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You know even Google looked for external investors for Waymo, right? Yeah, Google . That company with more than $100B in cash. Even they know that it's better to burn someone else's money.
Certain amount of risk per initiative.
Ex-GitHub CEO launches a new developer platform for AI agents
611–620 of 625 posts
Re: Ex-GitHub CEO launches a new developer platform for AI agents
#612Earlier quoted context omitted.
That's why several VC-funded AI companies are deliberately vague about what they are doing.
That is charitable of you. The alternative viewpoint is that they are vague about it because they have no idea what they are doing.
I'm sure they have a vision of something but I also think the moat is narrow here. A lot of what these companies thinks will be "special sauce" will be unnecessary because the frontier models are advancing 6 months from now, and survival at that point will come down to extremely proficient execution to manage to stay ahead.
(And most of these companies will not be good enough at that)
Re: Ex-GitHub CEO launches a new developer platform for AI agents
#613Re: Ex-GitHub CEO launches a new developer platform for AI agents
#614Earlier quoted context omitted.
HN is full of AI agents hype posts. I am yet to see legitimate and functional agent orchestration solving real problems, whether it is scale or velocity.
You're confused. If you hype AI here you lose karma.
The top comment here is one by straydusk. Their profile says: data expert, AI explorer.
Re: Ex-GitHub CEO launches a new developer platform for AI agents
#615Is it just me or does "ex GitHub CEO" sound like it's going to be a bad project getting continuously worse and therefore is not worth to even look into!?
Re: Ex-GitHub CEO launches a new developer platform for AI agents
#616Earlier quoted context omitted.
What kind of barrier/moat/network effects/etc would prevent someone with a Claude Code subscription from replicating whatever "innovation" is so uniquely valuable here? It's somewhat strange to regularly read HN threads confidently asserting that the cost of software is trending towards zero and software engineering as a profession is dead, but also that an AI dev tool that basically hooks onto Git/Claude Code/termin…
GitHub doesn't have a "moat" either besides network effect. Just like most SaaS. And it was sold to Microsoft at $7B.
Mostly because "Microsoft Look at Xamarin, almost everything that they had is now gone in modern .NET.
Re: Ex-GitHub CEO launches a new developer platform for AI agents
#617Earlier quoted context omitted.
Yeah, that's not the game at all. Have you ever invested in startups?
I don't need to "play the game" to realize private valuations are just marketing fluff not based in reality. It's literally "the greater fool" theory in action. When the incentives are to just lie and not put out something with some actual scrutiny like a 409A, it's quite clear what game is being played. But yes, I would totally love to invest in startups with people's pension funds. It seems like the perfect scam wh…
Almost all of the world's most valuable companies were once VC investments that I'm sure you would have dismissed as just greater fool nonsense.
But more to the point, I was talking about how you apparently think VCs just make up super high valuations of the companies they invest in to justify those investments? Are you not aware that VC is a competitive market?
Re: Ex-GitHub CEO launches a new developer platform for AI agents
#618I don't understand how this is different from giving an agent access to github logs? The landing page is terrible at explaining what it does.I guess they are just storing context in git aswell? So is this just a few context.md files that you tell the agent to update as you work and then push it when you are done???
All AI landing pages are so confusing, maybe because they are AI-built as well...
Re: Ex-GitHub CEO launches a new developer platform for AI agents
#619Earlier quoted context omitted.
99% of projects the take applies to are massive flops. The Dropbox weekend take is almost always correct.
Sorry for by ignorance, but what's the Dropbox Weekend
Many, many years ago, when ~persia came ashore~ dropbox was announced on HN [0] The top comment was quick to point out "For a Linux user, you can already build such a system yourself quite trivially
Re: Ex-GitHub CEO launches a new developer platform for AI agents
#620Earlier quoted context omitted.
I'm thinking a customized LLM would write notes in its own hyper compressed language which would allow it to be much much more efficient. For debugging you could translate it out to English, but if these agents can do stuff without humans in the loop, why do they need to take notes in English? I can't imagine creating this without hundreds of millions if not billions. I think the future is specialized models
They're literally trained on natural language to output natural language. You would need to create the hyper compressed language first, convert all of your training data to that, and then train the models with that. But token efficiency per word already does vary between different languages, with Chinese being like 30%-40% more efficient than English last I heard
Doesn't this mean the Chinese models have a significant advantage ?
This isn't my domain, but say you had a massive budget, wouldn't a special LLM "thinking" language make sense ?