Cloudflare

Devin’s 80% Moment: Background Agents, 7x PRs, & End of Hand-Held Coding — Walden Yan & Cole Murray

Jun 1, 2026 · 1:09:33

Walden Yan (Cognition CPO) and Cole Murray (OpenInspect creator) join Swyx to unpack the rise of background agents: why a December 2025 model inflection made spec-to-PR workflows viable, how Devin's brain-outside-machine architecture handles security and scaling, and the unsolved challenges of repo setup, memory, and multi-agent orchestration. They argue uncontrolled vibe coding regresses codebases to the worst engineer, explain Devin's 7x merged PR growth to 80% of commits, and stress that local testing infra is the key to agent adoption.

AI Agents Need Computers: 74% MoM Growth, 850K/Day Runs, & New Agent Cloud — Ivan Burazin, Daytona

May 25, 2026 · 1:11:40

Ivan Burazin, CEO of Daytona, joins Swyx to explain why AI agents need composable computers, not disposable code execution boxes. He details Daytona’s hard pivot from human dev environments to AI sandboxes, its bare-metal architecture with a custom scheduler achieving 60ms spin-up and 850K sandboxes/day for a single customer. Burazin reveals RL/eval workloads surged from 0% to 50% of usage, argues agents will need Windows and macOS environments, and predicts the future AI cloud will look more like Stripe than AWS.