Factory

“I respectfully disagree, and that's why I actually think both Cognition and Factory will do very well, because they're model independent”

“What's happened with Uber publicly has happened privately with a lot of customers of ours.”

“The future of software development is where these organizations, instead of having engineers, That build the software. They're going to have engineers that build the factories that build their software.”

“So I think what is necessary for the best outcome for the consumers Is going to be models that are separate from the applications. You, as a consumer, do not want to use applications that are provided for you by the same people that are giving you the model, b…”

“So this is the first job I've ever had, which I think is always a funny thing to say. Cause prior to this, I was a theoretical physicist, literally never Never, like, coffee shop, any of that. Literally never have had a job. Like, never have been paid to do an…”

“I think it would be ill-advised if they were to try and go to the niche of non-technical people writing code for code sake, because I think that is going to be run by, like, if you're going to need enterprise controls over who has access to what databases and …”

“The bare case against factory is if one model provider gets significantly better than all of the others. So basically I think a key thing for us is that all the models are going to be roughly as good as each other.”

“She is genuinely so kind, so intelligent, and like, people just in, throughout tech, throughout the world, really love her, and for good reason, and she has an incredible network. She's so generous with her time. Like, there is, like, kind of dirty work invest…”

“I think that has been not only like disingenuine and wrong, but it's like really hurt the psychology of a lot of people, developers, like just people in the world. Does AI a disservice? Does the world a disservice? Because this is again, talking about the use …”

“If we need FDEs to make the product work, we have a shit product. Like, the point of FDEs should be accelerate and get them consuming faster. If you're putting in FDEs, because that's the only way you'll get a deal done, I'm sorry, my friend, you have a shit p…”

“There's a very common Silicon Valley fallacy, which is there's like research is like the pinnacle. And then there's engineers who implement the research, you know, they're not quite there, but you know, they're still great. And then there's sales and marketing…”

“When we were 30, we had, like, a 30 people. We had like a, what we call a surge, like a pretty aggressive, like two week sprint. And as part of it, I got everyone on the team eight sleeps, like fully free, whatever, 3000 dollars per person, like, you know, the…”

“These are all things that the best organizations at like developer experience would invest a lot of resources in, but they would do it because it makes it easier for engineers to work, easier for them to onboard. But the impact of doing that well is just like …”

“What's interesting is that we've seen that you can definitely get some nice cost savings doing this, like, 10, 20% from these types of products but you really Need something fundamentally different when you have agentic workflows, because to actually take the …”

“One of the things that we've done is effectively allocated almost seven figures of like credits in a given in one day on this benchmark. And that was currently being done by like one person.”

“In terms of, I'd say relevance to the conversations when I'm talking to enterprise buyers, number one is Claude code. I think that it's just brought up in every single conversation.”

“I think that probably the consumer will continue to follow the sort of like most cost effective solution. And so what does that look like in one, two, three years? I think it's open models. I think the most cost effective solution for a model is going to be th…”

“The profile of an organization has changed so rapidly that acquiring an organization is no longer what it was 10 years ago, and what I mean by that is if you are someone who just created an open source project, then you are quitting your job and you're spendin…”