Windsurf

⚡️Every product of the future will be a living system — Ronak Malde, Trajectory.ai

Jun 21, 2026 · 33:58

Ronak Malde, CEO of Trajectory.ai, recounts his journey from building AI coding agents at Windsurf (acquired by Google DeepMind in a deal involving Demis Hassabis and Sergey Brin) to launching a platform for continual learning in enterprise AI. He argues that every future product must be a 'living system' that learns from real-world user interactions, not static models. The episode details Trajectory's technical innovations, including Self-Distillation Policy Optimization (SDPO) for learning from corrections, continuous LoRA for parallel training, and open-sourcing a training stack with SkyRL. It covers partnerships with Harvey and NVIDIA to train NeMoTron 3 Super for legal workflows, improving metrics like issue spotting and citation accuracy while cutting costs. Malde explains data curation strategies that capture nuanced user edits beyond binary signals, and outlines Trajectory's roadmap from AI-native companies like Clay and Decagon to Fortune 500 enterprises. He also reveals that the idea for Trajectory emerged after giving up his acquisition equity to pursue this vision.

Devin’s 80% Moment: Background Agents, 7x PRs, & End of Hand-Held Coding — Walden Yan & Cole Murray

May 28, 2026 · 1:09:33

Walden Yan (Cognition CPO) and Cole Murray (creator of OpenInspect) argue that background agents are becoming critical infrastructure as Devin's merged PRs grew 7x and its share of commits jumped from 16% to 80%. They explain why architecture matters, particularly the decision to separate the agent's brain from the machine (harness out of the box) for security and permissions, and why full VMs beat Docker for running real applications. Testing, they stress, is a harder problem than computer use—requiring orchestration of services, feature flags, and multi-model coordination. Memory remains unsolved, with Devin using auto-generated 'Knowledge' and exploring file-system-like approaches. Both caution against uncontrolled vibe coding, which regresses codebases to the worst engineer's style, and advocate for hybrid frontier/sub-frontier systems to balance cost and capability.

Brex’s AI Hail Mary — With CTO James Reggio (acquired for $5B by Capital One!)

Jan 17, 2026 · 1:13:27

Brex CTO James Reggio details the company's three-pillar AI strategy—corporate, operational, and product AI—arguing that SOP-driven agents outperform overengineered RL in finance ops like underwriting, KYC, and fraud. He explains why Brex built an internal AI platform (LLM gateway, prompt/version management, evals) before adopting Mastra for TypeScript-based multi-agent networks, where an EA-style orchestrator coordinates specialist agents via multi-turn conversations rather than single tool calls. The audit agent pattern separates detection, judgment, and follow-up to reduce false negatives. Brex also lets employees build their own AI stack (ChatGPT, Claude, Gemini) and runs agentic coding interviews internally, with the company growing 5X and cutting burn 99% in 18 months without adding engineers.

⚡️ Building the AI Hardware Engineer with Matthias Wagner, Co-founder of Flux

Nov 22, 2025 · 49:03

Matthias Wagner, CEO of Flux.ai, describes building the "AI hardware engineer" that turns product briefs into manufacturable PCB designs in under 30 minutes. After leaving Meta in 2019, Wagner built a browser-based collaborative CAD tool from scratch, designed as a reinforcement learning environment. The emergence of LLMs and reliable tool calling let Flux's agents search component libraries, check pricing and availability, and execute complex designs autonomously. In a live demo, Wagner designs a battery-powered Alexa-like device with ESP32, microphones, OLED display, and speaker in about 25 minutes. Flux now has 7,000 paying customers, growing 26x year over year, and Wagner envisions eventually letting users prompt full hardware products like smartphones into existence, claiming the cost of custom manufacturing is plummeting.

Amp: The Emperor Has No Clothes

Sep 25, 2025 · 1:21:59

Quinn Slack (CEO) and Thorsten Ball (Amp Dictator) from Sourcegraph discuss Amp Code, a coding agent that ships 15x/day with no code reviews. They explain the strategic pivot from Cody to Amp, emphasizing that building the best coding agent trumps everything else. The team dogfoods Amp internally, using it to build itself, and maintains both a VS Code extension and CLI, with a 50/50 internal split. They argue that model choice is becoming less important than the harness around the model, and they reject features like prompt enhancers, custom subagents, and MCP servers as not adding value. Common failure modes include outsourcing thinking but not typing and using agents without proper context engineering. They predict async agents running 24/7 will dominate, and they target early adopters willing to adapt their codebases and workflows for maximal agent effectiveness.

Context Engineering for Agents - Lance Martin, LangChain

Sep 11, 2025 · 1:03:18

Lance Martin from LangChain discusses context engineering for AI agents, arguing that managing context from tool calls is the key challenge and introducing five techniques: offloading, reducing, retrieval, caching, and context isolation. Offloading saves raw tool call outputs to disk and passes only summaries, drastically cutting token usage—Martin's deep research agent went from 500,000 tokens per run to much less. Manus uses file system offloading and warns that irreversible pruning risks information loss, while Cognition advocates fine-tuned summarization for agent-agent boundaries. For retrieval, Martin contrasts Windsurf's multi-step indexing with Claude Code's agentic search using grep and llms.txt, finding the latter more effective. He applies the Bitter Lesson to agent engineering: his own Open Deep Research evolved from a highly structured workflow to a simple agent loop as models improved, and he warns against rigid abstractions that hinder adaptation.

⚡️Launching Ona: Coding Agent with Fully Sandboxed Cloud Environment

Sep 1, 2025 · 33:44

Gitpod co-founders Johannes Landgraf and Chris Weichel launch Ona, a coding agent platform with fully sandboxed cloud environments, arguing that the future of development is parallel agent-driven work rather than mono-focused IDEs. They explain their rebrand from Gitpod to Ona, driven by their product outgrowing the technical name. Ona provides reproducible dev environments via dev containers and automations YAML, runs any Linux workload, and by default gives agents full autonomy (Yolo mode) since environments are ephemeral and risk-free. They dogfood heavily—75% of their PRs are co-authored by Ona. Key challenges include file edits (they settled on Anthropic's string replace tool) and underspecification by users. Pricing follows a credit model blending compute and token usage, with enterprise VPC deployment and $100 in credits for new self-serve users. They envision IDEs shifting to interfaces supporting parallel tracks, but currently offer one-click transitions to desktop editors like Cursor.

The AI Agenda: GPT5 leaks and the business of AI News — Steph Palazzolo, The Information

Aug 6, 2025 · 1:14:36

Steph Palazzolo, AI journalist at The Information, explains how she covers the secretive AI industry, from OpenAI's GPT-5 to the inference market where startups like Modal raise billions. She reveals that inference providers are essentially GPU resellers facing margin pressure, and that GPT-5's performance will signal whether pre-training scaling or reinforcement learning drives progress. She critiques Meta's super intelligence ambition as misaligned with its ad-revenue business, and details the talent war with rumored hundred-million-dollar offers from Meta to poach researchers. Palazzolo also discusses the Windsurf acqui-hire backlash, the rise of coding agents like Claude Code, and how journalists protect sources while navigating leaks from CEOs like Sam Altman.

🕰️ The Oral History of Windsurf (ft. Varun Mohan, Scott Wu, Jeff Wang, Kevin Hou, Anshul R)

Jul 28, 2025 · 3:53:23

This episode traces the oral history of Windsurf (formerly Codeium and Exafunction) with founders Varun Mohan, Scott Wu, Jeff Wang, Kevin Hou, and Anshul R, charting its evolution from a GPU virtualization startup to a leading agentic IDE and its dramatic acquisition by Cognition. The narrative covers the pivot to code completion in 2022, the shift to a free model to gain traction, and the launch of the Windsurf editor in November 2024 with Cascade, an agent that operates on a shared timeline with the developer. Key principles include meta-learning (auto-generated memories that adapt to each user's preferences) and scaling with intelligence (replacing hard-coded rules with LLM reasoning as models improve). The episode also details the acquisition weekend when Cognition bought Windsurf after Google acquired a stake, highlighting product synergies between the synchronous agent (Windsurf) and async agent (Devin) and the ambition to build a comprehensive platform for real-world software engineering teams.

Cline: The Collaborative AI Coder

Jul 16, 2025 · 1:15:44

Saoud Rizwan and Pash from Cline join to explain why their open-source coding agent uses a Plan + Act paradigm — having models explore and plan before executing — pioneered before competitors like Claude Code. They argue that "RAG is a mind virus" and "Fast Apply got bitter lesson'd" as frontier models now achieve sub-5% diff edit failure rates, making layered workarounds obsolete. Cline's bring-your-own-API-key model avoids inference markups, with enterprise features driven by Fortune 5 companies asking for security and ROI insights. The MCP ecosystem grew via Cline's marketplace (150+ servers, top ones with hundreds of thousands of downloads), though monetization and security remain open questions. They detail how Plan mode extracts user intent and Act mode auto-approves, how context engineering prioritizes agentic file exploration over retrieval, and why they stayed a VS Code extension rather than fork — to focus solely on the agentic loop.

Personalized AI Language Education — with Andrew Hsu, Speak

Jul 11, 2025 · 1:04:10

Andrew Hsu, CTO of Speak, explains how the company built the "third generation" of language learning by betting on AI speech and language models before they were ready. Speak focused on South Korea early, a counterintuitive move for a San Francisco startup, and now 6% of the Korean population has tried the app. The turning point came with Whisper and GPT in 2022, which enabled Speak to evolve from a listen-and-repeat tool into a full-featured AI tutor that gives real-time feedback and adapts to learners. Speak generates over $50M ARR primarily from consumer subscriptions, and Hsu details the product decisions that made it work: abandoning a free version, building custom ASR for low latency, and emphasizing functional fluency over textbook language. He also reveals that Speak is building a real-time voice platform and a knowledge graph for personalized fluency scores, with an eye toward expanding beyond language into general AI-powered education.

⚡️Warp 2.0: the Agentic Development Environment - Zach Lloyd and Ben Holmes

Jun 25, 2025 · 52:23

Warp CEO Zach Lloyd and engineer Ben Holmes debut Warp 2.0, rebranding from an AI terminal to an Agentic Development Environment (ADE) with a state-of-the-art coding agent that rivals Claude Code and Cursor. The episode demonstrates Warp's new universal input that auto-detects English commands and terminal input, voice-driven agent workflows, multi-threaded agents running in tabs, inline diff editing, MCP support, and REPL translations for SQL and Postgres. Lloyd explains the design philosophy of keeping a terminal-like UX while adding agent management features, and discusses pricing changes (Pro now 2,500 requests, Turbo 10,000, plus usage-based credits) and the challenge of subscription vs. usage-based models. Warp has nearly 600,000 active users with weekly revenue growth of 5–15%, and the team positions itself as a model-agnostic layer above Anthropic, Google, and OpenAI, offering deeper integration than ChatGPT or Claude desktop apps.

Scaling Test Time Compute to Multi-Agent Civilizations — Noam Brown, OpenAI

Jun 19, 2025 · 1:17:47

Noam Brown, OpenAI researcher behind Cicero and reasoning models, joins hosts Alessio and Puix to discuss how test-time compute scaling drives multi-agent AI and the limits of the system 1/2 analogy. He explains that his Diplomacy bot Cicero reached top 10% of humans in 2022, and later he won the 2025 world championship. Brown argues that reasoning models like o3 succeed in unverifiable domains (e.g., Deep Research) and that harnesses and routers will be washed away by scale. He reveals OpenAI's multi-agent team is pursuing a principled approach, not heuristic, and envisions AI civilizations collaborating. He also shares his coding stack (Codex, Windsurf) and predicts test-time compute will hit cost and wall-clock bottlenecks.

⚡️Launching AI Diplomacy: the hardest LLM Game Benchmark yet - Alex Duffy

Jun 11, 2025 · 34:32

Alex Duffy from Every launches AI Diplomacy, a benchmark where LLMs play the board game Diplomacy, revealing distinct model personalities and arguing that benchmarks function as memes that spread and saturate. He and Tyler Marquez built the front end and harness using Open Router, finding that Claude refuses to lie and never wins, o3 schemes in its diary, and DeepSeek is flowery or aggressive. His talk 'Benchmarks are Memes' highlights Simon Wilson's pelican-on-a-bicycle test as an example of an idea that gets adopted and then saturated by models. Duffy also shares his creative writing workflow at Every: dictation, prompts with style guides and editor notes, then heavy editing to reflect on AI output. Future plans include a data viewer, front-end improvements, and a human vs AI Diplomacy tournament to test jailbreaks.

Claude Code: Anthropic's CLI Agent

May 7, 2025 · 1:16:22

In this episode, Boris Cherny and Cat Wu from Anthropic discuss Claude Code, a CLI-based coding agent they describe as a Unix utility rather than a polished product, emphasizing raw model access and simplicity. The tool started as Boris's personal experiment, then spread internally after engineers used it daily, with Anthropic's product principle of 'do the simple thing first' guiding features like memory via markdown files and context compaction by asking Claude to summarize. They ship updates including web fetch, auto-accept, and thinking via chain of thought, and note that 80% of Claude Code's code is written by Claude Code itself. Average spend is $6/day per user versus $20/month for Cursor, and Boris reports a personal 2x productivity gain, with some engineers seeing 10x. The team is growing and investigating open-sourcing the tool, while continuing to build for the terminal as a raw, composable utility for power users.

Zed Agents — with Zed Cofounders Nathan Sobo & Antonio Scandurra

May 7, 2025 · 35:50

Zed co-founders Nathan Sobo and Antonio Scandurra explain how their high-performance code editor is launching Zed Agents, aiming to make AI an integrated collaborator rather than just a tool. Built from scratch in Rust for 120fps performance and real-time collaboration via CRDTs, Zed previously open-sourced Xeta, an edit prediction model fine-tuned on Qwen 2.5. Now they introduce an agentic mode that lets LLMs call tools in a loop, surfacing changes in a multi-buffer for easy review. The agent can run shell commands, install MCP servers via an extension store, and be used with bring-your-own-key or a $20/month plan for 500 requests. Sobo and Scandurra stress that vertical integration gives them control to wire AI into debugging, git, and multi-agent workflows where multiple agents collaborate via CRDTs, treating agents as always-available teammates.

GPT 4.1: The New OpenAI Workhorse

Apr 15, 2025 · 45:04

OpenAI's Michelle Pokrass and Josh McGrath join hosts Alessio, Swyx, and Sean to launch GPT 4.1, a new model family positioned as the go-to workhorse for developers with major improvements in coding, instruction following, and long context. The three models—4.1, 4.1 Mini, and 4.1 Nano—introduce a 1M-token context window, 75% prompt caching discount, and cheaper pricing than 4o. Coding gains are highlighted by 55% on SWE-bench (vs o1's 41%), while instruction following benefits from real-world API data and new evals like GraphWalk for multi-hop reasoning. The team explains that most improvements come from post-training techniques, with vision capabilities lifted by a new pre-trained base. Fine-tuning is available day one, and developers are encouraged to opt in to data sharing for future model iterations.

The Creators of Model Context Protocol

Apr 3, 2025 · 1:20:21

Justin Spahr-Summers and David Soria Parra, co-creators of Anthropic's Model Context Protocol (MCP), explain its origin as a solution to the M×N integration problem they experienced when copying data between Claude Desktop and IDEs. They detail MCP's design inspirations from LSP, its three core primitives (tools for model-driven actions, resources for app-controlled data, and prompts for user-initiated macros), and why they chose JSON-RPC with stateful connections. The episode contrasts MCP with OpenAPI, discusses client control and trust in servers, and outlines the future roadmap including a streamable HTTP transport and remote-server authorization via OAuth 2.1. The guests express a wish for more sampling clients and full spec support, and emphasize that MCP is an open, multi-company project with community commit access.

Building Manus AI (first ever Manus Meetup)

Mar 27, 2025 · 48:59

Tao Zhang, co-founder of Manus, explains how Manus gives LLMs 'hands' to take real-world actions, inspired by MIT's 'mens et manus' (mind and hand). Manus assigns each task its own cloud virtual machine via E2B, provides pre-paid data APIs (stock, social media), and a knowledge system to remember user preferences. Their previous product, Monica.im, grew to 20M monthly active users and $50M ARR before they pivoted from a failed AI browser project to Manus. On the GAIA benchmark, Manus achieves a per-task cost of ~$2, far cheaper than OpenAI's Deep Research (~$20) and prior SOTA. Zhang emphasizes a 'less structure, more intelligence' philosophy, opting not to predefine workflows but to give the model rich context and tools. He also discusses plans to partner with Cloudflare, pay paywalls on behalf of users, and integrate more APIs based on usage patterns, while ruling out building their own foundation model.

OpenAI o1 isn’t a chat model (and that’s the point)

Jan 17, 2025 · 31:59

Ben Hylak and Dan McAteer explain why OpenAI’s o1 is not a chat model and how mastering its prompting turned Ben from a skeptic into a proponent. Ben’s prompt structure—goal, return format, warnings, context dump—emphasizes describing what you want rather than how to think, a shift from earlier models. Dan uses o1 for coding by feeding it full code context, achieving one-shot implementations that reach 100% where previous models maxed out at 95%. Ben notes o1 is the most capable but hardest model to use, with experiments costing $20 per try, and argues model routing will let humans or systems trade off cost, speed, and intelligence. Dan also applies o1 to scientific research, feeding it papers from multiple fields to find novel connections that humans would miss.

Windsurf: The Enterprise AI IDE

Dec 13, 2024 · 1:06:36

Varun Mohan and Anshul of Codeium explain why they built Windsurf, a new AI IDE, arguing that VS Code's API limitations prevented them from delivering the best agentic experience. They detail how Cascade, their agentic system, uses proprietary retrieval and planning models alongside third-party LLMs, and describe their evaluation method that masks commits and tests incomplete code states. The duo also reveals that over 800,000 developers use Codeium extensions, that they still support JetBrains and Eclipse for enterprise customers, and that they intentionally avoided a waitlist launch. They discuss the trade-offs of building first-party vs. third-party models, the importance of 'go slow to go fast' in enterprise infrastructure, and their belief that individual developer profits should come after building switching costs through superior product.