从 Physics、NASA 到 platform engineering
00:03:36–00:16:38Insight
- Replicated 的 core platform、forward-deployed 与 product 角色让他看到代码之外的客户约束。
- 他把组织问题与 codebase 问题视作同一系统的不同部分。
- 这段经历解释了节目为何反复强调 production feedback,而不是只看局部生成能力。
主持人 So what is context engineering? It's kind of like deabstracting the abstractions that have been layered on top of rag memory, agentic history. At the end of the day, they're all different ways to pass tokens into a model. What is a smart zone and what is a dumb zone? The less context window you use, the better outcomes you'll get always. A new paradm that is spreading up is loop engineering. What do you think is bad about it? 主持人:什么是 context engineering? Dex:它有点像把叠加在 RAG、memory、agentic history 之上的抽象重新拆开。归根结底,它们都是把 tokens 传进 model 的不同方式。主持人:什么是 smart zone 和 dumb zone? Dex:context window 用得越少,结果永远越好。主持人:一种正在流行的新 paradigm 是 loop engineering。
Problem with loops is like at a certain point, you're going to generate so much code that you can't read it anymore. We built a lights off software factory in July of 2025 and by November we had shut it down. Can we talk about what you mean by token harder and token smarter? I'm in a group chat called hyperengineering and it's all like people trying to max out their cloud subs. 你认为它有什么问题? Dex:loop 的问题是,到某个时点会生成多到无法阅读的 code。我们在 2025 年 7 月构建了 lights-out software factory,到 11 月就关闭了。主持人:可以谈谈 token harder 和 token smarter 各自指什么吗? Dex:我在一个叫 Hyperengineering 的 group chat 里,里面都是尝试把 Claude subscription 用到极限的人,这就是我说的 token harder。
That's my idea of token harder and the goal is what happens when you let AI agent ship code for months and no developer reads a single line. Today's guest tried exactly that. He built a lights off software factory and four months later he had no choice but to shut it down as things just stopped working. Dexory is the founder of human layer and the person who coined the term context engineering days before Andre Carpathy and Tubiluska made it famous. 主持人:如果让 AI agent 连续几个月发布 code,没有 developer 看过哪怕一行,会发生什么?今天的嘉宾真的做过这个实验。他构建了一座 lights-out… … software factory,四个月后不得不关闭,因为系统逐渐停止正常工作。 Dex Horthy 是 HumanLayer founder,也是最早提出 context engineering 一词的人之一,比 Andrej Karpathy 和 Tobi Lütke 让这个词广为人知还早几天。
He spent the last two years talking to hundreds of AI engineers about what actually works when you build with LMS and is testing the most extreme ideas with his own team. 过去两年,他与数百名 AI engineers 交流哪些 LLM 构建方法真正有效,并在自己的 team 中测试最极端的 ideas。
In today's conversation we discuss context engineering, what it is and the physics of context windows, including what the dump zone is. loop engineering from the Ralph Wim technique to the slow loops that Dex's team runs every night to wake up to code cleanup PRs the rise of software factories from a NATO conference in 1968 through DevOps to today's agentic factories specdriven development and why specs always drift from the code itself and many more. 本期会讨论 context engineering 的含义、context window 的物理约束,包括 dumb zone;还会讨论 loop engineering。从 Ralph Wiggum technique,到 Dex 团队每天夜间运行、醒来便收到 code cleanup PR 的 slow loops;software factories 的发展则从 1968 年 NATO conference、DevOps 一路讲到今天的 agentic factories;还包括 spec-driven development,以及 specs 为什么总会与 code 漂移等。
If you want to understand increasingly important concepts like concept engineering and harness engineering or want to know how far you can push the let agents build everything idea from someone who pushed it further than almost anyone then this episode is for you. This episode is presented by antithesis. If you work with agents your job is no longer just writing code. It's specifying and testing it and antithesis is the most effective method of verifying agenda code today. 如果你想理解日益重要的 context engineering、harness engineering,或者想知道“让 agents 构建一切”究竟能推到多远,这期节目正适合你。本期由 Antithesis 呈现。和 agents 合作后,你的工作不再只是写 code,而是 specification 与 testing;Antithesis 是当下验证 agentic code 的有效方法。
Today's episode is brought to you by Buildkite, the CIOS platform trusted by OpenAI, Entropic, Cursor, Nvidia, Uber, Canva, and more. Today, we're talking about pushing the right context into models so that they write better code. Right after that starts working, your agents will write more code, a lot more. Trusting that code avalanche is where many teams face a challenge today. Every change that an agent makes still has to be built, tested, and proven safe before it ships. 本期也由 Buildkite 赞助,它是 OpenAI、Anthropic、Cursor、Nvidia、Uber、Canva 等信赖的 CI/CD platform。今天我们讨论怎样把正确 context 传给 models,让它们写出更好 code;一旦成功,agents 会写出更多 code,而且多得多。信任这场 code avalanche,是许多 teams 面临的挑战。
Worked on my machine is not enough. So, you obviously need CI. But when agents are pushing five, 10, or 50 times the commit volume into your pipelines, faster CI runners won't save you. Shaving 30 seconds off a single build is meaningless when the queue is 100 plus jobs deep. What you really want is a CI system that gets faster as the volume grows and CI that offers instant parallelization to give you unlimited concurrency and to intelligently route changes at runtime. agent 的每次 change 在发布前仍必须 build、test 并证明安全,“在我的机器上能跑”不够。所以需要 CI。但当 agents 把 commit volume 提高 5、10 或 50 倍时,单纯更快的 CI runner 无法拯救你。 queue 超过 100 个 jobs 时,单次 build 缩短 30 秒没有意义。真正需要的是… …一种随着 volume 增长反而更快的 CI system:提供即时 parallelization、unlimited concurrency,并在 runtime intelligent routing changes。
This is what Bill Kite does and why global software leaders continue to rely on it. The same architecture that observed the scale of Shopify and Uber a decade ago now runs about 1.4 billion job minutes a week across cursor meta and snowflake. While the rest of the CI world are cracking under the weight of rearchitecting your platform, build kite continues to reliably grow. Agents running on your infrastructure or build kites. 这就是 Buildkite,也是全球 software leaders 持续依赖它的原因。十年前支撑 Shopify、Uber 规模的 architecture,如今在 Cursor、Meta、Snowflake 等环境每周运行约 14 亿 job minutes。其他 CI 产品还在被平台重构压力压垮,Buildkite 则持续可靠扩展。
Any cloud, any chip, your secrets, your scale, every artifact and log is captured. So when something fails, either you or your agents have immediate insight for why. As you're ensuring the context you'll give to your agents, think about how you'll verify what they hand back. If your system is buckling under the increased volume, head to buildkite.com/pragmatic. 30-day all access trial, no credit card, and an actual human engineer on standby. agents 可以运行在你的 infrastructure,也可以运行在 Buildkite;支持任何 cloud、任何 chip,保留你的 secrets 和 scale,并捕获每个 artifact 与 log。出现 failure 时,你或 agents 都能立即知道原因。在设计给 agents 的 context 时,也要想清楚怎样验证它们交回的结果。如果系统正在被 volume 压垮,请访问 buildkite.com/pragmatic,获取 30 天全功能 trial,无需 credit card,还有一位真人 engineer Ola 随时待命。
His name's Ola, and he's very helpful.
So, Dex, welcome to the podcast. Super stoked to be here, dude. Before we get into some of the context engineering and some of some of the the more spicy stuff as well, how did you get into tech? How did you fall in love with computers? Oh, man. So, I uh I was doing undergrad as a as a physics major. Um, and I realized that uh I didn't like academia. 主持人:Dex,欢迎来到节目。 Dex:非常兴奋能来。主持人:进入 context engineering 和更尖锐的话题之前,你怎样进入 tech,又怎样爱上 computers? Dex:我本科主修 physics,后来意识到不喜欢 academia。
And there's like basically like two or three paths out of physics is basically you go get a PhD or you go into finance or you go do programming. At that time, this was, you know, 2012, 2011 when it was like in the middle of undergrad and deciding what to do. And I had done an internship when I was in high school. I was working with NASA researchers to a jet propulsion lab in California. 离开 physics 基本有两三条路。要么读 PhD,要么进入 finance,要么做 programming。那是 2011、2012 年左右,我正在本科中期决定未来。高中时曾在 California 的 Jet Propulsion Laboratory 与 NASA researchers 实习。
They had just gotten this really highfidelity like the most uh you know fine grain data set of altitudes like the heights of very at very like top topographical map of the south pole of the moon. And the south pole of the moon is really interesting because some of the craters there are so deep because of the angle it has. It got hit by meteor storms like no other part of the moon. So there's very deep craters that have never seen sunlight. 他们刚获得一份高 fidelity、极细粒度的数据集… …描述月球南极高度,也就是非常精细的 topographical map。月球南极很有意思:由于撞击角度,某些 craters 极深,经历过月球其他区域没有的 meteor storms。
And so there's frozen liquid water in there from the formation of the moon. And so scientists were really interested in getting down there and exploring. And uh so we had this really fine grain map and it's like okay cool. Let's build software so that I I have point A to point B. I know the limitations of my rover can you know max incline up is this, max incline down is that find a path from point A to point B that doesn't like break those rules of the incline. 这些深坑从未见过阳光,因此从月球形成时起就保存着 frozen water,scientists 很希望下去探索。我们手里有这张高精度地图。任务是构建 software:已知 point A、point B 和 rover limitations,比如最大上坡与下坡 incline,找到一条不违反坡度限制的路径。
So I was you know 17. I had never cracked a CS textbook. So I wrote I basically like wrote a really naive bad version of Dystra's algorithm for pathf finding. Uh so I was in college. I was like, I don't know if I want to do the academics thing, but I really enjoyed programming back in the day. And so, uh, so I decided to go I got like half of a CS minor and then started working on a API platform team at a software company in Chicago and Sprout Social, right? 我当时 17 岁,从未翻过 CS textbook,于是写了一个非常 naive、很糟糕的 Dijkstra algorithm 版本做 pathfinding。到了 college,我不确定是否想走 academia,但记得自己很喜欢 programming。
Yes. And uh, basically never went back. Yeah. And then then where did you go from there? Where did you pick up like the parts of the trade? Because very early on, your first job that's not really common. you were doing platform engineering back in you know more than a decade ago. 于是我修了大约一半 CS minor,随后加入 Chicago 一家 software company 的 API platform team。主持人:就是 Sprout Social? Dex:对,从此再也没回头。主持人:之后怎样发展?在哪里学会这门手艺?
From that point, it took me about two or three months to notice that like the most valuable work that was being done in the company was being done by like of course it's obvious like the first couple engineers who know everything and understand where everything was and like you spend a day on a support ticket from a customer and they solve it in 5 minutes but like you have to solve it so you learn and whatever. 十多年前第一份工作就做 platform engineering,并不常见。 Dex:两三个月后我就注意到,公司最有价值的工作由最初几位、了解所有事情的 engineers 完成。你花一天处理 customer support ticket,他们五分钟就解决;当然你仍得自己解决才能学习。
And I realized like the most valuable people in the company were the people that were building the developer platform CI/CD sandbox environments preview stuff. And so I kind of like that was my first step into the journey and I've basically been obsessed with software factories since that like three or six months into my first job. We talk about software factories now but you're you're talking about software factories back then. 我意识到,公司最有价值的人正是在构建 developer… … platform、CI/CD、sandbox environments 和 preview 等。这是我走上这条路的第一步;从第一份工作三到六个月后,就开始痴迷 software factories。
So like you were you're you were starting to already think that this is how we can produce better software inside this is pre AI world right? Well and I'm always surprised like there's a huge class of developers that say I don't want to work on CI/CD. I hate CI/CD. I'm like really because building the thing that builds the thing and building the thing that builds the thing is like as software engineers we're lazy. 主持人:如今常谈 software factories,但你在 pre-AI 时代已经思考怎样更好地生产 software。 Dex:我总惊讶于大量 developers 说不想做 CI/CD、讨厌 CI/CD。我会想,真的? “构建用于构建事物的事物”,再构建它背后的系统,正是 software engineers 追求高 leverage 的表现。
We want to do the most high lever thing that makes our job easier. So how do we if we can build a thing that helps us build a thing that helps us move faster then that's the best use of my time as a as a lazy engineer. And then you went to another startup uh as aspiration. Aspiration. Yeah. Aspiration also platform engineering. 我们很懒,希望做最能让工作变轻松的事情;如果能构建一个帮助我们构建、加速工作的东西,那就是 lazy engineer 最好的时间投入。主持人:之后你去了另一家 startup Aspiration。
嘉宾 Yeah. I was brought in and then like three 3 months into the job, the VP of engineering who hired me quit or got fired. I don't know. There was some drama about it. I probably shouldn't talk about it. And then I was there for about a year uh and was kind of like acting CTO for a while like hired a couple people, helped hire the new VP of engineering, but I was out of there. I don't think I'll ever do consumer again. I think I'm actually a B2B guy. Good to know. Dex:对,Aspiration,也是 platform engineering。入职大约三个月后,聘请我的 VP of Engineering 辞职或被解雇,其中有些 drama,不太方便谈。我在那里约一年,一度像 acting CTO,招了几个人,也帮助招聘新的 VP of Engineering,之后离开。
And then you went to replicator where you spent like a good like like solid like four years and went from engineer for deployed engineer to product manager. Yeah, I did core engineering for like two years. We were building a container orchestrator like before Kubernetes, before Docker Swarm was really a thing. We built our own orchestrator. The founders had this vision that like, oh, Docker is going to make it much easier to ship on-prem software. 我大概再也不会做 consumer,自己其实是 B2B 类型。主持人:然后你去了 Replicated,扎实做了约四年,从 engineer、forward-deployed engineer 转为… … product manager。 Dex:我做了大约两年 core engineering。那时 Kubernetes 和 Docker Swarm 都还没真正成熟,我们自己构建 container orchestrator。
And when I say onrem, I don't mean literally like a a rack in a colo. It's more like, hey, look, bring the app to where the data is rather than sending the data up to some cloud vendor. And Docker makes it much more much easier to package up apps and and and move them around. founders 的 vision 是 Docker 会让 on-prem software 更容易发布。
And so they had this thesis that like basically you could build a platform that the experience that you get when you use GitHub enterprise which is like you install it and it has this admin panel but then you just get GitHub running in your data center and your code never has to leave your your data center. Suddenly you could build a generic SAS where everybody could have that. So I did two years as an engineer there and then our head of sales. 这里的 on-prem 不一定是 colo 机架,而是把 app 带到 data 所在的地方,不把 data 发给 cloud vendor。 Docker 使 apps 更容易 packaging 和移动。他们的 thesis 是构建一个通用 platform,让每个 SaaS 都获得类似 GitHub Enterprise 的体验:安装后有 admin panel,GitHub 运行在自己的 data center,code 永远无需离开。
We parted ways with our head of sales and uh honestly I was having a lot of arguments about the software factory with our CTO and it's kind of like almost like a too many cooks in the kitchen kind of thing. I'm sure many listeners listen listeners have had this experience of like well yeah I know I have these tickets to build but like CI sucks. 我在那里做了两年 engineer。后来公司与 head of sales 分手,而我也一直与 CTO 围绕 software factory 争论,有点像厨房里厨师太多。
I got to fix CI because it's too slow or it's like there's too many different builds and it's always breaking. like I'm going to fix that and then I'm going to do the end is just like Dex, I need you to stop fixing the build pipeline and like do the tickets I gave you. I'm sure you've had this experience perhaps. Yeah. And then and was this what led you to either forward deploy engineering? Yeah. So I like I really loved our customers. 许多听众大概经历过:明明有 tickets 要做,却觉得 CI 太慢、build 太多且经常坏,所以想先修 CI,再完成任务。最后领导会说:“Dex,别再修 build pipeline,先做我给你的 tickets。 ”主持人:这促使你转向 forward-deployed engineering 吗? Dex:是的,我非常喜欢 customers。
Our customer our customers are Hashi Corp, Data Stacks, Puppet, all these really cool engineering brands. TravisCI, CircleCI. I was like yeah I actually love working with our customers. Our customers are awesome. customers 包括 HashiCorp、DataStax、Puppet、Travis CI、CircleCI 等优秀 engineering brands。
And uh it was a great way to like get in the trenches. a lot of really good engineers who were solving the hardest problem at the company which is like how do we take this 3 to 5year-old SAS platform and package it all up so that someone who knows nothing about our architecture can run it reliably in their own AWS VPC in their own on-prem data center whatever it was and so I spent I was our first kind of customerf facing engineer and it was in about three months I we closed I met with like every company customer that was like kind of in the pipeline but wasn't moving saleswise is and we closed like 12 deals in 3 months and the CEO was like, "Holy crap, Dex. 我喜欢和他们一起深入一线。他们有很多优秀 engineers,在解决公司最困难的问题:怎样把已有三到五年的 SaaS platform 全部 package,让不了解 architecture 的人也能在自己的 AWS VPC 或 on-prem data center 中可靠运行。我成为第一位 customer-facing engineer。大约三个月里,我见了 pipeline 中 sales 一直无法推进的每个 customer,最终三个月签下约 12 单。
Like the the investors are taking my calls again. Like I don't I know you want to get back to coding, but like I need you to go hire three people and like build this team out cuz I think you might have been like born for this." CEO 对我说:“天啊,Dex,investors 又开始接我电话了。我知道你想回去 coding,但需要你再招聘三个人、建立 team,因为你也许天生适合这件事。 ”
主持人 Wow. Yeah. So I did that for about four years, built that or to like 25 people and then Zer happened and uh it got a lot smaller and we kind of realized like, hey, we have a product that's like pretty good uh and we've been solving what lots of early startups do is like, okay, there's some usability issues. is we'll throw we'll get a bunch of smart people, throw them in the trenches with our customers, great for sales, great for retention, all this stuff. 主持人:哇。 Dex:我做了约四年,把 organization 建到约 25 人。后来 ZIRP 时代结束,团队大幅缩小。我们意识到 product 本身其实不错。很多 early startups 会用一群聪明人深入客户一线,补偿 usability issues;这对 sales、retention 都很好,但 margins 不够。
And it was like, oh, we actually like the margins on that aren't aren't good enough. And so we basically were like, cool, we actually just need to make the product way more usable, do a more PLG-shaped thing, make it productled growth,product led growth. Make it a little more self-service so you don't need an expert to teach you how to use it. And I was like, cool. If that's the most important thing, then I want to go be a product manager because I have tons of opinions. 于是必须让 product 易用得多,转向更像 PLG 的方式。主持人:product-led growth。 Dex:对,让它更 self-service,不需要 expert 教你怎么用。我想,如果这是最重要的事,那我就去做 product manager,因为已经有很多观点。
I've now spent four years in the trenches with our customers. I have a laundry list of roadmap things that I think would make the product way easier to use and adopt and implement and deploy and and now you went the full ar you went towards a dark side. Exactly. Yeah, I did. I was like this is going to kill my street cred isn't it? 四年一线 customer experience 让我积累了一长串 roadmap ideas,知道怎样让 product 更容易使用、采用、实现和部署。主持人:于是你彻底投入 dark side。
But uh I was really glad you know I think a lot of engineers are afraid that if they go do a customerf facing thing they lose all their credibility and like yes I wasn't coding for 10 hours a day. I was coding for like three or four hours on a Saturday for fun. Not uh but I mean we were helping people build YAML we were building CLIs. We owned a lot of the tooling that customers use, but it was like the last mile delivery side of it, not the core platform. Dex:没错,我还想这会不会毁掉自己的街头信誉。我很庆幸这样做。许多 engineers 害怕做 customer-facing 工作会失去技术 credibility。确实,我不再每天写十小时 code,但会周六为了兴趣写三四小时。
And like on a more personal note, I had spent the last like most of my 20s feeling like okay, a little bit introverted, a little bit like socially awkward. What I what a lot of engineers I'm sure experience and uh I had talked to my uncle's a music producer. So he used to work with like Randy Newman and a bunch of like really famous musicians. Oh wow. Yeah. 我们的工作仍帮助 customers 写 YAML、构建 CLIs,也拥有很多 customer tooling,只是负责 last-mile delivery,而非 core platform。个人层面,我二十多岁大部分时间有点 introverted,也有些 socially awkward。
This guy Mitchell F. And he he I was sitting with dinner with him at some point and when I was I think it was when I was still in undergrad, but he gave me this lecture. He was basically like if you want to be really good at something, you have to make it the only thing you do. The guy playing guitar nights and weekends trying to get his band off off the ground will probably never achieve greatness. 很多 engineers 大概都有这种体验。我叔叔是 music producer,曾与 Randy Newman 等著名 musicians 合作。主持人:哇。 Dex:有次一起吃饭,大概还在本科,他给我上了一课:想真正擅长某件事,就必须让它成为你唯一做的事情。
The people who become great are the people who basically make it like if I don't play guitar, I don't eat. And you go and you sit on the street all day and you play for 14 hours a day or whatever it is. That's the only way to become great. 那个只在夜晚和周末弹 guitar、试图让 band 起步的人,大概永远无法达到 greatness。
So, I said, "Okay, instead of trying to like read self-help books about how to be less introverted and less socially awkward, like what if I just made it my freaking job to just talk to people and make friends and like help people and solve their problems and uh I think it worked out. I recommend it. 真正伟大的人会让它变成“不弹 guitar 就没饭吃”,整天坐在街头,一天弹十四小时,这才是成为优秀者的唯一方式。
I think everyone should spend a year or two at least doing something really like customerf facing." Did you do this because you felt that it was holding you back be being introverted or or like what what what and I I know you got the motivation from the whole musician motivation. I I get it on one part, but what was it that you said like is a customerf facing thing that I'm I'm going to be doing it because clearly you were pretty great at like writing code by that point. 于是我想,与其读 self-help books 学习如何不再 introverted、socially awkward,为什么不直接让与人交谈、交朋友、帮助别人、解决问题成为自己的工作?我认为奏效了,也推荐大家至少花一两年做真正 customer-facing 的工作。主持人:你这样做,是因为 introversion 在阻碍你吗?我理解 musician 的激励,但你当时已经很擅长写 code,可以说日夜都在做。
You could argue you were doing it night and day. So where where did you find that like I actually I think like customerf facing or like getting this introvert off of me? Did you feel that I was holding you back or you just wanted to be good at it? It was just kind of a thing that was like interfering with my like general life satisfaction. And it was also like I'm not a very type A person. 为什么觉得应该做 customer-facing 工作、摆脱 introvert 状态? Dex:它影响了整体 life satisfaction。此外我不是很 Type A,十分 disorganized。
I'm very disorganized. is I don't know if people call it like okay I'm like ADHD now that's why I can run 30 quads in parallel or whatever it is but it was like I was really bad at email and calendars and spreadsheets I just like didn't care about these didn't understand them and so like another side effect of this was like it just forced me to be organized and keep a lot of things going and so like I don't know there's like weird benefits you get from like stepping outside your comfort zone and learning like industrial disciplines that are separate from what you've been doing and so the opportunity presented itself and I was like oh I like working I'll try this for a little bit started going really well I'm like cool let's keep let's see let's see how far this thread goes and then afterwards you're now in your second startup. 也许现在有人会说是 ADHD,所以才能并行跑 30 个 squads。但当时我很不擅长 email、calendar 和 spreadsheet,既不在乎,也不理解。另一个副作用是,这份工作迫使我变得 organized,同时维持很多事项。走出 comfort zone、学习与过去领域不同的工业化 discipline,会带来一些意外收益。机会出现后,我想自己喜欢与人合作,可以先试一阵;进展很好,于是继续看看这条路能走多远。主持人:后来你成为 founder,如今已经是第二家 startup。
You you became a founder and you also got involved in in AI pretty early as I as it was even before it was so obvious that it would change how it would change how we develop software, right? Well, I would say I was I was later than I could have been because we started the company uh me and a buddy in Chicago started a company in the data engineering space in about 2020 November 20. We decided in like August of 2015,this is Metalytics. 你也很早参与 AI,甚至早于大家明确看到它会怎样改变 software development。 Dex:其实我本可以更早。 2020 年 11 月,我和 Chicago 的朋友创办一家 data engineering 公司。主持人:Metalytics。 Dex:对。从技术上说它与 HumanLayer 仍是同一家公司,只是 pivot 了 mission。
Metalytics. Um, technically still the same company as human layer, we just like pivoted the the the mission. But,uh, yeah, the the the advice I got from every angel investor that, you know, people who just knew CTOs I'd worked for before and stuff, they were just like, look, hitting a lot of heads, wins. 我从 angel investors、以前共事的 CTO 等所有人那里得到的建议都是“有很多 headwinds”。
I don't know if you know like the whole DBT data engineering fiverr that whole arc where it was like this huge party and tons of investor money going into all these different companies and then within by like 2021 2022 there was kind of the zer thing and just this general realization that the TAM for those sorts of tools is not as big as everyone market 你大概知道 DBT、data engineering、Fivetran 那段故事:大量 investor money 进入各种公司,像一场盛大 party;到 2021、2022 年,ZIRP 结束,大家普遍意识到这类 tools 的 TAM 没有市场想象得那么大。
嘉宾 yes the total addressable market for those sort of tools was was not as quite as big as uh as we all thought it was. Um so it was it was a hard place to raise money. It was a hard place to get customers. Yeah. And then I I met you at while you were at Human Layer NSF at an event. We you actually talked and we chatted afterwards. But by by that, this was about a year ago, you were already you started to have some really strong opinions on using AI. 主持人:也就是 total addressable market。 Dex:对,没有大家以为的那么大,所以融资、获客都很困难。主持人:大约一年前,我在你做 HumanLayer 时于 SF 的活动上见过你。那时你已经对 AI 使用形成一些强观点,其中之一就是后来出名的 12 Factor Agents manifesto。 Dex:现在叫 manifesto 了吗?
And one of them was this now famous 12 factor agents manifesto. Is are we calling it a manifesto now? I'm I'm calling it a manifesto. It's a manifesto. I'm calling it. Let's talk about this. This was 12 engineuring principles to build reliable production ready apps. uh how did you come up with this and maybe we can also talk about some of them. 主持人:我称它为 manifesto。它是构建可靠、production-ready apps 的 12 条 engineering principles。你怎样提出它们?我们也可以谈其中几条。
Yeah. So um I'll I'll kind of like go to like around August the co-founder I was working with kind of burned out and left and it was very we were on good terms. It was very mutual. Um and I decided to start messing with AI stuff and I was building a AI agents and what was really in fog right then was like the lang chain the crew AI these like agent frameworks. Um and it seemed like there was a ton of you go you go in the crew AI discord there's 10,000 people. Dex:大约 8 月,与我合作的 co-founder burnout 后离开,双方关系良好,是共同决定。我开始尝试 AI。我在构建 AI agents,当时 LangChain、CrewAI 等 agent frameworks 很热门。进入 CrewAI Discord 能看到一万人,感觉这种形态大概是正确方向,也有清晰 ecosystem。
It's like, okay, this feels like the right shape and this there's clearly this eco. You go in every single one of those projects, they have a Chroma DB plugin. They have like a Composeio plugin. There's like clearly like this is the shared interface that everybody is building for. I say, okay,what's missing from all of this? The agents can call tools, but it's really hard to like control which tools they call. 每个 project 都有 ChromaDB plugin、Composio plugin,明显是大家共同构建的 interface。于是我问… …这里缺什么? agents 会调用 tools,却很难控制它们调用哪个。 chatbot 可以在 application UI 中显示 approve/deny,但我痴迷所谓 outer-loop agents 或 proactive agents:它们在 background 运行,由 events 触发。
And if it's a chatbot, obviously, you can show approved deny in the UI of your application. But I kind of was obsessed with what I would call like outer loop agents or proactive agent. Agents that would run in the background, get triggered by events. I mean, OpenClaw is basically like the biggest manifestation of this of like you have a heartbeat, it wakes up, it sees if there's any work to do, it tries to do stuff. OpenClaw 是最大的体现——heartbeat 唤醒后检查是否有工作,再尝试执行。我的想法是… …如果 agent 想做某件事时,系统不能通过 Slack、iMessage 等通知,并确定性保证我可以 approve、deny,或带 feedback 拒绝并要求“按这种方式重做”,我就不会信任它做任何有意义的事。
And my thought was like, I'm not going to trust that agent to do anything meaningful. if I can't get like a Slack message or an iMessage or something when it wants to do something and kind of guarantee deterministically that I can approve or deny that or deny it with feedback and say actually no do it like this. So we played in that space for a while and talked to a lot of founders and founding engineers and builders. We came into YC in the fall of 2024 with this idea. 我们在这个方向探索一段时间,与许多 founders、founding engineers 和 builders 交流。 2024 年秋季带着这个 idea 进入 YC,开始构建 API platform。
We're building out this API platform and it was sort of like pedag duty but like it wasn't who's on call to fix the servers. 它有点像 PagerDuty,但不是决定谁 on-call 修 server,而是 routing mechanism:谁需要 approve 这个 agent,能否 escalate、delegate 或 defer。