Devon

“And in practice, what it looks like is that teams use Devon to ship 10 times faster and to do 10 times more.”

“The thing we found is, so like MCPs obviously it has been like, it's like really big explosion of, oh, you can go like integrate it with all these different things. But to actually get the integration right and get the right experience, oftentimes we found tha…”

“10% of that job is basically this really fun part of just pure problem solving, thinking about what you want to build, being creative, like understanding the different solutions, deciding, okay, what architecture makes sense here? How exactly am I going to, yo…”

“At Tesla, we had one mantra, which was you know, never go to sleep while the GPUs are idling. You know, if you let your cluster idle overnight, that's just a huge waste of resources. Just kick off some experiments, you know, before you go to bed so you can wak…”

“Goldman Sachs has invented some of their own programming languages. People don't know this, but Goldman has like a pretty insane internal engineering team and they've literally written their own programming languages and they've been able to sort of customize …”

“We've been going for the last year and a half, and most recently just acquired Windsurf, and so, you know, Devon, the agent in Windsurf, the IDE, but at a high level, you know, we really want to build the future of software engineering.”

“We like to call Devon a junior engineer today. There are some things that an AI, of course, is way, way better than all of us at, you know, especially encyclopedic knowledge and just pulling facts and things like that. There are some things that it's, you know…”

“Devon is deployed in thousands of companies all over the world. You know, we work with some of the biggest banks in the world, like Goldman and Citibank, all the way down to, you know, startups with two or three people.”

“Typically in a successful org, Devon is merging something in the range of, like, 30 to 40% of all the pull requests that come through.”

“One of the cool kind of features of Devon, I'd say, is, you know, if, as an engineer, you're working on, let's say, four different tasks today, you know, you just give one to Devon number one, you give the second one to Devon number two, the third one to Devon…”

“In our code base, for example, Devon has all the setup that it needs. It has a machine that's basically instantiated where it can run the dev environment, it can run the server, it can run the front end, and so if it's, if you're asking it, hey, I need you to …”

“We're just going to see these things get deployed and they're going to be broken. So there's a lot of like AI coding agents out there. There's Cursor, there's, I guess, Windsurf, Devon, Copilot. So all of those tools exist and they can do things right now Like…”

“So Devon actually needs, like, a full dev environment to be set up. And I think you guys probably both went through this when you onboarded with Devon. It's, like, probably, like, the highest friction onboarding point that we still need to, like,”

“So we work with companies of all stages and sizes, you know, on the smallest end, it goes to, you know, startups of just one or two people who are using Devon to build out a lot of their kind of like an initial prototype or initial product all the way up to, y…”

“Definitely AI and agents and things like Devon now and like other solutions, they help a lot, but it's still like a lot of like, just making sure that from going, going from zero to one is very fast and getting faster and faster. Going one to 10 is still very …”

“I can easily imagine a future where people are, you know, their bigger customers are spending a million dollars a year on Devon.”

“From everybody that I talked to that has tried Devon, they all think it's really cool and that it doesn't really work.”

“Of course, we invest in something like Devon. That's very popular. Everybody knows about it. They're building an AI programmer. They're not building tools for programmers like Copilot. They're building a programmer.”

“I think if anything, there's going to be more engineers, not less and I'll kind of give two reasons why. I think the first is there's just so much demand for engineering out there and so much demand, honestly, even in ways that we don't always think about, rig…”