Devin

“Obviously we use a ton of Devon to build Devon. In fact, we almost exclusively use Devon to build Devon at this point, like, 95% of the code or something's written by Devon.”

“Our customers in the last six months or so, I've also grown their usage in something in the range of like, 11 to 12 acts, and of Devin.”

“And, like, Devin just ran a bunch of stuff for a few minutes, and then fixed it. And then, like, sent Walden a message, like, hey, I got it, it's up now. Walden didn't really, he didn't really believe it at first. I think we still have the video recording of t…”

“I think it's one of the best software factories in the industry. It's not cheap. But it's good.”

“And I have a it's called end-to-end sign-up test, and that runs three times a week because it is expensive. It's probably 60 bucks in tokens because it's doing a lot of, it's doing a lot of browser testing”

“Like, if you are, if your whole engineering you know, motion is happening inside of clock code or inside of codex, What are you doing? Like, because they are not incentivized to make it reasonable for you long term, right? They're going to lock you into their …”

“The first task that Devin did was spin up MongoDB.”

“I think right now, you know, you have this core group of, we'll call it like agent forward engineers, right? Or agent forward companies that understand how to use this and they are seeing these, you know, five X, 10 X productivity games as a result.”

“We're not always, I mean, we're not gonna be interacting with code for that much longer, you know, or programs might not be the right, like level of abstraction, but I think what is always true probably is that it will be the human computer interface.”

“The first task that Devon did was it like set up MongoDB for us.”

“All of those like demos that we showed, you know, in, in, in our launch announcement were like actual runs of Devon that we had done ourselves and like run into and been like, holy shit, this is insane.”

“At the time the best known was like Three or four percent or something like that, but obviously, yeah, 13% still means you fail, you know, 87% of the time.”

“Our first success ended up being with a company called Nubank, biggest bank in Brazil, you know, by market cap at the time, and the use case was like one of these big migrations, and we had a kind of a custom Devon that was like extremely, extremely optimized …”

“And so, so we don't focus at all on like, you know, individual hobbyists who are just like trying to make a cool thing or something like that. We focus on like, Real teams who are building real products that they want people to use and getting output out of th…”

“Devin, rather than being pegged to one model and saying, oh, we're only going to serve you GPT for this, or we're only going to serve you OPFIS for this, Devin can use any of the different models it has in its arsenal, which include all of these models from An…”

“So it's almost funny to be talking about how like big of a leaps on it. 3.7 was, and we honestly, a lot of it was stripping out parts of Devon that were no longer needed with that jumping of intelligence.”

“It grew like seven X over like the last, I think it was like two months, three months, something like that. And then you see our engineering headcount growth, it's like gone up by like 10% or something.”

“When we just built it off of raw VMs from cloud providers like EC two, the boot up time Was so slow. I think and especially the, then like turning off the machines, saving them, and then to be able to bring them back up again when the, when you want Devon to w…”

“Now, one thing we offer when we go and Sell Devon to people is, you know, you don't have to worry about all the compute side of things. We'll make it work. We'll make it work in your cloud if you wanted to.”

“I think a lot of that, what you mentioned is why we actually from the start built Devon to what we called separate the brain from the machine.”

“Well, in some cases we found that actually no one frontier model can actually do this full end-to-end task itself. We've seen cases where we actually had had to orchestrate different frontier models together to kind of solve this problem together.”

“I find that, like, 95%, I think some crazy stuff like that of the memories that Devin has are all through these auto-generated things. Like, very few people actually just want to sit down and write big docs on, okay, here's how you're supposed to work with the…”

“We've actually given Devon an MCP so they can just go arbitrarily message other Devons and create new Devons, et cetera. But I guess like it somehow creates like a really chaotic world in that sense. And so we, we've still found that most practical use on a da…”

“But I think the thing that gives me the most bullishness that multi-agents might actually be possible is actually what I said earlier about Devon will actually sometimes tell me I'm wrong. And push back. And I think that demonstrates a level of maturity and co…”

“The blockdiff file storage format, which is a file system format that we built so that the VMs could be spun up and down very quickly. Basically, the intuition behind this is imagine you have like a terabyte of disk And your agent only like wrote like a hundre…”

“So the funny thing here is that the behavior between local agents and cloud agents, I think that is actually a bit different in their ideal state. I think local agents, you want them to be a bit more fast and let the user make the call on things. Actually don'…”

“We bought Windsurf, you know, seven, eight months ago at this point, but like, we don't have a distinction of like, oh, this person's an engineer working on Devon or this person's engineer working on Windsurf. Like a lot of the same people should be people who…”

“Today's March ninth, and we actually, at this point, have already done more Devon sessions in our customers in 2026 than we had in 2025. And so basically over the last like two months and change, we've already done more Devon usage in total than we had in all …”

“It took us until Summer of 2024 for Devon to become the number one contributor to its own code base, like which was like the first real milestone.”

“It used to be the case that you have this entire software development life cycle and every step of that cycle, Is oriented around not wasting the super precious time of engineers writing code. And now you have suddenly this overflowing abundance of the ability…”

“And, you know, relatively quickly by like late 20, 24, we were measuring You know, somewhere between a six to 12 x productivity gain for those types of projects. Meaning that, you know, one hour of human time spent managing Devin was worth like six to 12 hours…”

“One of the largest regulated firms in the world, they do very thorough sort of security vulnerability scanning on their code... And they're remediating 70% of these automatically now in production with Devon.”

“We, so in Pylandsk AI, the guys are using Devon quite a lot. And actually we tried quite a few, nothing else worked, but Devon, well, not nothing else worked, but like having gone through a few different options, Devon seemed to be the best of the off the shel…”

“You're not in an IDE. You're not coding alongside it. You're just setting off a task, and it's going to go and do a bunch of work for you. And now, obviously, it's very clear that that's the dominant paradigm that we're going to be in. Codex has proven it. You…”

“You know, we put it out October, 22, 23, and then people didn't really touch it too much. And then, of course, like, Cognition came on the scene, and Devon was an amazing release, and I think after that, it kind of kicked off the arms.”

“Devin's not gone. Devin's everywhere.”

“If like Cursor or Devon would have to build their own VS code, that'd cost a hundred million dollars, you know? Call me back in five years.”

“Now we use Devon here religiously, and I think one of the most underrated features of Devon is the actual ask feature.”

“We love Devin here. Yeah, I mean, I know a lot here is inspired by Devon, like the knowledge-based thing, right, is inspired by Devon, right?”

“The way we test for the usage of agent stuff is less about, can you prompt the agent to do the work, but more in terms of, hey, I've actually generated a bunch of PRs from Devin or Cloud Code or Gemini or like Codex or whatever. Can you go ahead and like revie…”

“Even internally, we're getting to, in our company, we're getting to a point of, it's not just like developers, but solution engineers, support people, being able to tag something like a dev in to say like, hey, there's a typo in this added message, go, go fix …”

“That's why Devin is actually arguably over time a save for them because they won't need to attract talent. They can use software to compete with software.”

“The Cognition folks in Devon found the model so useful, they had to, like, rebuild their architecture around it.”

“Devin uses a fine-tuned model for doing summarization within the context of coding.”

“So we pretty strongly recommend that people using Devon don't give it, you know, prod database access, for example.”

“I think in practice what we see with folks, especially in these kind of like enterprise migrations is, is, you know, when folks measure internally, they see something like an eight to 15 X gain for a lot of these use cases with Devon because, Yeah, as you're s…”

“From our perspective, we have a lot of benchmarks internally. You know, the biggest is one that we call junior dev, which we might need to upgrade to senior dev pretty soon, but it is basically the ability to do a variety of just random real world junior dev t…”

“Devon is obviously entirely focused towards software engineering, but like we order our DoorDash on Devon, you know, we order our Amazon packages with Devon, and it's like, there are pieces of that that turn out to work nicely anyway.”

“Our whole interview process, for example for Lotties is basically just having people build their own Devon in, in eight hours and seeing how far they get with it.”

“Two of my portfolio companies use Devin, like their AI tool, and they love it for niche use cases, but we never talk about it.”

“A lot of the API integrations that Devin has were built by Devin. You know, a lot of our own internal dashboards and metrics tracking within Devin were actually also built by Devin.”

“There's so much more to being a software engineer than typing the code, right? A lot of the work that you're going to do is, you know, you're going to be looking into a bug, You're going to be looking at the different files of the code base. Maybe you're going…”

“What you see in general is that that doubling time is about every seven months, which already is pretty crazy, actually, but in code, it's actually even faster. It's every 70 days, which is two or three months, and so, you know, if you look at various software…”

“And I think that, you know, we're gonna see another 16 to 64 X over the next 12 months as well.”

“What I would say at a high level is, look, I think spiritually, you know, we really want to maintain the philosophies of both of these products and we have no plans to change that.”

“We actually looked at each other's roadmaps, like product roadmaps and the Devon team was actually looking to build an ID and our team was actually looking to build a remote agent.”

“So it's all usage based, but it's essentially by the hour. And we try to make things so that they're about 10 X cheaper than you know, than basically the value of your time and going into it.”

“In the last six months, you know, between January and now, you know, like, even aside from this, you know, obviously the latest deal this week with Windsor The usage of Devon has actually grown something like five to 10 X. And that's been the case in both self…”

“Building Devon have always focused on this kind of remote background agent as the thing that we Kind of done. Whereas, you know, Windsurf is really focused on the agentic IDE”

“I'm noticing there's a lot of large enterprises doing like these big giant, you know, multi-million dollar adoptions and whatnot.”