Amp

“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.”

“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…”

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

“You want to build a scaffolding around the model, a wooden scaffolding that if the model gets better or you have to switch it out, the scaffolding falls away. You know, like the bitter lesson, like embrace that a lot of stuff might fall into the model as soon …”

“I think we don't have any set evals. We don't. And this was controversial up until a week ago, I think, when I think Boris from Or two weeks ago from Anthropix that they don't have evals for the coding agent too. But we don't, and we haven't had them.”

“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.”

“I think we're around eight people now on the AMP core team, and we still don't do formal code reviews. We still push to main. We still ship 15 times every day.”

“We had, like, an internal poll last week at our company meetup where Beyang was asking who of you uses the CLI and who of you uses VS Code, and it was a fifty-fifty split”

“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.”

“And people are now also waking up to the fact that it's not just the model, it's the system prompt, it's the tools, it's the harness. The scaffolding around the model. So I can give you the choice to use Gemini 2.5 in, in AMP, but without the system prompting …”

“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.”

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

“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…”

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

“We pool demand, we pool supply from a number of partners we trust at about 1.3 gigawatt scale over four years.”

“In order, if you study, like, the history of grids, the most enduring ones were those that never owned their own assets. They were ones that had, ah, already often started with long-term anchors who are uncorrelated sources of demand”

“Unfortunately, what's happened the last six weeks. Is, you know, we thought we'd have a bunch of excess capacity by the end of this year. It's all gone.”

“We put a few hundred million dollars into Anthropic from our fund earlier this year.”

“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…”

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

“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…”

“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…”

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

“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.”

“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.”