The AI Daily Brief: Artificial Intelligence News and Analysis - MCP, Agents and What AI Engineers Are Thinking About Right Now feat. Swyx
Episode Date: April 17, 2025What's at the top of AI engineers' minds? Swyx, organizer of the AI Engineer Summit and host of Latent Space, joins us to discuss MCP (Model Context Protocol), the rise of AI agents, and how t...he role of AI engineers is evolving.Find our guest online:https://x.com/swyxhttps://www.ai.engineer/https://www.latent.space/Get Ad Free AI Daily Brief: https://patreon.com/AIDailyBriefBrought to you by:KPMG – Go to https://kpmg.com/ai to learn more about how KPMG can help you drive value with our AI solutions.Vanta - Simplify compliance - https://vanta.com/nlwPlumb - The Automation Platform for AI Experts - https://useplumb.com/nlwThe Agent Readiness Audit from Superintelligent - Go to https://besuper.ai/ to request your company's agent readiness score.The AI Daily Brief helps you understand the most important news and discussions in AI. Subscribe to the podcast version of The AI Daily Brief wherever you listen: https://pod.link/1680633614Subscribe to the newsletter: https://aidailybrief.beehiiv.com/Join our Discord: https://bit.ly/aibreakdown
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Today on the AI Daily Brief, what non-engineers need to know about the state of the discourse in
AI engineering. The AI Daily Brief is a daily podcast and video about the most important news
and discussions in AI. To join the conversation, follow the Discord link in our show notes.
One of the things that I think is very exciting about AI is that it's breaking down barriers
between technical and non-technical people. AI is an intermediating technology whereby
people who are non-technical can start to grok the tools of creation from an engineering and
development perspective. And as people are trying to make that side of their brain work, the resource
that I most often point them to is the latent space podcast and newsletter and the AI engineer
summit that's produced by some of the same people. Specifically today's guest, Swix, is at the center
of all of that amazing work. He has an incredibly good pulse on the state of conversations when it
comes to AI engineering. And so today we're talking about what the big themes that people in that
community are talking about, building around, and what the implications are for the rest of us.
All right, Swix, welcome back to the AI Daily Brief. How you doing, sir? Very good. Long-time listener
and glad to be back. Yeah. So I think that this would be a really fun conversation. What I was saying
to you kind of before we were recording is that I think that what's super valuable and what I hope to
kind of have come out of this is to help, you know, my listeners, which I would say are on average,
uh, there's a higher portion of non-engineers, right, than, than your audience. So, you know,
helping enterprises and non-engineers think, understand kind of where they're big discussions in
AI engineering are. And I think that it's pretty clear at this point that, you know, it has always
been valuable for people who are inside technology and building with technology, whether they're
engineers, whether they are developers or not, to try to keep a pulse on what builders are building,
how they're building, you know, what tools are using.
I think it's even more pertinent, obviously, with AI, right?
That, like, the space between the non-engineer and the engineer is getting blurrier, right?
Perhaps to some chagrin somewhere.
But so I think that that would be super value.
And I think you obviously have a unique vantage on this, you know, in terms of the content
you produce, you know, with latent space, but also through planning the AI engineer summits,
right?
So we just got off one, I guess, a couple months ago now.
it feels like just a minute ago.
That was super fun in New York.
You've got the AI Engineer World's Fair coming up in San Francisco again this summer.
And so I thought what would be fun is maybe we kind of just go through, like use those
planning processes to kind of frame what people are thinking about and how that's changing,
even in this compressed period of time.
And maybe to start off, I think what you were just sharing with me about how you think
about planning, I think is actually very useful context for folks to get into the conversation.
Yeah, sure, thanks. The planning process, you know, this is my third year doing this, so I don't feel like I have fully unlocked, but, you know, I think the main thing is that our source of Alpha is that we stay close to the engineers and also we react faster than the machine learning conferences. And so these are the two things because there are a competitor, there are obviously many, many AI conferences.
But for example, the research conferences like Neuribs, ICML, ICLR, all of them, I don't know if people know.
In order to speak at one of them, you have to submit a paper six months in advance.
And so in AI time, that's a long time.
And that's just purely because Neurip's is 38, 39 years old.
It just wasn't that fast when they were started.
And now it is.
And, you know, it's hard to change a tradition like that.
And then the other conferences are typically organized for business heads and talking heads and people interested in that kind of thing.
And so they don't get too far down on the technical detail.
And I think the key problem with that is there's a ton of fireside chats, a ton of panels.
Everyone shows up with no preparation whatsoever, they yap for 30 minutes.
And then you're done and you don't remember any of it.
So the thing that I emphasize a lot is what an engineer is going to take home with them to do their work.
how to improve that. And that means I demand of my speakers that they prep a lot.
But then also like that then that gets the results that we get, which is, you know, talks that
actually matter. And the people that come actually, you know, want to meet the people that like
build things and are in our hands-on. So, so yeah, I mean, like, it's weird because like it's
slightly less prestigious to be hands-on keyboard than, you know, being like a CEO of like a major
company, you know, going on station talking about how we're all not going to need jobs in five years.
But, you know, the people who need, who are hands on keyboard also need a place together and that's
what I do.
Yeah.
And my argument, as someone who's, you know, been involved very nominally, you know, at least
with the last one, you know, helping MC and stuff, is I think that in general the action is
happening hands on keyboard, you know.
And even if you are, you are, everyone's a builder now is sort of the short of it, you know, whether, whether they're building with code or building other ways.
If you are kind of fully participating in AI and agent land. So let's talk about going into the sort of the summit that was earlier this year.
It felt like the big sort of inflection or change, again, from the outside. And you correct me if you were thinking about it differently, is an expansion of the question that had kind of
characterized a lot of 2024, which is what is an AI engineer, right? And, and, and how does one,
what does it mean to do that and what do you need to think about to what is an agent engineer?
And how does agent engineering, you know, interact with change, modify, transform that,
that framework. So I'd love to know if that, if that was sort of how you were thinking about it,
if that was the big sort of shift and what the implications were in terms of, uh, the conversations
that you wanted to facilitate. Yeah. Um, I don't know if people understand,
that it felt like a risk at the time because we made this decision kind of November-ish.
And for a lot of last year, actually, agents was kind of a bad word because there had been a few
agents startups that failed. And people were like kind of taking it. You know, we were telling
people to take agents off of their description because it was like so ill-defined and so overused
that people didn't really like seeing them anymore. It was a counter signal that you were doing
something interesting. And then it really flipped with 01 and with all the other subsequent agent
lodges with operator deep research and all that. And Manus now is crazy. So like last year's World's Fair,
we had nine tracks. Only one of the nine tracks was agents. So like we really had to decide like,
okay, we're like this is the right time for agents and we're going to go all in on this one.
And I think then there's also another consideration with regards to what can engineers
uniquely do as opposed to researchers.
And, you know, like we had other talks about open models.
We had other talks about GPUs and inference and multimodal models and all that.
But a lot of that starts to entangle with the sort of research layer of the stack.
And, you know, those, like, those are great, but like, they are very dominated by people with the resources to do that research.
and there are already research conferences.
So we really wanted to be an engineer conferences.
And I think that specialization in the engineering layer on top of models to turn them into agents was like the key.
I was like I was kind of waiting for that moment and it felt like the time to do it,
especially with NCPs launched like an end of last year.
And so I picked, you know, I announced that we were all in on agents and we like planned out,
you know, here's like what we think the disciplines of agent engineering are.
it turned out to be very different in the end, but we sort of scoped out what that cover proposals was.
And people came in and it was really popular.
So, I mean, I can talk through like the individual talks that did well, but also like that's the high level, which is like we made a high level bet on agents.
And then I did my keynote with why now.
Like, you know, I think there's a very strong moment to timing where, you know, if you're correct but too early, you're still wrong.
and I think that I think you know that this this whole this whole trend of like 2025 being the year of agents I think is probably correct
what do you think that what you know without rehashing the entirety of the of the keynote what do you think the sort of the key inflection point was was it the like the reasoning models was it you know better infrastructure I mean what what do you think sort of made that that shift for it to become real if I can share my screen I'll I'll just you know for people on on YouTube I had I had sort of nine points
and a lot of them are more slow bake, right?
Like these have just been improving in terms of performance
into the model performance.
So what I'm looking at on the screen now is the Gaia benchmark for meta.
By the way, we interviewed with the Gaia team last year
if you want to learn more about what Gaia really is
and what their intentions are.
But things have just been improving on this S curve,
and we're just kind of in this top part of the S curve now
we're starting to reach human baselines.
And I think the closer we are at the human base.
the more we can start actually using them instead of just reporting the benchmark scores and
saying that's cute but I'm going to go back to using my human intuition now. But then there's also
all these other stuff, right? Like there's better capabilities, better tools. But also like, you know,
I like to emphasize the second tier of stuff because I think people aren't really, people always focus
on the first tier, which is that, oh, we've got, you know, a reasoning model now versus non-reasoning models.
And that makes all the difference. And like, sure, like that helps. But
but you could build agents without reasoning models
and still benefit from all these other things.
So like multiple frontier labs,
like GROC 3 now as an API.
You know, Gemini 2.5 Pro is arguably the best model in the world.
Like you're not stuck to one model,
therefore you can chain together different capabilities
and get out of ruts.
The depreciation curve of models is also a constant force, right?
And it's all Moore's law.
And all that other good stuff that we can talk about later.
And I think the last thing on the business side I want to highlight to folks is that we're actually really moving from a cost plus model where you're just charging based on a number tokens and then maybe you mark it up a little bit towards the outcomes that you deliver.
And that's a huge change, right?
Because now the reframing is going from, all right, how well can you consume my tokens to how much of my job as a human can you do, therefore you are worth this much.
and that's a couple orders of magnitude difference there.
Yeah, super interesting.
And so kind of what were the types of talks
that you were trying to bring together to, you know,
instantiate this and bring it to life?
And what hit either, you know,
and particularly I'd love this sort of subjective take on,
you know, what was popular that you didn't expect
or did expect, you know, out of the talks
that kind of were most resonant with people.
Yeah.
Well, I mean, so we're still in the process of releasing all the talks.
So I don't know in advance with everything.
But you could see, like, anything from Big Lab is good.
Sure.
We had a, because we were organizing in New York, we really wanted to also focus on agents
in production, right?
I think the subtitle of the conference was agents at work.
So really, I think a lot of people see demos, and then they're like, that's cute.
I can use it for fun demos and then probably they never actually use it.
But who's actually using this thing at work?
How much impact is it having?
Do any of the Fortune 500s care?
You know, like what if they figured out because they're so smart and so big and so much, so
resourced?
What have they figured out that I haven't figured out?
Right.
So I got people from like Jane Street, from Bloomberg, from Black Rock, which, by the way,
their talk wasn't approved to be released.
So everyone who attended got an exclusive that we cannot release.
Alpha baby.
And ramp as well.
Yeah.
So the production agents and AI talk in big companies like Jane Street, Bloomberg, Ramp, by the way,
I think announced like an $11, $12 billion valuation after this talk.
No correlation there.
And then I guess like RL was very, very hyped and we can talk about that one, but also windsurf,
which I think always very surprising to me that you can just be a second mover after
cursor and still do super well. And, and, you know, as long as you design your agents well and you're,
you take like good enough differentiation, you have good enough differentiation, people will give
you a shot. And I think that's very encouraging. I think that that just means that, you know,
if you think something is over or a category is done, maybe you should just try harder.
Yeah. Yeah. When I was sort of pulling out and looking at, you know, again, sample that not
everything has gone up, but some of the standouts included the RL for agents, the wind surf thing.
And then, of course, and maybe the one that we can talk about a little bit now is the MCP,
the MCP discussion.
So that one I expected it to do well.
So it is not.
Yeah.
Well, so I would love to like, one of the things that was really interesting is you wrote a post,
or you guys wrote a post called YMCP One, which I think is super interesting.
I think I did a whole episode about it, basically.
That's a specific post.
Yeah.
Yeah, I mean, listen, you keep creating great content.
I will keep, you know, remixing it for this audience.
So I thought part of it was interesting because it's so, so recent but still so far in my memory,
now that MCP has completely taken over the conversation, right?
And you had the Google CEO a couple weeks ago asking to MCP or not to MCP and then
yesterday answering that question or, you know, yesterday from when this was recorded.
But you were, you were reflecting on the sort of, you know, the, the, the, the, the, the, the, the,
the period following the immediate reaction to it.
So you basically argued that the immediate reaction was good,
but then it kind of got quiet for a little while.
So can you take us back to like, you know,
end in November when it gets announced,
into December and January and how you were thinking about MCP
and then where you saw the sort of the pickup in conversation
and what you attributed to?
Yeah, I would give credit to Alex Albert,
who I think has a timeline of events of MCP somewhere out there.
But yeah, it was launched in November,
and I think
there was a lot of interest.
I think it was top of hackery news.
But I don't think there was a ton of immediate follow-through
because people were kind of used to
big companies launching protocols
and then it's kind of flopping or not really working.
One recent one that people might not remember
is meta actually launched a Lama stack,
which is a full open-source framework and stack.
Every framework has a protocol embedded in it.
I mean, that was kind of the insight there, that everyone maybe went too far in trying to impose all these opinions at once.
And Anthropic did it, took a different approach and adopted a protocol that other frameworks can build on top of.
And that maybe was that minimal viable product that actually was the only viable products,
because everything else would have been too much for imposing too many opinions on everyone building stuff.
So I think a lot of people started exploring it.
And I think like integrating it into their workflows.
And I think probably it was driven by the IDs.
So like Z and WinServe and then eventually Cursor, I think was the last one to add it.
Maybe co-pilot as well.
I'm not really sure the exact sequence there.
But I think the, yeah, I mean, really I knew that it was going to be interesting.
I thought it was like useful for a big lab to come out and announce something that wasn't a model.
and it was how tools should interoperate with models.
And I think insofar as OpenEI did that in 2023, 2024,
with their function calling spec and tool calling,
which did well but didn't have that spark of excitement that the MCP had.
I think anthropic taking a stab at it was really strong,
and I wanted to feature them.
And that was really about the amount of calculation that I had about there.
they really took it all the way.
Anthropic has been a really strong supporter of my conferences.
So they showed up and they had this like two-hour presentation
and they had tons of new alpha.
They never dropped anywhere else.
And then they also talked about their future plans,
announced the official MCP registry at the conference.
And it was all this stuff.
And so like that sparks in more excitement
because I think the other thing about launching these things from big labs
is that they need follow through.
They need to be,
people need to believe like this is an actively worked on thing.
You know, I think one of my statements that you liked in the piece was that, you know, protocols are only as strong as the people who are already using them.
And so you just have to believe that if I invest in MCP, all my buddies are going to invest in MCP.
All the people that want to be compared to are all investing in MCP.
And so, like, yeah, I mean, you know, that workshop did really well.
We released it.
It was like a good hit.
And I think, like, I saw the numbers earlier than anyone.
else just because I could see
the views, I could see the, and I looked at the
download statistics, and I looked at
everything, where everything was trending.
So I think this was the chart that
I focused on, and I was like, okay, you know, do I
call it now? Is it too ready to call it?
It was like, this is exactly where,
you know, it's like three, four months into
MCP. There have been
many, many attempts at creating some kind of
agent benchmark, agent
standard, but, you know, nothing like this.
And I was just like, oh, you know, I think,
it's a decent chance that MCP has kind of won this.
And I tried to articulate to myself why it won.
And that would, I ended up with these seven reasons, right?
Oh, six reasons, which is like it's a native, it's open standard, blah, blah,
you already went through this in your podcast.
And guess where, I don't know if you've seen the chart since this post.
I have not.
No, I have.
Yeah, well, we can click on it.
And it has done, we might need, it might need some little bit bigger screen for the,
for the data.
But basically, I projected the MCP
would take over the incumbent of open...
So this is just GitHub stars, right?
So we are going from 0 to 15K
in a very short amount of time
and faster than anyone else.
But the incumbent is Open API.
That's the big behemoth
that is basically the old industry standard.
And that one is at 30,000 stars.
So it's basically continued to go there.
So I was doing a conservative projection,
I was like, it'll hit 30,000 stars in July-ish.
No, it's crossed it this month.
It's crazy.
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Yeah, I mean, it was to me, you know, picking up on the, on the signals strictly from
competitive pressure when, you know, because opening I was fascinating because when they announced
agents SDKK, it was sort of like, all right, cool. There's, you know, the natural interpretation,
I think, you know, perhaps unsophisticated was got it. There's going to be an agent sort of
protocol war, right? Like, that's another vector of competition in terms of, you know, developer allegiance
that we're going to go for. And then when, like, five minutes later, they were like, we love MCP.
We're supporting MCP, too. I was like, all right, well, that's a, that's a whole different
ball game. Obviously, Google then follows. And, you know, I did resonate with that that point that
you made in terms of basically the network effect of protocols. Like, there is such huge advantage,
obviously, for building where other people are building. And it just got over the bootstrap problem so quickly
that, you know, it was almost like this is the type of thing where if everyone can get together
more quickly and make the decision, it's so good for everyone in terms of just collective value
that everyone provides each other, you know? And, you know, now you've got people who are,
like, actually thinking about this is a category of new startups, not just a new tool to use,
but an actual category of things to build. You've got Darmesh Shah, who I know is on the show
recently too. Like, he's spitting out on LinkedIn all the, all the MCP related startup ideas
that he doesn't have time to do, you know.
And I think he funded one of them when someone responded saying that they were doing that thing.
Oh, wow.
Awesome.
Yeah.
So it's very cool to see how fast that that ecosystem has emerged and is starting to flourish.
Yeah.
So I think people think of me as an MCP show just because obviously I did just show it a bit.
But I am a bit measured about it, right?
Like I have seen protocols get hyped and then get very not hyped.
And, you know, so the most recent version of this,
in developer land is GraphQL.
It was like, yeah, this is like a better layer over rest.
Everyone's doing like rest versus GraphQL threads and all that.
And it's very reminiscent of MCP versus OpenE API.
It's like basically the same.
And all the, by the way, all the issues that came up with GraphQL also are emerging
with MCP, like how do you do authorization?
How do you do connect with remote MCPs and do discovery of them?
Like the exact same things.
Because these are all the same type of problems, which I call the M times N,
to M plus N problem, right?
Like, that's how you sort of,
you solve combinatorial issues
by adding one legal abstraction
that has a standard interface
that everyone plugs into, right?
Like, common concept,
everyone understands that.
The authors of MCPR are super aware of it.
They talked to me about it
after we did a podcast with them.
So, I mean, I think good governance
and good judgments
is still going to win the day.
There is a way that they can screw this up.
And I think,
I was also on these TBPN
podcasts. And they were like, is this going to result in like an explosion of agents?
And I'm like, there's already an explosion of agents. This is not really
changing that trajectory in any way. But this basically improves the quality of
integrations. It's a boring answer. It's just like, you know, the integrations that you write,
are you expected in one app, you're going to see in another app because it's super easy to add
them. And you don't have to wait for them to add like, you know, Notion just because
it's on their backlog and they don't have it prioritized yet. Like, no, it's just out of the
box because Notion just launched an MCP yesterday. And that's it. It doesn't make for super
agents or anything apart from they are wider, they can integrate it with more things,
but we still have to solve a lot of the other core problems of agents. So I think it's a good
caveating. Where I look at it from, and so, you know, again, bringing this sort of back to an
enterprise audience, a lot of what I think enterprises are trying to figure out right now is
interestingly, when they think about agents and agent capabilities, I actually think that
directionally they're correctly.
When they're imagining in their kind of brain and ideal mind's eye of what agents can do,
they're kind of right about where things are headed.
The problem is just that it's not there yet in most cases, right?
The things that agents can do are more limited.
They're more discreet.
You know, yada, yada, yada.
Right?
There's some gap between what they're imagining and really excited about and what they are now.
And a big calculation is how much, how fast, and in what way to invest, given the rate of change.
And this is really, really challenging because it is sort of obvious that the answer is it can't be for, in most cases, just practically go all in on building the thing that you most want to build right now because in many cases it's just not exactly where they want it to be.
But it also can't be on the other end of the spectrum, just wait for it to get ready because you're going to be behind by then.
And so I think that they're trying to understand what to do in the interim.
And so it's really interesting when you have, call it accelerationist forces,
which is sort of another way of describing, I think, what you just described with MCP.
It's boring because it's not going to make more agents, it's not going to change the trajectory.
But by having, you know, your point, not having to wait around for that notion integration,
not having to wait around for, you know, some other thing that you're waiting for,
it does feel like it is likely to accelerate the speed at which new capabilities come online.
And sort of each new thing that gets connected to the ecosystem is likely to open up some additional use case.
Yep. I broadly agree with that. Yeah, we can talk about the other elements of agent engineering that we got from the talk, from the conference.
Yeah, I think FCP is a great protocol. But like, imagine if there were standards for all the other stuff.
Yeah, that'll be great.
Let's talk about the sort of the outside of that, the other pieces.
Yeah.
Well, so the other thing that happened at the conference that was followed up after was
OpenEI actually previewed how they think about agents, which is they released.
This is the OpenEI for VPs of AI talk, the one that was the day before you came.
And they said an agent is an AI application consisting of, one, a model,
equipped with two instructions that guide its behavior.
Three, access to tools, that extend its capabilities, that's MCP.
Four, it can be capsulated in a runtime with a dynamic lifecycle.
So that was what they previewed, and then they launched the agent's SDK after that.
I mean, they told me that that's what they were doing.
So I had full knowledge of that.
So it's interesting that, like, that is one form of the definition.
And then Lillian Wang, who used to be head of safety systems at OpenEI,
had a different
characterization of agents
where she was like,
agents is LLMs plus memory
plus planning plus tool use,
right?
So everyone agrees on the model layer,
everyone agrees on tool use,
and then they disagree on everything else.
Like,
the agents SDK has no memory,
no planning skills.
And then Lillian Wang forgot
that you need prompts for the models.
And also there needs to be this like runtime,
effectively this wild loop
of like the agent in the loop deciding what to do next.
And so I think it was like very disordered.
And, you know, I don't like that.
It seems very unstructured because people don't really take defining what agent engineering is seriously.
So I took a stab at it.
And there are six elements, right?
So it's I am P-A-C-T just because I, you know, whenever there's a lot of elements,
I like to have an acronym to remember them.
I'm not trying to push it.
You know, you got to, Congress does this for the names of bills too.
You got to make it memorable.
I remember, like, I think like the, there was like this Jedi contract or something that like, anyway, it was like a really interesting acronym.
But IMPACT, so the only forced acronym in here is I.
I is intent because intent is literally borrowing from what opening I just used for their, what they call prompts.
But I think you also need to encode goals and e-vowes, meaning that if you, like, an eval is kind of a prompt.
because once you run an agent against an e-vowel,
you can take the negative results of the e-vail
and then prompt it again to get the positive result.
So that is your intent.
What is your intent to that you're encoding or classifying
and executing on?
Everything else is very straightforward.
M is memory.
P is planning.
C is control flow, which is the runtime,
the if-else driven by the LLM.
A is authority because the OG meaning,
the human meaning of agent,
like my real estate agent,
my estate agent,
whatever,
is you work on my behalf
because I trust you to work on my behalf
to look after my interest.
And there is no, again,
like in the technical definitions,
the engineers,
they like trusted the last thing
that you think about.
But really, like for consumers,
for enterprises,
trust is probably number one.
Like if I don't trust this thing,
I'm not going to use it.
And the last one is
T, tool use,
which is the thing that everyone agrees on.
So let's talk about maybe bringing this sort of forward into reality with where we are now.
So you're living inside sort of fast-changing understanding of this space.
And now you're once again sort of having to put this back into a structure in the form of the run of show for the summer summit.
So how has your thinking about what needs to be included in that set of talks, that set of conversations,
changed since you were planning the last event.
And what does that look like in practice for the types of tracks that you guys are doing?
Yeah.
The feedback loop is very tight, right?
So MCP did so well.
So now we have doubled down and we're now we just announced an entire MCP track with the MCP team hosting.
And then we're just letting them invite their major contributors.
And it's like a MCP little mini conference, right?
I just love that I get to make calls like this because I know that the other conferences cannot do this.
So like we'll just do it.
We'll just do it just because we can.
And we're doing the same for local Lama because they are long overdue for a conference as well.
Like they are the biggest community of open models out there.
And the reasoning in RL talk, Will Brown's talk from Martin Stanley, did so well as well that we announced a reasoning in RL track.
So basically, like I am not trying to push the constant of EING.
that hard, just because I like to talk about these ideas and then let them organically
take traction, because I'm not going to change people's minds if the timing is bad or
if the concept isn't quite fit, right? But I just want to focus on individual problems or
domains where we can have the top speakers in the world gather and they'll primarily do their
talk, but really they're there to meet each other. Like I fully know as like the guy who
curates the talks, that the talks don't actually matter that much. And it's just like the people just
showing up and chatting in the hallways. So, you know, it is what it is. Like, you know, we want to do a good
show. We want to help people who are not in San Francisco get a sense of what the state of AI is. But at the
end of the day, people are just going to meet in person and talk offline, you know, to decide what to do
next. So, yeah, and there's the whole thing. Like, quick response to what is working and what people
want more of. And then also I think for the for the summer conference, the set of things that I think
you must have, even if they're not that super exciting. Like no one, you know, super really cares about
security, but they do care, you know, at the end, especially when they're putting it at work.
So yes, we have a security track, you know, like, because we have to. And then my job is to make
the most interesting practical, find the most interesting practical speakers.
that won't bore you to death about, you know, things that you already know you should be doing.
So stuff like that.
I also wanted to focus on jobs.
So, like, I think the, one of the smartest things I did with AI engineering was just literally name it after the job that I was trying to create.
And I think that there are adjacencies around engineering for AIPM and AI designer that work with AI engineers.
So I'm giving them a shot.
I'm inviting design and P.M.s to talk about how they work of engineering or just
I'll lead on how they should do their thing. We'll never be a full PM thing, product
management conference. We'll never be a full design conference. But I think if we can show them that
they have a seat at the table with engineering, I think that's something that they want.
Yeah. So this actually, and one of the themes obviously that I wanted to talk about is vibe coding.
And I actually think that this feels.
like an interesting bridge here because, so we just had this note from, uh, from the Shopify CEO,
right? That's the sort of the, the new AI mandate. And one of the pieces of it that sort of,
you know, obviously the one that everyone focused on was the no new hiring until you've proven
that an AI can't do it. Um, but one of the ones that was most resonant to me as someone who's,
you know, building a company in this new context was effectively the, you got to be prototyping
with everything with AI, right? And so, you know, he didn't put it quite this crisply, but like,
you know, there's a soft ban on talking about product stuff as opposed to showing product stuff
that you can get your hands on. And that's a shift that we've made internally as well. Like,
you know, there's one, you know, out of a, you know, core contributing team of six with super
intelligent, you know, one lead engineer, CTO, but everyone is using lovable or bolt or
or sell or whatever their, you know, their preferred tool is when they have ideas for features or
things they want to change, right? It's just become sort of the norm. It's just from a pure efficiency
standpoint. It's way easier for people to like, you know, go to step two or three in their own
thinking about what they're trying to articulate by actually seeing some weird little prototype
of it. And it's massively easier. I mean, it's a two X, three X, five X, you know, difference in
terms of their ability to communicate it to others at speed. So I think it's super interesting.
just to have that bridge in because, you know, it's part of the new capability of sort of AI
engineering is it is inherently more invitational or maybe accidentally more invitational is a better
way of putting it for non-engineers to engage with engineers on their own level in some way.
Yeah. I'm not sure what to say about that apart from my, I generally agree. You know,
I think it's an enabler for all parts of the organization.
And, oh, man, I always want to have this, like, recommended stack of things that people should be trying out.
But I know that if I do this, then, like, people will be pissed at me for, like, not including things or, like, miscategorizing things.
But, like, it's almost, like, a necessity that you should have one of these in your company, right?
And it's fascinating.
I think the people who are self-driven and don't mind getting their hands cut on the beating edge sometimes,
they will find the workflows that make them a lot more productive and that will win them in the competition of ideas, I guess.
So I'm a little bit idealistic about that.
But yeah, happy to double-click on anything.
I think vibe coding, by the way, obviously coined by mentor of mine, Andre,
and somewhat taken out of context.
Yeah, big time.
Very taken out of context?
Yeah, wildly.
He was literally talking about vibing.
Like, he didn't say a glass of wine,
but you kind of imagined him listening to, like, you know,
I don't know, like modern jazz and drinking wine while he's doing,
he's talking to his coding tool.
Yeah, but I think he's coming from a place where he has expertise
to look at the code, not read every line,
but get the vibes of the code.
And if it looks correct, it's probably correct,
and commit it and move on.
And now it's being taken to mean that you don't need expertise,
and you can just vibe it out and hope for the best.
And a lot of people actually are very successful.
That's why Bold and Love a Bowl doing so well.
But I think then they also get into trouble,
and they don't know how to get out of it.
And there will be a lot of wasted dollars on that.
Maybe someone that waste is fine because it's so productive when it does work.
but I think like what I'm trying to enhance here is what are the best practices like how do you stay on the rails and not go off track when you are vibe coding.
Yeah.
Look, I think that the the explosion of vibe coding as like there's clearly it's clearly touched a nerve in terms of, you know, an expansionary force for who gets to create what with it has come this whole new set of challenges and
problems, which need to be taken on one by one. And, you know, like, we, we, I think about that a lot in
terms of this sort of, you know, how accessible to the enterprise is it? And maybe it's not just
vibe coding, you know, with the sort of text to code tools, but just this entire new set of,
of, uh, of sort of agent, you know, or agent enabled coding environments, um, you know, they are,
they're strange or perhaps, you know, you wouldn't expect resistance to a lot of this inside
big companies. And the sort of the illegitimate part of that, I think, is often just a desire to not
see things change, you know, like engineers who kind of like the speed at which they get to move
inside big companies and don't necessarily want a force for that to, you know, quintuple overnight.
But the more legitimate sort of critiques are that there are a lot of these things aren't optimized
for, you know, big legacy code bases that have thousands of different contributors. And, you know,
the person who wrote the code today might not be there tomorrow.
But it also feels like those, like every single new challenge associated with this
sort of different approach, it seems like every day there's two new startups that pop up
to solve that particular challenge.
It's like, you know, whack a mole for these new issues.
What do you think about, like I guess, you know, as a quick preview, what are you hoping
to bring sort of with that vibe coding track?
Is it just sort of, you know, actually getting into what those challenges are and how
how to solve them.
You know,
you have a
particular take on
that set.
It's,
no,
it's more experimental
than that.
I probably just
want to
sample a set
of the conversation
for people to
discuss,
right?
So I want a
live demo of
how a good
vibe code or
vibe codes.
Just maybe
because people
can learn from that,
right?
I want to have
a negative
talk on
vibe coding,
like why you
should not vibecode
or why
my coding is doomed
or whatever,
right?
I want to have
a talk
talk from someone building a vibe coding platform, probably Bolt, because I'm closer to Eric
from Bolt.
And I want to sample that space and allow people to explore because I don't really know what I
think about it myself.
All I do know is I'm very pro people having more autonomy and power to create software and
to, you know, like I have so many designers and PMs telling me that like just because of these
coding tools, they are able to do the things that they wanted to do without the permission or like,
you know, the prioritization from the industry team. And that's fantastic for them. And it's fantastic
for their customers too. And so like there's there's something here. I just, I honestly, I don't
know if like Vibe coding is the best name for it, but it's what, it's what people have right now.
So I got to call it that. Yeah, it's super interesting. So,
this is awesome. I love getting to talk to you about this stuff. Maybe by way of closing,
as you think about, a lot of the conversations that we have are around leaders thinking about
AI and agentic transformation across their whole companies. And, you know, as I was kind of
alluding to, one of the interesting tensions is that it feels like outside of the enterprise,
a lot of the use cases that surround coding and engineering are places that have the highest product
market fit, or at least there's so clearly that the biggest change is happening. And yet,
that tends to be sort of a more recalcitrant area when it comes to, you know, the engineers
working inside big companies. If you were, if you were, you know, a sort of a general leader,
right, a CEO of a company who's trying to think about how to help support, encourage, demand
that their engineering organization
starts to evolve on the basis
of these changes.
How would you think about that?
Or where would you have them
start to pay attention or dig in?
Yeah.
This is why we have a leadership track.
We've rebranded the leadership day
into AI architects
because that's what Brett Taylor calls them.
Yeah, so it's weird, right?
Because on one hand, the engineers
have all these terms and jargon
they're throwing around.
And then on the other hand, I feel like the leaders just have to keep their heads down and mind the stuff that their engineers are not doing, which is like the compliance, the security, the legal, you know, all that stuff that people don't want.
And then, but there is one meta thing where they have to be on board, which is defining strategy and hiring.
So those are the two things where they really need to be very, very much in sync with the engineers.
and the other elements they can kind of dictate to their engineers.
And so, so like, does that make sense?
Is there anything that you want to double click from there?
No, I know.
That totally makes sense.
Yeah.
So, like, there is a session on defining strategy.
I basically always have a hiring talk in each, in every conference.
And I think it's really close to software engineering for now,
in the sense that you're 90% of software engineer,
and then like 10% of your interview loop or requirements or whatever will see your requirements of
AI.
But I think that will separate over time.
Once you start building all these disciplines in tool calls and planning and control flow
and authority and all that, that starts to become its own discipline, which is why I think
this AI engineer job description, you know, we're still exploring it.
We're still building out, you know, three years in.
And it's, I mean, it's exciting for me because I get to.
helped to define it and I also, you know, meet everyone important in that field. But, um,
uh, it, like, with everything, like, it's a, it's a nebulous concept. The, the, the lines are
definitely blurry. No, it's awesome. Well, look, I'm super excited. I, you know, I, I use these
events as, uh, as sort of benchmarks for what I should be paying attention to. I would encourage other
people to as well. Um, thank you for, uh, for coming on the show again and, uh, look forward to the
next time we get to catch up. Yeah, thanks for the support, man. Uh, come if you, come if you can. Um, um,
Yeah, it's in June 3rd to 5th and NSF.
And we're making a yearly thing.
So we're already planning 2026.
It's going to be outdoors, which is fun.
San Francisco is beautiful in the summer.
Yeah, love it.
All right.
Thanks, Sean.
Thanks.
