Videos VktrqzQgytY
CI/CD Is Dead, Agents Need Continuous Compute and Computers — Hugo Santos and Madison Faulkner
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Transcript
189 cues· 2,877 words· 15,559 chars
- 0:15 All right, can you all hear me?
- 0:18 Great, there we go.
- 0:20 All right, well we're only 35 to 40 minutes late, but thank you for sticking around.
- 0:26 We're gonna talk about why CICD is dead, and we're gonna propose that continuous compute is gonna be the next thing.
- 0:38 Maybe.
- 0:42 All right, so just quick introduction.
- 0:44 We're gonna have two speakers, one's getting mic'd up.
- 0:48 My name's Madison, and I'm a partner at NEA investing in technology.
- 0:51 I do focus in infra and dev tools, and I formerly used to be a meta AI researcher, so I used to lead data and AI teams.
- 1:00 I got really frustrated by the state of infrastructure, and so I jumped into venture to do something about it from the top down.
- 1:07 And then I'm also gonna introduce on behalf of my partner here, Hugo Santos.
- 1:13 So he's the CEO of Namespace, which is building high-performance compute infrastructure, and at this point, what we believe is going to eclipse the new CICD wave.
- 1:22 He also formerly led microservices at Google.
- 1:26 Yeah, great to be here with you folks.
- 1:28 So we're gonna talk about why agentic software is breaking traditional CICD.
- 1:34 Obviously, we're not gonna get through this today, but the point is, on the left side, what started off in agentic software was really monolithic agents.
- 1:45 We were really using the LLM as one engine.
- 1:48 But now we're moving into the right side, which is microservices with agents.
- 1:53 And that's how we really need to think about software development in an agentic world.
- 1:59 So the lifecycle is very fragmented.
- 2:02 This is quite a mess, right?
- 2:04 We've really kind of brought together all these traditional CI, CD systems, build, test, deploy, DevOps, but we also now have new IDEs, we have autonomous agentic engineering solutions, and then we have our traditional DevOps in the middle, which we believe is really going to innovate in the next year.
- 2:23 So let's explain why we think it's dead.
- 2:27 So first, how do CICD pipelines work today?
- 2:30 Well, we all know human developers are currently submitting one, maybe a couple of diffs when they're just writing it themselves.
- 2:37 And those PRs then take your colleagues a bunch of time to review.
- 2:41 Then you have to go through GitHub Actions and run build, test, and deploy steps.
- 2:45 And then finally, you're addressing those failed test case and maybe you're iterating on the diff.
- 2:49 So in that scenario, it was really just one or two a week.
- 2:55 So now, how do we think about this at agent scale?
- 2:57 You've got agents using the exact same systems, but they have n number of PRs, maybe n number of repos.
- 3:05 Still takes a similar amount of time to verify, unless you're using review bots, which gets a little crazy.
- 3:12 And then we correct those failed cases, just like we did in the past scenario.
- 3:16 So what ends up happening?
- 3:17 With a human, pretty predictable.
- 3:20 And you've got local caches, which are often warm.
- 3:23 With an agent, this starts to get really complicated.
- 3:26 You have thousands of short-lived branches.
- 3:29 It's all trying to pull the same code base in a few different directions.
- 3:34 You start to get to a point where merging all these different versions together is really impossible.
- 3:39 And that is where we start to have a huge problem.
- 3:43 So let's look at in real time, GitHub activity has gotten absolutely crazy.
- 3:48 The white line here is the actual number of commits in the last couple of months.
- 3:53 And then the number of lines added versus deleted.
- 3:56 I mean, this is just an unbelievable spike.
- 4:01 So how do we start with replacing CICD?
- 4:05 Well, the starting point should be at the acceleration.
- 4:08 So obviously right now, I know a lot of you are struggling with very slow build test and deploy times for your CICD solutions.
- 4:16 This is a very common problem.
- 4:19 But where we're headed is being able to first speed that up by inserting over the existing GitHub actions and other underlying infrastructure for CICD.
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Chapters
- 0:00 Introduction and speaker bios
- 1:28 Why agentic software is breaking traditional CI/CD
- 1:59 The fragmented lifecycle of modern software development
- 2:25 How traditional CI/CD pipelines work
- 2:55 The problems with CI/CD at agent scale
- 4:04 Replacing CI/CD with acceleration and orchestration
- 6:12 Real-world solutions and the future of agentic loops
- 7:23 The role of the human as the agent
- 8:43 Why Pull Requests (PRs) are becoming a bottleneck
- 10:00 A new architecture: Intent and plan-based development
- 11:58 Moving toward fully automated internal/external validation
- 13:46 The premerge queue and human-in-the-loop review
- 15:20 The future: Parallel development in the multiverse
- 16:51 Conclusion: The shifting role of CI and governance