I definitely believe cloud agents are the next problem that needs to be solved, since they will also define what the next generation of cloud infrastructure looks like. I’ve spent the last few months getting started on this with Tetral, which is fully open-source: https://t.co/EJZuHUs9XP
I think that in this era, open-sourcing the code isn’t enough anymore. Or I should say, letting people know how every decision is made has become more important than ever. So I strongly recommend reading this blog post: https://t.co/7FjjRv8FSv
I’m grateful to the authors of every blog post I mentioned in the piece. This wouldn’t have been possible without your work.
I want to keep exploring the next generation of cloud agents. If you’re interested in this project, please don’t be shy about joining me on GitHub!
Introducing Gemini 4 Argon – our new frontier model.
It’s built for complex workflows across coding, enterprise knowledge work, and cybersecurity defense – rolling out today to a set of trusted testers through our Fairwind Program.
We are terminating Chris Degnan for unethical conduct involving Cognition.
The last few months have seen incredible progress in AI capabilities. San Francisco has flourished as new companies that solve new, more ambitious problems are finding great success. Generally, it is a wonderful time to be building.
We at @FactoryAI have seen overwhelming interest in our model-agnostic coding agents and our software factory product. Our team has 10x’d in size, while our revenue has 100x’d year over year. This momentum has been unprecedented.
A much larger competitor, Cognition (makers of Devin) has fallen behind us on the capabilities that matter most to customers: cost, quality, and security. Instead of competing in the market, Cognition engineers feigned interviews with us to pry information about our product. Not finding what they were looking for, Cognition has decided to throw their weight and money at people with direct knowledge of our most confidential plans.
It feels as though ethics is being thrown out of the window in the AI era. People are willing to do anything, including exploiting privileged information and violating ethical boundaries. I think this is unique to our time, and I don’t think it’s right. Integrity still matters.
Yesterday, I made the decision to immediately terminate Christopher Degnan’s roles as a Board Observer and Advisor to Factory, after over a year of service.
Prior to this decision, Chris told me he had a casual conversation with an executive at Cognition AI. When I questioned his intentions, he reassured me that ethics aside, he had “made too much money” and was “too lazy to go work for Cognition,” which I trusted and believed.
On Monday, Chris spent time advising the Factory team on a handful of confidential board-level matters. That evening, he called me to say that the conversation that was initially described as casual and one-off was actually formal and recurring. For weeks, while he sat in our board meetings and advised our leadership team, he was also confiding with executives of our largest competitor. Chris was subject to confidentiality obligations in connection with his work with Factory. We do not know the extent of the information he shared, but it puts his timely questions about our product roadmap and what the parity gap involves into a new light.
It is sad to sever a relationship with someone who has been a trusted advisor - and even a close friend - for over a year. But Chris’s conduct is unacceptable to me. Trust in Board Membership is one of the sacred bonds in the Silicon Valley, one that helps the startup ecosystem thrive. With it comes an enormous responsibility. That trust was violated.
Competition is good. I respect and in many cases admire our competitors. San Francisco is a beautiful, singular place where the bold and ambitious go to defy the norms and precedents of the past. But certain principles that must remain. Violating ethics to seek advantage turns what should be positive-sum into zero-sum.
We all love technology. And we all love to compete. But we must hold ourselves to a higher standard. The future of software engineering comes with abundance that will impact every person on Earth. Building that future comes with immense responsibility. We must build and compete with integrity.
I also have a little announcement for DevDay. I asked Tibo to include it in the presentation but he didn't read my slack DM 😭
My first onboarding project is merged. I fixed this issue once and forever! I reduced amount of disk writes by 50% and the size of stored files by 4x
@Yuchenj_UW so that's why oai's dev day is trying so desperately to cut developers' usage and burn some more money to normal users, at the end of the day, they wanna to be a giant more than coding agent
Why? I think they don’t want to be remembered just as a chatbot forever. They want to be deeply integrated into users’ daily lives, which means both the product form and their marketing strategies have to evolve. As a developer, I hate seeing my Codex credits burn faster than ever, but honestly, it’s the right move.
Launching a new Codex Cloud, much improved from last year. With configurable cloud environments, it’s impossible to go back to building on your laptop once you’ve taken the time to configure it.
Agents API, the same tech powering all our cloud agents, including dots, is also now in preview and supports computer use. It allows you to build the same incredible products we are making available today.
I think when Anthropic released Managed Agents, most people dismissed it as no big deal. But trust me: as all kinds of local workflows migrate to the cloud, scaling agent teams in a stable environment is definitely going to be a huge deal
Decisions API, for lightning fast constrained decision making powered by Luna. Supports visual inputs, and tuned to be able to make decisions in less than a few hundreds of milliseconds end to end.
for arguments sake let's accept that spending a lot of tokens is truly more productive
we're in a weird stage where early stage startups are disadvantaged. they cannot afford to do this
it's reverting back to the days when you had to raise money to buy servers to even launch