Lenny's Podcast - Building a magical AI code editor used by over 1m developers in 4 months: Inside Windsurf
发布时间:2025-04-20 11:00:07
原节目
以下是翻译后的中文版本:
Windsorf(前身为 Codium)的联合创始人兼首席执行官 Varun Mohan 讨论了他的公司从 GPU 基础设施提供商到领先的 AI 编码工具的演变过程。 四年前,Codium 最初专注于构建 GPU 虚拟化和编译器软件,旨在简化深度学习应用程序的开发。 尽管实现了数百万美元的收入并管理着数千个 GPU,但强大的生成式 AI 模型的出现导致了一次重要的重新评估。
Mohan 和他的团队意识到生成式 AI 将变得无处不在,因此转向构建 AI 驱动的编码应用程序。 他们认为,价值将从基础设施转移到应用层,在那里他们可以为开发人员创造更好的用户体验和工作流程。 这促使了 Codium 的诞生,这是一款免费的编码工具,集成到流行的 IDE 中,如 VS Code 和 JetBrains。 该公司后来扩展到企业解决方案,专注于为大型公司提供安全和个性化的产品。
现有 IDE(尤其是 VS Code)的局限性促使 Codium 开发了 Windsorf,它自己的 IDE,以充分利用 AI 的能力。 Mohan 认为,未来 AI 将编写超过 90% 的代码,从而将开发人员的角色转变为审查和改进 AI 生成的代码。 Windsorf 旨在提供定制的界面和审查流程,以适应这种新范式。 Windsorf 已经获得了显著的吸引力,在其推出后的四个月内吸引了超过一百万用户。
Mohan 强调了在 AI 领域保持敏捷性和适应性的重要性。 他强调需要不断挑战现有的假设,并在必要时愿意进行转型。 他鼓励初创公司的创始人对他们的想法既要“非理性地乐观”,又要“现实地批判”。
对话深入探讨了工程的未来,Mohan 预测将从编写代码转向优先考虑业务问题和做出技术决策。 虽然计算机科学学位因其解决问题的原则和对计算机系统的理解仍然具有价值,但他指出,“能动性”(agency)——独立构建解决方案的动力和主动性——变得越来越重要。
他分享了 Windsorf 独特的招聘方法,专注于寻找那些对公司使命充满热情并愿意努力工作的人。 他提倡“脱水式”的组织结构,即只有当现有团队真正不堪重负时才引入新员工。 这有助于实现无情的优先级排序,并防止产生不必要的工作。
Mohan 将 Windsorf 与竞争对手(如 Cursor)进行了对比,强调了 Windsorf 在理解大型代码库方面的优势,这得益于其与企业客户合作的经验。 Windsorf 对支持多种 IDE(包括 JetBrains)的承诺也使其与众不同。 企业级的安全性和合规性(如 FedRAMP)是其他的关键区别因素。
现场演示展示了 Windsorf 如何使用提供的图像将一个基本的 React 应用程序转换为一个狗狗 Airbnb 网站。 它演示了 IDE 如何分析代码、进行编辑并适应用户驱动的更改。 此外,Mohan 分享了使用该工具的技巧,包括保持耐心、具体描述和了解其功能。
该公司强调利用 AI 来加速工程效率,而不是取代工程师。 对于技术上限较高的公司来说,通过 AI 实现的效率提升甚至可以证明雇用更多工程师是合理的。
Mohan 最后强调了持续创新的重要性。 公司必须准备好每六到十二个月“蚕食”其现有产品,不断重塑自我以保持领先地位。 他鼓励个人积极尝试 AI 工具,并探索增强其生产力和贡献的新方法。 通过利用这些工具,人们可以成为其组织内的“力量倍增器”。
Varun Mohan, co-founder and CEO of Windsorf (formerly Codium), discusses the evolution of his company from a GPU infrastructure provider to a leading AI coding tool. Starting four years ago, Codium initially focused on building GPU virtualization and compiler software, aiming to simplify deep learning application development. Despite achieving millions in revenue and managing thousands of GPUs, the emergence of powerful generative AI models led to a critical reassessment.
Recognizing that generative AI would become ubiquitous, Mohan and his team pivoted to building AI-powered coding applications. They believed that the value would shift from infrastructure to the application layer, where they could create better user experiences and workflows for developers. This led to the creation of Codium, a free coding tool integrated into popular IDEs like VS Code and JetBrains. The company later expanded to enterprise solutions, focusing on secure and personalized offerings for large corporations.
The limitations of existing IDEs, particularly VS Code, led Codium to develop Windsorf, its own IDE, to fully leverage AI capabilities. Mohan believes that AI will write over 90% of the code in the future, shifting the developer's role towards reviewing and refining AI-generated code. Windsorf aims to provide a custom interface and review flows that cater to this new paradigm. Windsorf has gained significant traction, attracting over a million users within four months of its launch.
Mohan stresses the importance of agility and adaptability in the AI landscape. He emphasizes the need to continuously challenge existing assumptions and be willing to pivot when necessary. He encourages startup founders to be both "irrationally optimistic" and "realistically critical" of their ideas.
The conversation delves into the future of engineering, with Mohan predicting a shift from writing code to prioritizing business problems and making technical decisions. While a computer science degree remains valuable for its problem-solving principles and understanding of computer systems, he notes the increasing importance of "agency" – the drive and initiative to build solutions independently.
He shares Windsorf's unique approach to hiring, focusing on finding individuals who are deeply passionate about the company's mission and willing to work hard. He advocates for a "dehydrated" organizational structure, where new hires are only brought in when the existing team is truly overwhelmed. This fosters ruthless prioritization and prevents the creation of unnecessary work.
Mohan contrasts Windsorf with competitors like Cursor, highlighting Windsorf's strength in understanding large codebases, thanks to its experience working with enterprise clients. Windsorf's commitment to supporting multiple IDEs, including JetBrains, also sets it apart. Enterprise-grade security and compliance, such as FedRAMP, are other key differentiators.
The live demo shows Windsorf transforming a basic React app into an Airbnb for dogs website using a provided image. It demonstrates how the IDE can analyze the code, make edits, and adapt to user-driven changes. Also, Mohan shared tips for using the tool, including being patient, being specific, and being aware of its capabilities.
The company emphasizes leveraging AI to accelerate engineering productivity rather than replace engineers. For companies with high technology ceilings, the increased productivity achieved through AI can justify hiring even more engineers.
Mohan concludes by emphasizing the importance of continuous innovation. Companies must be prepared to "cannibalize" their existing products every six to twelve months, constantly reinventing themselves to stay ahead. He encourages individuals to actively experiment with AI tools and explore new ways to enhance their productivity and contributions. By taking advantage of these tools, people can become "force multipliers" within their organizations.