The Ledger, every show

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

“I still think perplexity is not going to go as far as people think. Mostly not because of OpenAI, but because of Google.”

“And so I think the coding piece of software developers' work will diminish substantially. I think in 10 years' time, coding would be, ah, ah, very much alive and well, but it would be the edge case. It would be the thing that you do because, you know, like, it…”

“So TESL, we believe that software in the AI world, software will move from being code-centric to being spec-centric.”

“Expectation of when would the GPT-V scale models arrive? I now think that those are further away. You've sort of seen Sam Altman and others change their tune to talk about reasoning and things like that as the progress, and my sense is there are actually some …”

“Well, I think a lot of AI budgets at the moment are very kind of non-resilient, right? They're coming in, people are spending money, they're trying things out, and they expect a lot from them, and I think in the long run that would be correct. But it's hard to…”

“Yeah, I think I am more willing to bet that the specialized models will kind of prove out in the sort of, call it three year timeline than I did before. Just because I think the big models, the big generic models are apparently, and this is again a bit of rumo…”

“I worry that we go into a place in which there are a small number of players that have that broad capacity and that the rest of the dev tooling ecosystem becomes kind of minor and delegated versus today's world where we have many thriving developer tooling com…”

“I think there is a pretty high chance that we're going towards this path. Ease of use of software development is already, you know, amazing, and you're seeing platforms like, ah, Vercel, for instance, you know, make it very easy to generate applications and go…”

“I think as long as we are dealing with the same data and just a different way to interpret it, I think they will go all the way. And so search is a good example of that, right? There's no reason why they wouldn't go all the way to actually replacing web search…”

“I think when it becomes Different data or very dedicated, elaborate workflows. Like, it's not about the magical make a call, get back a response, but a whole system around how do you process those. I think that's outside of their domain and wouldn't make sense…”

“Some PMs are quite technical, and they're close to the software. I think those roles will definitely merge.”

“The real challenge with LLMs right now is that we lose all control. We make a request, and we get something back, and we hope that it is correct, and we're reliant on a very, kind of, unreliable review of what was produced to say that it's correct, and that's …”

“I would rather crash and burn than pivot to just sort of focusing on the security audience in that, like, I don't want to build just another slightly better must trap. I want to build something that matters.”

“That was like two years and two months in, we were at a 100,000 ARR not awesome. And we burned four million dollars by that time. You know, four months later, we're at six 50. A year later, we're at four and a half million. A year later, we're at nineteen mill…”

“The very top layer, the top companies that Trump affiliates as liberal and anti-Trump will not have kind of a better life because of his administration, and the companies that are just the layer below, they will be able to acquire a lot more easily.”

“I don't think a lot of the structure will change dramatically. I think the roles of the different positions, the sort of the scope of what they can do are the things that will change.”

“The other thing that's happening is people produce software, like a lot of these coding systems, they create code, but they don't maintain code, and so that code will stick around. You know, technology never dies. It'll, you know, be another entry point for At…”

“It's amazing how little open source leadership comes out of Israel, despite the sort of the huge kind of wealth of technology creation that happens there.”

“There's a certain kind of a honeymoon period happening with GPT and LLMs, which I think will find the right limits to it.”

“I mean, I do think this is a bit of a tough moment for PLG companies. I still think that this it's a temporary reality,”

“75% of the attacks and hacks happen at the application layer, but 25% of the budget or the investment happens over there, and that's probably generous.”

“We reached out to open source libraries, and we got them to install it. And that was a big deal because it created this sort of viral loop of people seeing that this is possible. Every time you're You know, you open a fixed pull request on a repo that someone …”

“It took us a moment to realize they're not gonna pay. They're just not gonna pay. And the payment was like 20 dollars a month.”

“They know that the clouds, for instance, have distribution advantages, and so they're building a cloud. They're using their semiconductor advantage.”

“They sold a lot of commitments already, and so I think a good amount of their revenue is pretty guaranteed”

“You know, I don't want to, I definitely don't want to compete with all of those, but I also don't even want to pick amidst them. I want to be able to use The best technology available to me at any time. If you draw the cloud analogy, I want to be the best user…”

“For me, that wasn't an issue, and I am very much sort of not looking to, you know, make some sort of quick one, two billion dollar exit.”

“Developers will have more leverage in their ability to produce high quality software. And consumer expectations, business expectations, will increase accordingly.”

“Nobody's paying anything in the world of QA. Like, there is, like, from a business perspective, it was just not at all compelling.”

“And really a year later, we were still at a 100,000 ARR in the budget. So at this point, it's like two years in and, you know, many millions of dollars burned and, you know, tens of thousands of users.”

“This was still eight months before we got to a 100,000 ARR, but then four months after that, you know, instead of a 100,000, we were at six 50, and a year after that, we were at four and a half million”

“All the money that I have at Sneak, you know, my wife and I were planning to give that away.”

“We've grown I think about 200% in, in revenue and sort of a similar number in, in ARR.”

“We did raise about three hundred and fifty million dollars during during that period of time as well.”

“GitHub is not an open source company. It's but it benefits from the halo of open source.”

“We've gone from 23 to 84 to 250 to 450 people in annual increments in terms of staff.”

“Akamai acquired us. So pretty quickly, within a couple of years, I got the chance to be the CTO of the web performance part of Akamai. It was about half of Akamai, seven hundred million dollar a year business.”

“Sneak wasn't first to the AppSec market. You know, it was very, very well established.”