The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 21 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 1 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
Ball: Amp core team has 8 people, ships 15 times daily without code reviews
“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.”
Ball: The Sourcegraph Amp team does not use formal evals
“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.”
Slack: Competitors discounted products up to 100% to win deals against Amp
“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.”
Ball: Developers are actively modifying codebases to suit AI agents
“What we're seeing now with agents is as soon as somebody has seen what it can do, they have such a multiplying effect or this brings so much value that people are willing to adopt the code base for this. Like the first time in how many decades where people are…”
Yegge: Sourcegraph avoids autonomous AI agents until someone builds one that works
“We're not going in the agent direction, right? I mean, I'll believe in agents when somebody shows me one that works.”
Liu: Pure transformer models are insufficient to support autonomous AI agents
“We're actually a little bit, I think, more bearish than the average, you know, AI hypefluencer out there on the feasibility of agents with purely kind of like transformer-based models.”
Liu: Cody matches GitHub Copilot completion acceptance rates using open-source StarCoder
“Like today, Cody uses StarCoder for inline completions, and with the benefit of the context that we provide, we actually show, like, comparable completion acceptance rate metrics. It's kind of like the standard metric that folks use to evaluate inline completi…”
Slack: Non-coding board member used Amp to replace $250,000 enterprise software
“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.”
Slack: Sourcegraph skips months-long compliance checklists for Amp using existing trust
“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…”
Slack: Two-to-three person teams reach six-figure run rates on Amp
“So we have teams with like two or three people that are on annual run rates of like hundreds of thousands of dollars.”
Ball: Unify and make logs verbose for AI agents, not human readers
“Instead of having the client log and having the browser log and having the database log, let's have one unified log, because then it's easier for the agent to just look at this log and make sense of it. And then it turns out it doesn't have to be nicely format…”
Yegge: AI coding will fragment into many specialized, fine-tuned models
“And that, that fragmentation of models actually, we expected to continue and proliferate, right? Because we are fundamentally, we're a recommender engine right now. We're recommending code to the LLM. We're saying, may I interest you in this code right here so…”
Liu: AI coding assistants must pull context beyond Git repositories to succeed
“And I don't think the AI developer will be any different. It will need to pull context from all these different sources.”
Liu: Codebase complexity is software's bottleneck, not code generation speed
“The real problem of modern software development, I think is, is not how quickly can you write more lines of code. It's really about managing the emergent complexity of code bases as they evolve and grow, and how to get, how to make like efficient development t…”
Slack: Sourcegraph serves nine of top ten public tech companies
“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.”
Slack: Sourcegraph's Amp has positive gross margins
“It just so happens that we are positive gross margins along the way.”
Slack: Amp is growing more than 50% month-over-month
“It's growing more than 50% month over month, a lot faster in, you know, some weeks.”
Liu: Long-context recall depends directly on needle-in-haystack training loss
“The skill with which models are able to take advantage of context is always going to be dependent on how that factors into the impact on the training loss, right? So like, If you want long context window models to work well, then you have to have a ton of data…”
Liu: No AI coding tool uses one model for completion and chat
“Everyone uses a range of model. No, like, no one uses the same model for, like, inline completion versus, like, chat because the latency requirements were.”
Liu: Synthetic data and task-specific fine-tuning provide alpha for code automation
“I feel like most models today, they still use, like, combination of, like, the stack and the pile as, like their training corpus but you can only stretch that so far. At some point, we need more data and I don't know. I think there's still more alpha in, like,…”