: yeah, so the way the team has been working is basically to be as AI pilled as possible and spread ahead. And a lot of the things we have worked on have fallen out [00:35:00] into a lot of the products that we have.Like we were in deep consultation with the Codex team to. Have the Codex app be a thing that exists, right? To have skills be a thing that Codex is able to use. So we didn't have to roll our own to put automations into the product. So all of our automatic refactoring agents didn't have to be these hand rolled control loops.It has been really fantastic to be, in a way, un anchored to the product development of Frontier and Codex and just very quickly try to figure out what works and then later find the scalable thing that can be deployed widely. It's been a very fun way to operate. It's certainly chaotic. I have lost track very often of what the actual state of the code looks like.‘cause I'm not in the loop. There was. One point where we had wired playwright directly up to the Electron app. With MCPM CCPs, I'm pretty bearish on because the harness forcibly injects all those tokens in the [00:36:00] context, and I don't really get a say over it. They mess with auto compaction. The agent can forget how to use the tool.There's probably only what three calls in playwright that I actually ever want to use. So I pay the cost for a ton of things. Somebody vibed a local Damon that boots playwright and exposes a tiny little shim CLI to drive it. And I had zero idea that this had occurred because to me, I run Codex and it's able to, it's oh, it's better.Yeah. Like no knowledge of this at all. Uhhuh.[00:36:30] Multi Human ChaosRyan Lopopolo: So we have had like in human space to spend a lot of time doing synchronous knowledge sharing. We have a daily standup that's 45 minutes long because we almost have to. Fan out the understanding of the current state.swyx: Yeah, I was gonna say this is good for a single human multi-agent, but multi human, multi-agent is a whole like po like explosion of stuff.Ryan Lopopolo: Yeah. And that this is fundamentally why we have such a rigid, like 10,000 [00:37:00] engineer level architecture in the app because we have to find ways to carve up the space so people are not trampling on each other.swyx: Sorry, I don't get the 10,000 thing. Did I miss that?Ryan Lopopolo: The structure of the repository is like 500 NPM packages.It's like architecture to the excess for what you would consider, I think normal for a seven person team. But if every person is actually like 10 to 50. Then the like numbers on being super, super deep into decomposition and sharding and like proper interface boundaries make a lot more sense.swyx: Yeah. To me, that's why I talked about Microfund ends and I, an anex is from that world, but Cool. It is just coming back to, to, to this I dunno if you have other, thoughts on. Orchestrating so much work coin going through this. Is this enough? Is this like any aha moments?Vibhu: It'll be interesting to see like where, okay, so right now you pick linear as your issue tracker, right?swyx: Or it's like a is it actually linear? This is actually linear.[00:37:55] Linear vs Slack WorkflowVibhu: Oh, that's linear. It's linear.swyx: Oh I never looked atVibhu: video. The demo video I had to download to [00:38:00] run.swyx: So I, because I'm a Slack maxie, but Yeah, linear. Linear is also really good. Yes,Ryan Lopopolo: we do make a good use of Slack. We we fire off codex to do all these lotion, elasticity, fix ups, the things that like sync that knowledge into the repository.It's super cheap. Yeah.swyx: Yeah.Ryan Lopopolo: Just do it in Codex.swyx: My biggest plug is OpenAI needs to build Slack. You need to own Slack. Build yours. Turn this into Slack.Ryan Lopopolo: I did read about it. Youswyx: did?Ryan Lopopolo: Yeah.[00:38:25] Collaboration Tools for AgentsRyan Lopopolo: I would say that if we think that we want these agents to do economically valuable work, which is like this is the mission, right?We want AI to be deployed widely, to do economically valuable work, then we need to find ways for them to naturally collaborate with humans, which means collaboration tooling, I think, is an interesting space to explore.swyx: Yeah, totally. Yeah. GitHub, slack, linear.Vibhu: Yeah, that was my thing. Okay, where do we see right now Codex has started Codex Model, then CLI, now there's an app, app can let me shoot off multiple Codex is in parallel, but there's no great team collaboration for Codex.And it [00:39:00] seems like your team had some say into what comes out, right? So you talked to ‘em, codex kind of was a thing. From there, if you guys are on the bound, what stuff that like, you might not focus on, but what do you expect other people to be building, right? So people that are like five x 50 Xing.Should you build stuff that's like very niche for your workflow, for your team? Should it be more general so other people can adopt? Is there a niche there? ‘Cause part of it is just okay, is everything just internal tooling? Do we have everything our own way? Like the way our team operates has our own ways that we like to communicate or is there a broader way to do it?Is it something like a issue tracker? Just thoughts if you wanna riff on that.[00:39:35] Standardizing Skills and CodeRyan Lopopolo: I think TBD we have not figured this out in a general way. I do think that there is leverage to be had in making the code and the processes as much the same as possible. If you think that code is context, code is prompts, it's better from the agent behavior perspective to be able to look in a package in directory X, Y, Z, and it not to have to page so [00:40:00] deeply into directory if you C, because they have the same structure, use the same language, they have the same patterns internally.And that same like leverage comes from aligning on a single set of skills that you're pouring every engineer's taste into to make sure that the agent is effective. So like in our code base, we have, I think, six skills. That's it. And if some part of the software development loop is not being covered, our first attempt is to encode it in one of the existing setup skills, which means that we can change the agent behavior.Yeah. More cheaply than changing the human driver behavior.swyx: Yeah.[00:40:39] Self Improvement via Logsswyx: Have you ever, have you experimented with agents changing their own behavior?Ryan Lopopolo: We do.swyx: Yeah. Or parent agent changing a subagents, behavior or something like that.Ryan Lopopolo: We have some bits for skill distillation. So for example, there's one neat thing you can do with Codex, which is just point it at its own session logs to ask it to tell you how you can use [00:41:00] the tool pedal better.swyx: It's like introspectionRyan Lopopolo: or ask it to do things. I useVibhu: this session better. What skills should Iswyx: high? I like the modification of, you can do, just do things to you can just ask agent to do things.Ryan Lopopolo: Yeah. You can just codex things. This is like a, this is like a silly emoji that we have, right? You can just codex things, you can just prompt things.It's really glorious future we live in, but okay, you can do that one-on-one. But we're actually slurping these up for the entire team into blob storage and. Running agent loops over them every day to figure out where as a team can we do better and how do we reflect that back into the repositories?Yes, though everybody benefits from everybody else's behavior for free. Same for like PR comments, right? These are all feedback. That means the code as written, deviated from what was good, a PR comment, a failed build. These are all signals that mean at some point the agent was missing context. We gotta figure out how toswyx: Yeah.Ryan Lopopolo: Slurp it up and put it back in the reboot.swyx: By the way, I do this exactly right. I used to, when I use cloud code for [00:42:00] knowledge work, cloud cowork is like a nice product, right? Yes. In I think you would agree. I always have it tell me what do I do better next time? And that's the meta programming reflection thing.So I almost think like you have six reflection extraction levels in symphony and almost like the zero of layer. So the six levels are PO policy, configuration, coordination, execution, integration, observability. We've talked about a couple of these, but the zero layer is like the, okay, are we working well?Can we improve how we work? Yes. Can I modify my own workflow without MD or something? I don't know.Ryan Lopopolo: Yeah, of course. Yeah, of course you can. Like this thing is also able to cut its own tickets ‘cause we give it full access.Yeah. Make it a ticket to have it cut. Tickets you can.Put in the ticket that you expect it to file as on follow up work,swyx: like Yeah. Self-modifying. Yeah.Ryan Lopopolo: Yeah.[00:42:44] Tool Access and CLI FirstRyan Lopopolo: Put, don't put the agent in a box. Give the agent full accessibility over it. Domain.swyx: I had a mental reaction when you said don't put the agent in a box. So I think you should put it in a box. Like it's just that you're giving the box everything it needs.Ryan Lopopolo: Yeah. Context and tools.swyx: But we're like, as developers, we're used to calling [00:43:00] out to different systems, but here you use the open source things like the Prometheus, whatever, and you run it locally so that you can have the full loop. I assume.Ryan Lopopolo: Yep.Vibhu: I think likeRyan Lopopolo: another, you wanna minimize cloud, cloud dependencies.Vibhu: You also want to make sure that you think about what the agent has access to. What does it see? Does it go back into the loop, like from the most basic sense of you let it see its own like calls, traces it can determine where it went wrong. But are you feeding that back in? So you know, just the most basic level of you wanna see exactly what's input output, like does the agent have access to.What is being outputted, right? It can self-improve a lot of these things. It's allRyan Lopopolo: text, right? My job is to figure out ways to funnel text from one agent to the other.swyx: It's so strange like way back at the start of this whole AI wave Andre was like, English is the hottest day programming language.It's here, it's just Yeah. The feature as well.Vibhu: A lot of, okay. Like a lot of software, a lot of stuff. There's a gui, it's made for the human. We're seeing the evolution of CLI for everything, right? All tools have CLIs. Your agents can use [00:44:00] them well, do we get good vision? Do we get good little sandboxes?Like right now? It's a really effective way, right? Models love to use tools. They love the best. They love to read through text. So slap a CLI let it go loose. That works for everything.Ryan Lopopolo: It does. Yeah. Yeah.[00:44:14] UI Perception and RasterizingRyan Lopopolo: We've also been adapting nont, textual things to that shape in order to improve model behavior in some ways, right?We want the agent to be able to see the UI agents do not perceive visually in the same way that we do. They don't see a red box, they see red box button, right? They see these things in latent space. So if we want, Hey, yeah, I do. We haveswyx: a ding if that goes off every time. Alien spaceRyan Lopopolo: ding.Anyway if we wanna actually make it see the layout, it's almost easier to rasterize that image to ask EOR and feed it in to the agent. Ha. And there's no reason you can't do both, right? To like further refine how the model perceives the object it's [00:45:00] manipulating.swyx: Cool. Could we, you wanna talk about a couple more of these layers that might bear more introspection or that you have personal passion for?[00:45:07] Coordination Layer with ElixirRyan Lopopolo: I will say that the coordination layer here was a really tricky piece to get right.swyx: Let's do it. Yep. I'm all about that. And this is Temporal core.Ryan Lopopolo: This is where when we turn the spec into Elixir, where like the model takes a shortcut, right? Like it's oh, I have all these primitives that I can make use of in this lovely runtime that has native process supervision.Which is I think, a neat way to have taken the spec and made it more choices achievable by making choices that naturally mapswyx: Yeah.Ryan Lopopolo: To the domain, right? In the same way that like you would prefer to have a TypeScript model repo if you are doing full stack web development, right? Because the ability to share types across the front end and backend reduces a lot of complexity.And becauseswyx: that's what graph kill used to be.Ryan Lopopolo: That's right. Andswyx: I don't know if it's still alive, butRyan Lopopolo: [00:46:00] no humans in the loop here. So like my own personal ability to write or not write elixir. Doesn't really have to bias us away from using the right tool for the job. It is just wild.swyx: Love it. I love it.Yeah. I wonder if any languages struggle more than others because of this? I feel like everyone has their own abstractions. That would make sense. But maybe it might be slower, it might be more faulty where like you'd have to just kick the server every now and then. I, I don't know. I think observability layer is really well understood.Integration layer, CP is dead. I think all these just like a really interesting hierarchy to travel up and down. It's common language for people working on the system to understandRyan Lopopolo: The policy stuff is really cool, right? Yeah. You don't really have to build a bunch of code to make sure the system wait for the, to passswyx: it's institutional knowledge.Ryan Lopopolo: Yeah. You just give it the G-H-C-L-I with some text that say CI has to pass. It makes the maintenance of these systems a lot easier.[00:46:57] Agent Friendly CLI Outputswyx: Do you think that CLI maintainers need to be [00:47:00] do anything special for agents or just as is? It's good because like I don't think when people made the G GitHub, CLI, they anticipated this happening.Ryan Lopopolo: That's correct. The GH CLI is fantastic. It's great super industry.swyx: Everyone go try GH repo create GH pull and then pull request number, right? GH HPR, like 1 53, whatever. And then it like pullsRyan Lopopolo: basically my only interaction with the GitHub web UI at this point is GH PR view dash web.Exactly. Glanceswyx: at the diffRyan Lopopolo: and be like Sure thing. Send it. Yeah. But the CLI are nice ‘cause they're super token efficient and they can be made more token efficient really easily. Like I'm sure you all have seen like I go to build Kite or Jenkins and I could just get this massive wall of build output.And in order to unblock the humans, your developer productivity team is almost certainly gonna write some code that parses the actual exception out of the build logs and sticks it in a sticky note at the top of the page. And you basically [00:48:00] want CLI to be structured in a similar way, right? You're gonna want to patch dash silent to prettier because the agent doesn't care that every file was already formatted.Just wants to know it's either formatted or not. So it can then go run a right command. Similarly, like in our PNPM distributed script runner, when we had one, when you do dash recursive, like it produces a absolute mountain of text. But all of that is for passing. Test suites. So we ended up wrapping all of this in another scriptswyx: to suppress the,Ryan Lopopolo: which you can vibe the channel only output the failing parts of the tests.swyx: You make a pipe errors versus the standard, standard out. I don't know. Okay. Whatever. Too much thinking have to do that. The CII used to maintain SCLI for my company and yeah, this is like core, very core to my heart. But you're vibing my job.Ryan Lopopolo: That's right.swyx: Cool. Any other things?This is a long spec. [00:49:00] I appreciate that. It's got a lot of strong opinions in here. Any other things that we should highlight? I think obviously you can spend the whole day going through some of these, but I do think that some of these have a lot of care or some of this you might wanna tell people, Hey, take this, but, make it your own.[00:49:15] Blueprint Spec and GuardrailsRyan Lopopolo: Fundamentally, software is made more flexible when it's able to adapt to the environment in which it is deployed, which means that things like linear or GitHub even are specified within the spec, but not required pieces of it. There's like a more platonic ideal of the thing that you could swap in like Jira or Bitbucket, for example.But being able to tightly specify things like the ID formats or how the Ralph Loop works for the individual agents. Basically means you can get up and running with a fully specified system quickly that you then evolve later on. I think we never intended for this to be a static spec that you can [00:50:00] never change.It's more like a blueprint to get something worth a starting point up and running.swyx: Yeah.Ryan Lopopolo: For you then to vibe later to your heart's content,swyx: you have like code and scripts in here where it's oh, I think this is a really good prompt. It's just a very long prompt.Ryan Lopopolo: Fundamentally, the agents are good at following instructions, so give them instructions.And it will, improve the reliability of the result. We, much like the way we use Symphony, we don't want folks to have to monitor the agent as it is vibing the system into existence. So being very opinionatedVery strict around what these success criteria are means that our deployment success rate goes up. Yeah. It means we don't have to get tickets on this thing.Vibhu: Think it all goes back to that like code to disposable, right? Like early on when you had CLI or you'd kick off a Codex run, it would take two hours. You would wanna monitor okay, I'm in the workflow of just using one.I don't want it to go down the wrong path. I'll cut it off and, just shoot off four, like that was my favorite thing of the Codex app, right? Yeah. Just Forex it like, [00:51:00] it's okay. One of them will probably be right, one of them might be better. Stop overthinking it. Like my first example was probably like deep research.When you put out deep research and I'd ask it something like, I asked it something about LLM, it thought it was legal something and spent an hour, came back with a report completely off the rails. And I was like, okay, I gotta monitor this thing a bit. No don't monitor it. Just you want to build it so it's that it, it goes the right way.And you don't wanna, you don't wanna sit there and babysit, right? You don't want to babysit your agentsRyan Lopopolo: with that deep research query that you made. Looking at the bad result, you probably figured out you needed to tweak your prompt Yeah. A bit, right? That's that guardrail that you fed back into the code base for the task, your prompt to further align the agent's execution.Same sort of concept supply there too.swyx: When you talk, how are the customers feelingRyan Lopopolo: for Symphony? I think we have none, right? This is a thing we have put out into theswyx: world. Symphony's internal, right? As long as you are happy, you are the customer. That'

When you type a question into ChatGPT, the model only has what you typed to work with. But tools like Claude Code can plan, iterate, test, and recover from mistakes. They work more like we do. The difference is the agent harness: Planning tools, file system access, sub-agents, and carefully crafted system prompts that turn a raw LLM into something genuinely capable. Sydney Runkle is back on Talk Python representing LangChain and their new open source library, Deep Agents: A framework for building your own deep agents with plain Python functions, middleware hooks, and MCP support. This is how the magic works under the hood. Episode sponsors Sentry Error Monitoring, Code talkpython26 Agentic AI Course Talk Python Courses Links from the show Guest Sydney Runkle: github.com Claude Code uses: x.com Deep Research: openai.com Manus: manus.im Blog post announcement: blog.langchain.com Claudes system prompt: github.com sub agents: docs.anthropic.com the quick start: docs.langchain.com CLIs: github.com Talk Python's CLI: talkpython.fm custom tools: docs.langchain.com DeepAgents Examples: github.com Custom Middleware: docs.langchain.com Built in middleware: docs.langchain.com Improving Deep Agents with harness engineering: blog.langchain.com Prebuilt middleware: docs.langchain.com Watch this episode on YouTube: youtube.com Episode #543 deep-dive: talkpython.fm/543 Episode transcripts: talkpython.fm Theme Song: Developer Rap

A decade ago, Kevin Gosschalk was talking CAPTCHAs and bot mitigation with Marco Ciappelli at a security conference. Today, at RSAC Conference 2026, the conversation has shifted to agentic AI -- autonomous systems that browse, click, and transact on behalf of users. For Gosschalk, the Founder and CEO of Arkose Labs, the technology has changed but the challenge is familiar: how do you tell the difference between a legitimate automated actor and a malicious one? Gosschalk explains that the vast majority of agentic traffic today is not self-identifying. Rather than announcing themselves as AI agents, these systems impersonate real Chrome browsers on Mac OS -- choosing configurations with stronger privacy features to evade fingerprinting. There are two technical categories to contend with: headless browsers running in the cloud, which can be caught through device spoofing checks, and on-device agents that control a real browser instance, which require a deeper look at behavioral patterns and intent signals. Arkose Labs builds intent models around payment fraud, fake account creation, and account compromise to distinguish the good agents from the bad. The economic framing Gosschalk brings to this conversation is striking. He describes SMS toll fraud -- where bad actors acquire millions of premium phone numbers and trigger OTP messages from victim companies, earning three to six cents per message while costing those companies tens of millions of dollars annually. He walks through micro deposit fraud targeting fintechs. His core thesis: fraud is an economic activity, and the best defense is making attacks more expensive than they are worth. Arkose Labs builds challenge mechanisms designed to raise that cost through novel stimuli that ML models have not been trained to solve -- presenting something genuinely new forces a brute-force approach that is less effective than purpose-built attacks. The platform's consortium model is a key differentiator. Arkose Labs protects large enterprises including Expedia and Meta, and when an attack signature appears on one customer but nowhere else in the network, its uniqueness is itself a strong fraud signal. Customers can also feed labeled outcome data back into the system -- if something slips through and later proves malicious, that label sharpens the model for the entire consortium. Gosschalk is equally clear about the opportunity side of agentic AI. Blocking all automated traffic is no longer viable -- legitimate agentic commerce is coming, where consumers will delegate shopping, comparison, and purchasing to AI assistants. The future is not blanket blocking but granular, policy-driven enforcement: letting each customer define what kinds of agentic behavior they want to permit on their platforms. Integration is accessible -- a basic JavaScript deployment for web, SDKs for mobile, and extended support for IoT devices and CDN integrations. This is a Brand Spotlight. A Brand Spotlight is a ~15 minute conversation designed to explore the guest, their company, and what makes their approach unique. Learn more: https://www.studioc60.com/creation#spotlight GUEST Kevin Gosschalk, Founder and CEO, Arkose Labs LinkedIn: https://www.linkedin.com/in/kgosschalk/ RESOURCES Arkose Labs: https://www.arkoselabs.com Are you interested in telling your story? ▶︎ Full Length Brand Story: https://www.studioc60.com/content-creation#full ▶︎ Brand Spotlight Story: https://www.studioc60.com/content-creation#spotlight ▶︎ Brand Highlight Story: https://www.studioc60.com/content-creation#highlight KEYWORDS Kevin Gosschalk, Arkose Labs, Sean Martin, Marco Ciappelli, brand story, brand marketing, marketing podcast, brand spotlight, agentic AI, bot detection, bot mitigation, fraud prevention, SMS toll fraud, micro deposit fraud, behavioral biometrics, intent detection, CAPTCHA, account takeover, synthetic identity, RSAC Conference 2026, cybersecurity Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Are you still relying on OCR for your enterprise AI? You're losing critical context.In this episode, Anaiya Raisinghani (Sr. Tech. Evangelist, AI Startups & Ventures at MongoDB) sits down with Adityavardhan Agrawal, Co-Founder and CEO of Morphik. They dive deep into how Morphik is helping developers and enterprises understand complex, unstructured data and automate high-leverage workflows.Adi breaks down the limitations of standard RAG pipelines and reveals why they turned to Vision Language Models (VLMs) to process complex documents like architectural floorplans.What you'll learn in this episode:The OCR Trap: Why text extraction is inherently lossy for complex documents and how VLMs generate better embeddings.The RAG Misconception: Why getting high-quality context requires much more than just plain vector search.Database Architecture: Why Morphik hit the limits of Postgres/JSONB for dynamic datasets and how migrating to MongoDB Atlas simplified their multi-tenancy and querying.Massive ROI: How one manufacturing customer used Morphik to slash their quote generation time from 7 days to under 2 minutes.The Future of Knowledge: Building self-healing, self-updating data layers that leverage MQL.(Want to start building? You can use Morphik's API, Python/TypeScript SDKs, or grab the Docker image from GitHub today!)⏱️ Chapter Timestamps00:00 - Intro: Meet Adi and Morphik01:18 - APIs, SDKs, and Getting Started with Morphik02:28 - The Lightbulb Moment: Why Standard AI Fails on Unstructured Data04:44 - The Biggest Misconception About RAG06:24 - Vision Language Models (VLMs) vs. Traditional OCR08:35 - Reducing Entropy: Combining Embeddings with Knowledge Graphs10:13 - Architecture Deep-Dive: Hitting the Limits of Postgres & JSONB12:06 - Why Morphik Migrated to MongoDB Atlas13:24 - Simplifying Multi-Tenancy at Scale15:13 - Ensuring Data Security and Reliability16:33 - Accelerating Growth with MongoDB for Startups18:10 - Real-World Impact: Cutting Quote Generation from 7 Days to 2 Minutes20:15 - The Future: Self-Healing Data Layers and Native MQL

The crew returns with no internet and a lot to say. Will, Iman, and TJ talk about leveling up their content game with AI-assisted video production, the leap from casual podcasting to highly edited scripted hooks, and how other crypto YouTubers are winning with polished formats. Then they dive deep into the NAT.fun platform — what non-arbitrary tokens are, why they chose Solana over Bitcoin L1 for deployment, how bonding curves and the agent SDK work, and the long-term vision of creating a new category on CoinGecko. If you've been wondering what NAT.fun is actually building and why Bitcoin's security budget matters, this is the episode.