Latest / Founder Mode / The Future of AI-Built Software with Nima Keivan
Transcript
- 0:00Yeah, I, I think this maybe is a realization that's happening in,
- 0:03in real time, which is if, if you really want to get a benefit
- 0:07from an autonomous system, you do want to hand off something to
- 0:10it and have it do it end to end. And that's basically 100%
- 0:13reliability, which is really hard to get to.
- 0:15So there's always this gap. Welcome back to Founder Mode.
- 0:33Where we breakdown how real builders think.
- 0:35Today's episodes about the future of AI built software.
- 0:39Not demos, not prototypes, production.
- 0:41We're seeing tools that generate code instantly, but code isn't
- 0:45the problem, it's context and sort of requirements.
- 0:49Yeah. And if contacts and requirements
- 0:51become machine readable, we're not talking about assistance
- 0:53anymore, we're talking about full autonomy.
- 0:56Kevin, we've talked a lot about how much AI is helping your
- 0:59companies write code faster, and we've talked a lot about
- 1:01contacts. Do you think autonomous agentic
- 1:03coding is going to be able to replace having your full team of
- 1:06devs or what's the future going to look?
- 1:08Like, yeah, I mean, I definitely think there's going to be a
- 1:11movement. And like some of the devs, you
- 1:13know, and some of the work the devs are doing today won't be
- 1:16necessary in a year. And I think, you know, in in
- 1:20five years, really hard to predict.
- 1:21But I think in a year they'll be big parts of things that people
- 1:24spend time on today that won't we just won't have to do.
- 1:27And I think what will happen is that the engineers will move to
- 1:30things to enable more of that to be possible.
- 1:32But I think the best thing I read was I forget what it was
- 1:35like AI 2028 or there was some like, you know, future looking
- 1:39thing where they were like the best AI is going to be building
- 1:42more AI I. Don't feel technical and I
- 1:44certainly am not comfortable in the in the at the command line
- 1:48yet It's it's you know mixed bag.
- 1:50I would say like with tools that are very natural language
- 1:52interface ChatGPT clawed lovable like I'm crushing and things are
- 1:56going really well, but you know building building agents using
- 1:59things like open claw. I'm having less success, but I'm
- 2:02I'm learning a lot, which I think is really the thing for
- 2:05every founder out there right now.
- 2:07The lesson, the take away from all this stuff is like the is
- 2:10moving so fast that just to stay on top of it feels super
- 2:13overwhelming. But if there is, you know, if
- 2:15there's one thing I'm learning as a non-technical person is
- 2:17like there's so much opportunity to build tools for yourself, let
- 2:21alone tools for other developers and tools to make your business
- 2:24run better, like just tools to make yourself more efficient.
- 2:26Like you're the king of this, Kevin like systems and process
- 2:29and tools to kind of eat, you know, software and AI eating the
- 2:31world and and taking a lot of like these manual tasks off your
- 2:34plate. I think NEMA has built some
- 2:36autonomous systems and robotics and was very successful and now
- 2:39in software sort of taking on this in a more virtual way.
- 2:43Yeah, and he's taking kind of a contrarian view on how AI should
- 2:45actually build things. You want to bring him out?
- 2:48Let's get to it. Nemo, welcome to Founder Mode.
- 3:01You've built autonomous systems in the physical world.
- 3:03Now you're building autonomous software systems.
- 3:05And so today we're just talking about, you know, what happens
- 3:08when AI stops assisting engineers and really just starts
- 3:11actually building stuff in production.
- 3:12Pretty exciting. Yeah, that is exciting and
- 3:14thanks for having me. Yeah, we're, we're really happy
- 3:16to have you here, Neema. Nice to nice to see a familiar
- 3:19face from our Hampton community. You started in robotics and
- 3:23autonomy. What did building physical
- 3:26autonomous systems teach you about reliability that maybe
- 3:29most AI software builders might be missing?
- 3:31Yeah, I, I think this maybe is a realization that's happening in,
- 3:35in real time, which is if, if you really want to get a benefit
- 3:38from an autonomous system, you do want to hand off something to
- 3:41it and have it do it end to end. And that's basically 100%
- 3:45reliability, which is really hard to get to.
- 3:47So there's always this gap. And that gap creates technical
- 3:50issues for how you build autonomous systems, but it also
- 3:53filters your implications of where you should maybe start 1st
- 3:57and where it's a really good fit and where it's not a really good
- 4:00fit. Because ultimately someone has
- 4:02to carry that gap. Some person has to come in and
- 4:05get involved and carry that autonomy gap.
- 4:07There's a lot of nice analogies in autonomous driving and
- 4:10physical systems to AI agents today where there's a gap.
- 4:13And then the question is who's carrying the gap?
- 4:15So I think that long tail of corner cases of weird things
- 4:19you're going to encounter in autonomous systems, that's what
- 4:22bridges you from a demo, which is pretty easy to get to, to,
- 4:25oh, this system is in production.
- 4:27No one has had to deal with it for a long time because it's
- 4:30just working. Yeah, I think it's a good point.
- 4:32And it's funny you bring up the parallels between robotics and
- 4:35like software and just AI in general and like even just
- 4:38technology, right. As I think back like everything
- 4:40we've built in technology, like there's always a gap just using
- 4:43new tech. And I'm curious how much of the
- 4:45kind of failure mode that you sort of experienced in the
- 4:48robots world? Like for the same reason that
- 4:49self driving cars didn't start on the streets of Boston in the
- 4:52snow, right? They started in like the cleaner
- 4:54streets of California where the weather's pretty good and things
- 4:57can see, you know, warehouse robotics a lot easier with maps
- 5:00and things drawn out where you can control the environment.
- 5:03And just like software, if I can control the environment, like
- 5:05when things fail, like outside of a controlled environment,
- 5:09like that's a lot more painful, right?
- 5:10Like, again, how do you guys think about that when you're
- 5:13building or approaching this problem in terms of deciding
- 5:15what environments you want to play in maybe or like picking
- 5:18how controlled it is, Like it's saying, hey, this one feels safe
- 5:20enough that I'm willing to do it versus like, hey, this just
- 5:23feels like there's too much ambiguity around it and maybe
- 5:26it's not a safe environment to sort of sort of pick as a place
- 5:28to deploy. Yeah, there's 2 two thoughts
- 5:31that come to mind based on both the physical AI stuff we did and
- 5:35and today like more in the virtual world, which is a lot of
- 5:38the easy pickings are not that much and there's not that much
- 5:42value locked up in them. Because if it's super structured
- 5:45and there's not a lot of corner cases, someone already came in
- 5:47and added some like, you know, good old fashioned workflow
- 5:50automation or good old fashioned robotics where line following or
- 5:53whatever that just handled that. So you know, you're
- 5:56automatically put into these positions where things are less
- 5:59structured. Like, and in my old company,
- 6:03company canvas, that was we specifically our pitch was that
- 6:06we're going to come into a messy warehouse environment when
- 6:09there's people where things are being dropped on the floor,
- 6:11things are moving. You think that warehouses
- 6:13manufacturing facility is clean. It's really not.
- 6:15It's, it's, it's kind of chaos. That was a value prop.
- 6:18So, you know, we were coming in and saying we're going to take
- 6:20take that long tail. I'm going to make it autonomous.
- 6:22There's a consulting angle to this that but I think you
- 6:24touched on which is we as the solution provider come in and we
- 6:27kind of look at this space and we either go, yeah, I think this
- 6:30could work or whoa, you know you need to do a Passover this place
- 6:34because it's just too much like we just can't handle it.
- 6:37That changes in, in software automation because like in your
- 6:41physical automation, you have much larger contract, you're
- 6:45coming in, you're, you have a longer relationship with
- 6:48someone. Whereas with automation in the
- 6:51software space, ideally you're leveraging software dynamics
- 6:54like easier to deploy, easier to modify.
- 6:57I mean, that's kind of the tagline.
- 6:59So what we're trying to do now is take that consultative phase
- 7:03of identifying like the right use case that's a good match for
- 7:06the level of autonomy and make that also autonomous.
- 7:09A little bit of meta, you know, agent that is scoping out where
- 7:14it's a good fit for agents to be in, in the 1st place and then go
- 7:19and build and deploy them. Because I think that initial
- 7:21problem is actually quite challenging today.
- 7:24And there's an army of like 4 deployed engineers going out and
- 7:27kind of figuring this problem out.
- 7:29But it's it's at a, it's at a very high cost to do that.
- 7:32There's a lot of excitement around AI code generation and
- 7:36you know you've you've said that that's potentially solving the
- 7:40wrong layer of the problem. What do you see NIMA as the real
- 7:43bottleneck? Yeah.
- 7:44Well, first of all, let me just say that the code generation
- 7:47agents are pretty incredible and the phase change is very recent.
- 7:52I mean, it's kind of late last year to today is a different era
- 7:57to beginning of last year, but primarily for developers.
- 8:01So developers, their lives are changed and they're dealing with
- 8:04potentially massive force multiplication.
- 8:07But if you go into an enterprise and you talk about automation,
- 8:12there's much more of a human problem to deal with, which is
- 8:15what are we even automating and what does it look like today?
- 8:18Who is involved, or is everyone going to be bought in to it?
- 8:22A really tangible way to think about it is something people are
- 8:25doing manually today and they're going to not do that tomorrow is
- 8:29a really big change in the way they work.
- 8:31And ideally they have some input or at least an understanding of
- 8:35what that change is going to be like.
- 8:36Who's going into the organization and affecting that
- 8:39change? Traditionally that's been a
- 8:41consultant that you paid a lot of money to and they came in and
- 8:44they had agency and they had authority and they would they
- 8:46would deport that. So if you if, if the you know
- 8:50the kind of term diffusion, if you want to diffuse AI faster,
- 8:53that is one of the big bottlenecks in the enterprise,
- 8:56which is people have to be on board.
- 8:58They have to understand what's going on and have input.
- 9:01Our approach to that has been less for deployed engineer and
- 9:05more building agentic tools that act as that consultative layer,
- 9:10but that is a really bottleneck, yeah.
- 9:12Yeah. And if the so the generating
- 9:14software parts kind of like easy at this point, right?
- 9:16You can it's easy to generate code.
- 9:18The question is really like how do you make that code sort of
- 9:21end to end durable? You know, if you'd say like
- 9:23actually like fully implemented. And so when you guys think of
- 9:26this problem on the fringe of like the durability piece or
- 9:30this sort of like messy edge, do you think of that as like, hey,
- 9:33it is like sort of an agentic powered person, like a, is that
- 9:37a forward deployed person that comes in with tools?
- 9:39Or you're thinking, hey, like the actual solution that we want
- 9:41to propose is like a set of agents that can act as that sort
- 9:44of like completion engine on the, you know, on the on the
- 9:46edges of like completing, you know, a proper durable software
- 9:50product. The latter, I mean the company's
- 9:52namesake, is coming from a point of frustration of software
- 9:55actually being not very durable and and deteriorating very
- 9:58quickly. Our thesis three years ago, 3
- 10:011/2 years ago, was that actually if you want to create durable
- 10:04software, you first need to know what it's for.
- 10:06And that was often not in the code base like all the layers
- 10:09that I was. It was just talking about the
- 10:11human layer, the workflow layer. That's just not in the code.
- 10:13So we knew we had to capture that.
- 10:15We had to understand what is it for what you know, what is this
- 10:18doing in the org so that when something breaks, we understand
- 10:22the high level requirements to fix against.
- 10:26Otherwise you're down in the weeds.
- 10:29Some API call that you relied on doesn't respond, it fails and,
- 10:34and I guess you can fix it so many different ways.
- 10:36One of the easiest ways is to not make the call.
- 10:39You know, just delete that call. OK, it's done.
- 10:41It reminds me of a lot of like test driven development.
- 10:43Like you remember this whole model of like, hey, we write all
- 10:45the tests first. We like, you know, almost define
- 10:47the PRD or the product spec as a set of tests and then you're
- 10:50working your way backwards. Do you guys think of that?
- 10:53Like are you ever does ever that mindset or that sort of
- 10:55framework of this TDD sort of test driven thing coming to
- 10:58mind? Or do you guys think of it more
- 11:00as like, hey, we're just defining the PRD or like how do
- 11:02you think about defining that? Yeah, that's actually we follow
- 11:06very much a PRD test, develop, run the test kind of cycle and
- 11:12then maintenance model. Like we kind of mapped the the
- 11:15software development life cycle from I have a problem to there's
- 11:18a solution deployed and we basically do all of those steps.
- 11:21The very first step is what we call the solution architect.
- 11:23It's kind of like a consultant that comes in and creates
- 11:25consensus in IT organization by talking to multiple people,
- 11:28coming up with a set of requirements that are feasible.
- 11:31And that's pretty challenging to do it because you can come up
- 11:33with a set of requirements that you can't build against, like
- 11:35it's not useful. So that has to be feasible.
- 11:38And then we build against those requirements with testing,
- 11:42testing in the enterprise. I mean, we can go into this
- 11:44later, but it's like it's a whole other thing because you're
- 11:48testing against usually large duplicated systems of record
- 11:51that have like 20 years of accumulated modifications and
- 11:56customizations on them. But you need to test it, you
- 12:00need to sandbox it, you need to simulate it and then you deploy
- 12:04it, the deploy and, and hopefully you've done your
- 12:07testing such that deployment works, but then things will
- 12:09break downstream. I think the anchor for all of
- 12:11this is still the requirements, which is kind of like your PRD.
- 12:15So if something breaks, you go back to the PRD.
- 12:17What was I actually trying to do?
- 12:18You're testing like our scenario testing is informed by the PRD.
- 12:21We look at the PRD, we go, what are the corner cases we need to
- 12:24exercise during testing? And those typically don't tend
- 12:27to be little unit tests. They tend to be more scenario
- 12:31testing, integration, like testing at a broad, at a high
- 12:33level of abstraction where you have to simulate, let's say say,
- 12:36a CRM or an HR system or what a database would tell you without
- 12:41actually going in and messing with it.
- 12:42With a live production system, a lot of testing, yeah.
- 12:45Otherwise, you know, you're just sort of testing on prod, you're
- 12:47launching it and it'll break, and then you have to get into
- 12:49this really gnarly feedback loop with everyone trying to use it
- 12:52at the same time. So Kevin's very technical and
- 12:56you are very technical, NEMA. I am a dumb growth guy who is
- 12:59less technical. And so when I was, you know,
- 13:01spending some time on the website and trying to understand
- 13:04what, what you guys do, I, I, I needed a little bit of like the
- 13:08Reddit explain it like I'm 5. So I would love, could you give
- 13:11like the pitch in, in in, you know, something that could be
- 13:14understood by someone with less technical sophistication
- 13:17perhaps? Yeah, I I hope so because we,
- 13:19you know, we're really built durable for non, you know, non
- 13:22developer, non-technical operators.
- 13:24And our pitch to them is that you're the expert in the
- 13:27operations of your organization. You know, these operations
- 13:30really back to front and you're the person that should define
- 13:34how it should be automated. Durable is a platform that will
- 13:38consult with you to come up with the requirements, build against
- 13:41it, test it, prove to you that it's built against those
- 13:45requirements and then manage the life cycle of that once it's
- 13:48deployed. So deploy it, hook it up to your
- 13:50systems and if something is going wrong, it's the one that's
- 13:54detecting that it's fixing it if it can coming to you.
- 13:56So we actually, you know, our ideal point of contact with an
- 14:01operator is starting with a problem statement like I'm doing
- 14:03this thing manually. It should be automatic.
- 14:06And then you can think of us as like a little mini consulting
- 14:10company, AI consulting company that starts at that level,
- 14:13writes code, tests it, connects it, deploys it and then
- 14:17maintains it. And of course, with that comes
- 14:19like the next week, you'll have to change it.
- 14:21So you, you know, we manage that.
- 14:23Hopefully that that's you know, I got a high level I.
- 14:25Heard I heard like a Gentek consultant that takes your
- 14:29problem statement and goes and does the work to automate, you
- 14:33know business functions, integration systems to make
- 14:36things easier for your organization to get stuff done.
- 14:38Specifically writing code, because when when we go to an
- 14:41operator and we say, all right, like tell us your process, you
- 14:43want to automate. These things are complicated.
- 14:46They're touching multiple systems.
- 14:47They come back to people. There's a lot of sometimes
- 14:49judgment necessary. So there's AI models involved,
- 14:52sometimes there's AI agents involved.
- 14:54So there's a previous iteration of these tools that were more
- 14:57drag and drop and you would kind of pull blocks together and
- 15:00required a lot of technical know how.
- 15:02When we open it up and say, give us your problem, start at that
- 15:05level. The solution could end up being
- 15:07quite complicated, which is why we we write code to to implement
- 15:11it and but then we have to do a whole bunch of stuff on the
- 15:13implementation side to make sure that code is production ready.
- 15:17That is good code. I think it's a slot.
- 15:19The first question I would just to kind of follow into Jason's
- 15:22like who do you sell to? Like who's your, who's your ICP
- 15:24like in this case, like who, who's who's the buyer of this?
- 15:27Yeah, because we want to move fast, we're sort of targeting
- 15:34startups, SMEs say you know 50 to 100 million that sort of
- 15:39range or any kind of revenue. Our the person that gets most
- 15:43excited is in the CEO or somewhere of that organization
- 15:47like in the small side it might be the CEO themselves.
- 15:49Otherwise some, you know, operation like Rev OPS,
- 15:52marketing OPS, like in a supply chain might be actual like
- 15:55logistics and supply chain OPS. They just know all the
- 15:59processes, they've got the process map in their mind and
- 16:01they're like, Yep, this is the highest ROI thing we want to
- 16:03automate here. The people that, that kind of
- 16:05know it, but we also have to, you know, that that's kind of
- 16:08our, that persona, the ICP. And then we also have to just
- 16:11kind of have an eye on IT. And, and more and more like
- 16:14these companies have like a like an AI team.
- 16:17And so we actually have to partially build the product for
- 16:19them as well, but they're not typically excited about it.
- 16:22They're typically like, we want to make sure this doesn't do
- 16:25things we we don't. It reminds me of Outlook when
- 16:28the Outlook Windows was built, everybody said it wasn't built
- 16:31for the user. It was literally built for IT.
- 16:33Like every button, every check, every setting was some IT person
- 16:36requested. That's why there's, you know,
- 16:38this trash raft of buttons on Outlook for Windows because IT
- 16:41required that to be a button and an option in the thing where a
- 16:45nor user would never, you know, like modern mail clients have,
- 16:47you know, 5 buttons, not 5500. Think that what's cool about the
- 16:52way you described this? And I and I think what's I'd
- 16:55love to kind of go one to deep, one level deeper in like the, so
- 16:58now it's like, hey, it's not tested driven development.
- 17:00That's a very engineering thing. Like I take requirements and I
- 17:02build TDD to map that back. It's like, hey, this is PRD
- 17:05driven and the PRD is sort of built by these agents.
- 17:08And we've got consensus in the org that they agree that that's
- 17:11the requirements. And now I think you've touched
- 17:13it a couple times about what we all call in the engineer world,
- 17:16like mocking, like you have to mock the other systems, right?
- 17:19And so it's like, hey, I need to mock Salesforce.
- 17:21OK, pretty easy. I need to mock Oracle pretty
- 17:24easy, but now go mock like a bunch of custom software with a
- 17:28bunch of custom config. It's like Salesforce integrated
- 17:32in this thing or it's a database running on this thing.
- 17:34And oh, by the way, it's in a lossy, you know, network
- 17:37environment that's got, you know, other sort of
- 17:39unpredictable error conditions. Talk to me how you guys both
- 17:43discover, but then build sort of enough mocking to sort of
- 17:47validate these things and test that you've got it right?
- 17:50Like how, how do you sort of like infer or build out like
- 17:53what is, what is the, you know, I'm going to pick a random
- 17:56thing. Home Depot's implementation of
- 17:58SAP patch level 7. Look like at 9:00 AM when
- 18:02everybody logs in to check out for the first time in the system
- 18:05gets 7X slower than it does every day, right?
- 18:07You know, like how do you mock those kind of things?
- 18:10And do you get to that level? Or it's like, hey, we're close
- 18:12enough. We sort of get it rough and we
- 18:13kind of, you know, recover quickly in production.
- 18:16Yeah. Let me ground this in like a
- 18:18like an example that we, you know, we've seen, we've
- 18:20addressed, which is like, let's say you have a typical like kind
- 18:24of center of excellence, sort of customer success use case is
- 18:27that you have metrics on your customers and you want to
- 18:30understand which ones are trending negative.
- 18:33And you want to understand if people are like jumping on those
- 18:36and whether you have Intel that you're sitting on, not acting
- 18:40on. So an operator might be like, I
- 18:42have a hunch that this is happening in my organization.
- 18:44I have some BI and it's showing me this happening in my
- 18:46organization and I want, let's say an agentic system or more
- 18:49like an AI enabled workflow to just identify these and then
- 18:53push the action forward. So questions like if you, if you
- 18:57approach at that level, it's durable.
- 18:58The questions that will ask you concretely will be like, all
- 19:01right, like I, you know, tell me where this stuff is, like which
- 19:03one of these systems that I'm connected to you're just
- 19:06specifically looking for at this point, we're assumed that we're
- 19:08already connected to these systems.
- 19:09That's a whole like IT thing that is that is challenging, but
- 19:13say that happened and you go through that, you'll set up your
- 19:16requirements. When we come up with those
- 19:18requirements, we actually have to read from those systems
- 19:21because otherwise the requirements are disconnected
- 19:23from what's, you know, you might have customized them.
- 19:25OK. So we're already touching these
- 19:26systems at that point. Then we write some code, then
- 19:28we're, you know, to sort of do our primary analysis, kind of
- 19:32review unit testing and then it comes time to scenario testing.
- 19:36So we're saying, based on the live data that we've seen on
- 19:38these systems, here are a couple of court cases.
- 19:40Maybe a user, maybe, you know, a customer is as having has had an
- 19:45issue. But on the CRM, someone is like
- 19:47totally you kind of drops them like they're not an opportunity
- 19:51anymore. So we should we shouldn't
- 19:52trigger on that. Whatever that's the scenario
- 19:54when we play, we've written code and the code is potentially
- 19:58could do something very complicated when when that code
- 20:01interfaces to these external systems, we intercept that
- 20:05access and we do what we go like I have a just in time mocking.
- 20:09Where we say, OK, are we actually changing this external
- 20:13system? No.
- 20:13Then we can let the call go. We can actually let it read,
- 20:17let's say from the CRM, Yeah. But then if you actually the
- 20:21code tries to make a change to that external system, we do a
- 20:25just in time simulation. And this is where the kind of
- 20:27LMS are amazing. If you create the right context,
- 20:29you can basically simulate what that system would do.
- 20:32And then in a later call when the results of that simulation,
- 20:35you can inject back into the code.
- 20:37So rather than creating kind of like an entire mock as user
- 20:41simulation of a very complicated external system, which will then
- 20:44lack all of your data and lack all of your context, we're using
- 20:48the live system, but guaranteeing that the tests will
- 20:51never change the state of that system.
- 20:54And when the code does try to change that change the state, we
- 20:56intercept it and do the simulation right there and
- 20:59there. So we kind of keep track of all
- 21:00those changes. And when those changes fall back
- 21:02into the code, we inject the results back into the code.
- 21:05So we kind of, and think of it as like a human developer that's
- 21:08stepping through the code. And every time the code tries to
- 21:10do something on like the prod database is like, no, no, no,
- 21:12I'm going to like use my debug interface and, and fake that.
- 21:15But then I'm going to keep track of all those.
- 21:17And when it needs the results back, I'm going to fake that
- 21:19too. And then we, we kind of create a
- 21:21round trip around that. The models have totally enabled
- 21:24this, but I think it's a pretty unique use case use of them, you
- 21:29know, allowing us to use as much of the live state of that system
- 21:33as possible. Like your real customer data,
- 21:36your real, let's say you know support agent sales, you know
- 21:40sales agent data, but then not change the state of the systems
- 21:43when we do the same. So nearly you sold the company
- 21:46to Amazon and you've seen inside a very big organization like
- 21:50that and others. What was the insight that kind
- 21:53of got you from your first exit to now building this new
- 21:56company? I think though, so the world is
- 21:58really different. When we started durable like in
- 22:002022, I was going around telling people like code computers are
- 22:05going to write all the code. Like we just need to be looking
- 22:07at requirements. And that was I think that was
- 22:09maybe a silly idea at the time where that's what people
- 22:11thought. Like nobody kind of could
- 22:13believe that would happen. So my like my durable Sutter out
- 22:16of a frustration of US writing a lot of code the hard way at
- 22:20Canvas. And this is a code that was
- 22:22really difficult to maintain. And it was really it was plugged
- 22:25into a lot of complicated systems, especially when we
- 22:28deployed these robots in a real warehouse manufacturing
- 22:30facility. You have like VMS systems, ERP
- 22:33systems and, and my thesis was like, at least that glue code,
- 22:37that business logic layer could be completely automated so that
- 22:42the operators that we were deploying to could then just
- 22:45kind of describe how they wanted these robots to behave within
- 22:49that environment. And then something deploy the
- 22:52code to make that happen. At the time, that was extremely
- 22:55difficult and a very much a manual consultative process.
- 22:57And, and it remains to this day for robots, if you deploy A
- 23:01robotic system, if there's a whole system integrator kind of
- 23:03cottage industry that comes in and, and configures it for you.
- 23:06And that was also the case for us.
- 23:08So I, I was like, at least that should be something.
- 23:12I think that you can conversationally get to a set of
- 23:14requirements, but you need precision, you need the ability
- 23:16to like test it out before you implement it because you're
- 23:19affecting real change. And that was really the insight.
- 23:21I mean, obviously we're seeing it now go a lot further than
- 23:24that. But I think at least that level
- 23:26of automating that kind of business logic, I think now we
- 23:29can reach production level quality without developers being
- 23:32in the loop. It's pretty amazing considering
- 23:34like, that's just, you know, a couple of years ago that would
- 23:36have been science fiction. I love it. 2 questions.
- 23:38So one, what would you describe? And maybe if you can't show the
- 23:41exact details, what would you describe as the most complex
- 23:43sort of piece of software that your team's built so far and,
- 23:47and put in production? And the second question is using
- 23:50your tinfoil hat, what will that look like a year from now?
- 23:53I'm not even going to make you do 5.
- 23:54I'm just going to say one year. Yeah, I I mean the, the, the
- 23:57complex complexity comes in a couple of different flavors.
- 24:00I would say the most complex tend to be agents
- 24:03implementations and the reason is when you need an agent, and I
- 24:08guess maybe I should make that point.
- 24:09It's not always because we approach at the level of
- 24:12problem. Our solution Architect is is
- 24:15designed to steer you where it's going to solve your problem it.
- 24:18Makes it a lot easier man. That's right.
- 24:20Yeah. Like sometimes it's not an
- 24:22agent, sometimes it's deterministic with an LLM call,
- 24:25sometimes it's deterministic without an LLM call.
- 24:28You know, like, but, but when it when you need an agent because
- 24:31it's not possible to your your dealing with non determinism
- 24:34either at an interface, like someone is interfacing with this
- 24:38automations and a human, you can't predict what they're going
- 24:40to do. So you need some adjacent front
- 24:42end or you need it to like do an investigation, look around,
- 24:45create, you know, create a dossier, come up with an
- 24:48explanation. Those tend to be the most
- 24:50complicated, mostly from like a validation and testing
- 24:53perspective. Like you could write the Asian.
- 24:55You can, you know, we we would write custom tools for an Asian.
- 24:57We would deploy the ancient, but then you have a huge number of
- 25:00scenarios that you have to put this thing under and and make
- 25:04sure that it that it works and then surface the ones that are
- 25:07borderline to the team that you're building this for so that
- 25:11you can get validation on whether it's doing the right
- 25:13thing in those circumstances. Those tend to be like the most
- 25:16challenging purely because of the non determinism.
- 25:18Like deterministic workforce can get pretty, pretty complicated,
- 25:21but we have good confidence that we can test them.
- 25:24I think Asian evaluations are still still kind of an area
- 25:27where there's a lot of development happening.
- 25:28Yeah, Quick one on that. Do you guys use like a brain
- 25:31trot? We had Anchor on the call on the
- 25:32pod a couple months ago. Like do you guys use like a
- 25:35brain Truss or Langfuse or something or do you guys have
- 25:37your own for eval? I mean eval is like one of the
- 25:38trickiest things obviously in in agentic stuff.
- 25:41We had to roll our own because of that mocking the mocking
- 25:45thing. They, they brought up the
- 25:46simulation piece of it, meaning we have to run the code in a
- 25:50certain, in a, in a specific harness because it's interfacing
- 25:54with all these external complicated systems that we
- 25:56don't want to mess with, but we want to use as much as possible.
- 26:00So we've had to roll basically our own little framework for
- 26:03taking the requirements, turning them into a scenario, like
- 26:06fanning them out into a set of scenarios, determining like
- 26:09success cases for those running the code and, and agents run
- 26:13forever, right? So we have to run the code in a
- 26:15limited amount of time, which means like we have to like mess
- 26:18with time. We have to like Fast forward
- 26:20time to get to like certain events that might happen that
- 26:23are interesting for that evaluation.
- 26:25Like, we really like putting probes, like to think about
- 26:27putting probes into this thing. And like, yeah, you know.
- 26:32So dropping off of Kevin's second question, you've said,
- 26:35and it sounds like you were saying in 2022 that software
- 26:37will eventually be entirely built from natural language.
- 26:40What would you say is the timeline on that?
- 26:42When are we going to be, you know, dev hands off keyboard on
- 26:45writing code, just talking, maybe whisper flow or some other
- 26:49interface or just typing in, you know, a natural language prompt
- 26:52and that's how code gets written.
- 26:53You know, I think it depends on the level of complexity.
- 26:56Like for some complexity amount, I think we're already there.
- 27:01Let's call that like prototype for you know, there's a long
- 27:04time. If you wanted to prototype,
- 27:05someone had to put a real time, real money against that.
- 27:07Now, now we're there. I think for production ready
- 27:12automations like the kind we're doing, we're kind of almost
- 27:15there more complicated than that.
- 27:16I mean, people talk about like, you know, vibe coding systems of
- 27:19record or vibe coding like Salesforce.
- 27:21I you know, that that seems that I don't think we're there.
- 27:25I'm not going to make a prediction as to like how long
- 27:28that's going to take. I just don't think anyone knows.
- 27:32Yeah, I like it. I would say there's a real,
- 27:34there's, there's a real problem in this latent requirement space
- 27:39where like if you think about a big piece of software, like a
- 27:42system of record, it's PRD is like hundreds of pages if you
- 27:46like want to fully specify it. And we don't fully specify it
- 27:49because a lot of it is in the heads of like the people that
- 27:52build it. They're kind of making
- 27:53assumptions left and right, I think agentic systems right now.
- 27:56But the one tool that they have is like these ever increasing
- 27:59context size. So I guess at some point maybe
- 28:01you could stuff the entire 100 hundreds and thousands of pages
- 28:04of PRD into it. But what we're seeing is that
- 28:06you know your most success with coding agents is if you point
- 28:09them at a very narrow problem with the really good
- 28:12requirements and then validate the outcome heavily.
- 28:16Yeah. End to end autonomy seems like
- 28:19it's missing both scaffolding, but also maybe some model
- 28:22requirements in terms of like the model actually building a
- 28:26representation of what you're building long term so that it
- 28:29can compress that and keep it in context.
- 28:31And not like forget that you have this sort of amnesia
- 28:33problem where you work on one section of it and you totally
- 28:36forget what the other sections are and that those two sections
- 28:38need to talk to one another. Yeah, I think that's a cool with
- 28:41a wrap. And I think what, what's
- 28:42interesting is that the system of record, like you said, is
- 28:45hundreds of pages, but there's thousands of pages of how it's
- 28:48used, used, right, which is the actual real deal of like how did
- 28:51which, what are people putting in those fields?
- 28:53What are validated, what are not validated?
- 28:55What are all the unwritten rules of what's going in?
- 28:57And I do think I agree with you that that ends up being the
- 29:00quite frankly, the messiest part of like software is like, if
- 29:03we're going to replace the humans or, or sort of help the
- 29:05humans, you know, reduce the amount of work they're doing on
- 29:08these systems, we're going to have to like document the
- 29:10undocumented. I would love to like let people
- 29:13know, like, where can they reach you?
- 29:14How do they find you? Like if they want to try out
- 29:15durable, you know, what's the best way to sort of, you know,
- 29:18get on your guys's radar? Yeah, you know, just reach out
- 29:22on the website or on LinkedIn, you reach out to us.
- 29:25Thank you so much for being here.
- 29:26This was an enlightening conversation about a topic that
- 29:28we talk a lot about on the show, so thanks.
- 29:30Yeah, thanks for having me super fun.
- 29:32Awesome. All right.
- 29:33That was a fun one. Autonomy in the physical world,
- 29:35and now autonomy and software. Same problem, different surface
- 29:38area. Yeah, the robotics lens makes
- 29:41the difference because it forces you to talk about reliability
- 29:44and not like the vibes or the demo, right?
- 29:46Like production is like real when things are moving around a
- 29:48warehouse or robots are doing things, you know, and bumping
- 29:51into each other and dropping things.
- 29:52And now in software, like obviously like that, you know,
- 29:55sort of same principle, right? Really rings true.
- 29:58Yeah, he kept coming back to that autonomy gap idea, the gap
- 30:01between what the system can handle and what really, you
- 30:03know, what reality can throw at it.
- 30:05Someone always has to carry that.
- 30:07Yeah, and the point was blunt, right?
- 30:08If you're not near 100% reliability for the workflow,
- 30:12like you didn't actually remove the human and you just move the
- 30:15human into the failure. Path.
- 30:17Yeah. All right, Kevin, what were your
- 30:18top five? Yeah #1 durable autonomy means
- 30:21like closing that autonomy gap #2 like code generation is no
- 30:25longer the constraint, right? It's really this bottleneck of
- 30:28scoping and finding out what to automate and who's impacted and
- 30:31getting real buy in three durable software starts with the
- 30:35requirements like you really have to know what you're doing,
- 30:37which sounds silly, but if you think about it, that is the that
- 30:40is the driving force 4 scenario testing really beats unit tests,
- 30:44right? You have to think about this as
- 30:45an end to end thing and be able to isolate some of the external
- 30:48systems. And then five ringing true.
- 30:51This just in time mocking is a pretty novel idea where you're
- 30:55only having to recreate the things that could touch a live
- 30:58system in a in a, in a negative or sort of right way.
- 31:01And that allows you to really get tighter.
- 31:03Yeah, this was a good one. If you're building agents or
- 31:05automation inside of a real company, send this episode to
- 31:08the person who thinks Cogen is the whole story.
- 31:10And if you want more of founder Mode conversations like this,
- 31:12subscribe, leave, review, and share it with your team.
- 31:15That's it for today. Because the hard part isn't
- 31:17getting an agent to work once. It's getting the work when
- 31:21nobody's watching.