⚡ [AIE CODE Preview] Inside Google Labs: Building The Gemini Coding Agent — Jed Borovik, Jules

Latent Space: The AI Engineer Podcast
10 November 2025 43 min
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Episode Description
Jed Borovik, Product Lead at Google Labs, joins Latent Space to unpack how Google is building the future of AI-powered software development with Jules. From his journey discovering GenAI through Stable Diffusion to leading one of the most ambitious coding agent projects in tech, Borovik shares behind-the-scenes insights into how Google Labs operates at the intersection of DeepMind’s model development and product innovation.We explore Jules’ approach to autonomous coding agents and why they run o

Summary

Jed Borovik, Product Lead at Google Labs, discusses the development of Jules, an autonomous coding agent, highlighting its evolution from early Gemini models and Google Labs' close collaboration with DeepMind. He shares insights into simplifying agent architectures, moving beyond basic RAG, and the transition of Jules into a full product. Borovik also explores the future of software engineering, advocating for agents as tools that enhance productivity and creativity, and the industry's need to define new interaction paradigms beyond 'vibe coding' through multimodal and computer use models.

Chapters

Welcome & East Coast TechJed Borovik discusses GitHub Universe, Jules' partnership with GitHub, and the vibrant, diverse New York tech scene, including its hackathon culture.
AI Journey & Google LabsJed recounts his entry into GenAI through Stable Diffusion, his motivation to build coding agents, and clarifies Google Labs' mission to create innovative products in close collaboration with DeepMind.
Introducing Jules: Autonomous AgentsJed details Jules' core philosophy of building for powerful, long-running autonomous agents with their own environments, ambient capabilities, and CLI/API integrations.
Evolving Agent ArchitecturesJed explains how improving model quality simplifies agent scaffolding, leading to less reliance on complex sub-agent systems and a re-evaluation of embedding-based RAG approaches.
Jules as a Real ProductJed describes Jules' transition from a preview to a fully-fledged product, marked by its announcement at Google I/O and its growing presence in the industry.
The AI Engineer Summit ExperienceJed and the host discuss the value of the AIE Code Summit as a neutral gathering point for industry professionals, emphasizing networking, curated content, and the importance of the 'hallway track'.
Future of Software EngineeringJed shares his optimistic view on AI's impact on software engineers, arguing that agents will increase productivity and investment in software, driven by the elastic demand for software.
Defining Aspirational CodingThe discussion shifts to moving beyond 'vibe coding' to more reliable methods like 'agentic coding' or interactive planning, and the potential of multimodal and computer use models for specifying tasks.

Topics

AI coding agentsGoogle Labs operationsDeepMind collaborationGenerative AI historyStable Diffusion impactSoftware engineering futureAgent architecture designRetrieval Augmented Generation (RAG)Code embedding modelsProduct development lifecycleAI Engineer SummitNetworking strategiesJevons paradoxVibe codingInteractive planningMultimodal AIComputer use models

People

Jed Borovik (guest) Jules (mentioned) Speaker 1 (host) Malta (mentioned) Jensen Huang (mentioned) Andreessen (mentioned) Darmesh Shah (mentioned) Anthropic (mentioned) OpenAI (mentioned)
Key Concepts (19)
Gen AI Moment — The first significant personal experience with generative AI, for Jed, this was Stable Diffusion, which sparked his interest in coding agents.
Software Engineering Transformation — The idea that AI will fundamentally change the role and nature of software engineering, leading to new tools and potentially new job markets.
Google Labs Mission — To build new, innovative products that other parts of Google are not well-positioned to develop, often working closely with DeepMind.
End-to-End AI Product — The capability to build an AI product from the user interface (pixels) through infrastructure, model development, and training loops, leveraging Google's integrated ecosystem.
Autonomous Coding Agent — An AI agent designed to run independently, often for extended periods (hours or days), within its own dedicated environment or computer.
Ambient Agent — An AI agent that operates in the background with its own infrastructure and APIs, allowing for flexible interaction and integration into various workflows.
Model Quality Impact — The principle that the underlying AI model's quality significantly dictates the complexity and effectiveness of the surrounding engineering scaffolding and agent design.
Scaffolding Simplification — As AI models improve, the need for complex agent architectures (like elaborate sub-agent systems or personas) decreases, leading to simpler, more effective designs.
RAG (Retrieval Augmented Generation) Challenges — Difficulties associated with implementing RAG, particularly in maintaining embeddings and achieving effective chunking, leading to questions about its universal applicability.
Hallway Track — The informal networking and spontaneous conversations that occur outside of scheduled talks at conferences, often considered the most valuable part of attending.
Agent Companies vs. Infra Companies — A distinction between companies building end-user AI agents (seen as having faster ARR growth and better margins) and those building foundational frameworks or infrastructure for agents.
High Context Management — The challenge of managing and compressing large amounts of conversational and operational data over long-running agent sessions, especially critical for coding agents.
Auto Compaction for Handoff — A pattern where sub-agents or specific tasks are spun up, their context is compacted or summarized, and then handed back to a main agent thread, reducing overall context load.
Jevons Paradox (Elasticity of Demand) — The economic principle that as a resource becomes more efficient or cheaper to use, its consumption increases, applied here to the demand for software.
Vibe Coding — A term describing a casual, often uncritical approach to using AI for coding, relying heavily on prompts without sufficient verification or craft, potentially leading to poor quality code.
Agentic Coding — An aspirational approach to AI-assisted coding that emphasizes care, craft, reliability, and thoughtful interaction with agents, moving beyond the sloppiness of 'vibe coding.'
Interactive Planning — A development approach where users collaborate with an AI agent to iteratively refine requirements and discover solutions, rather than providing a complete, upfront specification.
Multimodal Specification — Using various input types beyond text, such as images or videos, to describe tasks or bugs to an AI agent, leveraging human communication strengths.
Computer Use Models — AI models capable of interacting with a virtual desktop environment, rendering UIs, and clicking around in a browser, enabling agents to perform tasks requiring visual and interactive understanding.
References (28)
GitHub Universe conference
Jules project
Agent HQ project
AI Engineer Code conference
NYU
Columbia
Malta project
Stable Diffusion tool
ChatGPT tool
Google Labs company
DeepMind company
Nopal GLM project
Nano Banana project
CIDR tool
Gemini project
GitHub company
Gemini CLI tool
BERT model
Cognition SuiteGrep project
Nomic company
Google I/O conference
NeurIPS conference
ACMI conference
ICLEAR conference
Agents SDK project
Claude tool
Quad Code Web tool
Atlas project
Transcript (67 segments)
Speaker 2

Okay. Jed Borovic, welcome to Lanespace. Yeah.

Thanks for having me. So we're sitting here at f dot inc's beautiful podcast studios, and we're actually meeting at GitHub Universe. How's it been so far?

It's been great. I mean, yeah, the keynote today was awesome. It was fun to see Jules update a little bit.

We have a lot of folks from our team here. Jules is partnering with GitHub for the new agent HQ stuff, which we're excited about. Also And this is a this is an incredible podcast space.

So, I'm excited to Yeah. Do this here. I'm glad for them to to loan us a space.

You are also an emcee for AI Engineer Code.

Speaker 1

That's exciting in New York where you you went to college, but you don't live there anymore. Yeah. No.

I spent a bunch of time in New York.

Speaker 2

being part of the New York Tech scene. I actually think it's great having big major conferences there.

Speaker 1

but being someone tech on the East Coast, it's yeah. It's just awesome to have have stuff there. So Yeah.

You mentioned you fly over to SF a lot and like like, what's it what's the scene like in the East Coast? Like, like, obviously, we are pretty new. We're like, this is our first year coming to New York.

What else happens in the New York? Like, are the highlights for you in the New York tech scene? Yeah.

I mean, there's so much. There's obviously a ton of great companies.

Speaker 2

I think the thing that's interesting about New York is it's such a big city with so much going on. Right? And so there's like, your tech is a huge part of it, but there's also so many major issues there, whether it's Fashion.

Media. Fashion, finance, like it's and so it's like, think that helps push the tech and do all kinds of stuff. But yeah, No.

The East Coast is a great city. Great you know, the the all the schools, there's, you know, all across East Coast, kind of great schools and great students doing all kinds of stuff. So, yeah.

You know, I went to school there. Hackathon scene there was amazing. Really fell in love with tech and and programming there.

Speaker 1

hackathon like like

Speaker 2

in Stafford where like CalHacks and stuff? Yeah. So there's A tree hacks.

Yeah. There's one that was put on by it was a while ago, but we put on by NYU in Columbia. We do do a Hack and Why.

So there's there's a there's a bunch of events kind of that that we did together. It would bring, you know, people across New York City, students across New York City. And those were super fun.

Yeah. So it'd be at the Columbia one one time and then NYU the next, and we'd cycle back and forth. So a lot of cool stuff was made there.

Nice.

Speaker 1

So you've been at Google for a while, nine years. You worked on a bunch of things including with Malta, which which is also another guest that I'm interviewing today.

Speaker 2

How'd you get into Joules? Like, what's the what's the AI journey? Yeah.

So, you know, this is gonna sound really cheesy, but I've told a story a couple of times to folks when they're like, oh, how'd you end up, you know, doing this? But it is actually very true. So I worked on search for a long time and specifically kind of like news and freshness.

And then, you know, when Stable Diffusion came out, that to me was the first like Gen AI moment. I know people talk about like ChatGPT is like the first thing, but for me, Stable Diffusion, you know, was a couple months before ChatGPT came out. It was a huge thing.

I was following it a ton online and there were two groups of creators having reactions to it. You know, there was one group that was, you know, this is stealing my art. This is stealing everything that's near and dear to me.

I hate this. This is ruining my life. And there was another group of artists and creators who were like, oh, this is a tool to create better art.

And so I was watching this With a new brush. Yeah, exactly. And right around then, was having conversations with a couple of people who would say things like, you know, if I had a kid in college, I wouldn't recommend they study computer science.

I was like, what? And this was your long before like Jensen Huang and people like he had been saying this kind of stuff. Was like, woah, why?

And it was like, oh, AI, like software engineering is gonna change. It's gonna be so, you know, who knows if there's be jobs. I was like, I loved being a software engineer.

I love programming like And I was like, wait, this is my stable diffusion moment. This is either it's gonna take my art, my craft, this is a tool to create better art. And I was like, I definitely know which path I'm taking.

So I got, you know, very into to building coding. So I was still working on search, but I spent a bunch of time, you know, making stuff for my own time and playing with things. And, you know, ultimately tried to find a role that would, you know, the most exciting role I could find to do this stuff.

And that was to join Google Labs and Jules where we were, you know, right around then we're starting to build these kind of coding agents at Google. And, yeah, the timing worked out well and I joined and, yeah, it's been it's been awesome.

Speaker 1

well, since we're talking about Google Labs, I am actually unclear about where Google Labs starts and the rest of and then DeepMind and the rest of Google, like, what what is the org chart layer? Yeah. Yeah.

Yeah. That's a great question.

Speaker 2

Labs' mission is to build kind of new, like, innovative products that the rest of Google isn't well positioned for. Yeah. Which we've had like riser from Nopal GLM.

Exactly. Exactly. So Nopal GLM is maybe the most widely The mostly yeah.

And then it's called Nano Banana. I don't know if it's Yeah. So some of the so the thing about that's really exciting about labs is we work incredibly closely with DeepMind.

Yeah. Right? So all the stuff in terms of the, you know, the we're building a product, but we work so closely for the model.

And you know, one of the nice things about being at Google is you have this opportunity to really build an end to end AI product, right? From like pixels on the page, through the infrastructure, through, you know, the model and the training and all of that loops. So Ladd is here to build new products and we're really like a product org, but a true AI product org where we work incredibly closely with with, you know, DeepMind, but also, you know, other parts of Google, you know, as it makes sense.

Speaker 1

Yeah. Just on the history of AI coding, I had heard that actually Google had an internal version of Copilot or something like that that was never released.

Speaker 2

Is that is that true? What can we say about it? Yeah.

So, you know, I think there are there are, you know, Google's published papers in this space for a while. And so, yeah, we have, you know, in Google, we built a lot of our own tools and, you know, CIDR, which, you know, folks maybe have heard of is our, you know, our internal IDE. And we've had all kinds of, you know, capabilities and tools there for a while.

So, you know, we certainly have had pretty good tools for a while, but they were for internal use. Yeah. Yeah.

Speaker 1

one of the hype moments when Google started getting into the sort of, like, LM game, like, basically when everything rebranded to become Gemini and, like, starting starting to push out Gemini where people are like, oh, like, did you know that Google probably, like, Google's entire repo is probably about the same size as GitHub.

Speaker 2

like, you know, there must be some interesting data in there. Oh, yeah. I mean, and that's one of the things, you know, in building a lot of these internal systems, you know, the data is incredible.

Yeah. Especially when it's, you know, not only is the model and the training in house, but all the data around the usage and whatever.

Speaker 1

sophisticated things there. Yeah. Okay.

So let let's let's introduce people to Joules. On the your your website says Joules Autonomous Coding Agents. We've seen lots of these.

They they're not octopuses, they're not purple. So you got that you got that going for you. But but like what what really is like the core thing you're trying to nail in a very crowded coding agent's landscape.

Yeah. So what we think about and what we set out to do, you know, back when I joined, it was like, where is where coding agents gonna go?

Speaker 2

what is that experience gonna be? And let's build for that future. Right?

And so when you think of a really powerful agent that can run for a really long time doing really complicated things, that's when like the products started to take shape for us. So for example, autonomous, you know, means like it has its own computer. Right?

So for Joules, it's, know, the end. Exactly. So tons of agents that run, you know, locally or in your workspace with you while you're coding.

But if you want something that's gonna run for hours or let's say days, you know, you might want it to have its own environment where it can do its own work. So that's just one of the pieces that's important for kind of this autonomous coding agent, but it's really like, think about this future where they're incredibly powerful. You can spin up tons of them, right?

They're autonomous, but also, we're thinking about what does it mean for it to be ambient, right? Like it's kind of when it has its own infrastructure, its own computer, its own ways to interact with it. How does that start to change what it can do?

For example, like we have an API. So people are using it for all kinds of things, triggering it from, you know, something happens and we saw an example where someone has they're triggering Julesford to do kind of all kinds of updates to their site, and then they have a GitHub action that is going to automatically merge Jules board requests. So it's just like all kinds of stuff is flowing.

We really have changing how people are able to do stuff. And is that CLI related? Just to close that loop.

Yeah. CLI says we also have a CLI, which is, you know, we wanna meet developers where they are. Right?

And so part of the, you know, an API is like, can trigger it from anywhere. But also, you know, when you're working locally, like, you wanna be able to trigger stuff. So we yep.

So we have we have the the JUUL CLI we launched a couple weeks ago, which lets you interact with it. By the time this podcast comes out, we'll be integrated with the Gemini CLI.

Speaker 1

Jed, so I was thinking like, do you have a number of CLIs? I'm not sure. Exactly.

Okay.

Speaker 2

and be able to harness this power. Right? Because your developers work in all kinds of spots.

Speaker 1

agent that can really do all kinds of work for you. Yeah. What is your journey?

Speaker 2

which, you know, was was a it was a major update a few years ago. Yeah. So, I mean, just just fill us in, like, what is your AI engineering journey?

Yeah. Totally. So I think one of the things that keeps coming up is like the model makes such a difference.

I mean, maybe it sounds obvious, but it's like the quality of the model really changes like what you're able to do and how you engineer around it. So for example, when we started, this was, you know, with relatively early models of Gemini, we had the agent scaffolding around it was incredibly complex. I think one of the things we've seen is scaffolds get simpler and simpler over time as the models get better.

And in some ways, this the scaffolding is almost a crutch for for things the model struggles with. For example, like, you know, really complicated sub agent systems. You know, we've we've played with that.

We've we've experimented with that. Can you give an example of like a kind of sub agent that you had to abandon? Yeah.

We're just basically like you have, you know, you give Jules a coding task to do, and it's going to have different agents for whether it's, you know, making a code at it or handling a sub problem or, you know, doing any kind of action with an integration or, you know, having like full sub agents for different parts of it, like a reviewer agent or even like people, sometimes people do these like different personas where you're like, you know, one of the things that cracked me up is like, you know, you're the product manager agent and then you have the code reviewer agent, the agent. We didn't go that far. But I think a lot of these things aren't as in favor now.

Mean, certainly people do, know, they like, I don't wanna say the agent harness isn't sophisticated, it certainly is. But as the models get better, like less is more, especially as it comes to like being able to improve through whether it's machine learning or just, you know, regular maintenance. I think certainly we found that, you know, we're finding that less is more.

I think that, know, that we were talking about a little bit before we started recording, like like Rag, right? Like, you know, Copies and mixing. And all that stuff.

And, know, it seems like, you know, not just for Jules, but kind of across the industry that like agent based search, right? Like it's maintaining embeddings is hard, but getting the chunking right is hard.

Speaker 1

hard to improve upon and and Yeah. I would even say it's maybe not even hard so much as there it will never be good. Yeah.

Tell me more why you say that would never be Because like a chunk that happens to capture the thing you're looking for, you know, will will will fail to capture something else. And so if you only retrieve based on like your embeddings of a chunk, like it it's it uses very arbitrary boundaries that are drawn like with like some hope of, like, some of semantics being captured, but you could just throw attention at it. Totally.

Yeah. And you can scale probably much better using grep, like Totally. So I think that's, you know, that's an example of of, you know, in these these harnesses how like they're simplifying, you know.

Yeah. Well, I I haven't abandoned it completely because one of the things that we were doing, I don't know if you saw the Cognition SuiteGrep work, was basically using cement a semantic searcher and chunks in in with embeddings as a tool. Yep.

But it on the same level as the other tools, like TotalRep and and file access and and GLOP and whatever else other variants you have. So I think like that yeah. I mean, that that that makes sense.

Like, don't abandon it. Just just don't reify it into like the only way to do things. Exactly.

Exactly. And to be clear, like, you know, this is the area of research we're doing tons of work on and, you know, I actually expect, you know, in the coming months, we'll we'll be talking about some stuff we're doing here too.

Speaker 2

it's yeah. It's it's not the I feel like when we started, it was like Rag. It was like embedding based Rag.

Yeah. It was like the thing everyone did. And it's interesting to see how it's changed.

People ask me for like, where are the good code embedding models? And, you know, I pointed them to like a few like Chinese ones.

Speaker 1

There's some like, Nomic was working on one, and then like we found that we didn't need them. Yeah. Exactly.

Exactly. Very bitter lesson. So so so, you know, I I think like that these these are these are good things.

I I think like when Jules came out, it was kind of a preview. I I mean, the like the trusted testers group. So I I gotta see a little bit.

And but now it feels like more of a real product. Yeah. What's that transition like?

Is there a process within Google Labs to promote things when you feel like there's there's some traction? Yeah, absolutely.

Speaker 2

just experiments. Right? So like, you know, Nobel Gummis, we talked about It's not very serious.

This is incredibly successful product. We save money. That's really And for us, IL was kind of a little bit of a turning point.

So in May, when we announced Joules, you know, it was like great reception following IO. And that was a real moment of us to like turn this into, you know, a very much a real thing. Mean, we did something that we were, you know, we always intended to, it wasn't ever intended.

You know, did, you know, talk about my journey, like, was always a goal to build like a real product here. And, but for us that that was kind of a very key moment, very key milestone for us. And so yeah, now it's, you know, it's very much a real thing.

You know, we're as mentioning talking before, you know, Jules and the, you know, being talked about on the in the GitHub keynote. It's yeah. It's certainly here to stay.

Speaker 1

excited to kind of keep building and expanding. Awesome. Let's talk about just like coding engines in general.

You're you're coming to MCD, AIE code summit. It's gonna be your first time at AIE and and the MCE.

Speaker 2

What do you wanna know? Yeah. Yeah.

Yeah. Well, tell me. Why why would someone wanna go yeah.

To This is yeah. Let's turn it around.

Speaker 1

Oh, boy. This is embarrassing. So so I mean, you know, unfortunately, we're in our third year, fourth year now, and we have a bunch of, you know, prior art we can just point people to and say, look at our YouTube.

Do you like that? You like this? There's some great talks.

You know, I haven't been before, but I've watched the talk Yeah. New. There's a lot of good stuff.

Yeah. And I'm proud that it features content from all labs. And basically, we are like the this is a pattern I've seen across my career in terms of, like, every industry needs it.

It's like focal gathering points to just, like, trade tips and stuff. So I've seen that in JavaScript. I've seen that in cloud native.

I've seen that in data engineering. And I was like, probably AI engineering will need something like this. And then I also the the the concurrent thread to this was I went to a bunch of the academic ML conferences, NeurIPS, ACMI, ICLEAR.

And a lot of them, like NeurIPS is 40 old and that hasn't really changed and is very focused on academics and PhD students. Whereas, I think really, you know, the the the transition in AI going from research to industry is that it you gradually see a shift, unfortunately, less open source, less papers, and more products, and more startups, and and closed models, and and what have you. But these people still wanna share, people still wanna hire, they wanna promote their work, so they need a place to to do that.

You can always do that at your company conferences, obviously, IO. Yeah. And, like, GitHub is GitHub and Microsoft is Build and all and Ignite.

But like, there usually is one place where it's like the industry neutral thing where everyone is on the same playing field and me the best person with it. Yeah. And like, honestly, some people like that.

You know, it's not like you're not gonna be treated as like the VIP and like, you know, you kinda have to like earn your spot.

Speaker 2

you had to. Yeah. Of course.

So, you know, let's say I've watched I've watched the videos online, I kind of get a sense of respect people. What's happening between that for someone who hasn't been before? Like, what goes on other than the talks?

Like Oh.

Speaker 1

Yeah. Yeah. A lot of well, it's just logistical stuff of, invoicing and, like, vendor selection and venue selection.

And, did you know we have, like, five different pieces of software to, like, coordinate speaker logistics and booth logistics and Yeah.

Speaker 2

AV. An attendee somewhere. Go.

I'm gonna sit Oh, yeah. Sorry. Ask.

Speaker 1

yeah. What am I gonna what am I gonna get? Yeah.

So actually, it's really weird because like, as I'm the content guy for AIE. Right? I I curate the speakers, I invite them.

Right? And but I actually know that the content is like the least important part Yeah. Because all of it's films and we're gonna edit it and post it for free on YouTube anyway.

But the reason you come is because you one, can talk to the speakers, but also you can talk to each other. And so like the the, you know, I always say like the hallway track is the most important track. Yeah.

What's And How do you get the most out of the hallway track? What's your guide? Begin hall hallway track.

I don't have as collected a thought as as I should. One, I think if you have some prior history of like what you're interested in and work on, so basically, like the best intro to somebody is if they've seen you online before, so they can skip the whole, like, who the hell are you Right. Part and just get into like, hey, saw you wrote that thing, like, let me talk to you in person about it since we're both here.

That's way better than like, who are you? What do you do? And and that's and that's like a very cold interaction.

Ideally, people come warm or they can come with some clear idea of like, here's here's why I'm here. Here's here's what I'm looking to get out of Because if I think if you show up with like no real intention or if you're like in and out for for your thing and nothing else, then you don't have the space and the mental energy for the unstructured serendipitous connections. And the thing about IE, at least in at least in our scale, our size right now, especially for the summits, which which is the one that you're going to, everyone had to apply to get in.

Yeah. So usually, you know, our our first summit, we had like something like a 10 to one applicant to to invite ratio, invited spots ratio. This one's gonna be when it went up to like 10 to 16 to 20 something, this one's be 23.

Speaker 2

So one out of 23 people who Yeah.

Speaker 1

So so like yeah. It's it's it's a lot. I think like and and really was trying to filter for people who would be speakers at any other conference.

So, like, they they are they are the top of the the field. They are either founders or honestly enterprise buyers Yeah. Of the the best companies you can find in New York, which, you know, and and that's another reason for this the our New York conference, which is we're bringing kind of the best of San Francisco or or tech Mhmm.

To the the the finance sector really. Yeah. There there is a little bit of media, but mostly finance.

Yeah. And like, yeah, that's that's great. Like, I mean, I I think so what I'm trying to say, guess, is you're there to meet the other people.

So make time to meet them, have a calling card, like, who are you, like, a quick, like, what who are you, what do you do, what what can you help with, what are you looking for help for, that kind of intro stuff is really good. Going with friends is really good, obviously, like, we we actually offer we for the Worldser, we offer bundle discounts. This one, I don't think we do, but just reach out if you do need something.

But I mean, like, I I think, like, the idea of getting immersed in the code agent community is really important. We and then I think maybe the the last part I'll bring up is that we themed it for the first time. Right?

So you used to be these are just generalists. Here's the state of AI, the best speakers we can get at any any point in time. But now we're we're really trying to push ourselves to theme everything, so we have the best people in code, the best people in datasets, the best people in RL.

I wanna do a MacInterp one. That'll be fun. Cool.

That one that one I I'm thinking it will be in London because the the people I wanna target are in London. But, yeah, I I think, like, when you do a summit, it should be focused. Everyone there should have an agenda of, like, trying to learn what's the what's the state of the art, trying to have off the record conversations with their peers doing the same thing at the other companies, and who knows what could happen?

Like, that's the that's the weirdest thing, like, organized the thing and I don't even know half the things that go on just because my job is to provide the nexus of people to just connect. Last time we were in New York, there were 13, maybe 15 side events organized by people just like dinners, meetups, whatever around this around the summit. And we encourage it.

We we posted and we just want people to meet up. Yeah. I was gonna ask, is there a whole, like, off menu set of events happening?

Like, how do people know? They they they organize it. Honestly, if you're if you're not scared of strangers, you should organize your own.

Like, a little dinner. We we leave all the evenings open. Okay.

So just, like, organize a dinner or a meetup, focus on your thing. Like, we have people doing only voice. Mhmm.

So, you know, if you wanna do voice, great. If you wanna do, like, code review agents as as a as a small subset of generalist coding agents, do that. And I think you'll find it.

Right? Like or you can do, like, AI in finance, AI in bio, whatever whatever the the this particular sector might be.

Speaker 2

to meet and and have like high bandwidth conversations. Yeah. Are you and me gonna do the autonomous Coding Agent dinner?

Speaker 1

Well, no. My job is to float. Who's best, brother?

Yeah. Yeah. My job is to handshake, ask ask how everyone's doing, fight fires.

So I I tend to just leave myself open open until, you know, the end. But, yeah, it it will it will be it will be a sprint. It's it's it's always a mad rush.

And because I then I have to do my own talk. And Yeah. I know yet.

I I think so far so, like, the last time I did this summit, I was talking about how this year had to, like, develop as the year of agents. And, like, it's really played out a lot. Obviously, now, you know, the trendy thing is to say it's no.

It's not just the year. It's a decade of agents. But, like, this year, I think agents really took off and most people got it right.

Like, the consensus was correct. You don't have to be too spicy or counter consensus to say, like, if you worked on an agent, you're probably a lot better off. You probably made a lot of progress this year.

And maybe you can tell me how it feels on the Jules point of things. I didn't see myself at the start this year joining an agent company, and I ended up doing that. And but, like, I I've gotten so agent filled to the point where, like, people come to me with startup ideas for infra companies.

They're like, what if we made agent framework so that other people can build agents? I'm like, why don't you just build agents yourself, bro? Like There are a lot of The frameworks.

Yeah. Frameworks and infra companies. Totally.

And all of these guys are just like they're good developers with no conviction whatsoever in what they wanna They don't know what they what customer they want. They're just like, we wanna build developer tools as that's where we feel comfort comfortable. Yeah.

But honestly, it's not that hard to actually take a stand and be full stack and verticalize in some particular agent field that you want, because guess what? They like the the business and the economics are are, you know, aligned that way. Yeah.

And I'm not saying that you cannot make it as an infra company, there's some fantastic infra companies that are sponsors and like that I admired and, you know, I I would invest in myself. It's just that comparatively, those are a lot harder.

Speaker 2

and it seem like their margins are better, so why not? Yeah. Totally.

I mean, I think for us, it's certainly been you're the agent. Like as the models, you know, what was you talking about? What is let's build Jules for where things are going.

And as the models get better, think it just becomes clear and clear that agents are super powerful. You know, like we have you were talking about like before high context and management, so all that stuff's important. Like we have people we had this is a funny story.

We store some data for a session, but it only lasts we only store it for thirty days. And so after thirty days, your session becomes locked. And when the first user starts first started hitting that, they were upset.

We're like, there's no way anyone's gonna be using a single session for thirty days. Like, they would do a single track of work for thirty days. But just like how powerful that could be.

So And how do you compress context when you run into it? Yeah.

Speaker 1

you know, we're developing a bunch of stuff. It's an active area of research for us. Yeah.

I I think, like, you know, just just to I'm not not asking you for for how exactly Jules does it. It's just a number of approaches. Right?

Speaker 2

use up your 2,000,000 token context window. Is it is it 2,000,000? It is up to 2,000,000.

Yeah. Especially for coding agents because like Yeah. Know, like, you're reading files, like, it's so you're you're running commands with huge outputs.

Like, I think coding agents are a really interesting area, both product wise and the impact they're having, but also for research. They really push the limits of, you know, what other domains are you running an agent for thirty days? And what other domains are you queuing so much context and so many turns?

It's yeah. It's coding agents are, I think, kind of a special spot of like super interesting product, impact, research. Yeah.

Speaker 1

the auto compaction Mhmm. For a handoff mechanic, which was pioneered by the agents SDK, which is basically the sub agents pattern where like you spin up a sub agent and do your thing, you don't need all their context that sub agent is doing, and then you you can sort of come back to the the main thread. Totally.

Yep. Yep. Yep.

So it's yeah.

Speaker 2

a good pattern. I mean, also has this challenge is like how do you make sure enough stuff, your information is going back and forth, but that's the part, you know, just the summarization is a pattern, you know, like kind of externalizing some of that context, whether it's like writing it to, you know, like a note kind of thing is a common pattern.

Speaker 1

tons of things to try and do. Yeah. I mean, and one thing I I do want to get more consensus about is what is the best, because I don't think I've read any papers Yeah.

Speaker 2

methods compare better. Yeah. It's also interesting like, as models change, like, the answers change a little bit too.

Yeah. Yeah.

Speaker 1

too much. Yeah. Yeah.

Yeah. Yep. How much does your work actually, like, I feel like I I switched back to to Jules mode.

Yeah. Keep me for for flowing here. But Well, I mean, like, know, how much does your work inform the model creation?

Right? Like, at the end of the day, like, you obviously are a very big consumer of Gemini models.

Speaker 2

But also you're not the only consumer and they have other priorities than you. Yeah. Totally.

Totally. I mean, I think we're lucky in kinda how we're positioned to have very close relationships with with DeepMind. So we have and, you know, coding agents are an important area.

Like, let's be honest, right? Like for any kind of company building models, like you can see it in all the labs, like coding agents are important and coding capabilities are really important. Yeah.

Speaker 1

of the AI code, I wrote something obnoxious, like, code is the first spark of AGI. Yeah. Yeah.

Which is, like, probably true. Totally.

Speaker 2

Yeah. It's important from a kind of AGI perspective. It's important from a dollar's perspective.

It's important for all of it. So it's I think we're in a really lucky position where we have, we're able to have a lot of kind of good collaboration and but both ways, you know, like all kinds of capabilities that are being developed. And, you know, it's interesting, it's a whole host of things, right?

Because, you know, in terms of like AGI and the capabilities of things, it's also like computer use models and browser use models. And so it's just, know, models that output code, but it's also the whole suite of, you know, things that you want an intelligent agent to be able to do.

Speaker 1

that goes into it. So it's yeah. What would you wanna find out from your peers at other coding agent companies?

Because you're gonna meet all of them basically. Yeah.

Speaker 2

and, you I don't think of this as a zero something. I think this is like, really like there's this tide that's gonna lift all of our boats and it's, we're inventing a new way to do our art, right? And how to create good art as a software engineer.

And so what does that look like and how does that feel? What is that, you know, what is the experience we wanna create? I think as as people working AI, sometimes we don't do a good enough job describing this beautiful future we're creating.

I mean, I know, you know, like the CEOs and heads of these labs have started like, you know, writing their think pieces on this, but right? You know, for software engineers, like, is this beautiful future we're creating? And like, you know, I think that's like, one, it's it's inspiring.

It makes it, you know, maybe less scary for for people who are who are thinking about these tools. But also like, you know, if we can't articulate it and think about it, it's less likely we'll get there. Right?

So like, what is this, you know, great place we wanna create? Like writing software is so hard. Like in so many companies, it's such a especially big companies, it becomes so challenging to manage a code base and create.

And what can we do to make, you know, being a software engineer, absolutely incredible experience. What are these, you know, how do you want to interact with your model? How do you, how are you doing things locally versus in the cloud and how does that interop?

And so I think like as an industry, we're trying to like, you know, which is changed. Like we're inviting, in some ways, inventing and there's this movement to, you know, change how we do our art. And yeah, the more, know, the better we can create this experience, like we all win to some degree.

So, yeah, I think that'd be one thing where it's like yeah. Yeah.

Speaker 1

the most contentious or important, I guess, topic for a lot of people. I wonder if we'll ever get like some kind of interrupting, probably not, but Mac can dream. Tell me more about what what was your dream what's your dream flow here?

I don't know. Start with Jules CLI, end up in Devon. I don't know.

You're not between age, think you should know how many is gay? It's probably it's probably meaningless. So no.

But like, I'm not actually serious about it. But like Traffic to me all centric. Yeah.

I think I exist too. Well, so I think Codex or is it Quad Code? Quad Code Web Mhmm.

Can do this teleport Yep. Where they just basically dump like the entire history and you can can pick it up in Cloud Code on on your desktop. And probably that's the right move.

Yeah. May maybe there's there's some more sort of elegant things, but they were first, so why not? Yeah.

And like and then and then actually, maybe the the maybe the real thing is, maybe it's not the conversation maybe you don't need to teleport if the unit of if the artifact that you pass back and forth is the linear ticket or the GitHub PR. Right? So you don't need the full JSON.

You don't need the full chat history. You just need to pick up where other people left off because that's how humans do it. Right.

Right. I don't I don't transfer my brain state to you, I just tell you what it did. Yeah.

And then, you know, if I didn't if I forgot to something, you find out eventually. Right. Right.

You see, like, the Cloud Agent, like, dump some kind of summary onto the ticket or whatever kind of it needs to pass on to the next In Slack or Yeah. Linear and whatever. Yeah.

Yeah. That's interesting.

Speaker 2

And

Speaker 1

yeah, how these things interrupt, how you can kind of make this like great experience with all of those. Yeah. I think it's really interesting.

Yeah. Yeah. I think like and then the other point, I just wanna backtrack a little bit to something else you said, which is like what the the thick pieces that the CEOs and stuff do.

I I think there's a lot of question about the impact that co coding has on the software engineer industry in general, the humans. Do we end up or do we stop hiring juniors altogether? Do we is it actually increasing productivity or do you just feel like you're increasing productivity?

Speaker 2

I don't if you have any take on that stuff. Yeah. It's only so I mean, something we spend a lot I spend a lot of time talking and thinking about with with folks.

Know, I'll just spend time talking to people at companies and, you know, I think sometimes working on these tools, it's interesting to see it's not as like diffused. This technology isn't as diffused across software engineers as I sometimes expect. Right?

There's plenty of places that I think are not really using AI a ton. A lot of companies, lot of software engineers aren't. That being said, I'm very kind of excited about what the future of software engineers are.

Like, could you imagine going back to not having these tools? No. That sounds horrible, right?

Like that. And so that's one aspect of it. I also think, you know, I don't really buy this like, you know, that we're not gonna hire more software engineers story.

I think like for a few reasons, I mean, is an example that often comes up, but is it like kind of the elasticity of the demand for software? Yeah, Jevan's paradox. Exactly.

And you know, like a lot of the cases sometimes come up as you look at like farming, right? And so, you know, there was a time in America where like the vast, vast majority of Americans were farmers, right? And then technology happens and today it's like less than 1%.

Yeah. And that's one example. But the flip side of that is your electricity, which like, as that gets cheaper and cheaper, people just consume more and more and more electricity.

And with food, there's only so much food we're gonna eat. Right? There's there's a kind of a there's an inelastic demand for that.

Whereas, like, a very elastic demand. It seems like software, you know, software keeps getting better and better. Like the ability, like, creating more and more software from like, obviously, like punch cards to to where we are today is like remarkably different in terms of how you're able to create software.

So much more software is being made. And software just keeps becoming more and more of our GDP. Right?

Like it's it's a so I'm I'm bullish on kind of the the amount of software we'll be able to create, how it'll be created. I think there's also something here about, you know, as an engineer, being able to be more productive, like, encourages more investment in people building software, right? If it's, you know, the job of a software engineer can now, you know, they can do 50% more, a 100% more, 10 X more, like justifying investment dollars into projects, like dramatically changes, right?

And so, yeah, I'm bullish on this idea that it's actually gonna be great for softener, both for our ability to kind of do our craft or art, but also just what it means for the number of companies and the amount that's made and the quality of it and what we're able to do with it. So, yeah.

Speaker 1

colored glasses take. Rose colored glasses indeed. Yeah.

I have this take on the different kinds of work, like we're we're splitting up the different kinds of software work, and there's a lot of commoditized work that we used to spend a lot of time on, and now we can basically entirely delegate to agents. Mhmm. And then that leaves us ideally for more strategic, important, novel, high risk, whatever work, deep focus work that, you know, is is is something I I I posted here on the semi async value of death, where basically you kinda need to on the on the extreme end, you can delegate to async agents, which Jules, know, Cloud Code whatever.

But then over here, you kinda need the sort of deep involvement in understanding the code base and like Mhmm. Feel like not vibe coding, whatever the opposite of it is. Actually, that's my talk, which is I've been thinking about this.

Okay. So I tweeted out like this phrase, because I I think I feel it was in the air that like the term vibe coding was obviously coined by Andre and he's super influential in February. And like people have just come to kinda use it as a blank check to just YOLO on prompts and stuff Yeah.

And and create the worst code imaginable and then leave other people to clean it up. Yeah. So I think like people are kind of at their limits with this.

Like, was probably maxed out in terms of popularity. They would but we don't have yet what's next. Right.

Speaker 2

that we can actually trust. Yeah. What is it?

Well, they And it's the punch line right now. What is it?

Speaker 1

current leading candidate is agentic coding, which is what Darmesh Shah was like, don't know if you know who Darmesh is. He's he's pretty good track history when he's naming things. Yeah.

It's just too many syllables. I don't think it just has the it doesn't have the joy that that vibe coding invokes, which I think people want, but then people also want care and craft and like reliability and all that stuff that But if we don't have the term I could describe it, maybe we don't have the catchiest phrase for it, but what is what is what does it look like even if we don't have the phrase? That yeah.

That's a great question. I well, we have some speakers who are gonna be pitching spectrum and development that you have to really be thoughtful and effectively write a PRD. I think the and I think, like, that is obviously correct in terms of like, basically, it's just a glorified prompt, but a very, very, very good one.

Mhmm. And models are tuned to follow your prompt for good and for worse. Yeah.

If you prompt sloppily, you're gonna get slopped. Yeah. So a spec sounds good, I think.

I don't know how often it'll be followed in practice because effectively what that transitions us to is a waterfall development approach where you spend three days writing a writing a 50 page document and then you kick off the agent. That doesn't seem right. So, like, you know, obviously, I I I have some bias here because Cognition has from the start believed in interactive planning, where, like, you kick off a thing, you get some feedback, then you're like you're like, oh, that's not what I meant, let me correct myself.

Because I don't know what I wanted when I when I started.

Speaker 2

and and then you correct it from there. Yeah. Mean, one thing we talked about, which very early on is what you're thinking is like, they're kinda like two problems as these things get better.

One is like, how do you specify what you want? And the other one is how do you verify that what you got is what you're thinking? Yeah.

So yeah, whether it's, you know, specifying through a spec or this like, you know, interactive plan or whatever it is, but then yeah. And then on the flip side with the vibe coding thing is you might specify, but you never come back and verify. Right?

You're like, you're it's more hands off the wheel. Like, maybe I'll click around the app a little bit and see how it works, but it's I'm not really engaged with the code. So how do you yeah.

How are you verifying and making sure that it's, you know To my knowledge, you guys don't emphasize tests that much. Right? It's not like you volunteer to write my tests.

Yeah. I mean, it depends it depends like we if there are tests in your code base.

Speaker 1

It's right. It's right out the picture here. Jules will run your test feed.

Exactly. Exactly.

Speaker 2

But it's not like it's not like, you know, after everything, everything must have a matching test to the prompt that was mentioned, you know. No. That would the extreme of what we mentioned.

Don't know if people always want that. I mean, maybe it'd be helpful to do that to kind of show that was right. But let's say I don't write tests in my code base.

Like, I wanna merge that pull request that is introducing tests just for this one thing. Like, you know, I think in in some ways, the the engineer should be able to control what kind of outputs they want. Yeah.

If it helps and they want it, you know, absolutely.

Speaker 1

And then do you think there's other innovations on specifying apart from just chat?

Speaker 2

Oh, totally. Totally. I mean AgentsMD.

Yeah. Agents, I mean, Spectrum development, think is in this this category. I think one of reasons is like multimodal, right?

Like, you know, if I'm going show you a bug on our website, like, do I want to come and like type it with words to describe it? Or am I going to point the picture? Yeah.

And so, you know, with Jules, you can upload images now, but, you know, kind of more, you know, we have certain ways we communicate as humans that are easier in certain situations and other inputs.

Speaker 1

of all people, I expect you guys to be best at this because Gemini has video understanding. This I wanna submit a video because some things I do cannot be screenshots. Yep.

It's more about the behavior of of things appearing and disappear. Yeah. I mean, I I would love that if you if you guys did it.

Because no no one has it yet. I know. I would love it too.

We'll we'll I'll I'll tag you over the next one. On my side, the vision the the version of that that we're exploring is computer use. Yeah.

Computer use was kind of introduced by Anthropic and then OpenAI did their toe in with operator and and now agent mode in in Atlas. I don't know if you guys have done anything super splashy on computer use. But anyway, it's coming back.

I I can feel it. Yeah.

Speaker 2

yeah. Definitely.

Speaker 1

you know, it ties into coding agents, it ties into just, you know, using AI systems in general. But basically, VM now needs to render a UI or or a browser, and then you need to let the agent click around in it. Absolutely.

Speaker 2

and speed and cost and like, you know, affordable cost. Yep. It's a lot.

It's Yeah. Know this is I mean, what kind of Crunches are fun. There's just so much to build.

There's so much, you know, think also as a software engineer working in this space, like, think one of the reasons we, you know, you see so many companies in this space is partly like, it's just so fun. Like there's so many things to build. There's so many tools that seem like, you know, fun sci fi.

Like there's it brings up a demo of what I've worked on.

Speaker 1

yeah. It's yeah. Awesome.

Okay. So just moving towards wrapping up. If people run into you at AIE, they've, you know, they heard your your your pitch on Jules.

Yeah.

Speaker 2

What else should they also talk to you about? Like, you know, what what what do you what can you help with versus what are you looking for? Anyone should feel free to come up and talk to me, you know, at any point.

I you know, obviously very interested in anyone who's doing stuff with coding agents or someone who's using coding agents in an interesting way. So I'm always curious about, you know, workflows people have with their dating agents, whereas, you know, whether it's, you know, hey, I'm using this tool in this way and I've, you know, configured this crazy thing. Like, I always love hearing how people are using it.

I also love hearing people who are having bad times with it, where it's like, actually, don't, you know, maybe they're not coming to this conference, but, you know, Jeff Charlie's tools, and I don't like them, and I know he use them, and here's why. Yeah. So, you know, I'm totally open for any side of the all the way from, you know, full AI pill and coding AI lovers to people who hate it.

As far as what I'm looking for, you know, I think, you know, really just going to kind of connect and meet people. I think, you know, are always hiring. So like, you know, I'm anyone who's, you know, interested in working on this stuff, I'm always happy to talk.

But yeah, really just kind of, you know, meeting people, spending time, geeking out on this stuff. Yeah. There'll be lots of geeking out.

Yeah. Alright. Thanks for your time.

Looking forward. Yeah. Same.

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