What surprised me the most about Exe is how polished it is for a ~6 month old product.
They've truly made it zero friction. If you've ever used Tailscale, you will see parallels in the UX. (no wonder, it's the same guy behind it!)
Ever since this interview, I've been using it more and more to remotely one-shot some feature idea I got on a whim while AFK. (David spoke about this workflow at 20:37)
In this video, we also discuss:
• why VMs are the right abstraction for agents, and why containers don't cut it
• what current clouds lack
• Shelley and its native integration in exe
• why cloud pricing sucks for medium-sized users
• where hyperscalers excel and the difficult problems they have solved (all credit to them)
• why clouds cap machine SKU variety and how that hurts the user choice
• how the game has changed with AI and what a native AI dev workflow looks like
why agents need VMs, not containers
with David Crawshaw, ex-CTO & co-founder of Tailscale
now co-founder and CEO of exe - a new up-and-coming cloud provider
Timestamps
(0:00) why build a new cloud?
(2:07) why Docker isn't enough for agents
(12:28) why AI-friendly is developer-friendly
(20:32) why VMs are the right abstraction (and the serendipity of just dropping an idea prompt from your phone)
(28:30) the exorbitant price of IOPS in the cloud (32:21) Cloud Discounts
(33:40) the rise of self hosting
(41:25) Shelly and AI ops agents
(48:10) the hard problem with AI SREs
(53:00) parting thoughts and early EC2’s noisy neighbor shenanigans