Core Viewpoint - The business combination between VEON Ltd. and Cohen Circle Acquisition Corp. I has successfully closed, resulting in the establishment of Kyivstar Group Ltd. as a U.S.-listed company, marking a significant milestone for Ukrainian investment opportunities in the U.S. stock market [1][2][4]. Company Overview - Kyivstar Group Ltd. will begin trading on Nasdaq under the ticker symbols "KYIV" and "KYIVW" on or about August 15, 2025, making it the first pure-play Ukrainian investment opportunity in U.S. markets [2]. - VEON holds an 89.6% stake in Kyivstar Group Ltd. following the business combination [2]. Shareholder Approval and Financials - Cohen Circle's shareholders approved the business combination at an extraordinary general meeting on August 12, 2025, with only 25.4% of Class A ordinary shares exercising redemption rights, resulting in transaction proceeds of USD 178 million [3]. Leadership Statements - VEON's Chairman emphasized the historical significance of Kyivstar's listing on Nasdaq and its role in showcasing Ukraine's resilience and investment potential [4]. - The CEO of VEON highlighted the strong investor confidence in Kyivstar, evidenced by low redemption rates during the transaction [4]. - Kyivstar's President expressed excitement about sharing the company's growth story with international investors [4]. Company Services and Market Position - Kyivstar serves nearly 23 million mobile customers and 1.1 million fixed connectivity customers, offering a range of digital services including healthcare, entertainment, and enterprise solutions [6][10]. - The company is also a key player in Ukraine's software development landscape and has partnerships with international technology firms [6]. Future Developments - Kyivstar plans to commercially launch satellite-powered Direct to Cell services in Q4 2025, enhancing connectivity across Ukraine [7]. Investment Commitment - VEON and Kyivstar Group intend to invest USD 1 billion in Ukraine from 2023 to 2027, focusing on infrastructure, technological development, and strategic acquisitions [10].

[Music] Hi everybody, my name is Eno. I really appreciate that introduction. Um, and maybe I can start with a bit of background.Uh, I started working on LLMs about two and a half years ago. uh when uh GBT3.5% was coming out and it became increasingly clear that agentic systems were going to be possible with the help of LLMs. . At factory we believe that the way that we use agents in particular to build software is going to radically change the field of software development. We're transitioning from the era ...

Imbue's Focus and Sculptor's Purpose - Imbue is focused on creating more robust and useful AI agents, specifically software agents, with Sculptor as its main product [1] - Sculptor aims to bridge the gap between AI-generated code and production-ready code, addressing the challenges of using AI coding tools in established codebases [3] - The goal of Sculptor is to build user trust in AI-generated code by using another AI system to identify potential problems like race conditions or exposed API keys [7][8] Key Technical Decisions and Features of Sculptor - Sculptor emphasizes synchronous and immediate feedback on code changes to facilitate early problem detection and resolution [9][10] - Sculptor encourages users to learn existing solutions, plan before coding, write specs and docs, and adhere to strict style guides to prevent errors in AI-generated code [11][12][13][15][16][18] - Sculptor helps detect outdated code and documentation, highlights inconsistencies, and suggests style guide improvements to maintain code quality [17][18][19] Error Detection and Prevention Strategies in Sculptor - Sculptor integrates automated tools like linters to detect and automatically fix errors in AI-generated code [21][22] - Sculptor promotes writing tests, especially with AI assistance, to ensure code correctness and prevent unintended behavior changes [25][26][27] - Sculptor advocates for functional-style coding, happy and unhappy path unit tests, and integration tests to improve test effectiveness [28][29][30][33] - Sculptor utilizes LLMs to check for various issues, including style guide violations, missing specs, and unimplemented features, allowing for custom best practices [38] Future of AI-Assisted Development - Imbue is interested in integrating other developer tools for debugging, logging, tracing, profiling, and automated quality assurance into Sculptor [42][44] - The company anticipates that improved contextual search systems and AI models will further enhance the development experience [43]

Industry Trends - Software development has two loops: an inner loop focused on development and an outer loop focused on review [1] - AI adoption is increasing among developers, with nearly every developer surveyed using AI tools [2] - 46% of code on GitHub is being written by AI, indicating a significant shift in code generation [3] - The inner loop is changing due to AI, making developers more productive and producing higher volumes of code [3][4] - The outer loop is becoming a bottleneck as developers have to review, test, merge, and deploy higher volumes of code [5] Graphite's Solution (Diamond) - Graphite aims to create a new outer loop to address the challenges posed by increased code volume [6] - Graphite's AI code review platform, Diamond, focuses on high signal, low noise, deep understanding of codebase and change history [13] - Diamond summarizes, prioritizes, and reviews each change, integrating with CI and testing infrastructure [13] - Diamond aims to reduce code review cycles, enforce quality and consistency, and keep code private and secure [13] - AI-generated feedback from Diamond's comments are accepted at a 52% rate, higher than human comments (45-50%) [15][16]

OpenAI Codex Overview - OpenAI's Codex team is developing AI coding tools to help developers delegate tasks to cloud and local coding agents, evolving from autocomplete to autonomous task completion [3] - Codex is RL tuned to be great at day-to-day enterprise development tasks, differing from previous models excelling in competitive programming [4] - Codex is envisioned as an agent working independently on its own computer, allowing developers to delegate tasks rather than pair with the AI [13] - Codex CLI allows developers to work with Codex in their terminal, while Codex in ChatGPT operates on its own computer [16][17] Model Training and Capabilities - Training efforts focused on aligning the model to the preferences of professional software engineers, improving code mergeability [20] - Codex excels at bug fixing by independently verifying and reproducing issues, often providing usable fixes [22][23] - The model can cite its own work, including files changed and terminal outputs, facilitating easier review [34] - Codex can generate its own plans, which helps to specify everything up front [60] Future of Software Development - OpenAI envisions a future where most coding is done by agents working independently, shifting the focus to reviewing and validating code [28][38] - The company aims to create a unified assistant within ChatGPT that can handle various tasks, including coding, without requiring separate agents [70] - The market is expected to shift towards agents writing the majority of code in their own environments, connected to the tools developers use [75][76] - OpenAI believes the number of professional software developers will increase as coding becomes easier [46][47]

Core Insights - Microsoft was founded by Bill Gates and Paul Allen on April 4, 1975, focusing on software rather than hardware, which was a revolutionary approach at the time [2][3] - The company experienced significant growth and transformation over the decades, becoming a dominant player in the tech industry with a vast workforce and substantial revenue [3][4] - Microsoft’s early international expansion was successful, with all initial subsidiaries becoming profitable in their first year [6][5] Company Development - Microsoft started in a small office in Albuquerque, New Mexico, and later moved to Bellevue and Redmond, Washington [3] - The company’s culture emphasized rapid revenue growth and innovation, with early employees like Scott Oki playing crucial roles in establishing international markets [4][5] - The launch of Windows 95 marked a significant milestone, introducing a user-friendly interface that became a standard in personal computing [15][16] Marketing and Branding - The marketing strategy for Windows 95 was groundbreaking, utilizing popular music and a consumer-oriented approach to engage a broader audience [12][15] - The ad campaign for Windows 95, featuring the Rolling Stones' "Start Me Up," became iconic and helped position Microsoft as a leader in the tech sector [11][15] Legal and Regulatory Challenges - Microsoft faced intense scrutiny and legal challenges in the 1990s, including a major antitrust lawsuit that questioned its market dominance [23][24] - The company adapted its corporate culture post-lawsuit, focusing on diplomacy and compliance with regulatory standards [24] Community and Social Impact - Microsoft has played a significant role in the growth of the tech sector in the Pacific Northwest, influencing the emergence of other tech companies like Amazon [28] - The company has also recognized the need for diversity in the tech industry and has initiated programs to address educational disparities and promote digital literacy [29][30]