Joe Lonsdale: American Optimist

Ep 147: Scott Wu & Russell Kaplan on the New Era of Software Abundance

32 snips
Mar 27, 2026
Russell Kaplan, ex-Tesla ML engineer and builder of autonomous AI agents. Scott Wu, Cognition CEO and three-time IOI gold medalist who led engineering at Addepar. They discuss Devin becoming a top code contributor. They explain engineers using English prompts and agent fleets. They explore software abundance, massive productivity gains, modernizing legacy and government systems, and AI unlocking a wave of small‑business innovation.
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ANECDOTE

Devin Sessions Surpassed All Of 2025 In Two Months

  • Devin usage in March 2026 already exceeded total 2025 usage, showing explosive adoption.
  • Scott: in just two months they did more Devin sessions than all of 2025 combined, signaling rapid customer growth.
ADVICE

Run Parallel Agent Experiments Night And Day

  • Embrace abundance and run many parallel experiments with agents instead of debating one approach.
  • Russell compares it to never leaving GPUs idle: spin up many Devins and analyze their outputs while you sleep.
INSIGHT

Digital Progress Raises Value Of Real-World Ops

  • As software gets cheaper to build, problems requiring physical operations or real-world orchestration increase in relative value.
  • Russell: digital fixes will flood in, so returns shift to operations, services, and the physical world.
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