The goal isn’t consumption at all costs. Transparency is key.

We are terminating Chris Degnan for unethical conduct involving Cognition. The last few months have seen incredible progress in AI capabilities. San Francisco has flourished as new companies that solve new, more ambitious problems are finding great success. Generally, it is a wonderful time to be building. We at @FactoryAI have seen overwhelming interest in our model-agnostic coding agents and our software factory product. Our team has 10x’d in size, while our revenue has 100x’d year over year. This momentum has been unprecedented. A much larger competitor, Cognition (makers of Devin) has fallen behind us on the capabilities that matter most to customers: cost, quality, and security. Instead of competing in the market, Cognition engineers feigned interviews with us to pry information about our product. Not finding what they were looking for, Cognition has decided to throw their weight and money at people with direct knowledge of our most confidential plans. It feels as though ethics is being thrown out of the window in the AI era. People are willing to do anything, including exploiting privileged information and violating ethical boundaries. I think this is unique to our time, and I don’t think it’s right. Integrity still matters. Yesterday, I made the decision to immediately terminate Christopher Degnan’s roles as a Board Observer and Advisor to Factory, after over a year of service. Prior to this decision, Chris told me he had a casual conversation with an executive at Cognition AI. When I questioned his intentions, he reassured me that ethics aside, he had “made too much money” and was “too lazy to go work for Cognition,” which I trusted and believed. On Monday, Chris spent time advising the Factory team on a handful of confidential board-level matters. That evening, he called me to say that the conversation that was initially described as casual and one-off was actually formal and recurring. For weeks, while he sat in our board meetings and advised our leadership team, he was also confiding with executives of our largest competitor. Chris was subject to confidentiality obligations in connection with his work with Factory. We do not know the extent of the information he shared, but it puts his timely questions about our product roadmap and what the parity gap involves into a new light. It is sad to sever a relationship with someone who has been a trusted advisor - and even a close friend - for over a year. But Chris’s conduct is unacceptable to me. Trust in Board Membership is one of the sacred bonds in the Silicon Valley, one that helps the startup ecosystem thrive. With it comes an enormous responsibility. That trust was violated. Competition is good. I respect and in many cases admire our competitors. San Francisco is a beautiful, singular place where the bold and ambitious go to defy the norms and precedents of the past. But certain principles that must remain. Violating ethics to seek advantage turns what should be positive-sum into zero-sum. We all love technology. And we all love to compete. But we must hold ourselves to a higher standard. The future of software engineering comes with abundance that will impact every person on Earth. Building that future comes with immense responsibility. We must build and compete with integrity.

I decided to put this to the test. $25 of credits on Droid vs Devin. Devin ran out in under an hour. It burned through usage. Droid ran for 8 hours, finished the task, and still had several dollars left over. You guys are doing some kind of black magic with your harness.

ai agent/harness tiers

Many are surprised to hear that Factory is the first and only on-prem Software AI product that exists today. One with the ability for the control plane to be hosted in the customers' VPC or on-prem environment. These are the real challenges to AI adoption in the enterprise. We are proud to support a best-in-class experience for customers' to own their intelligence while deploying AI at scale.

Factory for @SlackHQ Code is now in beta for select users. Bring a software task into the channel, collaborate with your team, and Factory gets to work. The result comes back where the conversation started.

Two years ago Matan and I were on opposite sides of the table negotiating a term sheet for an investment in Factory. One thing led to another and I joined the 10-person team. Since then, there have been countless Surges, dinners with candidates and their loved ones to convince them to take the leap, and an ongoing mission to automate everything across operations at Factory. Through it all, we’ve never lost sight of our North Star: bringing autonomy to software engineering. Building Factory with this team has been the highlight of my career, and I’m grateful to step into the role of COO. Thank you to @matanSF, @EnoReyes, and the entire team for your trust. We are only just getting started.

So far @FactoryAI cooks. Impressed 24 hours in

Having more and more conversations around @concentrateai with mega alt firms and PE and hearing @FactoryAI come up a lot more, @cursor_ai a lot less, and @cognition not at all.

Privileged to work with the smartest people in the world - like Theo. I’m inspired every day by this team and our shared mission to build a future where software builds and improves itself.

We are proud to support @openai’s call for collective action on cyber defense. Together, we can make the digital infrastructure we all depend on more secure.

For the builders who want to shape the future of software engineering.

The people care about open weights!

google i know how you feel i lost my queen too

Hear from the creators of Kimi-K3 on the future of open source, and why being model agnostic has never been more important.