A company discussed on Latent Space.

Steve Yegge's Vibe Coding Manifesto: Why Claude Code Isn't It & What Comes After the IDE
Dec 26, 2025 · 37:25
Steve Yegge argues that vibe coding—using multi-agent AI workflows—will replace traditional IDEs by January 1, calling anyone still using an IDE a 'bad engineer.' He claims Claude Code, Cursor, and the 2024 stack are already obsolete, predicting agent orchestration dashboards (like his VC project) will manage fleets of agents. Yegge highlights that senior engineers with 12–15 years of experience are the most resistant, but their productivity will be eclipsed by vibe coders. He warns that merging code becomes a new wall as agents produce 10x more code, citing one company's solution of one engineer per repo. Yegge also notes the chaos inside AI labs (OpenAI, Anthropic, Google) as they scale, and believes open‑source models will approach frontier capability within a year.

The Agents Economy Backbone - with Emily Glassberg Sands, Head of Data & AI at Stripe
Oct 30, 2025 · 1:37:13
Emily Glassberg Sands, Head of Data & AI at Stripe, explains how Stripe builds economic infrastructure for AI, processing 1.4% of global GDP. Stripe's domain-specific foundation model runs inline on the charge path, detecting card-testing attacks on large users with detection rates improving from 59% to 97%. The Agentic Commerce Protocol (ACP) with OpenAI creates a shared standard for businesses to expose products to AI agents, adopted by Walmart and Sam's Club. Stripe helps AI companies combat new fraud vectors like free trial and refund abuse, and launched token billing to let wrappers price based on real-time inference costs. Internally, 85% of Stripes use LLM tools daily, with code generation and merchant understanding as key use cases. Emily argues AI companies grow 2-3x faster than SaaS, are twice as global, and that agentic commerce will expand consumption by removing time constraints for high-income consumers.

0 to over $8M ARR in 2 months as a Claude Wrapper (Bolt.new, Qodo)
Dec 2, 2024 · 1:36:42
Eric Simons of Bolt.new/Stackblitz and Itamar Friedman of Qodo discuss Bolt.new's viral growth from $4M ARR in four weeks to over $8M ARR in two months as a Claude wrapper, driven by its in-browser WebContainer OS that eliminates local dev setup. They contrast Bolt's '0 to 1' creation for non-developers with enterprise-focused agents like Qodo's testing and code review tools, arguing that specialized agents outperform general-purpose ones. Simons details how WebContainer's unified sandbox enables error self-healing loops, while Friedman explains AlphaCodium's task-breaking that boosted o1 preview to 93rd percentile on Codeforces. The episode covers open-source strategy, pricing tiers ($20 to $200/month), and founder advice on ignoring expert doubt to ship fast, illustrated by Simons' Ironman completion while launching Bolt.

The new Claude 3.5 Sonnet, Computer Use, and Building SOTA Agents — with Erik Schluntz, Anthropic
Nov 28, 2024 · 1:11:08
Anthropic's Erik Schluntz explains how Claude 3.5 Sonnet achieved state-of-the-art 49% on SWE-Bench Verified by using a minimal agent framework that gives the model full control via tools like bash and file editing, letting it self-correct without hard-coded workflows. He details the importance of tool design over prompt engineering, why XML tags work well, and how computer use reduces integration friction by letting models interact with any browser-based interface. Schluntz also shares his robotics experience, noting that while LLMs and diffusion models are promising for general-purpose robots, reliability at 99.9% and hardware variability remain major hurdles, and he expresses skepticism about self-driving as a business due to high vehicle costs versus driver-equivalent revenue.
Powered by PodHood