In short
Career lessons from James Everingham (ex-Instagram head of engineering) plus tech-industry strategy: “distribution vs technology,” networking by being useful, and building fast teams. He also discusses Meta’s Libra/Novi crypto effort and his later AI startup work on agent “control plane” infrastructure.
Guests
James Everingham, former head of engineering at Instagram; previously worked at Netscape (browser wars era) and Borland; later led engineering at Meta’s Novi/Libra-related efforts; co-founded LightSpark with David Marcus; now runs Guild (AI agent infrastructure/control plane).
Key claims
Microsoft beat Netscape by bundling and default distribution, not superior browser tech. Open-sourcing the Netscape browser (Mozilla) was a survival move to recruit thousands of developers. For AI agents, companies need centralized governance, observability, and circuit breakers to prevent token-budget blowups and unsafe actions.
Notable examples
Penn State shareware “Shareware/freeware” led to staff employment at 18; FBI traced his phone number after hacking software. Netscape browser revenue collapsed when Microsoft bundled Internet Explorer. Instagram Stories succeeded with a small, fast team (about 3 months, founders directly involved). Libra couldn’t ship due to regulatory pressure; government called it “platinum” but still blocked release.
Written by AI. May contain mistakes. Listen to the episode to check what was said.
Chapters
Tap a time to open that second in VOCareer Reflections and Regrets
0:45 to 1:50
James discusses his career regrets and pivotal moments.
“I kind of got kicked out of college when I was just starting out when I was 18, but they hired me two weeks later as a full-time computer scientist.”
Early Career and a Unique Opportunity
1:50 to 3:56
James shares his early career experience, including getting kicked out of college.
“I had to call up my mom and tell her this, you know, like, hey, I got bad news and good news.”
Transitioning from University to Industry
3:56 to 6:10
He explains how being hired by the university shaped his career.
“I left university and started my first company when I was 20.”
The Rise of Open Source Software
6:10 to 7:30
James discusses the early days of open source and shareware.
“You can go still search the internet and you'll find it.”
Hacking and Early Software Development
7:30 to 10:40
James recounts his teenage hacking experiences and their implications.
“Like I didn't either at the time, to be honest, I thought I was wasting my life.”
The Netscape Experience
10:40 to 11:50
James shares his journey and challenges at Netscape during its early days.
“I think when you're like kind of going through your career, a lot of people, they give you that advice.”
Rapid Growth and IPO at Netscape
11:50 to 14:01
He discusses Netscape's rapid growth and the IPO process.
“And it will naturally evolve into a good mentorship for you.”
IPO Chaos and the Dot-Com Bubble
14:01 to 15:10
Learn about the chaotic environment around IPOs during the dot-com bubble.
“But like on the IPO question, I believe that was September 9th.”
Netscape vs. Microsoft: The Browser Wars
15:10 to 17:45
Explore the intense competition between Netscape and Microsoft in the early web era.
“And so they decided to come in and put some regulation around that, which was a good thing.”
The Rise of Open Source: Netscape's Bold Move
17:45 to 22:32
Discover why Netscape decided to open-source their browser technology.
“And then Microsoft gave it away and instantly killed all the revenue going to Netscape for the browsers.”
Show all 25 chapters
Lessons Learned from the Browser Wars
22:32 to 24:03
Reflect on key lessons learned from facing big competition in tech.
“So we had like swear words in it and like inappropriate variable names.”
Navigating Career Paths in Tech
24:03 to 28:00
Understand how career choices and company culture impact tech professionals.
“You know, maybe back into like your career choices from that level of understanding.”
Returning to Leadership Roles After Startups
28:00 to 29:16
Learn about the mechanisms for re-entering big tech as a senior leader after running a startup.
“Like someone might've left, uh, I guess the, the, the big tech companies at like maybe a middle role or something like that.”
Success Factors Behind Instagram Stories Development
29:16 to 31:38
Explore the key decisions and team structures that led to the rapid success of Instagram Stories.
“And so we were talking about Instagram stories and he mentioned something really interesting in that project, which was that actually when the project started, you immediately kind of cut the size of the team.”
Understanding CTO vs Head of Engineering Roles
31:38 to 34:23
Discover the differences between CTO and head of engineering roles and their impacts on team dynamics.
“So if you get a large team, they tend to be interdependent.”
Navigating Challenges in Engineering Teams
34:23 to 36:28
Gain insights into the challenges faced by engineering teams as they grow and how to maintain communication.
“And so think technology roadmap for CTO.”
The Vision Behind Novi and Financial Inclusion
36:28 to 39:04
Learn about the motivations and goals behind joining the Novi project focused on cryptocurrency and financial inclusion.
“But like the people were just so gifted and smart at Instagram.”
Retrospective on the Libra Project Challenges
39:04 to 41:46
Examine the obstacles faced during the Libra project and the regulatory challenges that hindered its launch.
“And I remember telling my product partner, Kevin Wheel, at the time, hey, I think I'm going to go do this.”
Transitioning from Crypto to AI
41:46 to 42:00
Understand the reasons for moving from the crypto space to AI and the potential impact of both fields.
“And I'm like, well, what are you going to do?”
The Shift from Crypto to AI
42:00 to 44:25
Learn about the transition from working in crypto to focusing on AI and developer tools.
“It's just an amazing mission of like, you know, the way I think about it is finance is the last area for disruption, you know, but I do think like the cost and latency of moving value globally needs to go to zero.”
Building Internal Tools at Meta
44:25 to 48:00
Discover the internal tool development at Meta and the lessons learned from scaling.
“And the only reason I left is because I had that observation and I had to go start this company.”
The Future of AI Agents
48:00 to 50:50
Explore the potential future of AI agents and the importance of control and governance.
“Let me paint you a vision of where I think things are going to go.”
Management Philosophy: Micromanagement vs. Empowerment
50:50 to 54:26
Discuss differing management styles and the importance of empowering teams.
“It's like they're just like, once they start multiplying and they're like, you can't predict what they're doing, like that's a problem.”
Career Reflections and Regrets
54:26 to 56:00
Hear insights on career regrets and advice for younger professionals.
“It's only good for a very specific thing.”
Career Reflections and Regrets
56:00 to 57:31
James Everingham shares key regrets and insights from his career journey.
“tactical, and if you're just starting at a company, this might sound silly, but I would say, I wish I would have just maxed out my 401k on day one.”
Transcript
Automatic transcript. May contain errors.0:00We couldn't have gotten more square in like the bullseye of Microsoft. They turned the entire company against us. This is James Everingham, former head of engineering at Instagram with experience across many companies, including pre-IPO Netscape. People are going to use a superior solution, right? Nope. Microsoft's like, watch this. It's not a technology war. It's a distribution war. At Instagram, he worked closely with the CTO and co-founder Mike Krieger. Mike, you brought me in. The engineering was hitting about 100 people. It's a common place where teams start to break. He shared many interesting stories across his 30-year career.
0:34I remember telling my product partner, Kevin Wheel, at the time, hey, I think I'm going to go do this. And then the next day, he comes in and goes, I think I got to go do this too. What? When you look back on your whole career, is there any career regret? Yeah, there's a lot, actually. Here's the full episode.
0:57I kind of got kicked out of college when I was just starting out when I was 18, but they hired me two weeks later as a full-time computer scientist. At Netscape? No, this was like early in my career. Like I was 18. I was in college. I didn't go to my classes. I was just programming my computer. The library computer information at Penn State started using my software that I uploaded. Um, and, uh, they learned I was local. So they, they actually had me come in and, uh, they wanted me to come in and actually help them with migrating all their mainframe stuff to PCs. Meanwhile, uh, the computer science program, I didn't go to any of my classes, so they kicked me out, but totally like the left hand, not knowing what the right hand was doing.
1:43Like they, they were like, Hey, we want to offer you a full-time staff position. And that was like the first person hired at the university in over 50 years without a degree in a full staff position. I had to call up my mom and tell her this, you know, like, hey, I got bad news and good news. She started crying, you know, like when she learned to get kicked out. So am I understanding correctly, they booted you as a student and then they hired you as a full-time? They full-time kicked me out. They sent me a letter saying, you need to re-evaluate your educational goals. You can reapply later. But like you, I literally got a 0.0.
2:18I literally didn't go to any of my classes. Like I was just programming at home and totally, you know, was, was, was working on this software that I was like obsessed with. I was all night working and I was uploading it. It was an open source at the time. It was called Shareware. And the university just randomly got ahold of it and was using it. And they were like, this guy's local. Let's, let's get him in. We don't have anyone with this expertise. So I ended up working for the university for years. that's so interesting when you when you got booted and hired at the same time was that a positive like a net positive for you or is that oh unbelievably so it was like you know i basically was able to go and like i i did was interested in learning so like i ended up taking pretty much all the computer science classes that the university had over the next few years and i never got a degree because i never took any of the electives but i i had like 150 credits of like like advanced comp sci, because I took them for free.
3:21I was staff. I could just go take. They couldn't even argue with me. They couldn't even say, like, you can't go into this class. Some of them were honors classes, and you had to be an honors student or staff. You didn't get the degree, but you got the education. I did. It was more of a, yeah, I did. But I can't say that I learned the most from school. It was more from going off and pursuing my software, my curiosity outside of the university because I worked there for two years and people kept sending me money for this open source software. So I'm like, I'm going to quit and start my own company and just go do this.
3:59So I did that. I left university and started my first company when I was 20. You said open source, and in my mind, that's GitHub. Oh, yeah. No, this was a very different world back in the early 80s. This was like you write code and you would use a modem and you'd connect to a bulletin board and you'd upload your code. And it was called shareware freeware at the time. And then people would go on these bulletin boards. It was like, you know, one user per bulletin board. You had to sit there and redial until you could get your chance to connect and you could browse. You know, it was like, I'm talking like 1200 baud, you know, like you can almost read the characters and then you'd find a file and then it would take, you know, sometimes a half a day to download.
4:44I mean, a very different time. I see. So you would connect to some shared server that was horrendously slow. It wasn't even shared. It was like bulletin boards were sort of these like, you know, I ran one too. So it was like this system that was running on someone's computer in their house with a single modem and a single phone line on it. And you would connect to this and then you could use it. And then the way these – like if you wanted to send a message, some of these were like networks. And the way they would work is they would all shut down at like 1 in the morning and start calling each other and syncing their messages.
5:22so like there was like a few hours a night where they were just doing that this was like early this was like wild west yeah i mean i can just imagine all of the security the potential security vulnerabilities from oh well it was a whole different time yeah of course yeah it was it was security wasn't a thing back then and you know like that was i was a hacker right that's how i got into it too as i was writing software that would take over the phone systems when i was a teenager, the FBI showed up at my house and asked me to stop. How did they find you? They traced my number. I was like a kid.
5:59Oh, there's two things. One, they traced my number, but the other thing was I wrote hacking software. And I was like 16 when I wrote this, and I was proud of my software. And so I put my name on it. Okay. Okay. That's how they find you. You can go still search the internet and you'll find it. What did it do? It allowed you to completely take over an operator's phone line. Like you could blow using frequencies. At the time it was called freaking. And like I had a Commodore and the Commodore had this like multi sound chip. So you could generate two tones at once. And you could basically call and blast 2600 hertz into an operator line if they were on the right system.
6:41It would literally blow her off the line. and then the keypads generated different tones than a regular touch tone so you had to have those and there were a couple extra keys kp andst so you had to have these extra keys and know then the sequences my software emulated all those frequencies did the 2600 tone and then um had stuff built into it to allow you to do anything an operator would do like you want to listen in on somebody's conversation. You could do that. You could do free phone calls. When the FBI showed up on your doorstep, is that, who answered the door? Is that you or your parents?
7:19Okay. Did she know what was going on? She knew it was for me. And so, you know, I was concerned. Like, you know, she was the, she didn't understand what a computer was. Like I didn't either at the time, to be honest, I thought I was wasting my life. And she was like, you're down on that video game. You're not doing your schoolwork. I was like, I don't know. I did not know she was wrong. So at the beginning of your career, something stood out to me. I saw Netscape. And I know Netscape is super famous for the first iteration of the browser wars. And I was curious, because you joined so early, what's the story behind you joining?
7:58And what was it like at the time? Like it sort of goes back to like how I got to California in the first place. There was a company called Borland back in the day that was – it was sort of like where all the good engineers were in the valley. And they wrote Borland C++ and Turbo Pascal. They were a languages company. They were being – they were probably the main competitor back in the early 90s to Microsoft. And I learned on Borland Tools. So I got a call because of my open source software that I had. They had seen that I was building developer tools. So they recruited me to come out and interview.
8:37I didn't think they'd hire me, but they did. And so I went in there and I worked there for years. And when Netscape first came on my radar, it was through some Borland colleagues that went over. mainly my close friend Lloyd Tabb who went on to found Looker and he recruited me over and you know it was probably it was probably like some of the worst judgment that worked out for the positive for me ever because Microsoft was just beating beating us up bad at Borland like they were you Visual Studio came out and they were competing with everything and we were just losing market share, layoff after layoff.
9:26And I'm like, I got to go get out of Microsoft's way. Like I'll go join this little internet startup. Microsoft wants nothing to do with that. Turns out that was pretty – that was wrong. We kind of got square – more square in like the bullseye of Microsoft. They turned the entire company against us, right? Like they were off, you know, building the browser into the operating system and all these things that were just almost impossible to compete with. And it ended up being a pretty intense time. But it was Borland, you know, like one of the things I think that's interesting about my career and I think it's a good pattern for others is like you end up building great relationships with people and companies.
10:14and that opens up doors and creates opportunity for you later in your career. So Borland, you know, building great relationships there, took me to Netscape, which honestly even my current company, Guild, that I have three people that have been along that journey all the way since Netscape with me. And we've done five, six companies together. Wow, six companies. I think when you're like kind of going through your career, a lot of people, they give you that advice. They say, yeah, you should network or you should kind of. But in the immediate action, I was like, oh, do I do I start talking to people?
10:56Do I start, I don't know, do coffee chats? I don't know exactly what. But if you were to sum up your understanding of what good networking is for someone who's in tech, what does that look like? Yeah, it looks different now to me than when I was younger. And I wish I had this filter when I was younger. But one, I think people that ask a lot of questions going in and are curious, it's a great way to build relationships in a company. When you're first starting out your career, and I was the same, I wanted good mentors around me. and my good buddy Lloyd, who I already mentioned, like he has the best advice.
11:40And it's like, look, if you want to find a mentor, don't go and ask someone, hey, I need a mentor. Go offer them help. Like, hey, you know, how can I help you? And it will naturally evolve into a good mentorship for you. Like, so try to be useful to others. Be curious about others' work. Don't be afraid to speak up in meetings. Like just start talking and listening. And I think that it's important to build this network and – or at least, you know, don't make enemies, right? It's like I think that there was a quote. I can't remember who said it. It might have been Bill Gates, but he might have been re-quoting.
12:20It's like, you know, friends come and go, but enemies collect. And, you know, I think that's something to that. Like, you know, build good relationships and don't burn bridges. You know, I remember sitting at Netscape, the people sitting around me, like even, you know, John Gianandreau sitting right next to me building the plug-in interface. He now reports to Tim Cook running all AI at Apple and, you know, he ran all search at Google. And, you know, the next person, you know, one of my first college hires went on to found a company and sold it for$400 million a few years later. Like the people that you're sitting next to are going to look a lot different in 20 years.
12:59You mentioned Netscape. And in my research, I saw that the company went from just starting to IPO in 16 months. And in today's market, I feel like companies wait a lot longer for IPO. What was it like at the time? And why did it IPO so quickly? That was a crazy ride. First off, the rapid scaling was insanity, even by any standards today. I think when I started there, there was about 150 people total. But the engineering team was incredibly small compared to that. It was not majority engineering at that point. I think within a year, we were over 3 ,000 people. Within a year? Yeah. So I worked seven days a week and like there was a time where I took two days off and I came back in and there were people sitting around me.
13:54I had no idea who they were. I'm like, it was just like a parade of people coming in, sitting. It was complete chaos. So yeah, so that went very quick. But like on the IPO question, I believe that was September 9th. It was like sort of a day that sticks in my head of 1995. I was there pre-IPO. Looking forward, like there are a lot of – it was a lot of less regulation back then. You didn't have Sarbanes-Oxley or any of these things that like would prevent you from going public. It was a way to raise more capital. If you had a good story, you could go out. I mean, there was a crazy stream of like the dot-com bubble is crazy IPO after IPO, right?
14:41Like, and everyone was just buying stock that was a web company. They didn't care what it was because they wanted to get in for the IPO. And a lot of people didn't do well with that. You know, if you bought Webvan or, you know, one of these. I even saw a company that was formed to ship potatoes. It was like Potatoes Direct or something. It's like, wait, you're going to charge$100 to FedEx a bag of potatoes? That's your business? But people were like investing in this stuff. And so they decided to come in and put some regulation around that, which was a good thing. So now – and the competition, there's a lot more companies out there competing.
15:24And people know that you need to have real revenue. You need to be able to predict what that is going to look like in a year. You have to show steady growth. So that's evolved into a space that is a little more organized, a little more governed, and a little more sane these days. You mentioned that you left your previous company to get away from the competition with Microsoft. And then I understand that Netscape is like one of the most famous competitors with early Microsoft. And I want to know, like when you got to Netscape, at what point were you realizing, oh, crap, we're competing with Microsoft?
16:01It was pretty quick. Like we got in there and suddenly, you know, Microsoft put out this big like communication saying like this is an existential threat. You know, they looked at us like an operating system and people were going to start using web applications instead of shrink wrapped, you know, operating systems and software that they sold. Um, you know, interestingly though, uh, it ended up the, the thing that they were afraid of ended up actually making them one of the biggest companies in the world. Cause it expanded, like they adapted well and expanded, uh, the market so dramatically that they, you know, they were able to offer services, reinvent and do all that stuff.
16:46But it came pretty quick. And, you know, our mistake was my big mistake, a big learning for me was I was working on this browser and I kept thinking, like, look, we're going to build a better browser. The technology is superior. And it was for a long time. It was like, so people are going to use a superior solution, right? Nope. Microsoft's like, watch this. It's not a technology war. It's a distribution war. And we're going to just bundle this and give it away and people will not use your stuff anymore. And that's literally what happened, right? Like people didn't care once, especially when like the quality became pretty equal, right?
17:29Like if you have two products that the quality is pretty equal, people are going to just use the one that's the default. There's no reason to switch. And that's how Netscape made money. We sold these browsers, right? That was our original model. We sold these. They were like$35. We were growing fast. And then Microsoft gave it away and instantly killed all the revenue going to Netscape for the browsers. What was the internal reaction at Netscape among you and your peers when the competition was happening? At first, we felt like we were on a mission. The engineers, we felt like we were on this mission of interconnecting the world and bringing it.
18:10So like we were really focused on that. So in one way, it was validating like, oh, you know, this is a big space. Microsoft sees it. But on the other hand, it was like completely depressing and stressful. It's like, OK, they just gave away our product. What do we do? Luckily, you know, we had the Netscape browser would default to Netscape.com. That was like the landing page. And we had a tremendous amount of traffic. So we started monetizing netscape.com as the first web service and added email to it, like webmail and things like that. And so that started actually filling that gap. But we had to invent that on the fly, and it was a stressful time to get there.
18:53I was reading the Wikipedia page about the browser wars, and I saw a really interesting part about the competition. It said in 1997, September, they launched Internet Explorer 4. And on the release, they put a giant E logo somewhere in San Francisco. And it says Netscape employees showing up to work the following morning found the logo on the front lawn paired with a greeting card signed. Best wishes, the IE team. Did you work in the office and see that? That was in San Francisco. They put that on the front lawn of our office, the one I was in. So, yeah, they went and put this big. I mean, it was friendly competition in one way.
19:43Because of Valley, engineers move around. So there was a bunch of my Borland colleagues were at Microsoft, and there was some friendly rivalry. But it was interesting that they did that. And I actually know exactly the person who did that. And, yeah, I believe that was Hadi Partovi. And when I went to, after Netscape, I went to Tell Me Networks. Hadi and I were, you know, I worked with Hadi directly. Like, we were both running parts of engineering. I actually reported in initially to Hadi. And we would just basically tell stories about, like, yeah, we were doing this. And he was running IE. And I was running the Netscape browser.
20:29So we got to tell these stories back and forth. Yeah. So I guess the story goes is, I mean, the superior technology didn't work for Netscape. And the distribution advantage that Microsoft had was too much. And so ultimately, Microsoft ended up winning. I saw that Mozilla was created because Netscape just gave away the technology, gave away the browser. Why would Netscape choose to give the source code away? Sure. It was a bold move at the time. And I believe the person who originally suggested it was Jamie Zawinski, also known as JWZ. And he's pretty well known out there. So here was the thing.
21:14We were out-resourced. We were a small company compared to Microsoft. We had dozens of engineers working on the browser. They had thousands. like you know it was very hard to compete so we're like how do we completely change the game and like why don't we invite the world to help us like we're on this righteous mission to like open to to to make inner you know make people connected and share information so why don't we give away the browser let's give it away let's open source it and invite the world to come in and help. That was the only way we could see of engaging thousands of developers to come help.
21:53And it was a lot of work to get there, right? And it did work, right? Like Mozilla became the foundation of lots of components that had made it into Chrome and there was Firefox and, you know, still going strong. So, you know, in one way that did work, but it was hard getting there. Like the story is even open sourcing the code. I mean, we had, you couldn't even like distribute SSL source code back then. It was like deemed a munition by the government. So we had to not only remove SSL from the open source version, we couldn't even like show how the APIs would work. So we had to obfuscate APIs.
22:30And then we were a bunch of, you know, young idiots working on the source code. So we had like swear words in it and like inappropriate variable names. So we had to like print out all the code and go through it with like highlighters and like sensor our own code uh why didn't you just grep the code for bad words because you don't know what they are if you have a a variable named g g netlib breeding like bunnies like how do you grep for that literally that was a variable name so you know so like we had to go through and and and make sure like it was something that wasn't going to get us trouble sharing funny story i think jw's jamie um he saved all the censored code and then he released it all so like it's you can go out there and find all of the censored code from from that oh that's funny what you you mentioned the government deemed ssl um like a munition what does that mean it meant that it was like um uh a uh a dangerous technology, like if people could encrypt stuff and the government or legal authorities couldn't ever encrypt it.
23:43So back then, even very small levels of encryption were concerning. And we couldn't distribute it because people could weaponize it if they got a hold of it. That was the theory. Before we leave this part of your career, is there any, I guess, lesson learned or you know favorite other story that you'd want to share otherwise we can go on um you know i think the lessons learned there is like when you're joining when you're joining a company like understand what what the actual who the competition is and what the war is you know i think that's interesting especially today right like everyone's fighting to win the ai wars like what does that mean and what is the war is it a technology war is it a data war is it a distribution war Like, what is it?
24:29You know, maybe back into like your career choices from that level of understanding. If I'm understanding correctly, you're saying like as an engineer, even you should be thinking almost like an investor, like which company you go to, because there's much more outside of the technology. That's right. Think about it. I think that's a good way to look at it is like, you know, look, if, you know, when we're young, we probably don't have a lot of funds to start going investing in companies. So we invest with our time. We get stock often as a compensation for our time. So look at your portfolio and see where you're overweighted.
25:12And if that's your goal, I think that's a reasonable way to look at it. Later in your career, I saw that you joined Instagram. And actually, when I worked at Instagram in the past, you were the head of engineering when I joined as a new grad. And yeah, I kind of want to ask a little bit about that. So how'd you get hired there? Was it based off your network, like you're saying, or did you go through some of the process? Well, this is a great example of sort of failure leading you to a place that's better, right? So like I went and I founded a company called Luminate. And Luminate, I worked at for six and a a half years.
25:52And basically it was Instagram shopping, by the way. It was that product, but for publisher sites. And we worked a long time and we couldn't get it working. Now, one of my board members was Elliot Schreg. Elliot reported to, I believe to Cheryl at the time. And he was on my board. When I sold the company, I sold it to Yahoo. But Instagram actually tried to buy it. So I met, you know, Emily White and Mike Krieger and stuff briefly. I committed to only one year at Yahoo. I was very good friends with the chairman of the board. And so he convinced me to go there and help. And one year came up and Elliot actually reached out and said, hey, Instagram still looking, would you please just come and talk?
26:41And he didn't know it, but like I had been talking to other companies and I had verbally accepted a pretty large position. But I had to go meet just because it was Elliot and he wanted me to talk. So I went in and I met Mikey again and some of the other people. I'm like, oh, this is the job I want. The values were clear. I was passionate. I realized I used the product. I'm like, I actually use Instagram. The company I was almost going to go to, I don't even use. I think at the end of the process, I probably would have paid to take that job, but I wasn't going to tell them that. But it was a job I really wanted.
27:25So it was my network. It was the timing. It was like my previous company that I couldn't make run that like ran out the runway to make that timing perfect for me. It was my experience working on image stuff at the previous company that sort of was also helpful? When I think about an employee in big tech, oftentimes when people consider starting their own company, the thinking is either that company is going to succeed and obviously that's great, or the company will maybe not do so hot and I'll just come back to where I was. But it seems like I've seen in other many careers, it seems like yours as well, that even if it's not an incredible IPO success, there's this middle ground where companies get acquired and then you can come in at very high roles.
28:15Like someone might've left, uh, I guess the, the, the big tech companies at like maybe a middle role or something like that. They start their company, it goes not good enough for breakout success, but they're a leader at that company and they get hired back in at like a senior leadership position and big tech. And I was curious, what's the mechanism for the level that you come in at when you enter back after starting your own thing? So there's a lot of those, but like you can't, I mean, people aren't going to bring you in at a senior level unless you can back it up, unless you can show your experience.
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28:52Even though I came from a smaller startup and went into Yahoo and I went from 15 engineers to 1 ,200 or something, I had previously ran large organizations, you know, at Netscape and, you know, Tell Me was even pretty large. So I had that background already. I interviewed Ryan Olson. He's one of the original. I know Ryan well. Okay, great. Yeah. And so we were talking about Instagram stories and he mentioned something really interesting in that project, which was that actually when the project started, you immediately kind of cut the size of the team. almost in half or significantly, just down to like Ryan Olson, a few other people, so that the project could move faster.
29:38And he said that was a big part of the project's success. And you were the head of engineering at the time. So I was curious if you had any thoughts on what did you see that made that a good decision at the time? You know, Instagram stories was an interesting thing. Now, like your natural instinct is like, Like, hey, Snapchat's gaining traction and, like, we need to go do what Microsoft did, turn the whole company against this. But really, this is where your entrepreneurial skills come in. It's like, hey, what we need is a small team that can move really fast. So, like, you want to set it up so that you have really capable people.
30:19You have the right types of engineers who are very proactive. And then you remove any roadblocks from them. And so you give them a separate area where it's not dependent upon like deep APIs and blocking points into other organizations. So you set it up so that they can move fast. And so we did that purposely, right? And I think it was like three months. We had – it was a three-month project. We went from zero to releasing stories. And it was a pretty big success. I think maybe a lot of managers might naively think, oh, competitors coming. We got to move fast. That means throw a lot of engineering resources at it.
31:06So here's a 20-person team. Go, go, go. As opposed to, it sounds like you have a different philosophy here, which is a small talent-dense team. That's right. With the founders leading it directly. Kevin and Mikey were heavily involved and brilliant product thinking and execution at that level as well. When you get a small team that's capable and you give them clear ownership and you remove dependencies, that is one way to increase speed. So if you get a large team, they tend to be interdependent. You start federating large pieces of architecture and pretty soon those dependencies end up slowing you down.
31:51So I think the small – if you – sometimes it's better to start with something small and build on it rather than trying to build the big thing at the beginning and evolve it over time. And that's sort of what this was. It's like, let's get it working. Let's get it stood up. Let's get this thing working and then plug it into the product and we'll scale it instead of like, what does this look like at large scale? And let's build that from assuming that. That ends up often being a way less efficient way to get something done. And it's definitely a lot slower. Mikey Krieger had like, and it was the name of my conference room.
32:32It was called this value that he said, do the simple thing first. I don't know if you recall this, but like, hey, you know, like if we're going to go off and we have a thesis, like before we go off and just pour the whole company in it, what's like the simplest, hackiest thing we can do to go prove this thesis true? And, you know, that was sort of part of the values of Instagram is like, what's the simplest thing we can do to go prove this thesis before we scale it? You were hired as the head of engineering. And at the time, Mike Krieger was still the CTO there. What are the differences between that CTO role and the head of engineering role?
33:10And how did you partner with Mike Krieger? And what went well, what didn't? Yeah. So Mikey brought me in. The engineering was hitting about 100 people. It's a common place where teams start to break. And Mikey's brilliant. He was actually a really gifted manager too, but he just didn't want to do that. And he wanted to focus on the technology and even coding. That was his true joy. So he brought me in. So the initial confusing things to the team was like, what are our different roles? Like, you know, who do I listen to? I'm used to getting directions from Mikey. So you have to be pretty clear.
33:51So the first thing that we did is like we wrote our job descriptions and we published them to the org. And so, you know, and classically a CTO is like works with customers, new technologies, works on the product and the technology roadmap, experiments, all of these things, builds the external engineering brand. And the VP or the head of engineering, it's usually a people management thing. It's like hiring, execution, org structure, performance reviews, all that fun stuff, right? And so think technology roadmap for CTO. Think process people, staffing, execution with the VP Avenge. So we published that.
34:38And we even came up with like flow charts. Like, hey, I want, you know, we put it out to the team. We're like, hey, I want five more headcount. Go do this project. And it's like, come to me. Hey, you know, I want to use this new technology. I think it would be cool. Go to Mikey. So, like, we also put, like, a roadmap out there. And then it took some evangelism, you know, like, hey, you know, to get people to learn where to go for what they needed. People often confuse this, by the way. You know, it's like people confuse the difference between a CTO and a VP of Edge. Like I get called into a lot of companies saying, hey, we need a new CTO.
35:14And I'm like, why? What's breaking? And they almost always describe VP of Inge problems. I'm like, I don't think you need a CTO. I think you need a VP of Inge. It's a very different person. As we kind of wrap up this Instagram leg of your career, is there anything that you think I might have missed or kind of like lessons that you learned from this part of your career? Yeah, no, you know, I think that the one thing that I remember is like, you know, when I came into Instagram, it was a different company. Everyone's nervous when they go into a new job. And they brought me in right when engineering teams start to break, but like, these weren't breaking.
35:53And I was very confused at the beginning. And I was starting to feel like I was a dinosaur. I'm like, wait, you know, this is all working. This isn't breaking. Like what kind of management voodoo is going on here that I don't understand? And then about 150 to 200 engineers, it started breaking. And I'm like, oh, wait, these people are so smart. They're able to IQ their way past like that normal barrier. Because what usually breaks is communication lines. Like you have to hold a lot of stuff in your head. Use face familiarity with people. It's called, you know, Dunbar's number, all that stuff. But like the people were just so gifted and smart at Instagram.
36:31they were able to IQ past that. Plus the great thing, the reinforcing thing about Instagram was the best software is built by people who use it. And like everyone in Instagram was a power user, right? Like, and even if you go back to Boomerang, do you know, do you remember Boomerang? When it first came about, it was, I think it was an intern, Tim Leonardo, I think was the intern. he went and built it as a hackathon in like three days. Like one of the most engaging features the Instagram released was a hackathon built by an intern in three days. Like it's just amazing to work in a team where you're the primary customer and you're building stuff for yourself.
37:13So anytime you can do that, like that's awesome. Moving to the next part of your career, I saw you. I remember when I joined Instagram, all these very high profile people were leaving Instagram to work on Novi. It was the hot project at the time. I was thinking, oh, wow, this new crypto thing must be really big. And so, yeah, what drew you to working on Novi or the crypto project at Meta? And what was the impact you saw on it? So inside Meta, I had met David Marcus. David was running Messenger at the time. And we had just met, but he's like, hey, I want to run something by you. And I went and he was like, don't tell anyone, but I'm going to leave Messenger and this is what I'm going to do.
37:59And this is my first meeting with David. And he's like, I've heard good things about you. Would you consider coming and running the engineering aspect of this? And he was selling me this crazy crypto story. Like, and I loved Instagram, right? And I was like, you're insane. Like, that's a crazy thing. Why would I go join that? And like, I just couldn't get it out of my head. And then like the next day it started hitting me like, oh, wait, this is an area for impact. And so I went back the next day and David was kind of grinning and he was like, I knew you'd be back. He's like, I call this the mental virus.
38:38He goes, it takes about 24 hours to infect people and then they get it. And I was like, darn you, David. And long story short, I'm like, okay, I'm going to come start this. I was heavily invested in the mission, which was financial inclusion and bringing safety and low-cost money movement to people around the world that needed it. And I loved that idea. And I remember telling my product partner, Kevin Wheel, at the time, hey, I think I'm going to go do this. And he – I explained it to him and he was kind of like – had that same look I had. And then like the next day he throws a 30-minute meeting on my calendar and I'm like, oh, he's going to try and talk me out of this.
39:27And he comes in and he goes, I think I got to go do this too. What? Like, oh, this is going to be tricky. So I connected him with David and I'm like, great. This is going to be a tricky one to navigate. But it worked out well and we went over and started the Libra project at the time. How did the project go and what were the pivotal points in it? Oh, man, I think it's pretty public how that project went. Like we weren't able to ship it, right? Like it was – there was a lot of pressure on Facebook at the time, just political and regulatory. And like they weren't excited about us, what their view was as thinking we're going to rewrite currency.
40:06It's like not what we were doing. But like there was not a lot of strong understanding on the government. They're not the best, deepest technologists. So – but they didn't want us to release this and it was a shame. David tried to do this like the right thing. He's like we announced what we were going to do, that we were going to work with regulators and everything. In retrospect, we probably should have just released it and asked for forgiveness. But that sort of put us into a tailspin where we had to keep re-architecting the project to be regulatory compliant. And it took us years to do that.
40:42and ultimately we got it to the point where even the government said this was the platinum version of Staplecoin, but they still didn't want us to release it. And I think that's when we gave up. And we were a pretty big org by then. I think we were like 3 ,500 people. And yeah, they put all payments and everything under David at that point. And I think in a funny moment, David came to me. Oh, well, I'm like, I can't keep doing this. I'm going to go do something different. And I loved David and felt like he was a friend. I didn't want to let him down. So it took me a couple of weeks to get the courage up and practice my resignation to him.
41:26And I was ready. And I'm like, I'm going to go in our one-on-one. Here's my story. I'm going to give him all the time, but tell him I need to move on. I go in there and I sit down and David goes, well, before we get into whatever you want to get into, I have some news to share with you. I'm like, what? And he's like, I'm going to leave. That's what I was going to tell you. And I'm like, well, what are you going to do? And he's like, I think I'm going to go get into my entrepreneurial roots. I'm like, how? And one thing led to another. We kept talking and I ended up leaving Meta for a couple of years.
41:57And I went and started LightSpark with David because I was invested in this mission of, and that's what LightSpark's doing. And I love it. It's just an amazing mission of like, you know, the way I think about it is finance is the last area for disruption, you know, but I do think like the cost and latency of moving value globally needs to go to zero. Because when it does that, when you can move money like packets of information, like you can stream money, you can move at low cost areas that need it. Like it's just going to be a revolution. I have no doubt that that's going to happen at some point.
42:30And so you were working in the crypto space and now you're working in AI, what made you leave the crypto space if you know there's impact there? Yeah. First off, I'm like a crypto skeptic. I never was a buyer into all of this stuff, but I do think that it's really good for money movement and as a base layer. So what happened there was I was working and I co-founded LightSpark and David wanted to do it in LA. So I figured I'd move down there. I commuted for two years down there and, uh, and I formed a team and build it. And I was kind of like at a point where the team was formed, I'm commuting three days a week.
43:13I didn't feel like I was adding a lot of value, uh, until we were at the next level of scaling. So I talked to David and, you know, David and I agreed like, Hey, yeah, fine, I'll step back. And, you know, we're very good friends. So it was like an easy conversation. I groomed a successor and stepped back. And at that time, Meta learned I was free. And they were like, hey, you know, we have a role we want to run by you. We hear you're free. And I'm like, I don't know what that role would be that I'd be interested it in. And they're like, well, what about dev infra, you know, like running all the developer infrastructure at Meta?
43:53And I'm like, oh, hold on. Like I'm, that's my background. Like I'm a developer tools person. That was the first 10 years of my career. Like, and it hit me like, oh, wait, you know, what was I even doing at Instagram and all these things? I'm a developer tools person. Like, that's really what I want to do. And with AI coming into a picture, it was like, awesome we get to go write science fiction stories about how developer productivity is going to be and go try to make that happen with unlimited resources i'm like sign me up for that so i was so i came back and uh i love that team dev infra is amazing and such a senior team like a thousand engineers building all of the developer tooling for inside meta it was just amazing i love that job, did it for almost two years.
44:41And the only reason I left is because I had that observation and I had to go start this company. And what was the observation? Well, so, you know, we built something internal called DevMate. DevMate was an agentic platform that allowed engineers to sort of like go learn from each other and then scale these agents. And these agents were working on tooling, not just coding. They were driving tools and doing all types of things. And it went viral internally. We couldn't keep up with the demand. Within months, it needed an entire dev server per dev made instance. And there were 40 ,000 plus engineers at Meta.
45:25And pretty soon, everybody wanted an instance. And some of them wanted three instances. So you're like, how do we allocate all the dev servers? But it was such a strong pool. You're like, oh, I see the dynamics at work here. Like 40 ,000 developers is fun, but it would be fun to go do this for 40 million. And so we took a lot of these lessons and we're like, yeah, we kind of think we see around the corner what the world needs for this to work inside their companies. And that led to the formation of Guild. When I look at the AI space, it feels like a bloodbath or it's incredibly competitive. When you saw the space, I guess, what gives you the confidence that you will compete well or what is the niche that you're going to focus on?
46:15First off, I don't have the confidence, but I have the drive. And I'll tell you that much. It's like I deeply believe that what we are building is needed. So there's that. But like I'm always, you know, I'm always looking out of the corners of my eyes of like who else is building this and, you know, who might not execute. That's just what an entrepreneur does. So if you look at a lot of the startups and a lot of the companies, you know, I think a lot of them are building for like the future past. And what I mean by that is they're building for things that fill in gaps of what LLMs will probably be able to do.
46:55Like look at Cursor. It's autocomplete. Now, you know, LLMs are starting to get to be able to completely write code without an IDE. It's like, okay, you wrote, you build a product on a bus stop, not where the end of the line is, you know. So what's that end of the line? And like what is needed regardless of all of that? So what we're building is a control plane. And it's a layer of infrastructure that allows you to manage these agents inside a company. Like, you know, your agents, if they're rolling around in your infrastructure, you want to treat them like employees, right? Like some of them, some of them you want to have access to things.
47:32Some you want to restrict. You want to report on what they're doing. You need to observe. You don't want one agent just like tanking your token budget. You need circuit breakers. You need a governance layer for that. Regardless of like where this ends or which model company wins, you need this, right? So we believe that we're building something that's needed. And in any scenario where Anthropic or OpenAI or Meta or somebody else wins, you just need this layer. Let me paint you a vision of where I think things are going to go. So I think a few years, like right now inside a company, you have a bunch of internal web applications.
48:17You have your HRIS systems and, you know, your intranet and like developer like CICD tools. And, you know, you have a lot of internal apps. I think there's going to be a layer of like thousands of agents that will sit on top of this and help drive them. Right. For example, you know, we build an agent that we use on our own system here that basically doesn't make duplicate bugs possible. Right. It's a really simple thing. It's like you submit a Git issue, you know, it fires a webhook. Our agent wakes up and goes, let me look and see if there's one that's like this. And it just marks a duplicate and goes back to sleep.
48:56That's different than a coding agent, right? So you can imagine anywhere where there's a tool integration, prompts, and evals, you can go into design. You can go into product. You can go to HR. It's just basically workflow management in a company. And that's the thing where we think it's going. But if that's the case, then, you know, you're just like people, you probably don't want your engineers having access to your finance systems. You don't want your finance people having access to your code base. Like, you know, all of these things you're going to need to set up policies around. And even like regulatory policies, you're going to need that, especially in a large public company.
49:37So you need layers to be able to enforce that. AI is non-deterministic, right? Like it's like you can't guarantee what the outcome is based on any inputs. If you're building a stable infrastructure layer, you need it to be deterministic. So you need to put a deterministic layer on top of this non-deterministic technology. It's the only way right now. Okay. So it's almost like this harness that will, yeah, control plane is a great way to put it. Control plane for the agents within maybe a corporate environment. Centralize it. Like right now, you see people using these AI agents. We had one customer that they have their developers running agents on their laptops.
50:23They don't know where they're running. This is one that blew through their token budget, one agent in 12 hours, and they didn't know. So you centralize that. okay here's a central runtime you you make it so agents can work together in a secure way so you put bubble wraps around them um you don't want these agents just yellowing at your infrastructure right so like you have to put control around them you know i i i i use this analogy like there's this movie gremlins you remember gremlins i haven't seen it but gremlins yeah it was like easy spielberg movie where these little furry creatures started multiplying quick and they just were causing chaos in town, taking over the electric power grids.
51:04Like AI agents are like that, right? It's like they're just like, once they start multiplying and they're like, you can't predict what they're doing, like that's a problem. So you need to be able to put a layer there to provide some predictability and control around that. That's what we're building. Yeah. At this point, I feel like you have so much management experience. So I wanted to discuss this high-level management philosophy that I see in the industry, which is that I see that this Elon Musk style of management is kind of like getting in the details, micromanaging. And I hear a lot of people who are against that as well.
51:44And I'm curious what side of that you're on, and maybe we can discuss the pros and cons of each of the approaches. Yeah, sure. Well, look, I think that there's different tools for different jobs. And so what you're describing when you talk about these two different management styles, they're in two very different environments. And so I'm not a micromanager, but I've also been fortunate enough to have incredibly capable people to work with. So, you know, you can think of an org as a top-down org, like where you have a leader with a very clear vision and you're hiring a workforce. He or she is hiring a workforce to help achieve that mission.
52:23Or, you know, you can be the opposite of that and consider yourself at the bottom of the org chart. And you're trying to act as a tool to help that team achieve their vision. That's the one I am. Now, that being said, there are times where if your team isn't performing and I've worked – I've inherited some teams that were not working well and things like that where I've had to go in and micromanage but not for long. You want to only use it as a tool in my opinion to fix things and then step back out of that. I think that our job in technology is a creative – this is a creative job, right? Like you don't know what it looks like often.
53:15You just know what outcome you want, right? And if you're going to do that, you have to free people. You don't want to hire smart people and think for them. You want to just focus them on the outcomes. You want to like clear their – what's blocking them. You want to be able to probe and ask great questions and course correct them. But if you start micromanaging really smart people, you're going to lose them. Now, if you look at some of these classic examples that you mentioned, like Elon and stuff like that, I think there was a lot of – lost a lot of smart people that weren't willing to work in that environment.
53:51But I didn't understand the environment. Maybe it was necessary. I can't speak to that. I've built my career around hiring really smart people, much smarter than me, and getting out of their way and just supporting them, you know, trying to make them, give them the space to be the best that they're at. And so I think, you know, not saying there isn't room for this micromanagement, like get down into the details. You need to do that every once in a while. But like that's not if you just that's your only mode of operation. That's your only tool. It's only good for a very specific thing. When you look back on your your whole career, is there any career regret that comes to mind that you think other people could learn from?
54:37Oh, man. So, yeah, there's a lot. actually. And I wouldn't say they're regrets because I'm pretty happy where I'm at and everywhere led me here. So you have to also look back and go, I'm not going to punish myself over mistakes if you're happy where you're at. I'll tell you things though that I wish I would have known or I wish I would have appreciated when I was younger is I'm not an intern age anymore. I'm a little older and time is my scarce commodity now. So back when I was younger, it was okay to like beat my head against the wall for six, seven years. I'm like, I have all the time in the world.
55:15I would like to have that time back and spend it well. So like, be sure you're doing what you love and be sure you're having good days because that's really your scarce commodity, you know? So that's one thing. Go where the smart people are. Like I learned this by accident. Like I was fortunate enough to get recruited into Netscape and Borland, like where all the smart people were. Going there really helped build me a network that's just people, the early engineers at Netscape and Borland are kind of like owning the Valley now and Mark Andreessen. So that's also good. And that's where I got the best mentors and learned the most.
55:58And I'd say one simple tactical, and if you're just starting at a company, this might sound silly, but I would say, I wish I would have just maxed out my 401k on day one. Like just go max out your 401k. It sounds like you're going to get a reduction in salary and you may not be starting out at high, but trust me, you'll forget it. But like when you're my age, that is going to be a giant amount of money. I wish I would have done that earlier. So that's the other tactical thing I would do. If you could go back to the beginning of your career and give yourself some advice, knowing everything you know now, what would you say?
56:34I would speak up more. I remember being afraid to speak up because I was worried that people would think I was an idiot. But it turns out that those are the people now that I notice are the people that even if what they say is off, they're not afraid to speak up. So speak up, like be curious. Like I wish I would have networked more and asked people like more about what they were doing. And, you know, one simple thing is like it didn't occur to me as sort of a version of go where the smart people or like I was seven years in Pennsylvania working. That's where I'm from. It didn't occur to me to like go to like I got recruited into Borland.
57:16But like in retrospect, it was like if I were an actor and like it didn't occur to me in seven years to go try Hollywood. It's like, you know, it made all the difference was getting into the valley where there was so much opportunity and resources. I wish I would have done that earlier. That makes sense. Awesome. Well, thank you so much for your time, James. I really appreciate it. It was great to meet you. Yeah, great. Thanks for taking the time. It's a fun conversation. Thank you for listening to the podcast. It's a passion project of mine that I really enjoyed building. Another passion project that I've been working on kind of in secret is building an ergonomic keyboard that I wish existed.
57:54And I finally have a prototype. So I'd love to show you what we've built. It's ultra low profile and ergonomic. And I couldn't find anything like it on the market. So that's why we built it. I'll put a link to the keyboard in the description. You can take a look and learn more about the project there. We could definitely use your support. Also, if you have any feedback for me about the show, I'd love to hear it. Comments on YouTube have led to guests coming on like Ilya Grigorik and David Fowler. I wasn't aware of them until someone dropped a comment. Also, feedback in the comments helped me learn to reduce the number of cliffhangers in the intros.
58:29So your comments definitely make a difference. Please keep letting me know what you'd like to see more of in the show, and I'll see you in the next episode.
From the publisher
This is James Everingham, former head of engineering at Instagram and a veteran of the tech world with experience at Netscape. We talked about his unconventional start in the industry, learnings from every leg of his career, and regrets he has looking back.
𝗣𝗼𝗱𝗰𝗮𝘀𝘁 𝗹𝗶𝗻𝗸𝘀:
• YouTube: https://youtu.be/VIF5Fm8NdE8
• Apple: https://podcasts.apple.com/us/podcast/the-peterman-pod/id1777363835
• Transcript: https://www.developing.dev/p/ex-head-of-eng-at-instagram-career
𝗧𝗶𝗺𝗲𝘀𝘁𝗮𝗺𝗽𝘀:
0:00 - Intro
0:57 - Kicked out of college
5:35 - FBI showed up at his house
7:43 - Pre-IPO Netscape experience
25:19 - Joining Instagram as head of eng
29:12 - Why shrinking teams improves velocity
32:59 - Working with Mike Krieger
37:16 - Leading Cryptocurrency project at Meta
42:30 - What he is working on now
54:29 - Career regrets
56:27 - Advice for his younger self
57:42 - Outro
𝗪𝗵𝗲𝗿𝗲 𝘁𝗼 𝗳𝗶𝗻𝗱 𝗝𝗮𝗺𝗲𝘀:
• LinkedIn: https://www.linkedin.com/in/jevering/
• Twitter/X: https://x.com/jevering
• Threads: https://www.threads.com/@jevering
𝗪𝗵𝗲𝗿𝗲 𝘁𝗼 𝗳𝗶𝗻𝗱 𝗥𝘆𝗮𝗻:
• Newsletter: https://www.developing.dev/
• X/Twitter: https://x.com/ryanlpeterman
• LinkedIn: https://www.linkedin.com/in/ryanlpeterman/
• Threads: https://www.threads.com/@ryanlpeterman
• Instagram: https://www.instagram.com/ryanlpeterman
• TikTok: https://www.tiktok.com/@ryanlpeterman




