In this episode of Talks at GS, Marco Argenti, CIO at Goldman Sachs, interviews Russell Kaplan, president of Cognition AI, about the company's focus on AI software engineering and its product, Devin, an AI software engineer. Kaplan discusses the evolution from AI assistants to autonomous AI agents, highlighting the differences in their capabilities and the shift towards delegating complex tasks to AI. Argenti shares his positive experiences using Devin, emphasizing its ability to handle complex projects and its potential to enhance user experience. The conversation explores the challenges of keeping AI agents on track, Cognition's acquisition of Windsurf for a more human-in-the-loop approach, and the company's focus on enterprise solutions while also envisioning a future where more people can create software through AI. Kaplan also touches on the increasing capabilities of AI in domains with formal verifiability and predicts that power consumption will be a significant bottleneck for AI development in the coming years.
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