The Age of Async Agents — Cognition's Walden Yan & OpenInspect's Cole Murray

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Latent Space: The AI Engineer Podcast 1h 8m 2 speakers 8 chapters transcribed 1 month ago
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What is the main topic discussed in this episode?

swyx 0:03
All right, we're in the studio with Walden Yan, co-founder of Cognition, CPO. Yeah, happy to be here. Which is a cool title. Yes, and coiner of context engineering.
Walden Yan 0:14
Yes. Although I think there are many people who use the terms in various ways beforehand, but I did find that people, both internally and externally, enjoyed the upgrade from front engineering or model wrapping into maybe a more thoughtful way to build agents.
swyx 0:33
Yeah, for those who haven't caught up on that, I have on screen the Don't Build Multi-Agents post, which you should read on and we might refer to. And Cole Murray, who created Open Inspect. Great to be here. Okay, so let's talk about it.

Why did December 2025 mark a shift to practical background/cloud agents?

swyx 0:45
Everyone is building their own dev ins. What's going on?
Cole Murray 0:51
Yeah, so I think the engineering world is kind of waking up to this idea of background agents, cloud agents, whatever you'd like to call it. And I think we saw a shift around the December timeframe of 2025, where the models Opus 4.5 and GPT 5.2 they reached a capability where we moved away from kind of hand-holding the model and being able to actually more or less autonomously drive the model. And what I mean by that is that we could pretty much go from a specification to a completed pull request, assuming the spec was good enough with very little friction. And that paradigm alone, I think, changed a lot of how we interact with agents and kind of opened this world where background agents became more practical.
swyx 1:41
I think for Carl, everyone experienced this in December, but I feel like there was just this increasing ramp, right? Like there was this moment, which was, I think, Sonnet 3.7, where like you guys rewrote Devin in one night. Yes.
Walden Yan 1:56
Yeah, yeah.
swyx 1:57
So describe 2025 or, you know, how it felt from your side.
Walden Yan 2:00
In retrospect, we always thought it was ramping up, but then even now, over the last three, four months from today, it's been ramping up even faster.

What motivated Cole Murray to build OpenInspect as an open-source background-agent platform?

Walden Yan 2:09
So it's almost funny to be talking about how big of a leap Sonnet 3.7 was. And honestly, a lot of it was stripping out parts of Devon that were no longer needed with that jump in intelligence. But I also just think that... A lot of the recent leaps, especially, you know, you look at like models like Opus and latest GPT models, they are reaching levels of autonomy where people are actually finding that they actually can't just be hands-off. And people who were once debating, oh, you know, do I need to be in the weeds of my model in the IDE? Can I just completely move it off into the cloud? That's a more serious conversation. And we've seen that in all of our growth charts. Internally, there's this funny graph where our usage has, of PRs, our merged PRs, has grown 7x since, I forget what it was like.
swyx 2:58
I think Dev maybe tweeted that. Yeah. Yes.
Walden Yan 3:01
It grew like 7x over like the last, I think it was like two months, three months, something like that. And then you see our engineering headcount growth. It's like gone up by like 10% or something.
swyx 3:11
Like we were afraid to release this. So this is Devin commit percentages on all Devin repos was 16% in January and now 80% in March.
Walden Yan 3:22
Yeah. It's a big shift right now. It makes sense that a lot of people are now thinking about buying Devon, but also maybe trying to build their own. I have a lot of fun building Devon, so I can see why other people would want to build their own cloud agents as well. Maybe it's good to hear what industry inspired you to try to build OpenInspect.
Cole Murray 3:49
Yeah. Open Inspect came about through primarily my clients observing how they were using tools like Cloud Web, OpenAI's Codecs at the time, and seeing some of the friction that they were having with it. Primarily, the Cloud Web was being used through Slack.

What business problems does Cognition sell beyond Devin (infra, onboarding, adoption)?

Cole Murray 4:08
A big issue they ran into is that the sessions that were launched were specific to whoever called it via Slack. And so if a PM was the one who invoked the session and they would then go to pass context to engineering, engineering can't see the session. And that in itself was kind of a deal breaker because the PM said, hey, engineering, can you jump in? But there's nothing to jump in on unless they're copy pasting out or, you know, the single response that came back.

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