The Ledger, every show

“So, you know, local dev, in our opinion, is dead, and that's been a huge change to, you know, how we all build.”

“Mandatory code review before it gets to main. Yeah, it's dead. It's been dead ever since we started working on AMP.”

“And that's the kind of thing that means that this transition, I think, is going to go a lot faster than people think. Because if security and devs both benefit from it, then, you know, I don't know, in two months, we could be seeing CLI coding agents as basica…”

“Every time someone has said, oh, I don't trust the model to do X or Y. That doesn't last for that long. So it just feels like the days of CI as we know it are numbered”

“And compared to a few years ago, You do not have the need to go and hire people that you do not trust, that you do not trust to have high agency or the right skills, because you can use an agent to do those things.”

“And I see some other companies that are around our size starting to go hire a PM or a marketer or something like that. And that just feels like the old way of building a software business. And ultimately that's gonna lead to something where 10% of the people a…”

“A lot of these other tools that are great, like cloud code and codex and cursor and so on that they've forgotten what made them great and what made them grow so fast, which is building the very best product. And they built it in a way that's too overfit on the…”

“I think we are one or two months away from a possible news cycle. That is the foundation model companies have spent billions of dollars in capex and hired like crazy. And now, you know, they're no longer the best in this realm and there's a huge stampede away …”

“Yeah, so prompt enhancer, that's a bullshit feature that doesn't actually work. The theory behind it is nuts, because what helps LLMs is not tricks and phrasing your prompt in a certain way. It's fundamentally information that you have in your head that you ca…”

“As a user facing technology, it is such a common failure mode where a user will go and add in some MCP servers. Auth is a huge pain, but let's say they get over that hurdle. Then they have, I don't know, 50 tools exposed that often are too low level granularit…”

“Really an agent is the ultimate settings screen for any software and code is the ultimate setting screen for any software.”

“There's not been any tool that has stuck with devs for more than, Six or 12 months or something.”

“That's going to be blown up with async agents when they're running 24, seven concurrently in the background, then you can have 10 or a hundred times as many, and that's going to dominate inference. That's going to dominate the output you get.”

“So we've had one head to head loss with Amp where we lost against the usual players. And the reason why is one of them discounted their other product a hundred percent for two years. The other one discounted at 85% for two years, which is just crazy.”

“People assume that coding agents need to meet the bar of writing the exact same kinds of software to the exact same standard, and that is not necessarily an assumption that end users, consumers will apply. If they have software that's much faster, cheaper, muc…”

“The value of keeping users on doing the old thing is, is actually negative. I mean, in the past, you would have a five or 10 year technology cycle, and you could acquire a user, and then they'd be with you for 10 years. But now, if you're not nudging them, yan…”

“We're not using issues. We're not using pull requests. We're barely on GitHub actions, and we're looking to get off of that.”

“And I look at products from other companies like big cloud providers, and they call it a sandbox. They think that they're competing with E to B, but they like lack the ability to resume or like their sandboxes have no network access or something like that.”

“So we have teams with like two or three people that are on annual run rates of like hundreds of thousands of dollars.”

“So there's a lot of things on AMP that we do, like no consistent pricing, no user model choice, no checking off all the boxes that security and compliance and legal want that, you know, takes nine months. We're able to get away without doing that stuff because…”

“I don't think that that interaction is a really important way that people are gonna be interacting with AI in six months or 12 months.”

“There's absolutely a market today, literally today, someone will pay a monthly fee for that cheaper AI product today. But they're not going to be paying that in six months. It's going to be a different product, or they're going to be paying for something else.”

“Even with a good agents that MD guidance about how to run tests, I still see with AMP. And I think, you know, we've tried to make this really good. It only gets it right maybe 90, 95% of the time. Sometimes it'll run the wrong testing or it won't escape it cor…”

“And we've had non coders, including one of our board members who built something with AMP that replaced like 250 K a year piece of software that he used for a lot of their internal fund tracking.”

“Vibe coding is this Really unproductive thing to discuss because everyone has a different definition of it. And too often it's having the agent write code with poor feedback loops and poor quality control.”

“It's moving way faster than any other technology adoption that I've ever seen.”

“On the AMP team, we are 20 people. We are all co-founders.”

“You've taken like the entire software industry and you've compressed it into this tiny bubble that the only name that people have for it is like agents, but you know that it's going to re-expand again and we're all going to find the lines that exist between th…”

“We have like nine of the 10 top Public tech companies as customers and like four of the six top banks and like Uber and Stripe and so on, all these companies using Sourcegraph for code search.”

“It's growing more than 50% month over month, a lot faster in, you know, some weeks.”

“It just so happens that we are positive gross margins along the way.”

“So we, in our internal team right now, and this could change. We have about half of our internal team using a different model other than Sonnet as their main way of using AMP.”

“The vast majority of devs who are building web applications with coding agents do not have play, right? And if they have it is set up in such a shitty way where it cannot really log into their app. They don't have any pattern for that.”

“We will be releasing a lot of these little, you know, jelly ware is what we're calling it. It's like softer than software. But it's not totally vibe coded and you can customize it with your own agent. So we'll get some of that jellyware that we've been buildin…”