The Ledger, every show

“It's very unlikely to me that what's going to happen is Salesforce will get dethroned by a company that is just a database with an agent operating on top of it. It just, there's too much inertia for the company building out these complex workflows.”

“These very, very verticalized niche products. I think are going to get, they're going to get competed down a ton.”

“The product is actually one of those products where even use Copilot and use us, it's hard to tell the difference actually. And a lot of our users have actually churned off of Copilot.”

“I actually think asking people to do things explicitly is probably going to be more of an anti-pattern if we can actually go and passively suggest the entire change for the user.”

“I think with time, they're going to need to build out more and more tunables, more and more ways to configure the product with time. But I think for us, if we can deeply understand code, like large code bases, it'll naturally follow that with very little effor…”

“So I think you're going to have a spectrum of people, right? People that can operate purely on top of natural language, and they're building capabilities and technology and apps inside companies, but then people also that can go to the weeds, go down to the we…”

“They're really good at reading systems at scale, but people don't trust them to make rights to systems, to internal databases at scale. That will probably change in six months, right?”

“I think this idea that software engineering, there's like a part of software engineering that AI is not going to touch because it's too hard, I think is, is just going to be wrong. I think every aspect is going to become 10 times more effective.”

“I don't think it would affect, affect much if we had to make it open source, because most of the work that it's kind of like the thing I said before, right? You know, Google is, yeah, they have a front end, but the front end is just a single box. And if they o…”

“We had already raised twenty eight million dollars of capital. And we were just like, Hey, we're just going to pivot entirely from this. And we did that overnight, right?”

“AI was probably going to write well over 90% of the software, in which case the role of a developer and what they're doing in the ID is maybe reviewing code.”

“So I think, look, we're definitely seeing over 30, maybe close to 40% productivity improvements.”

“We were the first identic IDE product out there, right? That's what we landed with.”

“On VS Code, actually, the problem for us wasn't actually being able to implement the feature. We had the feature for a while. Problem was actually even to show the feature, VS Code would not expose an API for us to do this. So what we actually ended up doing w…”

“Problem was actually even to show the feature VS code would not expose an API for us to do this. So what we actually ended up doing was dynamically generating PNGs to actually go out and showcase this.”

“Internally at our company, we have someone who's a non-developer who leads partnerships that has used our product and built apps to replace a lot of sales tool spend, like over 500,000 dollars of sales tool spend internally.”

“I think the expectation for PMs is not going to be down the line. It's not going to be, I tell someone to go and build something. It's going to be, you should go out and build it too, right?”

“What are going to be done asynchronously remotely are things that where the task is so easy. That it can actually get it done properly. Like the complex tasks are still going to get done in windsurf in the short term, right?”

“Even for a tab product, 10 milliseconds, which is like the product that gives you not only the autocomplete, but the automatic refactors as the user's typing every 10 milliseconds affects a percentage points in acceptance rate right now.”

“These agents are going to get access to all of this data and all of this data, your browser data, all of this stuff. And I think what's going to be possible is debugging very complex tasks. Designing systems is going to be something that these agents are going…”

“I don't think we're anywhere near the point in which you're going to have someone who's the defining leader of having a great model and no one else can touch it for years, right?”

“And what we realized is immediately by porting over to windsurf, our acceptance rate tripled same ML models. It just tripled.”

“We saved over half a million dollars of SaaS products we were going to buy because our go-to-market team has now built apps instead of buying them.”

“GitHub might have less than 10% penetration of the Fortune 500, full penetration. It's very small.”

“I actually think asking people to do things explicitly is probably going to be more of an anti-pattern if we can actually go and passively suggest the entire change for the user. So almost imagine as the user is using the product that we're going to suggest th…”

“We don't really like pay other providers to do things for indexing. We don't pay like other providers to do our serving of our own custom models, right? And I think that's a core competency within our company that we have decided to build, but that's also enab…”

“A lot of things people are excited about right now are I write a comment and it generates a PR for me. And that's like really awesome in theory. I think that's like a really cool thing. And I'm sure at some point we will be able to get there. That will probabl…”

“It is a fork of VS Code, and yes, We do know the memes. But there wasn't a need to rebuild everything from scratch.”

“A lot of people, once again, over 80% of developers are on Windows.”

“We literally couldn't do that. In VS Code.”

“Effectively, it starts out as, like, you know, human task interface, then an AV labeling company, then a cataloging company, then Now a generative AI labeling company, and every time the revenue of the company kind of goes up by a factor of 10, even though the…”

“There were going to be hundreds of different model architectures and we were wrong. All of them ended up being transformers.”

“So I think we're focused on the former. We're focused on the former and a consequence of that is the latter, right? Because the technology underneath is capable of doing that, but the focus is definitely the former.”

“Probably 50% of the things that we try inside the company or more actually fail.”

“And now it processes hundreds of billions of tokens of code a day, that single model. And it's running on our own GPUs.”

“As the technology gets better and better, people that are technical adjacent are going to be using Windsurf as well. And we're already seeing this, by the way, at some of the companies.”

“I think right now, if I was to say one of the biggest problems of these tools is mostly they help in the code writing experience. They're not helping in a lot of different aspects of the software development lifecycle”

“But as you can see, you are seeing like these model companies actually going up to the app layer too in whatever apps they see are like valuable to them.”

“So VS Code, which is a very popular IDE, had a ceiling for the AI capabilities we could showcase our users. And because of that, we decided to go out and fork VS Code and build our own IDE with some of these new agentic capabilities”

“This year, the total amount of engineering output we will have is much larger than the engineering output we've had since the beginning of the company's creation till now.”

“We launched the product like a bit over four months ago. And in that period of time, over a million developers have tried the product. And obviously we have many hundreds of thousands of monthly active users right now.”

“So I think what engineering kind of goes to is actually what you wanted engineers to do in the first place, which is what are the most important business problems that we do need to solve? What are the most important capabilities that we need our application o…”

“JetBrains or IntelliJ has over 70 to 80% of all Java developers code in, in JetBrains based IDs, right?”

“It's that actually every hour we get probably tens of millions of pieces of feedback from our users. We get a lot of feedback on what they like and what they don't like.”

“The IDE and building locally has been a thing that people have done for, you know, decades, so probably it's not going to go away in the next, like, couple years.”

“A lot of people, once again, over 80% of developers are on Windows.”

“It's clear that they've demonstrated some amount of value because they've been able to close a fairly sizable enterprise contract. It was like a firm with 3500 lawyers, something nuts, honestly, very cool.”

“The optimizer state. So while you're training is 14 times the size of the model. So in this case, if it's like one hundred seventy billion parameters, it's probably, I'm not great at mental math here, but that's probably around 2.5 terabytes to just store the …”