Episode Summary

Jeff Haynie, serial entrepreneur and founder of Appcelerator (acquired after reaching 1M+ developers), discusses his journey from building cross-platform mobile frameworks in 2006 to launching Agentuity, a cloud platform for AI agents. He shares lessons from raising capital in Silicon Valley, navigating acquisitions, and why he believes agentic systems will require fundamentally different infrastructure than today's human-centric cloud.

Pull Quotes

“We're going to shift from human directed AI assisted to AI driven human assisted. That's going to kind of flip-flop. Not for every application, not for every developer, but in general. And that's not low code. That's different. There's still going to be a lot of code. AI generated code with human review, human in the loop.”

“The cardinality of agents is way larger than apps or APIs or websites, frankly. There's going to be way more agents than there are apps. Maybe half a million apps have been built on the app store and there's going to be that many agents probably in the next 12 months.”

“Today's modern data center was built for humans. We have visualization dashboards so we can visualize logs and Prometheus metrics. Those are built for humans. AI doesn't need any of that and agentic systems need different things. It doesn't need pretty charts and graphs. It could just use the underlying low-level data.”

“The Bay Area is a really special place because it's got a confluence of capital and really smart innovators. But the other two pieces that a lot of other cities don't have is a support staff of people that come and work at these companies—they're not the founders, but they're the first 100, 200, 300 employees—and service providers. There's a special lexicon, a special language, a special way and process that these companies get built.”

On Appcelerator's acquisition timing

“We probably should have sold a couple of times before, honestly. The outcome was okay. People made money, but we could have probably had a better outcome if we'd have sold maybe a year before. You don't know. You never know. Life's hard to look back in reverse.”

Transcript

Hi, welcome to Tales from the Sky Lounge. It's a podcast about business, consulting, and venture investing. We get out there in the world. We talk to people who are making it happen, and we get their stories. And if you can like and subscribe, it really helps us get our message out. Today's guest in the Sky Lounge, Jeff Haney. Hey, Jeff. How are you? How you doing, bud? Hey, it's been a long time. It's been a while. Yeah. So Jeff, who are you and what are you working on?

I guess I would describe myself as a serial entrepreneur, technologist, innovator. I'm working on a new company, one of many but yet another company that I started recently about eight weeks ago, seven weeks ago, and I'm working on this sort of intersection of software intelligent agents or AI agents and kind of human ingenuity and how do you sort of blend those two things together and create a platform, a cloud platform for running and executing these really interesting agents.

Very cool. And we'll definitely get to AI and agents and your thoughts on that. But the first thing you said that was really cool and why I love talking to you is you're a repeat serial entrepreneur. So you definitely got the disease, right?

I do. Yeah. I keep doing it over and over and over. That's the definition of sanity, I think.

And then so when I met you, you were getting App Accelerator going, which was one of the first people to kind of get your mind around JavaScript back when it was really janky and weird and needed some wrangling. Y'all figured out how to write once and deploy everywhere. How did you want to tell us a story about Accelerator? I mean that was a pretty cool company.

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