Factory

“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…”

“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 …”

“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…”

“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.”

“That group also has matured now. Where people that were early attendees of the, of that group has now graduated into unicorn founders, and now they're speakers. So like, we can give the example of Victor Cardenas from Slash, or Anna Reyes from Factory.”

“At the beginning of the year, we saw enterprises were using less than one percent open models, like less than one percent of their tokens were going to open models. Then in around March, it kind of crossed that one percent threshold. And then in May, it crosse…”

“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.”

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

“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…”

“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 …”

“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 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…”

“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…”

“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…”

“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 …”

“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…”

“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…”

“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 …”

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

“The developer relations feels very similar to like a founder role where you need to be on top of your community. You're the person that everyone reaches out to. You've got to build a product or understand the products in and out. You've got to grow the product…”

“So you can see all the different tool calls and things it did. So I kind of just copied all of that and then said to Droid, like, give me step by step instructions exactly on what you just performed to get to this output. I said, okay, great. Now put that into…”

“We've been really fortunate in that we basically broke through that by just raising a fifty million dollar round. So that's allowing us to build our first factory.”

“And one interesting addendum there are sometimes individuals who weren't even really developers who will use factory and have more usage than an a hundred person enterprise.”

“I actually used a different coding agent factory to then say, put this all into code and put it on this GitHub repo. And that's where this then started off.”

“We are building a factory. It's like a massive 150,000 square foot bone broth you know, bone broth kind of spot.”

“There's a lot of not in my backyard kind of attitudes sometimes in the United States where, yeah, you know, I don't really want a factory in my state. So I think that that's going to be part of the challenge is finding where you can do this.”

“All the regulatory hurdles and everything that's in place that stands in the way of an entrepreneur trying to start a new factory. I think that that in a lot of ways also drives that offshore.”

“And you really can't make money running a factory at 55% capacity”

“What really matters is the machine that builds the machine, the factory and this, that is at least towards magnitude harder than the vehicle itself.”