Mihail Eric

“And so that's gonna be one of the ways. And then they're gonna, yeah, find things that they find that are interesting there and pull it back in.”

Expects: Participants will find interesting ideas or work in the factory and bring them back into their own work. · no date given · not yet resolved

“Yeah. Absolutely. Yeah. I mean, some version of this is gonna exist. Uh, just to fix this point, I do wonder about the, the sales piece here, like, the actual business of this.”

Expects: Some version of an AI software factory will exist, though the speaker is uncertain about how its business and sales model will work. · no date given · not yet resolved

“But, but if the, but if the engineering is evolving into, like, more of a PM-engineer, like product engineer, you know, hybrid, then they... Then I think that's, you know, that's my answer to the question of, like, what does the role evolve into.”

Expects: Engineering may evolve toward a hybrid role combining product management and engineering. · no date given · not yet resolved

“Yeah. Um, and probably also there's like big... a lot of money to be made in that as well. So not just, uh, in the doors, but if you make that into businesses, you, you can, uh, you can really, really cash in on that.”

Expects: The speaker thinks there is probably substantial money to be made by turning this kind of work into businesses. · no date given · not yet resolved

“So there's a, a certain amount of just, "Hey, if you haven't heard these terms, kind of get up to speed on them." I do think most of the learning, though, in terms of the kind of putting the tools to the test will happen both in, in the OSS and then also in the, like, the final project, where it's, like, very open-ended, and they'll have to just kind of explore something interesting.”

Expects: Most hands-on learning with the tools in the course is expected to occur through open-source projects and an open-ended final project in which students explore a topic of interest. · no date given · not yet resolved

“Yeah. Yeah. That, that is true. That is true. I, I wonder, I, I have, like, this somewhat, like, kind of held belief that I think a lot of companies are gonna evolve into some version of a coding agent company, which is any company that has, like, a, a interact with B2B software where you're collecting something about the user or some, like, product insight, I think you can also close the loop.”

Expects: Many companies will probably evolve into some form of coding-agent company. · no date given · not yet resolved

“I think what Linear is doing, I imagine the same thing, like, an Amplitude could do as well, right? Because they're also getting insights about user analytics, user problems. I imagine even, like, you wanna really stretch it, you could even have, like, a Decagon or CRM do something similar where, you know, "Here's what's broken. Go close the loop."”

Expects: The speaker thinks Linear, Amplitude, and potentially Decagon or CRM products could use user analytics or reports of problems to trigger actions that close the loop. · no date given · not yet resolved

“What happens then where like, I mean, even, um, like, even if you l- look at Warp, right? Like Warp, which is a monocoding agent. Of course, they're also, you know, selling a software factory product, but, but they are running their Warp, open source Warp terminal as a software factory, and that almost suggests that there is a part where, yes, humans are still involved, but increasingly less so.”

Expects: Humans may remain involved in software production while becoming less involved over time, as suggested by Warp operating its open-source terminal as a software factory. · no date given · not yet resolved

“Yeah. Uh, I, I guess like that's almost like in the limit. It, there, there's this... The question is like, is, is a model... Do we believe a model will create perfect software, right? ... perfect software, then, then you're done. Then, then that's done, right? Then, then we have... Then we're done here at all. Like, then, then, then we're just gonna go home and, and, and chill on a beach for the rest of our lives.”

Expects: In the speaker's hypothetical, if a model could create perfect software, software development would be finished. · no date given · not yet resolved

“Uh, and so, you know, I, I'd be curious to hear what you see as the future or maybe lack thereof of something like this. But it to me is-- And it's if you believe in like an open router or, you know, some place-- like a single point of entry for, for many things to happen and connect to and be effectively, you know, governed, I feel like there's a world where this also can easily exist.”

Expects: An MCP portal could plausibly exist as part of an architecture that uses an open router or similar single entry point to connect and govern many systems. · no date given · not yet resolved

“Um, so yeah, I just wanna give people exposure to that. For one of the OSS partners, actually, uh, Warp, they're doing this thing as part of their contribution to the OSS program where they're gonna essentially make a version of Warp that is running the factory, and students will just be like building the factory, contributing to the factory- ... and keep it running.”

Expects: Warp plans to create a version of Warp that runs the software factory as part of its open-source program contribution. · no date given · not yet resolved

“Um, so yeah, I just wanna give people exposure to that. For one of the OSS partners, actually, uh, Warp, they're doing this thing as part of their contribution to the OSS program where they're gonna essentially make a version of Warp that is running the factory, and students will just be like building the factory, contributing to the factory- ... and keep it running.”

Expects: Students participating in the program will build, contribute to, and maintain the software factory. · no date given · not yet resolved

“Yeah. It is a lot. And, and I'm, I'm trying to... You know, I haven't, like, gone too deep in understanding, like, the, the, how they approach their GTM here, but I suspect you would have to do it piecemeal, right? You would have to be like, "Hey, we first do a coding agent." Oh, then also... Like, you basically land and expand, right? I mean, we talked about this bundling, unbundling piece. You don't start by saying, "Here's your whole factory."”

Expects: The speaker suspects that enterprise AI software sales would proceed piecemeal, beginning with an initial product and expanding over time. · no date given · not yet resolved

“Um, that is way more true than we believe, certainly here in the Valley. Um, that is- ... I can, I can say with 100% confidence. Um, but yes, I think for the students being exposed to this is just, at a certain point, this, the fact that they know this and are on the edge is what will eventually allow them to also be some of the more interesting and more valuable contributors when they go to maybe places where, that maybe aren't up to snuff in terms of being on the frontier.”

Expects: Students exposed to frontier AI developments may become more interesting and valuable contributors at organizations that are not yet at the frontier. · no date given · not yet resolved

“No, this is, uh... Thanks for-- I mean, ton of fun. It's, it's been a, a, a, you know, nine months in the making. I'm excited. This is, uh, end of week one. A lot to do, a lot to learn. I'm excited to see what happens with the-- especially the OSS partners and just getting students, like, deep in, in the code of, of some complex code bases, um, having them build some stuff. So yeah, it'll be fun.”

Expects: The speaker will see the outcomes of open-source partnerships and students working deeply in complex codebases to build projects. · no date given · not yet resolved