Factory's Matan Grinberg: The Coming ‘Dark Factory’ Where Software Builds Itself

Factory's Matan Grinberg: The Coming ‘Dark Factory’ Where Software Builds Itself

Factory started building fully autonomous coding agents in April 2023, two years before enterprises were ready. Matan Grinberg now says this is indistinguishable from being wrong. The Factory co-founder and CEO explains how the company survived its "journey in the desert," including the decision to hand nearly all of its revenue back to customers when the product wasn't making developers obsessed. Matan makes the contrarian technical case that a model-agnostic harness beats the model-and-harness co-design that labs like OpenAI and Anthropic favor, because exposing a harness to many models keeps it from overfitting to any single one. He argues open-weight models like GLM will capture the majority of tokens by staying one generation behind the frontier at a fraction of the cost, and that CIOs will soon justify every incremental token the way they justify headcount. Looking ahead, he predicts 90% of coding tokens will run asynchronously—the "dark factory" where software builds itself. Hosted by Sonya Huang and Pat Grady, Sequoia Capital

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Avsnitt(109)

Box's Aaron Levie: On Reinventing Yourself in the AI Age and Enterprise Diffusion

Box's Aaron Levie: On Reinventing Yourself in the AI Age and Enterprise Diffusion

Starting a company is hard. Reinventing your company for AI as a public company with quarterly earnings results is even harder. Aaron Levie has pulled off the transition with Box and offers hard-won a...

15 Sep 1h 5min

Making Cities Awesome: Peregrine’s Nick Noone & Ben Rudolph

Making Cities Awesome: Peregrine’s Nick Noone & Ben Rudolph

Most public safety technology companies grow by collecting more data. Peregrine inverted the model: no sensors, no new data, a business built on connecting the data and information cities already own....

1 Sep 52min

Parallel’s Parag Agrawal: Building a New Web for AI Agents

Parallel’s Parag Agrawal: Building a New Web for AI Agents

Parag Agrawal is making a bet that goes against two decades of web search: agents will query the web a thousand times more than humans ever have, and the infrastructure built around human clicks is wr...

25 Aug 55min

Rich Sutton and Khurram Javed: Why AI Models Stop Learning, and How to Start It Again

Rich Sutton and Khurram Javed: Why AI Models Stop Learning, and How to Start It Again

Rich Sutton, who helped pioneer reinforcement learning and wrote the seminal AI essay The Bitter Lesson, has now cofounded Oak Lab with his former student Khurram Javed. Their goal: to build agents th...

18 Aug 53min

Chai Discovery's Bitter Lesson: Drug Design Is Another Scaling Problem

Chai Discovery's Bitter Lesson: Drug Design Is Another Scaling Problem

Most people treat biology as a bespoke, messy science. Josh Meier and Matt McPartlon, co-founders of Chai Discovery, treat it as an engineering problem. They make the case that drug design obeys the b...

4 Aug 47min

Building the Automated AGI Lab: Core Automation's Jerry Tworek and Rohan Anil

Building the Automated AGI Lab: Core Automation's Jerry Tworek and Rohan Anil

Jerry Tworek led reasoning at OpenAI, convinced that scaling reinforcement learning was the path to AGI. Rohan Anil co-led Gemini pre-training and built the Shampoo optimizer. Now they've teamed up at...

29 Juli 49min

Anthropic's Katelyn Lesse & Angela Jiang: Building an Ecosystem, not a Walled Garden

Anthropic's Katelyn Lesse & Angela Jiang: Building an Ecosystem, not a Walled Garden

Katelyn Lesse and Angela Jiang lead the team building Anthropic's developer platform - the layer that both outside builders and Anthropic's own products run on top of. Angela frames the platform as a ...

14 Juli 48min

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