In short
OpenCode’s rapid growth and what it reveals about AI coding agents, engineering productivity, feature/quality tradeoffs, and the economics/constraints of inference (GPU supply). Dax also covers OpenCode’s origin as an open-source “coding harness,” its go-to-market strategy, and its business model (inference + enterprise control plane).
Guest background
Dax Raad is a co-founder of OpenCode. He previously worked across startups and open source, including serverless tooling (SST) and Open Next (AWS deployment support for Next.js). Earlier, he built Minecraft server mods and later founded/led companies such as Iron Bay and worked as head of engineering at Right Health.
Key claims
AI speeds coding but doesn’t automatically speed shipping quality; teams can “Frankenstein” products by shipping too many features/hacks. Open-source positioning can win as model vendors compete. Inference is highly profitable due to pricing/margins and rising token prices. GPU capacity is a bottleneck even for small companies. Most teams use AI to reduce effort/energy, not to 10x output, which can increase burnout and quality issues.
Notable examples
OpenCode growth from 650k MAUs (Dec) to 2.5M (Jan) to ~6.5–8M (recent), including a spike after Anthropic blocked Cloud Code subscriptions. The “flashbang” terminal theme bug affecting many users. TurboPuffer and Antithesis/WorkOS are mentioned as sponsors/tools.
Written by AI. May contain mistakes. Listen to the episode to check what was said.
Chapters
Tap a time to open that second in VODax's Journey with OpenCode
2:00 to 3:56
Dax discusses his experience building OpenCode and its popularity.
“Yeah, thanks for having me and thanks for coming all the way to Miami.”
Challenges in Software Development
3:56 to 6:44
Dax explains the difficulties in shipping high-quality software faster.
Insights from Early Career Experiences
6:44 to 8:27
Dax shares lessons learned from his early career and startup experiences.
“I never like, I played the game a little bit, but I didn't play the game that much.”
The Intensity of Startup Life
8:27 to 10:11
Dax reflects on the personal challenges faced during startup ventures.
“It was just me and the co-founder originally.”
Transitioning to Open Source
10:11 to 12:10
Dax discusses his journey into open source and key projects he undertook.
Building for the Community
12:10 to 14:00
Dax explains the creation of Open Next and its impact on the AWS community.
“building stuff i was into like more practical things um and i just struggled to do anything outside of that.”
The Need for Open Next
14:00 to 15:10
Learn about the origins and motivations behind building Open Next in response to gaps in Next.js.
“And we didn't want to do it because we weren't Next.js users.”
Transitioning to OpenCode
15:10 to 16:50
Discover how the financial situation of the company led to the creation of OpenCode.
“And I think the need for Open Next is slowly going away.”
Exploring Market Dynamics in AI
16:50 to 19:10
Understand the competitive landscape and the importance of seizing opportunities in AI development.
“There was no coding agent that was like, we are the open source option.”
Growth Journey of OpenCode
19:10 to 24:10
Examine the rapid growth of OpenCode and the factors contributing to its success.
Show all 31 chapters
Navigating Industry Challenges
24:10 to 28:00
Learn how OpenCode dealt with external pressures and competitive dynamics in the AI space.
“Because even when you told me about how you were thinking of open code, you're talking about strategy, about how there was this gap.”
Building OpenCode: Initial Strategy and User Experience
28:00 to 29:20
Learn about the strategic decisions made in developing OpenCode and the focus on user experience.
“to like them, and they kind of creep into companies and they grow in that direction.”
Growth Hacks and Marketing Decisions
29:20 to 31:00
Explore the unconventional marketing strategies and decisions that shaped OpenCode's growth.
“So yeah, we just kind of picked stuff and we didn't like think too hard about it.”
Business Model Insights for OpenCode
31:00 to 34:20
Understand OpenCode's business model, including their two lines of business and market positioning.
“because initially we were effectively a Cloud Code clone.”
Profitability and Insights on AI Inference
35:35 to 38:00
Delve into the profitability of inference in AI and its implications for businesses.
“And with this, let's get back to DAX and open code.”
The Reality of Productivity Gains with AI
38:00 to 42:00
Discuss the actual impact of AI on productivity and motivation within engineering teams.
“So, again, it's complicated because I know the training costs are a big part of it.”
Rethinking Motivation and Compensation in Tech Companies
42:00 to 43:59
Explore how tech companies, especially startups, need to rethink motivation and compensation strategies.
“And they're getting burnt out and they're leaving.”
AI's Impact on Engineering Workflows
44:00 to 46:09
Discuss the evolving roles of engineers in AI-native startups and the implications for productivity.
“Like what does this software engineer even do in terms of, okay, of course they prompt AI to write code, but what about a product?”
Challenges Posed by AI in Feature Development
46:10 to 48:32
Identify challenges in shipping features and the implications of AI on decision-making.
“If everyone else is doing it and you're like, okay, well, it's not worth it.”
The Need for Code Cleanup Amid Rapid Development
48:33 to 53:48
Understanding the balance between rapid development and the necessity of cleaning up code.
“Features that we shouldn't have shipped.”
Critique of Predictions in a Changing Tech Landscape
53:49 to 56:00
Critique the trend of predictions regarding the future of tech jobs and the role of young engineers.
“It feels like we're going fast, but then I look back and I'm like, Like, I don't know if we actually are going that fast.”
Navigating Change and Uncertainty
56:00 to 56:50
Discussing the anxiety surrounding rapid technological change and its impact on the workforce.
“My job won't be replaced by AI, but everyone else's job will be replaced by AI.”
The Nature of Predictions and History
56:50 to 58:00
Exploring the challenges of making accurate predictions about future changes in technology.
“Like, I mean, I'm nervous and worried as well, just because the change is faster than before.”
Product Principles for Success
58:00 to 59:30
Identifying key principles in product development that contribute to success based on experience.
“So yeah, predicting is a lot harder than people think it is.”
Feedback Loops in Product Development
59:30 to 1:01:20
Highlighting the importance of feedback loops in the product development process.
Team Dynamics and Open Source Development
1:01:20 to 1:04:00
Exploring team structure and dynamics in an open-source context and the challenges faced during growth.
The Importance of Taste in Product Quality
1:04:00 to 1:08:00
Discussing the role of taste in product development and the challenges of maintaining quality.
Learning from Industry Leaders
1:08:00 to 1:10:05
Examining the influences of industry leaders and their approach to product excellence.
“every feature you ship it's not about the features about how it interacts with every existing feature and his work as a product person is to make sense of all that um and he's very good at doing that.”
Navigating Engineering Roles in the Age of AI
1:10:05 to 1:13:06
Explore how AI is reshaping the roles and responsibilities of engineers.
“It's usually split half, so like NeoVim on the left, OpenCode on the right.”
The Importance of Industry Expertise for Engineers
1:13:06 to 1:16:10
Learn why combining software engineering skills with industry knowledge is crucial.
“So eventually people just like hated them and got rid of them.”
Lessons from Taleb: Emergent Properties and Bottom-Up Design
1:16:10 to 1:18:51
Discover key insights from Nassim Taleb's work and their application in various fields.
“about being a software engineer is you don't have to pick an industry.”
Transcript
Automatic transcript. May contain errors.0:00Dax Raad:Dax Raad is a co-founder of OpenCode, the most popular open source coding harness. He's also a very down-to-end when it comes to AI, which can be a bit surprising when you consider that he built such a widely used AI tool. Today, we talk about the rapid growth of OpenCode to closer to 10 million active users in less than a year. The memo Dax sent to his team admitting they were shipping too many features, taking on too many hacks, and AI usage not helping them move faster. Why Inference is one of the most profitable businesses in tech right now, and why even OpenCode is bottlenecked by GPU supply.
0:29Dax Raad:and many more. If you'd like to ignore the hype on social media or on AI and instead talk about where it helps or hinders productive engineering teams, this episode is for you. This episode is presented by Antisysys. Verify your system's correctness without human review or traditional integration tests and avoid bugs or outages. I'd also like to mention our season sponsor, TurboBuffer. You've probably heard someone say rag is dead these days, but it's not. It just doesn't mean what it meant in 2023. Back then, retrieval was pretty straightforward. The human asks a question, your code embeds it, you hit a vector database, top K results come back, those get stuffed into context, and the LLM answers.
1:05Dax Raad:Now look at what's actually happening inside something like OpenCode or any serious agent product in 2026. A human sends one prompt to an orchestrator agent. That agent fans out to subagents. Each subagent is hitting separate systems. A vector index, a full-text index, grabbing the file system, running CLI commands and SQL against OLTP and OLAP stores, reading and writing a memory system, re-ranking results, looping, and calling more tools. One human problem turns into dozens or even hundreds of searches across totally different shapes of data. In practice, this means a lot more complexity, a lot more cost, and a lot more potential performance issues, especially when you need to scale up the system.
1:41Dax Raad:This is exactly what TurboPuffer is built for. It's a ridiculously scalable, fast, and cheap search engine. It's built on top of object storage for reliability and scale with smart caching on NVMe SSDs, so it's very fast. It's priced so you can let agents loose with proper rag in 2026 without seeing your bill explode. Check it out at turbopuffer.com slash pragmatic. Dax, welcome to the podcast. Yeah, thanks for having me and thanks for coming all the way to Miami. I wanted to jump in to something really interesting about you. You're building one of the most popular AI engineering harnesses, OpenCode, which is speeding up how people write code and just like turn out software.
2:18And yet you're claiming that this itself is not enough. Like this itself will not get us to better software i've always said the easiest products to build are ones that you can use yourself and obviously we built open code so that our team can use it and it's like we are the customers of the product uh so we use it aggressively as much as anyone else can and of course it is we build it so we think it's useful and we use it every day and it's a critical part of our workflows but all the old problems that i've always struggled with are still there I'm working as hard as I ever have I'm struggling as hard as much as I ever have so a lot of the job has become easier but yeah it's a weird feeling because objectively stuff has become easier but then why am I like thinking as hard as I ever have you know it's a weird feeling to have both those things be true and it's interesting because the like a lot of the people who are decision makers CEOs often hands-on people like hands-on CEOs CTOs founders at companies they kind of think oh look we've got these tools coding used to be the hard part right like like objectively it took us so much time it still takes you know to get into the zone if you're going back to coding by hand so if that's faster because that's where we used to spend most of our time it should be faster like everything should be faster but why do you think this is not the case or like what is getting in the way of like just like shipping high quality software faster better right yeah i mean there's different there's different life cycles different companies there's like pre-product market fit there's achieved product market fit which is kind of where we are and there's companies that are like have had product market fit for like a decade and i imagine that things look very different across these three for us pre-product market fit it to me it doesn't really help that much because you're trying to figure out what you should be doing um and yeah like maybe it helps you swing a lot but i've always thought it's better to think a lot instead of swinging a lot i think you can eliminate a lot of ideas or directions just by you know spending a lot of time in your head and with your team talking obviously ai doesn't speed that part up we're at the phase where we're we've achieved product market fit now our task is to kind of hit the potential that we have um and the issue for us is there's a million different directions we can go in there's uh all the obvious stuff we can do there's all the stuff that our users are telling us that we have to do there's stuff that our competitors are doing and it's very easy to just one-to-one do each one of those things because we have a problem prompt the agent competitor has a feature prompt the agent user has a problem prompt the agent if you add that up you think oh we shipped a thousand features now that adds it to a good product it actually adds it to a horrible product because Frankenstein yeah nothing's cohesive you look in there you're like we shouldn't have shipped this the moment you ship something you're stuck supporting it forever and by supporting it means any future feature you build is gonna like interact with it so you still have to be very conservative with what you put out there it's hard to undo anything just because we can ship 10 times more doesn't mean we have 10 times as many good ideas to ship out there so uh in a lot of ways my struggle has now been how do i like slow everyone down um and like understanding that yes our process can look very different but should it look very different like we know we've done uh in the past six months we've kind of operated very differently than we ever have a lot of stuff went wrong because of that so now we're pulling back and figuring out okay what from the old world still makes sense so yeah we're like figuring out what we should be doing and i definitely don't feel like oh yeah we're like killing all our competitors we're using ai so much better than everyone else um and by the way none of our competitors are crushing us either like no one out there is using ai so well that they just like we can't even compete right um and we're in the coding agent space all our competitors are super into ai so you would think in our space there would be like a huge gap but there there just isn't yeah so i want to rewind back to the very beginning of how you know before ai before a lot of these things how did you get into tech and software engineering yeah so i uh i grew up kind of cliche story i grew up programming as a kid uh my dad was a software engineer so a little bit easier for me to get into than for other people and just started working out of high school uh founded a company thought it was cool thought i knew what i was doing looking back in hindsight like wow i didn't know what i was doing at all um that eventually got aqua hired as a small aqua hire uh and i ended up in like the real tech industry bounced around as a consultant founded a few companies uh and then ended up doing open source pretty much the past six years full-time but going back to the very beginning i found or saw some references to you working on minecraft minecraft servers yeah yeah back in the beginning can you take us back a little bit yeah so uh so minecraft obviously everyone knows what minecraft is um and again this is another cliche story you talk to a bunch of people in tech they have a similar backstory there was a modding framework for uh minecraft that came out i ended up working on the framework itself i ended up making a bunch of mods with it I found that I liked creating like interesting sandboxes.
7:17I never like, I played the game a little bit, but I didn't play the game that much. I like had a server that like a hundred people would play on. And I would just use these mods to create like interesting situations to try to like understand like how people would behave under certain scenarios. And I found that like fascinating. But yeah, that required a lot of like programming Java stuff. What's interesting is that community, obviously I was like very new to programming. It was all done over IRC, a community existed on IRC. but there was some like very senior very good programmers in there the people there i felt like were people that weren't particularly career motivated they were probably in a comfortable enough situation where they worked like two hours a day uh and they were talented but they just didn't have any like desire to like career chase at all so they funneled it into the minecraft stuff and i got to talk to them and learn from them so uh i think in like the couple months i was doing that i learned i learned a lot and then you you went to the startups you founded a startup and then After being the founder at Iron Bay, I saw, looking back at your history, you became a head of engineering at Right Health.
8:19Yeah. Can you tell me a little bit about what was that like? That was in 2017 or so, like pre-COVID? Yeah, yeah. So that was a company that did transportation in the healthcare space. It was just me and the co-founder originally. And that company grew to like 20 people or so. That was my second swing at doing a startup, I would say. And it got further than my previous attempts. but like it kind of ended up in a disaster. I did end up meeting my wife there. She was head of product. I was head of engineering. We got together after a year. So better than a startup exit, I would say. Definitely learned a lot.
8:55But yeah, it was one of the situations where everyone was super young in their 20s. And I think there's this stereotype of startups that, oh yeah, it's a bunch of like super young people, you know, building stuff. After that experience, if I ever end up investing in companies, I'm not going to invest in companies with a bunch of young people because we were all just like, Our brains weren't fully developed. We were all insecure about various things still. And that played out with company politics and dramatics and stuff. So yeah, that cliche of like, oh yeah, it's a bunch of young people. I think that's the exception, I would say, looking back.
9:24So a bunch of young people succeeding is probably the exception. Yeah, yeah. And of course, we have famous stories of that. But on average, for me, I felt like my brain didn't finish developing until I was 26, I think. So prior to that, you know, I don't know if I really should have been running a startup. And when you say like sub developing, is it just kind of like getting enough experience to like understand how like a business actually works or like professional relationship? In what sense? Yeah, I think for me, it's like startups are so intimate because it's just you and a few people. And it's very intense.
9:56Like you are. This is the thing you're doing. Like you're not really. This is your hobby. It's your job. It's kind of everything. if you're not like fully developed as a person like if you're trying to prove something to the world if you're still insecure about certain things all that shows up at work um especially in such an intimate situation like that so fighting conflict all that stuff uh the way i perceived the situation even my own understanding of what was going on just basic like how to be a person and live in the world uh i think at least for i think i think for guys like takes a while for their brain to fully settle and when it did it felt like day and night like i was a different person but uh it definitely took a bit and now you can look back at that time and just kind of like oh gosh like what was i doing yeah thinking yeah everything was just so magnified and way more intense and way more emotional than it than it needed to be i think okay so the people who knew the dax back then might be a little bit surprised yeah yeah i think so but again that's when my wife met me so something something was right there did you in your first few years so you you founded a startup then you went you kept going up like very early stage startups either as founder or an early founding engineer or so did you ever consider larger companies at that time yeah i think um that was always there because uh you know this so for me this era was like the early 2010s or mid 2010s um the big tech companies were very prestigious at that point like there was a lot like everyone you met was trying to get a job at uh either one of the big tech companies or one of the hot like unicorn startups at the time that was like the thing to try to do if you weren't doing that you basically were gonna like fail in tech so i felt like some kind of pull from that point of view but i also just couldn't get my shit together to like do that like i knew what what it takes to there's like a thing there's a set of things you have to do to to kind of be successful there i just couldn't even do that so uh yeah i could say like oh yeah i chose not to do it but really i i just don't think i was it what would you think the things were back then i mean you know there was a very structured interview process for these things uh you know you got to do certain like programming problems whatever and i think i was a good programmer and i think i had done some interviews that were like that and i some of them i even did well in but the level of competition and like people study for it people focus on it like just randomly swinging at it i don't think i would have uh landed anything so yeah i was into building stuff i was into like more practical things um and i just struggled to do anything outside of that.
12:20And then how did you transition into open source? Well, serverless stack was big project of yours. It was, it was a toolkit for building AWS, building full stack AWS applications, I think. Yeah, that was kind of where our initial focus was. Yeah, and just how we got into open source. So after RideHealth kind of ended up in disaster, I took a job at a, like a series B stage startup. At that time, for me, it was like the biggest company I'd ever worked at. and I eventually got put in a director role. First time being like a full-time manager with no other like active programming tasks. And I still wanted to program a lot so I ended up exploring a bunch of open source things at the time.
13:00You know, I had like three or four hours of manager meetings every day but then outside of that, you know, I had time to explore open source, things like that. And I started to build my own kind of crappy stuff and then I came across SST which had just launched. It was like maybe a couple months old. that was frank and jay they both uh i created this thing in it originally started contributing to it they were raising a series like a they were raising around they were kind of getting out of yc raising around i invested in the in that round and then a month later i ended up joining the team and they gave me the money back as salary but now i had to pay taxes on it so it's a if you're gonna invest in a company make sure you're not going to join them it's a bad use of money yeah and then you did sst and then you did some other stuff as well on the side right open next so Open Next, I think, was probably a thing that blew us up initially.
13:46This wasn't even a thing that we wanted to build. We were serving people in the AWS space. Every single day, someone would come to us and be like, we like what you guys are doing, but we really need help deploying Next.js AWS. And over and over, like for a year, people were just nagging us about this. And we didn't want to do it because we weren't Next.js users. Very tedious, you know, Next.js has a very complex framework. Trying to recreate the right infrastructure for all that in AWS is a lot of work. digging into like JavaScript bundling like Next.js internals like not very fun not very exciting work so we made Frank do all of it so he basically slogged through through that and figured out how to get it all working AWS our goal from the beginning was this project shouldn't exist it's just a weird gap because the Next.js team is focused more on Vercel and it wasn't like a malicious thing or anything it's just where the attention would naturally go so we're like let's fill this gap The end ideal state should be that, you know, Vercel eventually just manages all this and there's no need for this.
14:43So we built that. It annoyed Vercel a bunch. But yeah, it was very useful for the people that, you know, were trying to deploy in other places. Eventually, we kind of rallied some other providers that had problems with Next.js as well. So Cloudflare, Netlify. I think Microsoft got in there eventually too. Google got in there eventually. And they kind of built stuff, adapters for Open Next. And eventually the Next.js team had time to kind of like Okay, let's make an official adapters API. And in the past year or two, it became a much more collaborative thing. And I think the need for Open Next is slowly going away.
15:16And then how did OpenCode come about? Because that's a pretty recent story. It started sometime in summer of last year, summer 2025. Less than a year. Yeah, yeah. Back in February, our company, we were basically doing a push to hit to profitability. So with SST, we had a monetization path for that. basically for like three or four months we're like running out of money and then but our revenue was going up and then in february we had like one month of money left but then we also broke even at the same at the same time weirdly though we were all like really calm about it it just felt like i know it felt like something would would work out and it did uh so that gave us time to kind of take a step back and think about okay we can technically do whatever we want now like what do we want to be doing and for a while we're like obviously ai is a thing to work on this decade especially if you're working in dev tools we've been through waves before where like there's just a thing that happens and whenever a thing that's happening it seems like it's not making a lot of sense because whenever something that is has a lot of potential it attracts a lot of investment by its innate nature most of that investment doesn't make sense so it's very easy to look at anything exciting that's happening and think none of that makes sense i'm not going to participate in it but usually what happens is a few things in there make a lot of sense and if you just completely sit out you just miss out on that i think we've been through a few waves of kind of doing that uh where we saw the ai thing and we're like okay a lot of this stuff is stupid but there's definitely a real value here we need to be doing something in it uh and we took a few swings at a few ideas and like a lot of them we didn't even fully launch uh because we just discovered they didn't make sense while we were working on it and then eventually we started to use cloud code as a team it was the first ai coding tool that stuck for us it like directly solved some of the the workflow annoyances that we had um this is great obviously uh this should exist at some point i asked why weren't we the ones that built this like we should feel bad about that and then we realized okay maybe there is like still an opportunity to do something given our experience in open source uh we kind of saw i think so we're saying earlier like you don't have to just ship a million products to figure out something that works if you sit and think you can figure something out and we kind of looked at it from a positioning point of view like there's a market there's a For some reason, no one has grabbed the open source territory.
17:31There was no coding agent that was like, we are the open source option. And that obviously is a super valuable territory. Every single dev tool we use, whether it's databases, compilers, whatever, eventually the open source option becomes a default option, right? That combined with the fact there's heavy, heavy competition for models. Like, sure, Claude was popular, but there's billions and billions and billions of dollars invested. Like, they're not just going to let Anthropik win. There's going to be push from OpenAI. There's going to be push from the open source side. So given that we saw that chaos, we saw that it's really valuable to have the open source positioning that tries to work with all the models.
18:08So the initial push for us was to kind of ignore whatever was going on the market and just make sure that we claimed that open source spot, which we were able to do. And then, yeah, like our numbers have been pretty crazy since then. Can you tell me about the growth? Like you launched in June 2025, how the growth was both for usage, but also for the team. like when you started how big was even the team was it most of the the existing so our animal labs working on this or just a small yeah no so we were just three people at a time so it was just three co-founders yeah and then um uh we hired uh one of my friends who was also interested in working as and he helped us build like the initial thing so he joined uh so it was four and then we convinced one of our uh like a really good designer that we had always want to work with to join us as well uh and that was after we launched so that was more like in the fall but yeah so we we launched and the growth was really good like immediately it was better than anything that we'd ever done but by december we hit uh 650 000 monthly actives and at that point we're like wow this is great we uh back in the fall we kind of were kind of telling people our goal was to hit one million by uh next early next year everyone thought we were crazy like that was like oh okay sure then in january we did 2.5 million monthly actives uh so like went from 650 to 2.5 uh last month we're at 6.5 i think this month we're still halfway into the month so i'm not sure maybe close to eight our next goal might as well was 10.
19:29there was a massive jump so we went to 650 in december and 2.5 in january what was that jump it was is that the the winter break jump where everyone started to realize that these models are really great yeah so having been at devtools for a while we knew that in january there's always a bump because like i think people take time to learn new things in december with the time off and they have time to try new stuff so we what we typically see is we see a dip into the holidays and like a giant spike in the first week back for this we saw growth into the holidays which we've never seen with any other product before so like despite the fact that people were off it was higher usage than ever and january came around and anthropic helped us helped us a lot by uh you know they like wanted to ban anthropic subscriptions in open code uh that blew up into like a huge thing like we barely even commented on that but like just the user base was so upset anthropic accidentally put us and them in like the same sentence which we don't deserve because they're a much bigger more successful company but that week that kind of happened by accident and that like spiked our numbers like crazy so so i guess in hindsight because what happened is and traffic silently banned being able to use cloud code subscriptions inside of open code which which was every tool including open code did that because it was a bunch of other third parties but they didn't allow open code to do this and then this led to this like outrage the thing with them is saying that they're kind of new to working with developers um it's okay to do things like like of course you need to do what you need to do to make your business sustainable it's totally fine but randomly dropping a block at like 9 p.m at night that just sets you up for like people to hate you uh doing like a phase communicated rollout over a month i think they would have giving a heads up yeah yeah yeah i think people would have someone upset of course everyone's gonna be upset no matter what but it wouldn't have been this concentrated moment of like everyone being being really uh really annoyed this reminds me what we were talking about how ai allows you to do things really quickly and fast do you think in this case entropic might be you know stepping in this trap of they can do things really fast and they do things really fast.
21:36But for example, in this case, they can just implement a block like this. You know, like the PR probably took like what, like a few seconds or a few minutes. Whoever did that might have not thought through the implications. I think this is a consequence of any kind of fast growing company. You forget the amount of leverage you now suddenly have. Like you do one small action and it ripples through millions of people. Like we're dealing with this ourselves. Like we've never worked at this scale before. We put out a bug the other day where almost everyone has their terminal dark mode and when you open open code, it opened up in light mode.
22:06So we like flash banged a bunch of people. And I'm like, in the past, I would have been like 100 people we hit. But like I did this like a million people this week. So yeah. But inside this block, obviously we know it worked out well in hindsight. But when it happened, I mean, at the time, Opus 4.5 or 4.6 was the most powerful model out there, best for coding. And you saw that Entropic just blocked, you know, like clocked close to Christians. Before you knew that this press would happen, like was it seems reaction? Was it just like, stay calm, keep going? Yeah, what's weird is we knew this day would happen at some point.
22:39And for some reason when it happened, we all just felt excited because I think we were kind of like thinking about this for a while. And we knew this would happen. We also knew that like, we live in this crazy bubble, like especially on Twitter, where everyone has a$200 CloudMax subscription. At that point, we were at 650 ,000 monthly actives. There's no way 650 ,000 of them have CloudMax subscriptions. like it's crazy for the average person to spend$200 a month on anything so we knew it was like a smaller subset um and also at the time we had been working on deals with pretty much every other company to officially support this their subscription in open code so the previous weeks leading up to that we got Microsoft degree for uh GitHub CodePod to be officially blessed by open code we got a bunch of different companies in the works we haven't announced any of them yet and the big one we hadn't gotten or we haven't even approached was open ai so when this happened that night i forgot what it was a thursday night i don't remember exactly when i got like a hundred tags on on x being like oh they banned it they banned it and i was like all right it's go time so i messaged open ai being like hey tomorrow uh everyone's gonna wake up everyone's gonna be really angry at anthropic you guys have a chance to score like a pr win by taking the opposite stance and officially supporting open code the next morning they confirmed like yeah let's do it so in the morning everybody was like oh anthropic blocked open code they're screwed i saw a bunch of people being like they're worth nothing now like they're gonna go to zero whatever i was like laughing to myself i'm like okay just wait till the end of the day and then we figured out the integration we implemented it and then in the day we announced like open ai is officially supported in open code we knew what was going to happen and like going all the way back to the open next thing right uh the strategy that we know how to play really well is to pick one temporary bad guy and galvanize all their competitors to push something forward against them um so anthropic was unfortunately in that position uh so we kind of got the rest of the industry to you know support open code support like access to these models in different places because they were all competing with with anthropic so these are like nice strategies that you can run in these situations even as a small company i'm starting to get a sense that that past tennis years of building dev tools or at least five of open source and understanding dynamics.
24:55It's really helping you. Because even when you told me about how you were thinking of open code, you're talking about strategy, about how there was this gap. And there's all these competing model providers. And with an open alternative, over time, in a lot of ecosystems, the open one wins. And the vendors compete, for example, with Linux. You know, Linux is open source, but the distributions are for-profit companies. Red Hat, Ubuntu, or Canonical, and so on. and they all compete and they make it better. So even in this case, it sounds like you, you know, like it all goes back to you actually had a strategy that you expected that if the players play, the vendors play as they play, it will make sense.
25:33Yeah, exactly. If you get your positioning right, the world just keeps handing you wins that you didn't even expect. So like we never predicted this exact scenario, but like our fundamental understanding the position was right. Like if there is a neutral party, all these companies with billions of dollars will kind of use a neutral party to advance their own strategy. like company's interests so it's beneficial to be that thing in the middle yeah and then right now codex came forward they saw it as a way to increase brand awareness usage is that right now they're sharing like how much is growing and i'm sure logically at some point they might turn around at some point say let's say they win the market or they become market leaders they might do the same thing okay we no longer want to support this thing but at that point there might be other players as long as there's multiple interested parties yeah exactly so at some point maybe OpenAI becomes a bad guy that we have to like kind of galvanize everyone around so it's it's uh I mean it's why competition is good this is kind of exactly how competition plays out I think the thing that people maybe underestimate is like we're a small company we're not like a huge company at all you can apply if you apply pressure in the right places you can actually make things happen we get a lot of criticism and and like anger from people being like oh you guys are being so mean to Anthropik they criticize like the way we approach things but these are billion dollar you know huge companies, you know, like us being going to apply any amount of pressure to get something to happen.
26:48It's very difficult. And this is what it looks like. People might think that it's, you know, they're above it or whatever. But having more access to these things, having more people be able to use the tools they want is a good thing that you can love cloud code, be like, I'm never switching off cloud code. That's great. You should probably still be into the fact that people can use other other tools that they like, right. And going back to why open code is so successful, and that there was a gap using what you've learned about DevTools in general. Why was there a gap? What do you think was the difference that you did outside of just writing the tool to start with?
27:24The biggest advantage in DevTools is the fact that everyone working at DevTools is a programmer, and programmers are horrible at B2C products. They don't realize DevTools are B2C products. B2C as in business, a consumer. Yeah, exactly. So like you treat them like the most extreme mindset to have is like you treat them as what you're launching Instagram or social media app, something like that. Yeah, you can do a top down process. And there's plenty of companies that do like an intense top down enterprise process. And that works. And that's great. But the DevTool products that are like massively adopted to the point where they're basically a standard, they're all bottom up, like they're individual developers start to use them, start to like them, and they kind of creep into companies and they grow in that direction.
28:06and to do bottom up you have to basically think like a consumer company and programmers generally are very very bad at thinking this way so we very much focused on the moment you open open code it should feel very different and better than some of the other options and to do that we had to build like a ground up terminal rendering framework that's not what cloud code did that's not what any of these other coding terminal coding agents did they just used ink or whatever and you know made it work for what they need. But we invested on that up front because from the moment you use it, it feels like something different.
28:37It might not be for you. Like maybe you don't like the overwhelming experience. Maybe it feels like too much. But you still walk away thinking the people that did this are competent probably. So immediately getting people a good feeling and then immediately getting them prompting without any layers of friction. So we focus on just reducing that friction as much as possible and focusing on things like I'm on a lockdown enterprise laptop. How do I can I use open code like optimizing for all of those things and our harness wasn't very good for like the first Like five months of open code, but it was good enough It was good enough that most people couldn't really tell the difference and once we won enough share Then we went back and like tried to make our harness like good and smart and optimized and all those things but uh It was inverted from what everybody else was doing everybody else was to being like you have to build a smart harness and that's how you win we did we have like a Mid-level harness, but we are the most used so and now we're able to like you know creep up and actually have the best harness and are also the most used so i think it was like an inverted strategy that we did that uh other people didn't fully understand and to get into the inverse strategies the technical level like you you you launched with a framework otari right oh that was a referred desktop app so the desktop i would say i wouldn't even say that was that was mostly a mistake on our part so i love terminal stuff i do all my work on the terminal so our numbers are we're gonna hit like 8 million monthly active users i don't think eight million people should be using the terminal i think it's a little over uh we have like too many users for what the product is i think a lot of them would probably have a better experience on uh on a gui and we understood that very early and so we were kind of experimenting with like a web app with a desktop app and uh so we're like this is probably gonna be the direction things go unfortunately we were right like that that is like where things are going but we didn't like treat that project too like we should treat it a lot more seriously and try to get it like out there way faster and thought a little bit harder on the technical stuff.
30:30So yeah, we just kind of picked stuff and we didn't like think too hard about it. And ultimately it was a mistake and we're moving back to Electron now. But open code is growing amazingly fast. Interesting enough, there's this growth hack that some partners are doing. I would say growth hack where in the PR on GitHub, they actually put which partners did it. Cloud code is doing it. GitHub copilot is doing it. Some others are not doing it. And in open code, you are not doing it. even though this could be like almost like free marketing. Yeah, so initially we had that, because initially we were effectively a Cloud Code clone.
31:02If Cloud Code did it, we did it. So we had that, like with the commit, it would say, you know, committed with open code, whatever it is in GitHub. And then we got a bunch of people being like, hey, can I disable, can I have an option to disable this? And I thought about it and I was like, this is so lame, it just felt lame to me. I'm like, you can be like a casino, right? A casino just tries to trap you in there with every little trick to like get you to stay. That's at the extreme of doing a consumer product. I felt like we didn't have to go to that extreme. It felt like a little bit lame to like try to, it's like too obvious of a growth hack, right?
31:32Like everyone sees it and everyone knows why that's there. Yeah, so I just wasn't a big fan. And so instead of having the option, we just turned it off by default. You know, you're still running a company that is a for-profit company in the end, or you need to make bankroll. What is the business model behind OpenCode? So we have two lines of business basically. So initially when we first launched OpenCode, a big problem that people had was, or that we had, again, thinking about reducing friction, they had to connect something. They had to connect their Anthropic account. They had to connect their OpenAI account.
32:02At that time, when you sign up for Anthropic, you couldn't even get enough rate limits to even use something like OpenCode. So a lot of our users couldn't even use it. So we're like, okay, we have to at least build some kind of inference service that you can sign up for and get access to all the models with the rate limits you need. So we built that and we called it OpenCodeZen. And we initially just built it as an onboarding thing to smooth out onboarding. But that grew like a ton. And with the amount of open source models that are becoming popular, we also found there's a ton of difficulty in hosting open source models correctly.
32:34So Zen has become a place to aggregate the best model. I mean, of course, frontier models are easy, but then the best inference for all the open source models. All that became really popular. That business is growing a ton. I think a couple of months ago, that hit 50 million run rate within like five or six months. Wow. Um, and the margins there can be pretty good because open source models you can host at a decent margin that is growing like crazy. Uh, we didn't really expect that, but that's, that's like a big part of it. The other side of it is extremely boring. If you are a company that's using open code and you have a thousand engineers, you can just tell them all to go download open code and like add an open API key.
33:12You need some kind of control plane to like set up all the providers, permissions, budget controls, rate limits. So we have a product there. we're going to make that publicly available soon but right now it's just been like enterprise deployed uh so just if you're a company that's using open code at scale you need some administrative software to run it you can't practically use open code at scale without something like that that's also open source but you know most people just pay for our hosted version uh the other thing is i think uh it's finally the time has finally come where people are looking at how much they're spending on uh on lm and they're like what are we doing are we actually getting anything any more done like we so like companies are now looking at their costs and trying to figure out how to optimize it a little bit it's great timing because open source models are now very competitive they are 10x cheaper blending that in and having good inference for open source models is becoming a part of our business as well so these big companies you know they need the control plane but then we kind of just give them inference access as well to the these other models and they end up just kind of naturally starting to use it if that ends up being a main part of our business, we might stop charging for the control plane itself and just charge for the inference.
34:20Dax Raad:Dax was just talking about the boring but essential work to get enterprises onboarded. SSO, permissions, control planes, all the stuff every serious company eventually needs. Which is where I need to mention our season sponsor, WorkOS. Sooner rather than later, you'll need to get around building these enterprise features, not just control planes, but things like auth for apps and agents. WorkOS handles it. SSO, skim, fine-grained authorization, built for how agents actually operate. The fastest growing AI companies, Entropic OpenAI Cursor of Perplexity, they already trust WorkOS to solve these problems.
34:53Dax Raad:Check it out at workos.com. I'd also like to talk about our presenting sponsor, Antisys. We just talked about slowing down to speed up, thinking hard about what to build so you're not sprinting to the wrong destination. But quality is part of the destination too. You don't want your product to flashbang a million people like the team at OpenCode did that one time. Antithesis is a property-based testing platform that enables you to express the properties your system should have, then verify that those properties will hold in the chaos of production. With Antithesis, specification and thorough verification becomes a seamless workflow, giving you clarity so you can deliver quality.
35:32Dax Raad:Check out antithesis.com slash pragmatic to learn more. And with this, let's get back to DAX and open code. We had a recent tweet about how inference is actually really, really profitable. Like you were quoting someone who was saying like, oh, you know, like these AI model providers are, you know, like having might be having financial difficulties. Can you explain to those of us software engineers who, you know, we don't we don't do inference. I mean, we use these models and we just assume that this this must be our business. How can it be profitable? Why is it profitable what are you seeing yeah so i think this is a it's kind of there are different parts of the business so if you look at the pure inference part of a business if you think about what's the floor on the cost the floor is a cost of electricity there's a capital cost to acquire the hardware once you have it to deliver a token the cheapest it can get is the electricity to power it and obviously there's like other infrastructure there's like operations staff after stuff like that um but we have seen models that we look at the sticker price of it and we know like the uh uh because because we rent gpus at scale to run the models and we still use middlemen by the way so we're not like going all the way down to the down to the floor even for us there are some models the sticker price and the cost to us there's like an 80 margin in there and i think the other thing that people don't notice is prices have gone up it's confusing because it seems like they haven't but they've gone up from the point of view is we used to all use Sonnet as their default because Opus was too expensive.
36:58Then they made Opus cheaper so that we started to use Opus as their default but was still way more expensive than Sonnet. So the prices have gone up and the cost to host these models haven't changed. So that's one aspect of it being really profitable. And Anthropic of course they have an open AI crazy scale. They have the biggest GPU deals that they've done. So I wouldn't be surprised if they're looking at like 90 % margin at current prices. I don't think that's like a defensible margin long term. That's crazy to be able to make that much with the amount of money going through as well. It's interesting because when Brian Cantrell was on the podcast, he used to work at building a cloud service that would compete with AWS and he said that back then this was the same thing.
37:39AWS back then hid their financials. Everyone thought and they told everyone that cloud is a terrible business and it's like you're red blood everywhere and then he started to do it and he said like
37:48Dax Raad:actually, it's a really freaking profitable business to run a cloud but But it's kind of a welcome secret because why would Amazon or any other provider advertise the business that is printing money? There's always negative sentiment that exists for any business that's getting hyped. They have no incentive to correct it. So, again, it's complicated because I know the training costs are a big part of it. The R &D department is hugely expensive. But long-term inference makes sense as a business. I think it always will. yeah this being said you also said something in public about gpus about you you i'm quoting you there are just enough gpus it's crazy that even a company our size is being bottlenecked by us what does that mean yeah so across the whole stack of gpus so everything from like producing the gpu to supporting hardware to like labor everything everything is like super tight right now the demand for inference is growing so like i don't think it's linearly growing i think it might even to be exponentially growing but we haven't made our production of gpus grow exponentially that's like kind of a linear process so as those lines intersect there's going to be uh tightening so for us like there's we have gpus that we need to reserve we have to pay a lot up front um everyone is now hoarding because everyone's kind of expecting this crunch to kind of continue it's very hard to get capacity for inference and uh the other thing that's crazy i think i posted about this.
39:12You know, we see things like a company has raised$2 billion or whatever to do something in AI. And that feels like a crazy amount. Like, wow, that's a huge amount. Like you have to be like a crazy startup to do that. The big tech companies are spending like tens of billions in a year, like Amazon, Meta, whatever, like they dwarf anything that's happening in the startup space. So they are just vacuuming up like all the demand. Any company that is in the supply chain, they don't want to talk to you because they're busy trying to get something with Amazon or Microsoft or Google. So yeah, it's very tight times.
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39:43I think it'll get resolved. I think in my whole career, anytime I've seen any kind of shortage, there was a tense period and it was met with like crazy oversupply. It might be different this time, but generally that's how I see things go. But right now it's tight. I want to talk about the hype of what productivity gains these AI tools, specifically AI agents are giving to engineering teams and the reality. And you wrote a now very heavily quoted tweet which which was i'll quote just some parts of it everyone's talking about their teams like they were at peak of efficiency and bottleneck by the ability to produce code but the way things actually look like is and you listed a few things like your team your your org really has good ideas people are not using ai to be 10x more productive they're using to turn out their tasks with less energy to spend and so on so like this was a few months ago i think two or three months ago when you wrote it yeah i think there's so many dimensions to this So the thing I was talking about in that post is the majority, again, we forget how big the software engineering industry is.
40:43Like every company in the world employs software engineers to some degree, right? The majority of these environments aren't like the most motivating, exciting environments. Most people there are trying to do their job, go home to their kids, like have a reasonable life. You give them a button that lets them do their work faster. the natural place for them to do is hit that button as much as possible do the same amount of work and just cash in that extra time right which makes total sense like if you're not if you have no reason to be above and beyond motivated you're not going to really use that to like you know push your organization harder yeah these tools may make you more productive but like be really realistic about your employees like where are they going to like cash in cash in those gains obviously some companies are not like that their employees are motivated they good reason to be they're compensated in a way that that makes sense but most places aren't like that uh and the problem with that is usually in those environments it's like there will be a couple people that are irrationally motivated because you know they love the work they do etc even though the rest of the company isn't as motivated they're usually the ones that are trying to make sure everything is good quality make kind of push everyone to try harder they're all now overwhelmed by like slot prs and we've had a few people on our team that are joined and their previous company was like this.
41:56They were the person that still cared. The rest of the organization just hits the button and gets their tasks done. And they're drowning in just garbage. And they're getting burnt out and they're leaving. So motivation and team and people and humans and emotions, all that stuff is still a big factor in all this. How do you think companies, like let's say a mid-sized company or even a small company might have to rethink motivation, compensation, and thinking about work. Now that, you know, like I was talking with Steve Yeggie about this on how an engineer could, if they're super motivated and they put in the task and energy, they can produce a lot more output.
42:38And if it's well-directed, that could be better business results. But it does come at a huge cost in energy. And again, if you're just being paid by the same paycheck, it doesn't necessarily make as much sense to do so. So I'm wondering, like what kind of early thoughts you have so far and of course for you guys in a startup I guess it might be a bit easier I mean obviously for us you're right it's easier for us um we are in a very exciting space the people that join our company are very competitive uh they want to get in there they want to win so that's like a big driver everyone has equity that if we do our jobs right like it'll be pretty meaningful for them uh at some point I even pre-ai I feel like uh again I can only speak for startups as like that's where my experience is i'd always see startups post jobs where they're like we're hiring two engineers and they post two salaries and these are like okay salaries i always thought like why just hire one person and combine the salary you'll get someone that'll like meaningfully change the direction of your whole life like people will start showing up at that at that level um so we've always been willing to pay pay quite a lot we don't need to hire a thousand people we need to hire like 20 good people um so generally i think good salaries still go a long way.
43:49But yeah, at bigger scales, I think it's just hard. When your company hits a certain size, there is just no good reason for someone to do much more than what their job strictly asks them for. So I don't have any good ideas here. And I wonder if it's a thing where it is hard to retrofit this technology and the way of working to existing structures, which have been, and I guess the question goes back to how much will the AI native startup, like yours or ones that are starting today change, like how will their workflows change, the type of work, even the roles, right? Like what does this software engineer even do in terms of, okay, of course they prompt AI to write code, but what about a product?
44:25What about all these other things? Yeah, yeah, I mean, yeah, I think the bottlenecks are still there. They're still figuring out what you should be doing. You can spend a year just figuring out the right thing to do. And then once you figure it out, maybe it's fast to actually build it. But yeah, like I think the joke I made was pre-AI, I would spend 95 % of my energy thinking about what to do and 5 % of my energy doing it. Now I spend 96 % of my time thinking about what to do and 4 % of my time actually doing it. So yeah, it's like a 20 % improvement, but day to day, it feels as hard as ever.
44:56Another observation you made is at a lot of companies, and you will, I guess, see this secondhand from OpenCo, which being user companies, that the CFO is now going, what do you mean each engineer costs extra$2 ,000 per month? What are things you're hearing about in that area? Because this is happening. Yeah, so I think with every technology, there's a phase of like flexing where there's so many companies now that want to be seen as like, we're so future facing. We're like, our process is ahead of everyone else's like, you don't know, chance you're going to catch up. And they're all bragging about how much they're spending.
45:32So there's like right now, there's a push to be like each engineer is spending like 10 ,000 a month. And that's like, that's so worth it. Like, our business is so successful and so useful and so efficient that any amount of money is worth it. and there's a lot of that narrative then there's like and then that's fake that'll go away uh then there's a real narrative of like yeah these companies hire thousands of engineers if they literally cost a thousand dollars extra a month that like breaks your whole budget like that's not a thing you can kind of casually do we're in a temporary period of like we're experimenting to see what's possible and and everyone's learning i doubt this is going to be a sustainable thing like these companies were already pretty tight on what they could afford especially if they can't directly point to clear results of here's the issue right the net result of this i'm not saying this is the case but there is a world where the net result of all these ai coding tools is the same amount of work gets done but all the engineers are happier because their job is easier that's not good enough for a lot of companies so they're just going to say go back to typing out the code it's also an interesting dynamic where there's also the pressure of well when everyone else is doing it even if if we just stick with the happier analogy and again let's let's assume that the quality of the output overall wouldn't change.
46:43If everyone else is doing it and you're like, okay, well, it's not worth it. Let's stop it. Then your best engineers will leave. So I'm also hearing some CTO saying like, well, we're giving access to better tools because we're one of the best companies. Like it would look silly if we said like, oh, you can only use, I don't know, GitHub Copilot. We're not allowing you to get whatever open code or clock code or whatever else that is because we, like our best people would leave. Yeah. No, that is a real thing. It's kind of like, I mean, again, depends on if you have someone that's really good that has infinite opportunities, you know, using Jira is a risk because they're going to be like, I hate using Jira every day and they're going to leave.
47:16And I know people that have literally have done that. So that's like always a dynamic. But that will be at the top of the market, right? Yeah, exactly. So it's, again, I think at the scale we're at, we're just so exposed to like how big the world truly is. And the world we typically play in, it's so small compared to everything else that exists. And at most of these companies, it is just use Copilot. Just plug Copilot into open code and that's all you get. and your limit's your limit and that's what's there. And there's some narrative being pushed that these companies are going to die because they're going to fall behind, etc.
47:50But I don't know. I just don't think it's that straightforward. Another longer post that I paid a lot of attention to is the one that you sent out to your team, to the OpenCode team, which was on the topic of saying, all right, we should do three changes. I'll quote you. Basically, we have the following challenges. None of them are new, but I think they're turbocharged by LMs. Number one is shipping features not worth shipping. Number two, when iterating on features, sometimes the original design is off and it forces you something hacky, but the LM cannot deal with the hackiness. And number three is we need to spend more time cleaning things up.
48:26How did you get to these observations and what's changed since you, and how did it seem to respond? So the first thing, right? Features that we shouldn't have shipped. So easy just to respond to a problem by shipping a feature. So having more restraint, uh and like so we try to like flesh that out a little bit more like here's the type of stuff that we want to ship here's the type of stuff that like we'll wait on um until we have more clarity there's probably more restraint there the thing about shipping hacky stuff that one is i think the probably the biggest challenge because forever has been a problem where you have a system that's doing a bunch of stuff you need to add a feature to it the system doesn't exactly support the feature so your options are rethink the system from first principles redesign it so it supports that feature or just absorb the hack temporarily.
49:14And you can make a judgment call on which one you do depending on how bad the hack is, depending on how valuable to company it is to get this feature out. You make the judgment call. That judgment, that ability to have that judgment is so distorted right now because the agent will just do the hacky thing for you. The agent will kind of deal with the hacky problems that come down the road. And it's way easier to be like, oh yeah, it's a temporary fix. So we're shipping way more hacks in places where we should have just rethought the whole system from ground up or like redesigned it and like refactored it to make it more flexible.
49:49So I think our judgment is just off. Does this have to do that when I as an engineer, you know, pre-AI, like I'm making a hack. I know I'm making a hack. I'm thinking about it. I feel bad about it. I feel bad. Yeah, exactly. But I do it anyway. But you know, I spend time thinking about it and there's kind of like a little bit of prickle there. And then when I do a second hack, I remember the first one and I feel even worse about my and I can still justify it right but after a while like there's feelings that especially when you're someone who cares about the reason you care is you have an experience you've been burned you know you're placing landmines for someone else maybe even for yourself and is it just that the agents I mean they just do it they don't have feelings and they also suppress the effort suppress the thinking they don't even tell you I'm doing hack doesn't even know is doing a hack is just following whatever the training data is which is pretty low quality code on the internet right yeah exactly i think waypr is exactly right that prickle that feeling that you get it's like muted now because someone else it's kind of like you've made someone else deal with the problem the problem is still there and the landmines are still going to blow up on you eventually but like you're not you don't feel that bad feeling as much anymore so your judgment is skewed you're not getting that feedback loop i guess this is like you know like there's always this like very relatable story of the ceo who just delegates stuff and then like doesn't understand why things are terrible on the the floor and then like one day goes down and like and gets into like doing the actual work and realize oh my gosh these conditions are terrible exactly versus the ceos who are hands-on and they try to stay in touch and do i don't know simple stuff like or cto's doing coding in the environment like i think stripe cto did this like once for a week every few months and then felt like oh this is painful let me do that yeah exactly like you need to i mean just like you need to be using your own product you need to be also like You need to feel the pain that the users are feeling.
51:35Same thing with your code base, same thing everywhere. So yeah, I think all of life is about having the proper feedback loops in place. And it's very easy for those to go away. And then the third thing that you said in this memo was related to this one is we need to spend more time cleaning things up. How do you deal with that? And I mean, because you're also a founder, how do you justify it? Because, you know, there's this thing of like, especially when you're a startup, okay, you've just found product market fit. But there is this pressure to move quickly. and cleaning things up, it will not get you more customer love or revenue or any of the stuff that you care about as a business.
52:09Yeah, it's really hard because every single day we wake up, there is a thousand people yelling at us, telling us to do X, Y, Z things. There's a thousand people telling us we're doing everything wrong. Every single day, there is like a competitive new product that shows up. Very overstimulating. If we let ourselves just get pulled by those forces, I don't think it results in anything good and I think what's also cool is cleaning stuff up is easier than ever like you think of a new way in the past I would realize oh there's like a new pattern that we should be using and we would just start to use that stuff for stuff going forward but it was too much work to clean up all the old stuff but now you can clean up all the old stuff it's like you can ask the agent to go implement a new pattern everywhere it's very easy to clean up tech debt it's very easy to like find new patterns implement them across the code base very easy to clean up like dead old patterns and yeah you're right that there's no like direct uh result of of doing that i think you can be a successful company without ever doing that the way i think about it is there's a million ways to be a successful company there's all these different companies that are successful out there if you had your pick of any company you could work for you probably wouldn't pick 99 of them so i want to make sure we build a place that we're happy to work at five years from now our day-to-day is happy we feel good we feel good working there every single day.
53:24It's not this thing where it becomes miserable to work there. We can't get anyone good to join us because it's mostly about slogging through legacy stuff. And in this memo, after you listed all these things and you're basically saying, all right, we're shipping a bunch of stuff that we don't need. We're not cleaning it up. We're not thinking. You actually said something really interesting. I'm quoting you again. The worst part about all of this is I don't think we're trading this off to move faster. I think we're moving at a normal pace. Right, yeah. It feels like we're going fast, but then I look back and I'm like, Like, I don't know if we actually are going that fast.
53:56And I don't think we're going any slower than our competitors, but we're certainly not going any faster than them. So if you're trying to look at productivity, it's so easy to trick yourself into thinking you're being more productive. And when you sit down and really look at it, oftentimes, like, it's not as crazy as you expect. I guess what you're saying is, you know, don't be complacent and accept, but like, just be critical and look at, is this working? Like, should we slow down to speed up? Should we focus on the invisible stuff? Those kind of things. I really believe in just like preparing a lot and like setting the foundations right.
54:27And then when you spring, you spring with like so much more force than you would if you just forced it earlier on. One thing I like about you is you do call out BS. It's a BS, especially when it's really trending on social media. Again, you're a lot on X. This happens a lot specifically. And here's a tweet that I'll read to you that you'll remember. It went very viral. so many people you know VC folks all said like yeah this is the future and this is what it said the 24 to 29 year old engineer will soon become the most valuable asset in technology because they have pre-AI principles and post-AI speed and it's an undefeated combo and people are saying like yeah this is the future like this generation who is not too old have the old things they will be killing it again they have no preconceptions of what used to be possible and you did call BS on us can you talk don't tell me like who you're thinking well it's it's funny because like i'm just so tired every single day i wake up and i open the feed and just prediction after prediction of the future's gonna be like this if you're just gonna be like that if you're just gonna be that and we're just like making stuff up right that one's funny because that's a very classic post where it's like person like me has all the advantages person like not like me has all the disadvantages it's like everyone is just saying mantras to themselves because the root thing that's going on here is we are experiencing a moment of great change.
55:48Everyone is very nervous about what that means for their own position in it. A defense mechanism is to confidently assert a future in which you're a winner. And that's almost what every single prediction that you see is happening. You almost always trace it down to companies like mine will be successful. Other companies will fail. My job won't be replaced by AI, but everyone else's job will be replaced by AI. And everyone has some rationalization for this, but the root thing that's happening here is everyone is scared and worried and not sure about where things are going and we are just bombarded with predictions and protecting their own psyche um yeah i'm just tired of predictions like yes we're gonna have time of great change i just focus on like the next day like what can we do today what can we do tomorrow i didn't know i was gonna be working on this a year ago i don't know what i'm gonna be working on a year from now i'm just trying to do the thing that makes sense right away uh this thing about like how young people have that that's like always been a thing young people have a lot of advantages they have the classic disadvantage of not having a lot of experience but having a lot of energy uh i have a lot of experience but not as much energy as a 20 year old so it's just the same thing it's always been like you know it's and it's funny because he like that one's particularly funny because he said 24 to 29 why not like 18 to 25 you know it just told me it's clearly he falls in that age range which is why he's saying that it's just like yeah it just it just made up i think everyone's just like nervous and worried i think it's good to just be honest about it Because it's true.
57:07Like, I mean, I'm nervous and worried as well, just because the change is faster than before. And this is talking with, like, the greats of the industry who have lived through the Ken Beck, Martin Fowler, Grady Booch, and they're all saying that they have seen change like this, like, for example, when they went from mainframes to microprocessors, but it was throughout more like a decade, not a matter of a year or so, or maybe we're now at this point two or three years. And they're all saying the same thing, that the change is faster. But yeah, as you say, it's very easy to rewrite history and say it was always obvious, but it's just hard to tell.
57:42No, it's not. Yeah, it's so unobvious. Everything that ends up happening is always counterintuitive. There's always people that see it correctly and line themselves up properly for it. But none of the obvious things ever happen. It's like, it just, the end state we're going to end up at, it's going to be so weird from our point of view now, it's going to make total sense in hindsight. So yeah, predicting is a lot harder than people think it is. So far with OpenCode, especially with OpenCode, you and the team have reached really good success. What are the things that comes to building products and your engineering principles that have not really changed from the early days or the ones that you've learned and you've stuck to them and it helped make OpenCode successful as well?
58:25Yeah, I think for us on the product side, like I said, it's very simple. You probably only have one good idea in your whole product. Get the user to experience that as fast as possible. it sounds so easy but if you go try every single product out there you will see a million accidental steps they introduced from the user hearing about your product to like seeing the value in it very hard to keep that minimal very hard to like not let that creep back in it's like a constant thing so we do this i do this thing where um like i have a command that like runs up a new dark darker container and runs open code which lets me experience the first time experience i do that like once every two weeks.
59:01And I'm always catching stuff that we've messed up in that process by accident. The job of product isn't to just receive a problem and ship the immediate solution. It's to absorb all the problems and understand that there's one solution you can ship to fix 50 different problems, right? That is hard. That is difficult. That takes experience. That takes thinking. That takes talking to users. That takes talking to your team. That takes understanding your code base. A product is a way to abstract a solution for like many different issues, right? That's always going to be hard and that is a skill that you can infinitely get get better at um i used to be horrible at it i'm okay at it now i probably have another few decades of getting better at it yeah that's what i'm focused on like how to build stuff that solve problems well and ai has not helped me even a little bit what has helped you there what has helped you to get this like product sense better or or like you know figuring out because it sounds like we we talked a lot about thinking about reflecting about having one elegant solution that can solve multiple seeming your unrelated problems i mean it's just uh it's years of experience in in situations the right feedback loop right when i mess something up i get a literal human yelling at me and like saying horrible things about me when i design something poorly i have to slog through the code base and like do something that should have been easy that's a lot harder now yeah so for us it's all about making sure everyone on the team has those feedback loops no one is insulated when you're in that type of environment even for just like a couple months you just get so much so much better and i think a lot of organizations uh it's hard to keep that type of situation as your company grows i think it's probably impossible um so if you mostly worked at larger companies this is probably the thing that you've never fully experienced i've been at companies where the product team would want to like ship something faster so they'll cut stuff to get it out sooner the pain is not felt by them it's felt by their support team the support team deals with the angry people and the support team fixes things manually for them and the engineering and prior team are like you know hey we did it we shift the feature and they don't realize that there's like a side effect that they created so yeah like really being in that feedback loop just makes you makes you better uh and then caring a lot about building something for a lot of people i think this is another thing that uh you don't have to try to build stuff for millions of people i'm not saying you have to do that but it is very interesting to have that perspective of and make something that works for the whole market it's so hard to do that there's so many different environments people workflows preferences constraints if you adopt that mindset the stuff you work on makes no sense to anyone else observing things they think that everything you're doing is wrong they think you're focusing on the wrong stuff but if you really are going for the whole market like you just start to think very differently can you let us in a little bit of how the open code team today works like tell us how many people there are what kind of setup and maybe we can walk a recent feature that you or someone else launched or like was it even team and how you also get this like immediate feedback yeah so we're still freaking this out because we've grown a lot recently like we're at 20 something people now and it's happened oh awesome congrats thank you yeah it's happened in the last like couple months like three months or so so we're still very much in the phase of getting everyone settled we're in that horrible feeling phase where we have more people than ever but we're like going slower than ever because like everyone is still kind of getting getting situated and getting up to speed etc so we're trying to make it to that phase as fast as possible i think for us um we're very we're an open source company so which means all of our code is already public so we kind of build in public as much as we can um we uh we've been trying to figure out good terminology for this but if we have like a thing we're trying to ship or make happen there's a phase where you're trying to like push it up the hill and that's like a painful phase because you're going from zero to making it exist and there's a point where it's definitely not done there's definitely a lot of work to do but at that point most of the stuff is figured out as most just like fleshing out the details uh so our team really tries to focus on getting it out of that first phase into the second phase as fast as possible we kind of put a milestone of like this is a demo that we want to show people let's try to get it to there as fast as possible and from there again because we're so public because our users are so vocal people tell us exactly what to do after that like once the foundation is there and people kind of roughly get what they what what the feature is they'll tell us what else they need they'll tell us like where else we need to make it work they'll tell us what sucks about it and it gets very easy from there they're on and whoever worked on it they do that full cycle there's no one that's like receiving the feedback and summarizing it for the engineer they're receiving the feedback they're getting the github issues they're getting the replies on on on twitter and they're figuring out the roadmap and the cycle for it.
1:03:36So that first phase is the hardest. But from there, again, the feedback loop kicks in, things get better over time. One of the things that we try to do is, like the founders, we try to make sure that the whole team has perspective on everything that we care about, the market, our competitors, what we're trying to do, our position in it. If they properly understand that, they naturally land on their own priorities. For us, motivation is a huge thing I said earlier we know this is a long game if it's a long game your strategy should be how can I stay in it the longest the only way to do that is to work on stuff that is exciting every single day we'll kind of let the whole team grab stuff that they're excited about what's the biggest problem they want that they think is the worst thing that's hurting us they're just going to grab that and work on it they roughly end up having good judgment if we're doing a good job providing them like the right context about what's going on so typically people just grab stuff there's been times where our team really want to work on something and I like vocally disagree with it I was like I don't think we should work on that and they've been right like I think like a few weeks later I realized oh they were actually correct about and I was wrong so it's really exciting to see our team be able to start to do that kind of thing one thing that comes up we didn't mention it a single time in this conversation but elsewhere it often comes up is taste there's this notion or idea that one thing that AI is just very bad at and probably will stay bad at is having taste and and how as engineers taste taste product sense they're i think synonyms to some extent uh in fact i've even heard that microsoft insurance only has a training for taste to get better at taste which i'd love to see that one what what is your take on on on taste as a whole as as as a concept so i think fundamentally it's a good idea there's something that makes sense there i think with good ideas they're very simple and so everyone kind of repeats the idea but good ideas are simple very very difficult to actually live so it's very difficult to actually have good taste and it's like a lifelong yeah one it can be learned uh it's like a lifelong thing that you're gonna work on forever i think the root issue is a lot of people will say that the whole taste thing but do you actually believe it like do you actually believe that your product has to be good there's so much like there's so much out there now that's like the code doesn't have to be good the product doesn't have to be good like nothing has to be good it's just this other thing you can still be successful and they point to companies that have crappy products that have crappy engineering but still make a lot of money right so there's like a thing in the air about maybe all that stuff doesn't matter the moment that gets in your head like nothing like you're not going to have you're not you're just not going to ship good products it's fundamentally you don't believe in it and i feel like the number of people that like vocally believe that craft is really important making an irrationally good product is still something that you're going to do uh because most great products they could probably be like 50 less good and have no material impact on it but it shows up in other ways that are really hard to directly draw a line it's if you start to be lazy in one place you start to become lazy everywhere it's like an infection so my thing with the whole taste thing is like yeah you're saying taste matters but do you really believe it it's like a very very high bar to be someone that says I really care about good products for me personally I care a lot about it and I am nowhere near achieving my own bar like I'm like so missing my own bar and what I think what I believe is when you hear me talk about quality and stuff and use my products you're like oh it doesn't he's like kind of ahead of what he's saying that's because like I'm like still trying to get better at it you know so I look at products that are really good I'm still very inspired by them um I still have like heroes that I think uh just kind of do a great job at certain things.
1:07:12And I know I have a long way to go to get there. Can we talk about these heroes, the products and the engineering teams that you look up to and why? Yeah, yeah. So I think in my space in DevTools, I think Mitchell Hashimoto is like an obvious one. Our company is very similar or trying to be similar to theirs in that all their products were open source. They became mass adopted. Things like Terraform became the default. You know, it's very hard to do something like that. and it's well executed across the board in the microscopic in the macro the business model uh you know his work with ghosty has been really great the architecture of it cares about every little detail and it shows up uh when you use a product so um and he's very good at product and i think he he has a he made a clip that's very similar thing we were just talking about where every feature you ship it's not about the features about how it interacts with every existing feature and his work as a product person is to make sense of all that um and he's very good at doing that.
1:08:08I think he's probably one of the best for being also a good programmer. So I think he's someone that I admire a lot. And I hope that we can kind of be as good as that one day. I sensed, as we're talking about taste, we started to talk a lot about quality. Could it be that quality is one of the last few things that these days, a startup, a small company going up against Goliaths has left to hang on to? Yeah, yeah. And I think the flip side of it is, it's easier than ever to rot your product. I think it's with these agents and everything. So you see with big companies big companies products are rotting faster than ever even startups products i was saying this the other day like now the product is a year old it's probably already kind of going to shit and i think it's because of the goal please agent workflows so yeah i still believe quality is a huge differentiator it's not just something you can decide to do i think it needs to show up every single aspect of your company from like you have to do things that are irrational i mean that's kind of what quality comes from like you do a bunch of things and like 50 % of those things you didn't have to do.
1:09:09And I think very few people are willing to operate that way. There's like a cold logic these days to programming into software and to products. It's like, I'm like a business guy and I care about business, which means I only do things that are hyper, hyper rational. And a lot of people think that's what being good at business looks like. And of course that can work. But yeah, I think quality is like a huge differentiator. I mean, even if you look at our story, when we first launched OpenCode, uh cloud code was the only other real thing we were going up against a big initial differentiator was that our terminal experience just felt better we spent a lot more time on like we built our own terminal framework like building your own framework is like the first thing they tell you not to do right it's like the thing that no engineering team should do it's irrational yeah exactly it's irrational but like it did we looked at it and we're like we couldn't achieve the experience we wanted like we were people that use terminal tools we look at tools like neo them and enjoy them and know what is possible like i mean again going back to mitchell like he worked on making terminal stuff as good as possible like he knows what's possible with it once we know what's possible how are we going to ship something that's like not pushing those capabilities to the max right and very initially a lot of the reason people were using us when people were talking about us compared to cloud code was how janky cloud code was or how much it flickered or how much it did whatever and it didn't matter like they're still a hugely successful product but we irrationally focused on some of the quality stuff that helped us go up against a much larger product company with much more funding what's your work setup a work setup i've now switched to a framework desktop nice the the one where you can replace yeah the little like tiles in the front and stuff yeah so uh that uh running arch linux on a non-ultra i guess it's a 5k display it's one 5k display I use a tiling window manager which I've been using for 10 years and that's roughly it yeah got my SM7B as well the mic and I use my iPhone as my camera about it yeah and then you use mostly terminals of course open go terminal right yeah so I use oh I guess my sidebar is actually a little more complicated so that is my physical machine but I do all my work on a remote machine so I ssate to a much bigger beefier computer that has many Tmux sessions going, one for each project, NeoVim as my editor, and then OpenCode.
1:11:31It's usually split half, so like NeoVim on the left, OpenCode on the right. I'm going between the two. So yeah, Tmux, Arch, NeoVim, OpenCode. I wanted to ask you how you think engineering leadership has changed with AI because you've been an engineer, founding engineer, then you've let teams before you're technically leading a team now as well. And also, like, when you talk with other, you know, you're not talking with a lot more, like, CTOs and like-minded folks. What's different is, are people being more hands-on? Is that even a good thing? Yeah, I think I'll tell you something that I've heard.
1:12:09And I think, and on one hand, this makes sense. On the other hand, I'm not too sure about it. I think these teams are now looking at themselves as, okay, what's the role of an engineer now? If you're not going to write the code, what do you do? Your role maybe is to figure out how to make it easy to ship code that is to safely ship code right um set up guardrails so that someone prompts an agent to do something it's not introducing a bug like make sure make sure your testing story is good uh make sure there's like proper conventions and patterns in your code base that agents can follow so they're not like adding something that's really crazy so your your role ends up being more like how do i set up the right guardrails to make it so someone that is using an agent can kind of blindly ship something that that works well whether it's another engineer it could be your marketing team that is uh trying to ship a change to your website how do you make it safer to to make changes and this is like the novel way that everyone is kind of looking at engineering teams the thing that i find interesting is that that's not novel this has been the thing we've always been trying to do forever how do we get a junior engineer to ship code safely without breaking stuff right how do we make patterns in the code base how do we make tests like it's all the old stuff that we've always wanted to do like i would love to be able to hire 100 junior engineers and have them be effective but you know there's like limits to that we were we never really figured that out and like some companies did to some degree some companies kind of didn't so it's kind of the same problem as always which is how do i make a less experienced person punch above their weight right and now you know it's using coding agents that's maybe like how do they design or ship stuff stuff like that uh so in a lot of ways i think it's the same problem as always which is how do you make code bases that are easy to work in scalable flex to new requirements um i think a lot of like the old patterns from here coming back we've always been like a big domain driven design company um we did it in a very light way we're now doing it in a much heavier way because we find that these like kind of boring enterprise-y uh patterns end up being pretty useful because you have a bunch of idiots on your team now the coding agents are a bunch of idiots and they are going to work 24 7 and they're going to like ship a lot of stuff so you need way more guardrails than you used to i think what's nice is some of these old patterns we hated because they were very verbose they produced reliable code that was like modular and safe but they were very verbose and annoying to type out but you're not typing it out anymore so now you can kind of get the benefits of these patterns without the downsides so we're starting to like explore that more and kind of enjoy that yeah i wonder if like design patterns might make their way back remember in the 2000s or like mid 2000s, they were a huge thing of like, again, for structure, it helped junior engineers not mess things up.
1:14:42Yeah. And it was very verbose. So eventually people just like hated them and got rid of them. Yeah. And if you're a good programmer, you didn't have to do those patterns. You can kind of like, you didn't need the training wheels in a lot of ways. But now like, you know, agents don't have training wheels. You got to put them back on. Yeah. And what advice would you have to more experienced engineers who again had been pretty good engineers until now and they're like, all right, I just want like stay with it uh keep my game high and you know have the skills and and build up the experience so like i i could work at a place like open code i have a tough time giving advice to people because i feel like i work in such a weird place like my company one's a startup so it's innately uh automatically a little bit weird two like where we do open source which is like there's like five companies that are open source companies really so everything we do and the type of people we try to bring in i don't know if that generally applies to everyone i think the most i could say is and i've always believed even pre-ai is uh software engineering is a skill that can be applied to an industry and you can just be a great software engineer and that's that's totally fine you can probably good good career doing that but you if you also become an expert in a specific industry that's like a deadly combo um if you are like i don't know just pick any industry let's say let's say farming.
1:15:58Let's say you understand the farming industry really well and you're also a decent software engineer. You're probably the top 10 people in the world for that combination that the whole industry will want to hire. So like, and that's what's great about being a software engineer is you don't have to pick an industry. Like everyone else has to be like, I'm going to be in medicine for the rest of my life. You can choose to do medicine for 10 years of your life and like do tech in the medical field and become an expert in that and realize you don't like that industry and pick a completely different industry and just go become an expert in that.
1:16:27And that's so exciting. I think software engineers are curious people. And it's just so fun to be able to deeply learn an industry in that way. And eventually you'll find something that clicks that you can stick with. And being a good engineer and also being an industry expert, it's very easy to become a unicorn of a person in that way. And when we started, we were talking about how software is everywhere. Software engineers are everywhere. And I guess every industry will lack software engineers who are really curious about their industry. Yeah. It doesn't take long, right? You spend like a year in any industry.
1:16:57like you now know it more than like 99 % of people. So I think the trick here is it's very easy to turn your brain off to that side of things and just focus on, I'm given a task to like add something to the UI and like not. Your opportunity as a software engineer is you get to be in any company in the world and learn about anything. And you should kind of like take advantage of that. And I think there's a rational career reason to do that as well. As a closing, do you have any book recommendations, things that you've enjoyed or change how you think? yeah it's funny because uh i do not read books at all okay or or reading recommendations so i mean it's a kind of expand on that my wife is a avid reader and i get to benefit from that because she reads all the books and then she tells me like all the good ideas in it and i restate them like they're on my own idea like i read the book i did have like a reading phase earlier on i think kind of helped uh helped me understand like a lot of how the world works uh i'm a big fan these are boring recommendations, but I'm a big fan of a bunch of Taleb's work, I think.
1:17:54He's basically got a couple good ideas, and it's maybe hard to read a whole book because a book is just one good idea inflated into a book, but these are just fundamental true things about the universe that you can just see play out everywhere. So, huge fan of stuff like Skin in the Game. Obviously, Black Swan is super popular. A lot of the stuff that I found to be very influential on myself is the idea of emergent properties. So almost everything great in the world came not through top-down design. It came through a bunch of smaller entities operating together randomly, and then something kind of great comes out of that.
1:18:30And you see that whether it's in robust software or what makes a city great, what makes a neighborhood walkable, what makes an organism capable of surviving disease. So this whole bottom-up versus top-down in terms of designing systems. There's a few books that talk about that. Taleb is one of them. And I feel like I see that everywhere. Like once you kind of understand his ideas, you realize they kind of underpin the whole world. Dax, thanks so much for this conversation. This was fun.
1:18:56Dax Raad:Yeah, it was good. Thanks for having me. I hope you enjoyed this conversation with Dax as much as I did. Dax is in a rare position. He's building one of the fastest growing AI coding tools out there, going from 650 ,000 to nearly 8 million monthly active users in just a few months. And yet he's the one telling us to slow down. One thing I really liked is what Dax called the muted prickle. Pre-AI, when you wrote a hack, you knew you were writing a hack. You felt a little bad about it. You'd remember it the next time, and that feeling kept your judgment sharp. With AI agents, that feeling is gone.
1:19:27Dax Raad:Now someone else is dealing with the consequences. The landmines are still there, they just won't blow up on you today, and we don't even pay attention to a lot of these landmines being placed by AI agents. Finally, I really appreciated Dax's memo to his team. He basically admitted, we're shipping features we shouldn't, we're absorbing too many hacks, and the worst part is we're not even moving faster. We just feel like we are. That's a pretty brave thing for a founder of a hot AI native startup to say out loud, and I think it's a reality check that a lot of engineering teams need right now. If you enjoyed the episode, be sure to subscribe on your favorite podcast platform or on YouTube.
1:19:59Dax Raad:And if you'd like to support the show, leaving a rating or review really helps. Thanks for listening, and see you in the next episode.
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OpenCode is one of the fastest-growing AI developer tools around, surging in just a few months from roughly 650,000 monthly active users to nearly 8 million, and almost 1M daily active users.
In this episode of The Pragmatic Engineer Podcast, we meet Dax Raad, co-founder of OpenCode, for a discussion about the gaps in developer tooling that led him to build OpenCode, the advantages of open source, and why taste and engineering judgment matter even more as AI becomes a core part of software development.
We also cover how OpenCode turned Anthropic’s blocking of integration with Claude Code into a massive growth lever by partnering with OpenAI and other model providers, why GPU demand is becoming a bottleneck everywhere, how come AI coding tools don’t automatically mean engineering teams move faster, and also why Dax is personally skeptical about predictions for the future of engineering and work, in general.
I found this conversation especially interesting because Dax displays a healthy skepticism toward the benefits of AI, even while building one of the most popular AI coding harnesses.
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Timestamps
00:00 Intro
07:03 Dax’s path into tech
09:04 Early startup experience
13:16 Getting involved with open source
16:13 OpenCode
23:17 Anthropic banning OpenCode
30:34 From terminal to GUI
32:34 OpenCode’s business model
36:33 Why inference is profitable
39:11 GPU bottlenecks
40:54 AI hype
45:50 AI spending
48:47 Dax’s memo
55:41 Dax’s skepticism of predictions
58:58 Engineering culture at OpenCode
1:02:38 How building works at OpenCode
1:05:36 Taste and quality
1:11:32 Dax’s work setup
1:12:35 The role of engineers and EMs
1:15:50 Advice for engineers
1:18:12 Book recommendation
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The Pragmatic Engineer deepdives relevant for this episode:
• Real-world engineering challenges: building Cursor
• How Uber uses AI for development: inside look
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