Dispatch from the Future: building an AI-native Company – Dan Shipper, Every, AI & I
Channel: aiDotEngineer
Published at: 2025-12-18
YouTube video id: MGzymaYBiss
Source: https://www.youtube.com/watch?v=MGzymaYBiss
[music] I'm the last speaker of the day, so I'm just between you and dinner or drinks. So, I'm going to try to make this fun and hopefully a little bit short. So, first of all, I just want to say I'm very glad to see everybody and I'm actually kind of surprised to see so many people here. Um, because I've been I live here, but I've been traveling. I was in Portugal uh last week and I was on Twitter and someone said that everyone was moving to San Francisco. Uh, but it's great to have everybody here instead because I [ __ ] love New York. >> [laughter] >> Come on. Come on. [applause] Um, so I'm supposed to talk uh today about uh how to build an a playbook for how to build an AI native company. And um I actually don't have one unfortunately. Um and that's because I think the playbook is actually being invented right now. So we're doing it at the company that I run every but all of you are doing it here today as well and and and so I don't want to do this talk from the perspective of I have all the answers and I'm going to tell you the framework and the playbook and all that kind of stuff. Um but um I do think it is helpful when we're in this beginning stage of uh learning how to use AI to do engineering to build companies uh to share like the the personal experiences that we're having inside of our companies um and uh and sort of collaboratively figure out the playbook together. So I think the best that I can offer is really just sort of dispatches from the future. Uh notes on what I've figured out um and the work that we've done inside of every um and I think the the first big thing the first the first big thing I really noticed is that there is definitely a huge there's a 10x difference between an org where 90% of the engineers are using AI versus an org where 100% of the engineers are using AI. It's it's it's totally different. Um, I think the I think the big thing is if even 10% of your company is uh is using a more traditional engineering method, you you sort of have to lean all the way back over into that world. Um, and so it it prevents you from doing some of the things that you might do if everyone was uh not typing into a code editor all the time. Um, and I know this because this is what we do at every um, which is the company that I run. And it has totally transformed what we are able to do as a small company. Um, and so I think of us as like a little bit of a lab for what's possible that I I'm excited to share with you. So for people who don't know, I run every um, inside of every we have six business units. We have four software products. We run four software products with just 15 people, which is kind of crazy. Um, and these software products are not toys. We've grown at every we've grown MR by double digits every month for the last 6 months. We have over 7,000 paying subscribers and over 100,000 free subscribers. Um, and we've done this in a very capital-like way. We've only raised about a million dollars in total. Um and very importantly for for this audience and for this discussion um 99% of our code is written by AI agents. Uh no one is handwriting code. No one is writing code at all. Um it's all done with cloud code, codec, Droid, what have you. Um uh coding agent of your of your choice. Um, and also really importantly for the size of team we are, each one of our apps is built by a single developer, which is crazy. And these are not like uh little apps. Uh, here here's an example. This is Kora, which is a um AI email management app. Um, it's sort of an it's it is it's an assistant for your email. It on on the left over here, it summarizes all of your all of your emails that come in. So, you can kind of read your email that way. This is what my inbox looks like. on the right is a um email assistant that you can ask questions like I asked where's when's my AI engineer talk um today and it gave me just gave me the answer um and this is built primarily by one engineer um that he's got one or two contractors that have helped in in certain ways but like almost all of this is built by one guy same thing for um uh this app which is another one that we we make called monologue which is a speechtoext app It's sort of like Super Whisper or Whisper Flow if you know of those. Um, again, one guy, thousands of users. Um, I I love it. It's a it's a it's just a beautifully done app and it's not it's not simple. It's complicated. There's a lot of stuff to it. Same thing for this app called Spiral. You can see there's it's it's big. Um, and again, one engineer. So, obviously, this would not have been possible um a few years ago. it would not have been possible even a year ago. And I think the big change that happened that we're all starting to catch up to is um it started with cloud code this sort of like terminal UI that gets rid of the code editor really push pushed us into a place where um we are delegating tasks to these agents. We are and and that allows us to uh work in parallel and do much more than we would have ordinarily. Um, so some of the things that some of the things that I've noticed that we can do that I I assume people in this room are starting to see but >> [snorts] >> um I think is sort of important to put put our finger on is uh the reason we can go much faster is we can work on multiple multiple features and bugs in parallel. And I think that there's a um there's like a little bit of a meme of the vibe coder on Twitter that is oh like they they have um they have four panes open but they're not actually doing any work. And I actually you can do it that way. And I think there are also definitely engineers and I know that they are because they work at every that are productively using four panes of agents at the same time. Um, and that's that's crazy and that that contributes a lot to the um ability for a single developer to build and run a production application. Um, another like really important thing about this, a really big um, unlock is because code is cheap, you can prototype risky ideas and that allows you to do more experiments than you would ordinarily. And that lets you make way more progress because the starting energy to try something is so much lower because you just like say, "Oh, go do this. go do some research on this like big refactor I might want to do and then you go off and do something else. And that's a really big deal. Um, and another really interesting thing that I love about this stuff that I' I've noticed in inside of inside of our organization is we move we're moving a bit more toward a demo culture where um instead of you know previously if you wanted to make something you'd have to be like maybe write a memo or do a do a deck or um or you know convince a bunch of people that it was a good idea to spend time on because you can vibe code something uh in a couple hours that sort of shows the thing that you're uh that you want to make. It it allows you to show everybody and uh I think that being a being a sort of de democulture allows you to do weirder things that you only get if you can feel it. Um which is I think really amazing and beyond just like sort of the basic productivity unlocks. um AI has and the way that we use it has caused us to sort of invent an entirely new set of engineering primitives and processes which I am sure that everybody in this room is starting to do already. I think everyone is sort of approaching the same things from different angles and a lot of them definitely do echo engineering processes from the past but I think it's really helpful to try to put our finger on okay what is the new way of programming if we're moving up a level of the stack and and we're moving from you know Python and JavaScript and scripting languages up into um up into English and the uh the the name that we've given to this process is compounding engineering Um, and the way that I talk about compounding engineering is in traditional engineering, each feature makes the next feature harder to build. In compounding engineering, your goal is to make sure that each feature makes the next feature easier to build. Um, and we do that in this loop. Um, the loop has four steps. The first one is plan. And if you're you've been here today, you've been paying attention, you know how important it is when you're working with agents to make a really really detailed plan. So I think everyone is doing that. Second step is delegate. Just like go tell the agent to do it. Everyone's doing that too. Third step is assess. And we have tons and tons of ways to um assess whether the work that the agent did is any good. There's tests, there's trying it, there's having the agent uh figure it out. There's there's code review, there's agent code review, there's all this types of stuff. And then the last step which is I think the most interesting one is codify. And this is kind of like the the money step which is where you compound everything that you've learned from the planning stage, the delegation stage, the assessment stage back into prompts that go into your, you know, your cloud MD file or your um your sub aents or your slash commands and you start to um basically create this library. You take all the tacet knowledge that you pick up um that all your engineers are picking up um as they find bugs, fix plans, um delegate work, and you um you make it into an explicit collection of prompts that you can spread for your entire organization. And um when you do that really well, there's a lot of like really interesting um second order effects that are are not I think that well understood or or that commonly talked about that I think would be interesting to to bring here because my guess is that um some people are already seeing this, but like maybe it needs to be pushed on a little bit more to like really be brought out and some people uh it might be an interesting way to get more of your organization to buy into using these tools. tools 100% of the time. Um, so the first thing that you notice if you sort of if you set up this process and you and you're like 100% bought in on something like compounding engineering um is that tacet code sharing becomes much easier. So uh we have we have multiple products at every a lot of a lot of products a lot of times need to implement similar things even if they use different technologies or imple implementing similar things like a team's feature or a certain type of ooth or whatever. Um previously in order to share code you'd have to like abstract out whatever you did into a library and then like allow someone else to download it and it it'd be hard to do or you'd have to talk about it. with agents. Um you can just point your cloud code instance at um the repo from the developer sitting next to you and learn the process that they went through to build the feature that they that you need to reimplement and reimplement it yourself in your own tech stack in your own framework and in your own way. Um, and that's really really cool to kind of have this the more developers you have working on different things inside of the org, the more you can um share without any extra cost because AI can just go read all the code and and um and use it. Um, another really cool thing that I've noticed is that new hires are productive on their first day because you've taken all of the things that you've learned about like, okay, how do I set up an environment and what does a good commit look like and all this kind of stuff and on the first day they have all that set up in their in their, you know, cloudmd files or their cursor files or uh codec files or whatever and um the agent just sets up their local environment and knows how to write a good PR. That's really cool. It also helps if you um want to hire like expert freelancers. Like there's some there's one guy there's one person who just is really good at this one specific thing. You can have them come in for a day and like do that thing. It's I think of it a little bit like um like a DJ or whatever can like go in on like a couple bars of a song. Like you can just sort of drop in and that's really helpful. it's it would ordinarily be like too hard to collaborate because the the startup cost is too high, but you can do that a lot better now. Um, another thing that I've noticed which is really cool too is um developers inside of every commit to um other products. So, uh you know we have four products that run internally. Everybody uses all the products. If someone uh runs into a bug or a paper cutter, like a little minor quality of life thing that they want, they will um often just um they will often just uh just submit a poll request for it to other GM of the app um because it's very easy for them to go download the repo and figure out uh or have really have Claude or Codeex figure out, okay, this is how we fix the bug or this is how we fix the paper cut. Um and that's really really cool because you have this much um much easier way of collaborating across apps that I I think over the next couple years I imagine that you will also be able to let customers do this to some extent like if you run into a bug um this is you know speculative but if you run into a bug you can have your little agent fix it um and submit it as a pull request it's a weird open source thing but um yeah this is really really cool and and definitely is happening a lot inside of our company [snorts] Um, another really cool thing is um, we we have not this may get different as we as we scale, but um, we have not yet had to standardize onto a particular stack or language. We instead let everyone who's building different products like pick the thing that they like best and the reason is because it makes it AI makes it much easier to translate between them. Um, and it makes it much easier to to jump into any language and framework and environment and be productive. And so it we don't uh it's easier for us to let people just do the thing that that they like and let AI kind of like handle the translation in between. Um and the last thing which is my favorite but like is also the horror I think of of some developers and to some degree maybe the horror of my team um is that managers can commit code. um if you're technical uh even the CEO and um for for me like I have no business committing code because we've got four products we've got 15 people we're growing really fast um I'm doing tons and tons of other things but I can and I I have like committed production code over the last couple months and the reason for that is AI allows um engineers to work with fractured attention so previously you might have needed like a 3 or 4 hour block of focus time in order to like get anything done. Um, but with cloud code, you can kind of like get out of meeting and say, "Hey, like I want you to investigate this bug." And then go do something else and then come back and you have like a a plan or like a um root cause fix and then you can submit a PR. And it's not easy. It's not magic, but it is actually possible. And I think that's a that's just a totally new way of thinking how thinking of thinking about how managers interact with the products that they make. So, um, just to just to summarize, um, there's a I really think there's a 10x difference in how things work when you hit 100% AI adoption. I think, um, from what we've seen, a single engineer should be able to build and maintain a complex production product. what we call compounding engineering, but I think what all of us are are sort of pointing to um is I I think really works to make each feature easier to build and then creates all of these sort of nonobvious second order effects that makes it easier for the entire organization to collaborate together. And very importantly, many people in San Francisco don't know this yet. Um so you're you're the first to hear it. Um so that is my talk. So, if you're interested in um in what we do, uh I run every uh Every is the only subscription you need to stay at the edge of AI. You can find us at every.to. Um we uh we have a daily newsletter about AI. So, we do ideas, apps, and training. We have a on the ideas side, we have a daily newsletter. We review all the new models when they come out and all the new products when they come out. the apps. You already saw we've a bundle of all these apps and then we do training and consulting with big companies to help them use AI and it's all bundled into one subscription so you get everything for one price and that's it. Thank you very much. [music]