The Ledger, every show
Every statement that passed quotation and attribution checks, across all 44 shows. Pick shows below, then mix any filter with any other.
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Hou: 99% of AI editor rules file contents will be automatically inferred
“We strongly believe that having a rules file, you know, we do allow users to add a rules file, we strongly believe that a rules file is a crutch. You know, by the end of twenty-twenty-five, 99% of the things that you're gonna put in a rules file will be interp…”
Hou: Codeium inference costs 1/100th of competitors by avoiding third-party APIs
“It's that idea that our computation is one 100th of the cost of the competitors. We are not using APIs, and as a result, our customers and our users actually get 100 X the amount of compute that they would on another product.”
Hou: Embedding-based retrieval is just a temporary heuristic for limited compute
“And so at Codium, we believe that this embedding based retrieval is the heuristic. We should be planning for AI first products, throwing large models at these problems so that AI is a first class citizen.”
Windsurf aims to shift coding workflows from 80% agent to 99% agent
“And today, timelines are 80 to 90% agent, 10 to 20% human. But we're trying to build towards a future that gets the 99% agent and one percent human. We only want to ask the user for final approval.”
Hou: Windsurf's SWE-1 achieves near-frontier model results at lower cost
“And we've been able to achieve near frontier model results at the fraction of the cost, and with a significantly smaller team.”
Hou: Users choose SWE-1 at higher frequencies than Claude 3.7 and 3.5
“People are choosing SWE-ONE because it recognizes how they do work, not necessarily how to generate code. And it's contributing, actually, an even higher frequency than models like 3.7 and 3.5.”
Kevin Hou: Traditional vector embeddings have hit a performance ceiling
“It's evident through the years that we're actually hitting a ceiling on what is possible using these traditional vector embeddings. And over time, even the biggest models are approximating to around the same level of performance.”
Hou: Windsurf is among Anthropic and OpenAI's largest consumers
“We've had immense success getting people onto the platform, and we've been very fortunate to have the issue of being some of Anthropic and OpenAI's largest consumers.”
Hou: The future of developer tooling will eliminate copy-pasting into AI
“So we very strongly believe in a future of no copy-paste. Right? You should never have a situation where you're in a terminal, or you're in a document, or even on a website, and you're copy-pasting text into an agent. That's just not how the way the world work…”
Hou: Chat interfaces are a legacy paradigm being replaced by AI agents
“We only have an agent, and it's called Cascade inside of Windsurf. Chat is a legacy paradigm, and we completely replaced it, and as you can see here, users are enjoying it, or in fact, they might not even know the difference, but they're just enjoying the high…”
Hou: Developers will no longer need explicit @-mentions in AI IDEs
“In the long term, we believe that LLMs are going to improve, and they already have improved to the point where you don't need to explicitly specify an at mention. The LLMs should be intelligent enough to pick it up.”
Hou: 90% of code written by Windsurf users is generated by Cascade
“All of our users, 90% of the code that they're writing is generated with Cascade. That's an astonishing number. Autocomplete was more in like the 20, 30%.”
Hou: Codeium is highest-rated dev tool in Stack Overflow survey
“We are the highest rated developer tool as voted in by developers in the most recent stack overflow survey. And you'll note that this is even higher than tools like chat GPT and GitHub copilot.”
Kevin Hou: Code search requires multiple needles, unlike standard benchmarks
“Benchmarks like the one that I showed you before heavily skew towards this idea of needle in a haystack. It's the idea that you can sift through a corpus of text and find some instance of something that is relevant to you. Note, it is only one single needle. S…”
Hou: Public retrieval models underperform on git commit benchmarks
“We threw some of the currently publicly available models at this notion of retrieval, this idea of using commit messages, and we found that there is reduced performance. They're unable to reason over specifically code, but then also specifically this kind of r…”
Hou: Codeium's mQuery runs thousands of LLMs in parallel for millisecond latency
“MQuery runs thousands of LLMs in parallel, so the user can start streaming in code within seconds, not minutes, not hours, Seconds and oftentimes milliseconds.”
Hou: Future AI tools will generate docs, reviews, and UIs from Figma
“But in the future, they're going to generate documentation. They're going to generate commit messages, code reviews, code scanning. They're going to take, you know, Figma artboards and convert them into component into UIs that were built by your own components…”
Hou: Windsurf generated 4.5 billion lines of code in three months
“So in three months, we've been generating 4.5 billion lines of code.”
Hou: Future AI agents will anticipate developer actions dozens of steps ahead
“In the future, we'll be looking not just one to five steps in the future, but 10, 20, 30 steps into the future. It'll be writing unit tests before you've even finished defining the function. It'll be performing code-based-wide refactors on multiple files based…”
Hou: Codeium garnered a couple million users across editor extensions
“So we garnered a couple million users on our VS Code, JetBrains, Vim, Emacs extensions.”
Hou: Codeium surpassed 1.5M downloads across 40 IDEs
“We've been downloaded over a million and a half times. We're one of the top rated extensions across the different marketplaces. And to reiterate, reiterate, we offer free unlimited autocomplete chat and search across 70 different languages and 40 different IDE…”