
Joe Lonsdale: American Optimist Ep 147: Scott Wu & Russell Kaplan on the New Era of Software Abundance
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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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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.
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.
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.

