Codeium

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

“We have custom models that we built that are post trained on top of popular open source models that can make these edits really, really quickly to the code base. And the reason why you would want to do that is it's a faster and be also that model can actually …”

“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.”

“We're okay with people using the tools because I think one of the worst things is like, if someone comes here and doesn't like using these tools, like we believe they're massive productivity improvements.”

“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”

“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?”

“And in the middle of two, two rolled around and we had a couple million in revenue that we were managing upwards of 10,000 sort of GPUs. We had eight people at the time we were free cashflow positive.”

“And the go-to-market team is now over 80 people inside the company.”

“And I think one of the biggest dog whistles I sort of hear is when I ask people like, how hard are you willing to work? Some people actually ultimately say, Hey, I work very smart. And I basically asked them a question. If we have many smart people at our comp…”

“The thing about a person that is, is not pulling their weight, that's bad is not, it's not the productivity, right? At some point when the company becomes many hundreds of engineers, I'm not going to be thinking about the one engineer that's not pulling their …”

“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.”

“One interesting decision that we kind of have for core engineering is that we don't have pure product managers for the core engineering side of the company. And by the way, that's purely because we build for developers and our product is, is built by developer…”

“One of the goals that I tell everyone at our company is we should be cannibalizing the existing state of our product every six to 12 months. Every six to 12 months, it should make our existing product look silly. It should almost make the form factor of existi…”

“Interestingly, the one that does retrieval is actually completely pre-trained in house. That actually does that. But yeah, for a lot of different pieces, it's based on open source for interestingly, for the one that does that does the edits and autocomplete th…”

“Yeah, it's probably post or take home. It's probably that actually. So the take home itself filters probably another, you know, 10, 15 X on top of that.”

“So we have close to a 160 people on the engineering team is over 50 people.”