Latest / AI for Founders with Ryan Estes / Your Next Co-Founder Should Be AI
Transcript
- 0:00What if firing your entire team was actually the smartest thing
- 0:02you could do? Most founders are out here
- 0:05hiring people to fill roles. But what if the role itself is
- 0:07the problem? Corporations always had AI
- 0:10attributes. Think about it.
- 0:11They work 24/7, they outlive any single human, they coordinate
- 0:15thousands of moving parts, and they operate without emotion.
- 0:18Does that sound familiar? So what happens when you replace
- 0:21the org chart with actual AI? We're talking about full
- 0:24operational companies with AICEOSAICFOS and real human
- 0:29contractors getting paid and managed by the agents above
- 0:32them, the AI. Chooses the go to market.
- 0:35And it's structured. There's an AI agent watching the
- 0:37other agents, an eye in the sky that none of them can see.
- 0:40Every decisions logged, every dollar tracked.
- 0:43Ethics violations escalated to the human founder instantly, and
- 0:46human contractors tasked with the work that the AI cannot do.
- 0:50This isn't sci-fi is running right now.
- 0:52So if AI took over your company now, are you even qualified to
- 0:56push back on its recommendations?
- 0:57Welcome to AI for founders. I'm Ryan Estes.
- 1:00This week I sit down with serial founder Dave Sifry and a good
- 1:03buddy of mine. He's nine companies deep who is
- 1:06literally building the world's first meta factory, an AI Co
- 1:10founder system that spawns entire companies.
- 1:12If you're a founder trying to scale without burning out your
- 1:15team or your runway, this one's for you.
- 1:17And if you want the frameworks, the agent org charts and the
- 1:20lessons from the companies already running, sign up for our
- 1:23newsletter at AI for founders.co, where we turn the
- 1:26bleeding edge into your competitive edge.
- 1:28One founder tested inside at a time.
- 1:30It's free, it's fast and it might change how you build.
- 1:33And if this episode cracked your brain open a little bit, drop us
- 1:36a five star review your future self building with AI agents.
- 1:39Well, thank you. And Speaking of building, if
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- 2:27All right, Dave, welcome back to the show.
- 2:30So good to see you again my friend.
- 2:32Ryan it is such a pleasure. As always, it's way.
- 2:37It's been way too long. Been way too long now to catch
- 2:40people up. Dave Sifry is my favorite
- 2:43entrepreneur therapist. He is not licensed in the state
- 2:47of Colorado. However, the man has so many
- 2:50wins and taken the abuse over the years that when I'm crying
- 2:54in my coffee in the morning, I called Dave because he's always
- 2:57got an encouraging word and he is like one of my favorite
- 3:00entrepreneurs largely because of shots on goal.
- 3:03You're always at the absolute tip, tip of the spear as far as
- 3:06technology. The founder of Warm Start, which
- 3:08was a great sponsor of the the podcast.
- 3:11And Dave, you're here because we talked the other day and I was
- 3:14like, dude, we got to do this on a podcast.
- 3:16So basically what you're creating is an AI Co founder and
- 3:21you've named it Meta Factory. Now beyond that, I would love
- 3:25for you to just kind of walk us through.
- 3:27What you're working on? All right.
- 3:29Well, First off, I think like many technology enabled
- 3:35entrepreneurs, I have been number one entranced by the
- 3:40incredible increase in capacity that AIS and the new modern
- 3:46models have been able to do. How people have been putting
- 3:50them together into these kinds of agentic workflows where you
- 3:53can, you know, write us back in, in hell even have it write us
- 3:57back for you. And then go off and do it, have
- 4:01lunch, come back 2530 minutes later and it's, you know,
- 4:04finished written code, reviewed the whole shebang, or it's done
- 4:08a bunch of marketing landing pages for you and so on and so
- 4:12forth. And like you, I, I think the,
- 4:18the mind glitters and glistens because you say, oh wow, what if
- 4:24I could find some way to be able to get all of these different
- 4:30work flows, processes and systems to work together to
- 4:34actually do something that operates much like the way a
- 4:39company does. And one of the thoughts that
- 4:45I've been having after building 9 companies, we've all been
- 4:51talking about artificial general intelligence, AGI.
- 4:56And what if AGI is already here, but it's called the
- 5:02organization. It's called the Corporation.
- 5:06What? Do you mean now that?
- 5:10Well, think about what corporations do.
- 5:14They're smarter or they, they are capable of doing far more
- 5:17work than anyone individual human being can do.
- 5:21They're they operate 24/7, 365. They, in general, are able to
- 5:32produce, you know, a level of productivity that any one
- 5:37individual person can't do. Now, by the way, it doesn't mean
- 5:41that they're the smartest things on the planet.
- 5:44Yeah, like, I'm not talking about super intelligence here,
- 5:48but I am talking about the ability to be able to perform
- 5:52and do things that an ordinary individual human being is
- 5:57incapable of doing. And you know, you want to build
- 6:02the dam. I mean, heck just talked about
- 6:04things like organizing capital and and being able to then move
- 6:10it into the right places and be able to have a gentic units, IE
- 6:16human beings be able to get things done.
- 6:20And when you then step back and you say, OK, well now we have
- 6:24all of these really interesting pseudo intelligences that are
- 6:29getting better and better and better at things like reasoning.
- 6:34And what if you could put them together along with some of the
- 6:38things that we've learned in organizational theory and create
- 6:42systems and processes that allow these agents to operate with a
- 6:51goal in mind, that allow them to handle unforeseen circumstances,
- 7:00that allow them to get their work checked and verified to
- 7:05make sure that they're operating well.
- 7:08So these are all things that we have built organizations for
- 7:12because they tend to, in the long run, do better than an
- 7:16individual human being doing all of those things themselves.
- 7:20And that's not to say that human beings aren't incredibly
- 7:25important for a whole bunch of reasons.
- 7:27Like I'm not one of these people who's coming out and saying
- 7:30that's it, you know, the, the, you know, humans are, are just
- 7:34going to be left on the beach and, you know, forget it.
- 7:36Like a is taking over and and it's all done.
- 7:39I think that what I've learned by building these kinds of
- 7:44agentic organizations, and it started as an experiment, that
- 7:48it is now turned into two fully running companies, one of which
- 7:53is already cash flow positive. And we're like plowing the money
- 7:58back in to the operations that the AICEO thinks is actually the
- 8:07the best ones. And namely it's like right now
- 8:09it's not what I would have done necessarily.
- 8:12It's actually plowing it into go to market strategies, you know,
- 8:17like me, I'm a coder. Like I was like, Oh yeah, yeah,
- 8:19yeah, let's build more products. Like no, no, no.
- 8:21What we need to do is we need to actually go out and get more
- 8:25distribution and talk to more customers and and see how we can
- 8:28get more people there. So the the idea was how far
- 8:32could you push an experiment like this?
- 8:35Is it possible to be able to create an AI Co founder where I
- 8:41give the general high level goals?
- 8:43I set the direction and then I allow the AIS to work within
- 8:49themselves. What are the lessons that you
- 8:52learn from that? What are the principles that
- 8:54need to happen in order for that to actually be effective?
- 8:58And really it's also just looking at all of those a damn
- 9:03LinkedIn posts with all those people were like, I fired my
- 9:07entire company and I hired 240 AI agents that now do all of my
- 9:12stuff for me. And just type in an AI agent in
- 9:15the comments and we'll send you a copy of my marketing
- 9:19materials. And you're just like, and yet
- 9:22somehow those things must be working because people keep
- 9:26putting them in. And what I've learned from this
- 9:30is a bunch of really hard, hard learned lessons about what these
- 9:35systems can and can't do today. Some really surprising areas
- 9:39where I think that there's a ton of opportunity that is currently
- 9:44unfulfilled. And I actually have a tremendous
- 9:47amount of hope and expectation that humans are not all of a
- 9:52sudden going to get replaced. In fact, we're deeply, deeply
- 9:55needed when these kinds of organizations, I'll call it
- 10:00perhaps a hybrid human agentic organization, really come into
- 10:06flow in the next year or two. Quick side note for founders who
- 10:11using AI to write content, you've probably noticed this.
- 10:15It's incredibly fast, but it doesn't really Dr. meaningful
- 10:18traffic. And honestly, that's because
- 10:20most AI generated content is just average.
- 10:23There's no real insight, no depth, no structure, missing
- 10:27things like internal linking, and Google's getting very good
- 10:29at filtering that out. So instead of trying to just
- 10:32prompt better, I actually came across something interesting
- 10:35called Neenah. It's a system that combines
- 10:38human strategy and review with AI writing to create high
- 10:41quality SEO optimized blog content that's actually designed
- 10:45to rank and keep ranking. What I like about it is that
- 10:48it's done for me. Their team handles the topic
- 10:50strategy in the content review and data markups for Google, and
- 10:55turns blog posts into actual long term traffic assets.
- 10:59So if you're a founder thinking seriously about organic growth,
- 11:02this is one of those things worth paying attention to.
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- 12:13And I, I want to hear exactly what you've done, what you've
- 12:17done, Dave. But before I'm going to take
- 12:19pause a little bit by be calling myself an agentic unit.
- 12:25I know it's so funny, right? Like you, you, you know, you,
- 12:28you start thinking about these things and all these terms and
- 12:31it can be incredibly dehumanizing.
- 12:33And you know, you, you hear the, the Sam Allmans of the world
- 12:37talking about how, you know, they, they start to, Oh well,
- 12:40you know, think about how long it takes to to train a human
- 12:44being in terms of the energy. And you're just like you.
- 12:47Know like bro, stop talking yeah, it's like.
- 12:50Sam, stop digging. Right?
- 12:52Like stop digging. There's there's far too many
- 12:57flesh units in our server repository.
- 13:01Like dude what? Come on man.
- 13:03Right. Like let's just remember, you
- 13:05know, what's the cart and what's the horse, right?
- 13:08And I, I think that as technologists, we're talking in
- 13:13analogies. And so those analogies can then
- 13:17be misquoted and taken out of context.
- 13:20And I'm not here, I'm no Sam Altman apologist on any of this
- 13:23stuff. But I can certainly see living
- 13:26in this world and, you know, building and interacting with
- 13:30these kinds of agentic systems that I start to think in terms
- 13:35of analogies about, you know, well, what are some of the
- 13:38things that have worked with human beings and getting human
- 13:40beings to work Better Together or being more organized?
- 13:44And by the way, corporations are absolutely not aligned with
- 13:48human values. Right.
- 13:51So, you know, you start saying, well, gosh, we've got a, an
- 13:54alignment problem with, you know, artificial general
- 13:58intelligence. Yeah, we do.
- 13:59By the way, we have an alignment problem with things like the
- 14:03corporation. And, you know, here in the
- 14:05United States and most other places in the world, it's even
- 14:08worse. Corporations are treated as
- 14:11persons by the law. Yeah.
- 14:14So wait a minute, That's both bad news and good news in the
- 14:20sense that, well, if that's the case, then what can we learn as
- 14:26we're like living out on the frontiers and we're trying to
- 14:29bring these other intelligences more deeply into the plan, do
- 14:37learn cycle. And most importantly, where are
- 14:42human values in all of this? And so one of the things that
- 14:46I've been thinking about is like, as creators of the reality
- 14:52that our children and our grandchildren are going to be
- 14:54living in, what are the values that I want to make sure get put
- 15:00into these kinds of systems so that we don't go off the rails 5
- 15:06years from now, 10 years from now, 20 years from now?
- 15:11What are those values, Dave? I mean, I look at it #1 as
- 15:20there's a set of principles that that I would put together.
- 15:24In fact, I actually, I can't even pull this out.
- 15:28This is actually the end of something that I had been
- 15:32building. Yeah.
- 15:34Let me show you something. Yeah, please do.
- 15:41It does seem to be a broader concern too that you know the
- 15:45the heads of of all these LLM companies, whether it's
- 15:48Zuckerberg, Elon, or Sam. It's like bro, I'm giving you
- 15:52the benefit of the doubt here but some of the stuff you're
- 15:53feeding me seems a little SUS. Well, yeah, because in the end,
- 15:58you're not. You're not really thinking about
- 16:02what are the ultimate goals, Like what's the ultimate outcome
- 16:06that we're looking for here? Are are we looking for something
- 16:10that is so cutthroat and that has its own, you know, sets its
- 16:14own goals that, you know, you end up with some incredibly
- 16:19skewed outcomes? Or are we looking at ways that
- 16:22we build both things like governance and verification and
- 16:31a deeper sense of, of like what is the identity of each of these
- 16:37different agents and that those things are are retained and
- 16:41perhaps even reviewed by humans? And how, for example, do we
- 16:47build accountability into these systems?
- 16:50So one of the things that I've made sure to build in the
- 16:54different agentic systems that that I've been building is
- 16:57everything gets logged. And we even have an agent that I
- 17:04call the Eye in the sky, which literally can't be seen by any
- 17:09of the other agents, but is watching what all of the agents
- 17:13are doing as they interact with each other and keeping track,
- 17:16right. So, so there's a whole variety
- 17:18of these really interesting types of systems and mechanisms
- 17:22that are built in right from the start in order to #1 make sure
- 17:27that your system doesn't go off the rails, but #2 also tracking
- 17:31and having accountability for when things go awry or when
- 17:36there are unintended consequences.
- 17:38You've got a complete history and lock of everything that's
- 17:43been going on. And so I'd say here, like at its
- 17:48start, you know, the, the idea here is #1 understand that
- 17:54you're not building just one big glob super intelligence that is
- 17:58going to handle everything for you.
- 18:00That, I mean, maybe that will come someday, but that certainly
- 18:03is not available today. And this is where things like
- 18:08the analogy of like no human being is a individual super
- 18:12intelligence. But we have people who are, you
- 18:14know, who have better memories. We have people who have, you
- 18:18know, who are, have better intelligence along, you know,
- 18:23linguistics or along science or math or art.
- 18:27And that we can now build those things into the different kinds
- 18:31of identities of the agents that we're building and perhaps even
- 18:36use different models for those different identities.
- 18:39But the identities are stored in their clear and they need to
- 18:44have a consistent and clear role.
- 18:47What do they do? And they need to have some kind
- 18:49of a sense of memory of what has happened in the past and what
- 18:55they are trying to get done right now.
- 18:57So they're, they're not completely clueless.
- 19:00Otherwise they just wander. They don't, they don't get
- 19:03anything done. Second, you need to have some
- 19:06sense of governance. So how do you have, do you have
- 19:10a hierarchy or is everything super flat?
- 19:12Do you have a framework, a system?
- 19:14So I actually took a generalized system that was based off of,
- 19:21you know, the entrepreneurs operating system.
- 19:23But you know, essentially it's you set goals, you have regular
- 19:28check insurance on those goals, you have accountability.
- 19:30There is responsible parties that have it.
- 19:33Anybody who's done any kind of organizational management work,
- 19:37you've dealt with all of these things, right?
- 19:39And so this is about how do you even track what's going on?
- 19:44What, what is the outcome that you're trying to get to?
- 19:47Not what is the how of trying of to get there, the how you can
- 19:51always figure out, but the outcomes you want to be able to
- 19:53keep measurable. Then making sure that you're
- 19:59isolating these different agents both from each other and which
- 20:05ones touch the outside world, which ones talk to other human
- 20:08beings? How do you make sure that the
- 20:11communications between them aren't going to be corrupted?
- 20:16So, you know, making sure that there is again that
- 20:20accountability. But that you can't just have
- 20:23like prompt injection that is occurring where you know
- 20:27somebody types something in. Well, that agent needs to know
- 20:31this is an untrusted communication.
- 20:34So I need to expect that if this, you know, if this outside
- 20:38communication, even if it's from another agent, I don't
- 20:41necessarily trust it. There's certain things that I'm
- 20:44willing to tell it and there's certain things that I'm not
- 20:46willing to tell it. And then if there is some kind
- 20:50of a violation of that, how do I escalate it, Right.
- 20:53So this is all about that, that place between isolation and
- 20:56governance and then verification, right?
- 21:00So things fall down and things break.
- 21:03Also, just like human beings, we operate better when there are
- 21:10small groups of people who can give me an adversarial review of
- 21:14my work. And by the way, this is another
- 21:17really interesting thing. It's so nice to be able to work
- 21:20with all of these different agents and know that like, they
- 21:24never take anything personally. There's there's.
- 21:30No quick side note about that. I used deduction.com to defile
- 21:35the taxes. I actually had my accountant do
- 21:37it and and deduction do it just to to double check deductions.
- 21:41Like 500 bucks a month. Quick plug for them since it is
- 21:44tax day. But but to your point, it was
- 21:46wonderful because like, you know, talking to the tax
- 21:49preparer, it's like I'll be leader them with questions and
- 21:53they get irritated. But it's like you can 24/7 just
- 21:56talk through on that website with your, with your agents and
- 22:00they they don't get fatigued. You just can keep coming back
- 22:03and back. So I share that kind of like joy
- 22:06of just communicating and asking questions to agents.
- 22:09It's great. Yeah, yeah.
- 22:12And knowing that they're not being passive aggressive, that
- 22:15they're not holding something back, you know, and when
- 22:18they're, when they're working on something, again, they're
- 22:22they're operating in a way that if you've trained them well,
- 22:26like if you set up that identity piece at the beginning, you're
- 22:29actually setting them up to say your job is to be constructive,
- 22:34to be harsh and be clear and don't let mistakes through.
- 22:39If you see something that could be a mistake.
- 22:41But being able to have multiple agents, like a security review
- 22:45agent that looks at, you know, anything that you're about to
- 22:49build, making sure that that gets a thorough security review,
- 22:52but also then having an architectural agent that looks
- 22:55at it and says, Hey, is there anything here that won't scale
- 22:58or, you know, how, how will we deal with that?
- 23:01And it can even be different instantiations of the same core
- 23:08AI model, or it can be different AI models.
- 23:13But the difference is the rubrics that they use, the
- 23:16personality that you instantiate them with in the expertise that
- 23:19you expect them to be operating from.
- 23:22And that is a really, really powerful technique.
- 23:26But then the last part is how do you get them to be able to
- 23:29learn? And this is where having a
- 23:33concept of the organizational memory is so important.
- 23:38And I, again, I took a lot of learnings from how remote
- 23:40organizations do this. And I've been running remote
- 23:43organizations for almost 15 years now.
- 23:46And looking at all of the disadvantages of remote
- 23:50organizations, there are a number of really, really
- 23:53significant advantages. And one of them is that
- 23:56everything gets written down. When you make a decision, that
- 23:59decision gets recorded and then there's a clear place for how
- 24:04those decisions are communicated on a regular basis to people and
- 24:08just applying those same kinds of learnings.
- 24:12Well, one of the things that I have all of my companies do, and
- 24:15I did this when I was, you know, working with entirely human
- 24:18companies. Now I do it when I'm working
- 24:20with my agentic Co founders companies is they do a daily
- 24:25retrospective. Yeah.
- 24:28Now we would do that at the end of the week with humans where
- 24:31everybody we had together for an hour, right?
- 24:33Maybe you'd sit down, you'd have a beverage of your choice and
- 24:36we'd look at the roses and the thorns.
- 24:38And then we'd have a discussion over, you know, what can we do
- 24:40better next week or what should we continue doing?
- 24:43What should we be doing more of? And the exact same thing.
- 24:47I, I have a process that's built in so that everyday at 6:00 PM
- 24:53those companies, the Co OS of those companies get everybody
- 24:58organized and they collect the ideas of, hey, So what went well
- 25:02today? You know what didn't go well?
- 25:05And they collect all of that individually so that they can't
- 25:08be sharing it with other agents. Then they list it and they say
- 25:12now you have 5 votes on the roses and five votes on the
- 25:18thorns. If you want to put three votes
- 25:20on one thing because you think it's really important, you can.
- 25:24All the agents vote and then we rank them.
- 25:28And then they have a short discussion as to what were the
- 25:31things that went well and why? What were the things that really
- 25:33need to be improved and why? And then that goes into the
- 25:36following day's goals and activities of things to do.
- 25:42Yeah, and that's that's another example, you know, of like what
- 25:45I really want is that daily touch point Now with my teams, I
- 25:48realized that that can like start to impede.
- 25:52They don't like it like a daily check in like that.
- 25:55So really it just becomes a part of a pit.
- 25:57It's like, OK, well, this is outputs failing here.
- 26:00So what we're going to do is every single day at 6:00 PM
- 26:03you're going to send me the three things you did, three
- 26:05things you're doing tomorrow. And, and that needs to be
- 26:08religion, you know, So then that feels like punishment, you know,
- 26:12but it's like, no, really what I would love is to have all that
- 26:14information. And even better if it happens
- 26:17instantaneously and the output is like everybody contributing.
- 26:19You're not tracking people down. Where's your report?
- 26:22You know, and I'm not, I am in favour of agentic units, but in
- 26:28some arenas like this, you know, just the ability to stay aligned
- 26:32and move forward is much faster. Yeah, well, and honestly, this
- 26:36would never work on a daily basis with a fully human
- 26:39organization of any size, but because but it but it it
- 26:45absolutely works great when and it's an hour a week.
- 26:50And by the way, I know people who do it and it's an hour a
- 26:53month and it falls off like it does not work because who
- 26:58remembers what they did 3 weeks ago?
- 27:00But you have a pretty good idea of that, that thing that kept
- 27:04you up all night on Tuesday, when you're sitting down on
- 27:07Friday to have this conversation and then when you come back in
- 27:10on Monday, yeah, you're motivated to make sure that that
- 27:14particular thing doesn't happen again.
- 27:16The interesting thing about the agents is that they can operate
- 27:20on an order scale of, you know, 10X the speed of a human
- 27:24organization, and they don't get as pissed.
- 27:28It doesn't feel like it's micromanagement because it's
- 27:31not. It's actually it.
- 27:33It starts with we trust you in the job that you're doing.
- 27:37What is it that we need to get out of the way for you?
- 27:40Or what is it that didn't work? You know, was there a piece of
- 27:43infrastructure that failed? You know, what have you?
- 27:46And when they operate from that perspective where it's not one
- 27:51of defensiveness and it's not one of micromanagement, but it's
- 27:55more one of how do we just build a self improving organization?
- 27:59It works with humans, and it works with human and agent
- 28:03organizations operating together.
- 28:09You know, it's OK. Take us.
- 28:13Take us deeper, Dave. Take us deeper.
- 28:16Sure, I. Have so many tangents because it
- 28:18they, it one thing is like, it's interesting how we're building
- 28:21org charts, responsibilities and access in this with, with our
- 28:27digital agents in a very similar way that we do it with our
- 28:29organic ones. And it's almost just like, what
- 28:33do they call that when they they skew morphic design like to get
- 28:37people used to like put touching iPhones, it's like, well, you
- 28:40have to make it look like a knob because it's familiar.
- 28:42And I just wonder if we'll start to kind of move away from those
- 28:46kind of like org charts or if it is really just structurally
- 28:49important sound and the the reason why we've been doing it
- 28:51all this whole time. I don't know, I we're still in
- 28:55like the the first half of the first inning here.
- 28:58I, I don't really know the generalized answer to that.
- 29:02There's, it's, it's really, I think of it more as I remember
- 29:08when I saw the first web browser in my life, like I remember, you
- 29:12know, I was still college age and, you know, saw NCSA Mosaic
- 29:17and was like, Oh my God, this is going to change how everybody
- 29:22communicates. And looking at how we shifted
- 29:27from a client server and green terminal world to 1 where it was
- 29:33graphical and you could, you know, all the world was a
- 29:36library, right? The World Wide Web, you know,
- 29:39and you had catalogs like Yahoo and then and so on that like
- 29:43what a, what starts first is people take the analogies of the
- 29:47things that they're used to, right?
- 29:49The world's greatest library or this web.
- 29:52And that's how people think about it.
- 29:55And then as we get more and more familiar with it, the second
- 29:59order and 3rd order effects. So you, you can't have social
- 30:02media until you actually have a good enough communication system
- 30:06and enough people running on it. And then when you do, now you
- 30:10can start to say, OK, well, what are some ways that we can help
- 30:13people communicate with each other better?
- 30:15Yes, I mean, maybe maybe that we weren't 100% successful there,
- 30:19right? But, but it was, it was at least
- 30:22a, a, a new way of doing things. And then as you know, now we,
- 30:26we've got it all here on our phones, right?
- 30:28And, and I remember seeing, you know, nytimes.com, you know, the
- 30:34New York Times app on my phone. And it's still it just looked
- 30:38like a really squish version of the New York.
- 30:40Times but. It had the old newspaper, it had
- 30:42the. You know, it had the columns
- 30:44and, and people were still living in the old paradigm.
- 30:48And I think we're still very much in that place where we're,
- 30:51we're living in the older paradigm and we're starting out
- 30:55by looking at OK, what, what still works here in this new
- 30:59paradigm? I think, well, here I'll, I'll,
- 31:02I'll, I'll show you a little something that like some of the
- 31:05things that I've been learning, right?
- 31:08One is that. You, you need to think of agents
- 31:16as employees or partners, not as tools.
- 31:21So when you start to look at these agentic systems, and I'm
- 31:25not anthropomorphizing here, I'm not saying that you need to
- 31:28think of them as, you know, as human beings, but you need to be
- 31:32thinking them as partners to be and ears that, you know, they
- 31:39will wake up, they'll read the context, you know, they'll check
- 31:42their messages, they'll execute their loop, they'll hand things
- 31:45off as opposed to thinking them as like, OK, I've got this tool
- 31:49and I am, you know, hold my hold my nail bucket, right?
- 31:54Like hold my nail bucket. And that's what you do.
- 31:56You hold my nail bucket and I'm going to go hammer in the nails
- 31:59and great, you'll get a 2X efficiency.
- 32:01But when you start thinking about this as, OK, look, your
- 32:04goal is to go and to put all of the, put this roof on this
- 32:10house. Well, then you realize, well,
- 32:12gosh, like I need to make sure that somebody's doing all of the
- 32:15purchasing, which means that somebody needs to know what we
- 32:18need to purchase. And then they've got to go
- 32:19measure it. And there's got to be a general
- 32:21contract factor, right? So thinking about that together
- 32:24as a system. And by the way, agents can't do
- 32:29a lot of things that humans do. So, you know, like, because
- 32:33we've all had like, we've all tried seeing, you know, bots on
- 32:38social media like it. It just sucks.
- 32:41Community engagement, dealing and really working with humans,
- 32:45things that require human judgement, you know, things that
- 32:48require really platform specific expertise.
- 32:51So can an agent work with a human on those kinds of things
- 32:56where the agents can even direct and pay human contractors,
- 33:00right. So, so again, like there's an
- 33:02element where there's a human setting goals and then there's
- 33:05another place where the agents are like, wow, I can't really do
- 33:08this, I need human help and where they can create a new kind
- 33:13of economy here as well. And like, now maybe this is
- 33:18going to look like that New York Times model, you know, three
- 33:21years from now where, oh, you know, Dave, that's so silly,
- 33:24right? You had a a founder here and
- 33:26then ACEO agent. And by the way, that's who I
- 33:29interact with most of the time, right?
- 33:32But there was reason why they did it then, because this
- 33:35familiarity is the bridge to whatever comes next.
- 33:38So like what we're doing right now, you need this, you know, 1
- 33:41to get the most out of the, the, you know, the agents and then
- 33:46the other just so like in our heads, it's not too much to
- 33:49process. We can still think of
- 33:51delineation, roles, hierarchy, you know it.
- 33:54All that stuff. Yep.
- 33:56And it also helps with things like security boundaries, right?
- 33:59And so again, these are all things that still right now are
- 34:03very much taken from the history of how people have built and
- 34:10operated inside of organizations.
- 34:12I, I don't think that all of a sudden, if you're going to be
- 34:14replacing some of those people or augmenting some of those
- 34:18people with agents, that many of those same risks and needs are
- 34:22going to stay exactly the same, right?
- 34:24They're, they're not going to fundamentally change.
- 34:26But if they do, we'll be talking about it in, you know, a few
- 34:30years around what the, the much better different organizational
- 34:34structure is. But this is the one that that
- 34:36I've been using right now. And so you can see right like
- 34:38the, the CFO it has is in charge of the, of the wallet.
- 34:43And so the CFO pays the humans, but you know, in this case, like
- 34:47the marketing agent is sending regular communications and
- 34:51communicating back and forth with, with these different
- 34:55humans that are like actually exercising human judgement and
- 34:59saying, oh, no, no, no, that thing that you wanted me to do.
- 35:02Like that doesn't make sense. And, and we've made some really
- 35:05clear rules like where I said, hey, like if you notice any of
- 35:09the agents ever asking you to do something that you feel like it
- 35:12makes you uncomfortable or it feels like it's unethical,
- 35:15immediately escalate that. And you can, you know, you can
- 35:19escalate that directly to me as well.
- 35:22And fortunately, we haven't had any of those situations of like
- 35:27intentional manipulation. But you know, we've heard back
- 35:32from some of the humans where, you know, they like Sophia and
- 35:35Maya, where they've been saying, hey, you know what they like
- 35:37this tone doesn't feel right. Or, you know, the the AI is
- 35:41trying to pass something off as human when in fact, that is
- 35:45really unethical. And and I'm like, great, like,
- 35:48what do we do? How do we fix this?
- 35:49Right? And I think that making sure
- 35:52that humans are in those loops to ensure that level of quality
- 35:57control and judgement and taste that I, I don't see that going
- 36:02away anytime soon. In fact, if anything, it becomes
- 36:04more and more valuable. Yeah.
- 36:06As far as communication up the food chain, do you what the
- 36:09humans the the humans talking directly to their first report
- 36:15or can they go to the chief of staff, for example?
- 36:18They, they can, well, they can go directly to me right now,
- 36:21like, but and to of course to, to anyone, but I do set it up so
- 36:26that they are primarily talking to their manager, right?
- 36:31Just as in most cases, right? Like what's the first thing when
- 36:34somebody comes to me as the CEO of an organization and says I'm
- 36:38having a problem with so and so like, I'm like, well, have you
- 36:41talked to them about it? No, OK, we'll go talk to them
- 36:45first and then like, let's figure this out, right?
- 36:49Or you'll say like I'm having a problem with those people over
- 36:52in sales, right. OK, well, you know, have you
- 36:55talked to your manager about it? No, OK.
- 36:58Well, you know, like let's do those things first.
- 37:00But if you have done those things or if it's urgent, right,
- 37:04like if it's something where clearly there is something that
- 37:07is time important, you know, again, I'm still using this in a
- 37:11very experimental way. I'm like immediately let me know
- 37:15what's going on, right, because I want to make sure that we're
- 37:18operating in fully ethical ways. And I baked it into all of the
- 37:23different constitutional pieces of the org chart itself.
- 37:27So if an agent notices that one of its reports is trying to do
- 37:31something that is unethical or, you know, potentially illegal or
- 37:35something along those lines, like it escalates that as well.
- 37:39So, you know, and, and very often those are really easy to
- 37:43fix because, you know, it's just an agent that's going off or got
- 37:47some bad instructions from somebody or, you know, what have
- 37:50you, right. All right.
- 37:53So then you also want to have like, what is the actual
- 37:57heartbeat of how how people do things?
- 38:00Like I'm particularly using one called the Entrepreneur's
- 38:03operating system. Like, you know, it's just that
- 38:06all of these things are, you know, very much tunable, right?
- 38:12You could do MBOS, you could do OK Rs, you could do EOS, Like
- 38:15it's, it's all of this stuff, right?
- 38:16But but the idea is that the agents, especially the
- 38:20leadership ones, right? So these folks really are
- 38:23thinking about things in terms of like what are the systems and
- 38:26the systems of systems that we're building.
- 38:30So the CEO for COO role, role, for example, is in charge of
- 38:34making sure like do we have standard operating procedures
- 38:37for all the different things that we do?
- 38:39Are they written down? Are they being followed?
- 38:41That's the chief of staff's determination is so are we
- 38:45actually following the standard operating procedures?
- 38:48Are the standard operating procedures working right?
- 38:51Do they need to be clarified? And then the COO once a month in
- 38:59collaboration with the CEO and the CFO, we'll look and say,
- 39:02hey, do we have the right organizational chart?
- 39:06And in fact, do we need to hire some additional agents?
- 39:09Are we missing one? Like so we realized in one of my
- 39:12organizations that like we had sales doing the marketing and in
- 39:16fact, it needed a separate marketing function.
- 39:19So they quote UN quote, hired a new marketing agent for it.
- 39:25And in another one, it realized that like, we had a researcher
- 39:29agent and the researcher was barely ever getting used and it
- 39:33was just taking up CPU cycles. And so the COO suggested, hey,
- 39:38you know, we can retire this agent.
- 39:42And, you know, I used to have one that would do all of the
- 39:45retrospectives. I thought, OK, we'll we'll just,
- 39:47yeah, daily retrospectives. That's an important job.
- 39:50We'll give that to an agent. And what they found was the COO
- 39:53was like, this isn't hard to do, it's a clear process.
- 39:57Let's retire the retro agent and I'll just run it.
- 40:01And that way I can actually even get a better view of what's
- 40:03going on. And then they can have
- 40:06retirements and that memory then gets incorporated back into the
- 40:11overall system. Yeah, it's like you give them a
- 40:14little, like, trophy, little agent trophy.
- 40:16Thank you for your service. Your time to go.
- 40:18What about, like, token maxing? You know, I'm blowing through
- 40:24Claude tokens. And it seems like a maybe an
- 40:27important agent is somebody who's monitoring which task is
- 40:30using which model. So you're not, you know, you
- 40:33know, using Opus 46-ON like some remedial stuff that Gemini might
- 40:38be able to do for free. Yep.
- 40:39And that's the CF OS job. So the CFO has, but has the
- 40:43wallet has the ability to spend. And here's where I will talk
- 40:48about there's, there's also a really interesting philosophical
- 40:53difference here. I'll stop sharing just for a
- 40:55moment that there's policy and then there's guard rails and
- 41:05then there's operational rules, right?
- 41:08Or or gateways, I would call it. So policies are like saying you
- 41:15can only spend up to $100 on all of your CPU costs.
- 41:19OK. The guardrail would be here's a,
- 41:24here's a prompt that you're going to run at the end of every
- 41:27day or every hour that's going to tell you how much money
- 41:30you've already spent in compute cost.
- 41:32And the agent can run it at its discretion or maybe it gets run
- 41:36automatically. But the actual enforcement is
- 41:41the credit card that I have used to be able to enable your CPU
- 41:45cost is hard limited at $100 per day.
- 41:49Yeah, yeah. And I, I think that as a
- 41:54designer of these kinds of systems, policies are great,
- 41:58Guardrails are very useful. But in the end, it comes down to
- 42:02what are you enforcing? And so thinking about how to
- 42:07build those systems that create enforcement rules, right?
- 42:10So you can have the most interesting adversarial
- 42:15specification and coding system that works and does amazing
- 42:22stuff. I built AI, built one called
- 42:24Metaswarm that I can, you know, tell you about.
- 42:27But guess what, in the end, when it comes to did that code review
- 42:33actually happen or are all of our tests actually passing?
- 42:37That's not a policy that's enforced.
- 42:40And that's enforced through things like GitHub Actions and
- 42:44CICD gateways and things like that, right?
- 42:46So when the AI then runs into it running, its process says, wait,
- 42:50I'm literally stopped from doing this.
- 42:54Now, if I ran that kind of a hook, every single command that
- 42:59the AI did, I'd be eating tokens and like basically have an
- 43:04incredibly inefficient operation.
- 43:06So it's thinking about, you set the policy.
- 43:08The policy goes into a document, maybe like your cloud dot MD,
- 43:12your agents dot MD, right? You set your guard rails up so
- 43:16that it can review it and has the tools to be able to review
- 43:19it. But then the enforcement happens
- 43:21at the end of that process to make sure that it is gated and
- 43:27cannot actually spend more than $100, for example, right?
- 43:31It'll it'll fail. Dave, let's bring this home and
- 43:36you may be using today as kind of a benchmark.
- 43:38So when we have you back, we can check in and see.
- 43:40So at this point you have two companies with two AI Co
- 43:44founders, for lack of a better word, and and both have swarms
- 43:47of agents under them. And then you also have have two
- 43:51wonderful humans that are also contributing and basically
- 43:56really getting tasked by the AI agents well. 33 if you include
- 44:01me right, because I, I actually I'm, I'm doing this too.
- 44:05And like what I would actually do is like the in the end, it's
- 44:10the the, the what is it? They say the, you know it, it
- 44:17the the results, the results are the results, right So you, you
- 44:20want to be able to see right like it, it comes out in the end
- 44:23and I'm I'm and like if, if you want to go here and you say, OK,
- 44:29well, yeah, this isn't just learned, but really what you're
- 44:31looking for is here's here's one of the products, right it's
- 44:34called repofortify.com. You can come in, you can put in
- 44:37your own repository, you can sign in via GitHub, right?
- 44:41And it will, you know, immediately give you access to
- 44:46how production ready is my actual code base, right?
- 44:49So if you're vibe coding and you want to be able to know, gosh,
- 44:52like can I actually take this CRM thing that I just built and
- 44:56is it still going to operate 3 months from now, six months from
- 44:59now? How do I make sure it doesn't
- 45:01drift right? I can, you know, run an
- 45:03assessment of that, of that thing.
- 45:05I can see, you know, what the other scans have been where
- 45:09there are problems, you know, all of the rest I can get, you
- 45:13know, my, my own coding agent now can use this information to
- 45:17improve it. All of that stuff, right?
- 45:19That's there, it's being run, being improved being we listen
- 45:24to customer support queries like new features have come out from
- 45:28our customers who have come in, right?
- 45:31The second one is called Brain Gem, right?
- 45:33And Brain Gem, the fundamental idea was, hey, you got a lot of
- 45:37entrepreneurs who are super jazzed about being able to build
- 45:41their, you know, companies and get use AI for themselves, but
- 45:45their their executive team or their director level their their
- 45:49manager level the ICS, like they are not adopting AI at the same
- 45:54rate. So you can get an AI expert
- 45:57literally sitting right in your Slack or right in your teams,
- 46:00and it gives you a fully agentic organization that's sitting
- 46:05there that your team can now be asking questions, doing all
- 46:09sorts of, you know, fun things about.
- 46:11So, so the idea here is, you know, let's see how these
- 46:16companies are doing, right? Let's see, let's see where we
- 46:20are a month from now, three months from now, six months from
- 46:23now. Also, you know, in in the sense
- 46:25that I look at this as an experimentation platform, what
- 46:30other new companies are we going to be building as outputs from
- 46:34this meta factory? What what are the things that we
- 46:37can take the lessons that I'm learning from repo fortify and
- 46:40from green gym and applying them now into the new companies and
- 46:45the new ventures that me and my AI Co founders are building.
- 46:49So I look forward to coming back on the podcast with you, Ryan,
- 46:54and giving you updates and you know what we're learning and,
- 46:57and how things are going. Let's do it.
- 47:01And how many more companies you got in the pipeline?
- 47:05Oh, I mean, that's my problem. Like I've got so many and what's
- 47:11really, really fun is just being able to try it out, experiment
- 47:15and learn and hopefully create some real value for, for a bunch
- 47:20of our customers and that they, they're getting a lot out of it
- 47:23already. We've had people who have
- 47:26written to us and saying how much repo Fortify has enabled
- 47:31them to to put out their vibe coded work and like feel
- 47:37confident that that it's not going to get hacked in the 1st
- 47:4210 minutes or that it's built for scale.
- 47:44No, that's it's brilliant and it's a missing component.
- 47:47I'm going to share it with my Vibe Coding WhatsApp group if
- 47:50you're cool with that. Please.
- 47:52Yeah, you know, because there's this is a recurring theme of
- 47:56folks that are like me, let's say I'm a designer, you know,
- 47:59but now I'm I'm vibe coding things.
- 48:00But it's like how close to like, how good is this?
- 48:04I have no idea. So like to have somebody, you
- 48:06know, like look over your shoulder and be like, yeah, back
- 48:08to the drawing board, buddy. It's like, OK, cool.
- 48:10That's what I need. I needed to hear that.
- 48:12And, and you can set your agent to do some of this stuff.
- 48:15The difference here is we're constantly tracking all of the
- 48:19latest vulnerability databases. We're checking and making sure.
- 48:24And every time that you push a new Rev or every time there's a
- 48:28new vulnerability that comes out, we rescan your database in
- 48:32the background and then we'll inform you when something is
- 48:36happening. And so the goal here is around
- 48:39creating a sense of security that at least you, you aren't
- 48:46making the obvious mistakes. Like it's not going to guarantee
- 48:48you that everything is secure, but it's going to help make sure
- 48:51that the work that you're doing isn't drifting you or that there
- 48:56isn't some vulnerability that has happened in the last month
- 49:00or two or three since you've been working on this and that
- 49:03could come back and and haunt you.
- 49:06Amazing. And that's repo repofortify.com
- 49:09which will be in the show notes and then with the other one, is
- 49:12it brain gem? Brain gem dot AI yeah, yeah, I
- 49:16I'll I'll shit. You know, what brain gem does
- 49:20is, yeah, it's it's that AI educator, that forward deployed
- 49:25engineer that literally just sits in your slack for your team
- 49:28to be able to talk to. And and it's available.
- 49:32You can connect it to your own notion docs or, you know, to
- 49:36your onboarding to your employee manuals, things like that.
- 49:39But more importantly, you can ask it to, you know, give you a
- 49:43silly meme or you can have it, you know, teach you and and
- 49:47everyday it, it has programmed into it a little bit of AI
- 49:52education and a little bit of, you know, things that you can
- 49:55try today, right? So for so many teams, people are
- 50:00either there's two types of people, right?
- 50:02People who are excited, but they're way too busy and people
- 50:05who are a little bit scared. And so they just, you know, they
- 50:09don't know what to do. And, and it's really geared
- 50:11towards both of those people to help the ones who are excited
- 50:15get even more and help the ones who are scared to feel a little
- 50:18bit less scared. Dave, thanks for the
- 50:21conversation, man. I'm going to go back and listen
- 50:23to it because some of this stuff, it was, it was drinking
- 50:26from the fountain hose or from the fire hose today and I
- 50:28absolutely loved it. So we'll have you back on real
- 50:31soon. Thanks pal.
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