No. 66·中文精读

Goose 在给自己写代码:Block 每周省 8 到 10 小时的 AI 改造记

Block CTO Dhanji Prasanna: Building the AI-First Enterprise with Goose, their Open Source Agent

Block 工程师每周省下 8 到 10 小时,CTO 讲 goose 如何经 MCP 接入企业工具,并倒逼组织重组。

节目音频00:00 / 59:43
中文精读由 AI 基于原始访谈改写,非官方翻译,可能存在偏差或错误;表述以原节目为准。

先说一个有点绕的事实:Block 的开源 AI 代理 goose,它自己的大部分新代码是 goose 写的,每一个打开的 PR(代码合并请求)都出自它之手。团队的下一个目标更激进,让每个新版本都由它从零重写一遍。

这是红杉资本播客 Training Data 九月底的一期,嘉宾是 Block 的 CTO Dhanji Prasanna,提问的是红杉资深合伙人 Roelof Botha,他从 2010 年底就进了 Block 董事会。Block 是 Jack Dorsey 创办的那家公司,做 Square 和 Cash App,服务小微商户和消费者。

今年早些时候 Block 把 goose 开源了。公司内部每周追踪一个指标:goose 替员工省下的手工工时。年初这个数字是 0%,年底目标 25%。工程师自报的数字是每周省 8 到 10 小时。

节目开头 Roelof 问了个尖锐的问题:很多人说 AI 会彻底颠覆金融服务,小企业再也不需要 Block 这样的公司了。AI 到底是朋友还是敌人?Dhanji 打了个核能的比方,核医学救人,核武器杀人,取决于谁拿着它、拿来干什么。具体到 Block,他的判断很干脆:Block 从来都把自己当技术公司,从第一代靠刷卡速度供电的读卡器,到后来的区块链,一直在第一时间拥抱新技术。AI 只有在他们睡着的时候才会成为威胁。

一封邮件换来 CTO 职位

Dhanji 跟 Block 的缘分比外界以为的长。2011 年他就给公司仓库提交过代码,2015 年 1 月正式入职,中间离开过,2018 年全职回来。接任 CTO 之前,他给 Jack 写了一封长邮件,核心意思三条:公司必须重投 AI,必须集中力量干,必须把整个公司改造成干这个的。

邮件里他建议 Jack:「招一个人来做 CTO,不是我,让他把公司改造成用 AI 的公司,我们已经落后了。」Jack 同意了一半,另一半的结局是,他把 Dhanji 本人任命成了 CTO,还专门飞到悉尼,跟他在办公室待了两天,把方案从头到尾捋了一遍。

改造分两步。第一步,先立 8 个特别项目,每个配 2 到 5 个工程师,点子有的来自 Dhanji,有的来自黑客周。goose 就是这么被翻出来的。第二步,拆掉按业务线划分的 GM 结构,把 Square、Cash App、Tidal 锁在筒仓里的价值放出来,平台团队一并合并,改成职能制组织。

有意思的是,当年从职能制拆成 GM 制,Dhanji 就是操盘者之一。他把 Cash App 的工程团队从 10 个人带到 200 多人,跟时任 Cash App CEO 的 Brian 一起完成了那次拆分。他的解释很实在:组织结构像马配鞍,不同阶段干不同的活。当年拆分是为了让两条业务线各自聚焦,现在行业每周都在发生地震级变化,公司需要技术纵深和单一的组织焦点。

顺便把一个概念分清楚。Block 用机器学习很多年,但那些模型全用在风险侧,反欺诈、反垃圾、反滥用。Dhanji 划的分界线是:传统 ML 做分类和聚类,生成式 AI 打开了公司每一个业务和职能的门。

公司的另一个底层选择也常被质疑:远程优先。Dhanji 本人在悉尼办公。他承认茶水间闲聊确实加速协作,但有些领域的顶尖人才只有远程才招得到,瑞典、悉尼都有这样的人,而且这些市场没有硅谷那种竞争烈度,工程师能留住六七八年。澳大利亚的工程办公室开了快十年,没后悔过。

给罐装大脑装上手和脚

goose 是一个通用 AI 代理,下载到笔记本上就能用,有命令行和图形界面两种形态。主持人 Sonya 的类比是命令行像 Claude Code,界面像 ChatGPT,Dhanji 认可这个理解,两者底下跑的是同一套能力,只是皮肤不同。goose 构建在 MCP(模型上下文协议)之上,Block 是这个协议最早一批采用者,出现在 MCP 的首发公告里,还做过几处扩展。

Dhanji 用一个比喻解释它和模型的关系:

「大模型像个罐装大脑,除了跟你聊天什么都做不了。goose 给它装上手和脚,让它能出去对真实的数字系统做事。」

举个节目里的例子。你对 goose 说,给我一份第三季度的营销报告。它会自己去 Snowflake 拉数据,去 Looker、Tableau 里翻,用它会用的编程工具画一堆图表,打包成 PDF 或 Google 文档交给你,还能顺手发邮件。全程没人盯着。

goose 的核心设计是把自主性推到极限,撞墙了就退回来换条路走。Dhanji 说后来很多 AI 代理都借鉴了这个思路。

这个项目差点被埋没。Dhanji 刚上任时去翻公司的「后储藏室」,看工程师们在偷偷捣鼓什么,goose 是八九个点子之一。作者叫 Brad Axen,他押的判断是:代理会成为我们从 AI 里兑现价值的载体。判断对了,Block 给他围出一块保护区,配了六七个人的团队。名字致敬电影《壮志凌云》,因为 Brad 长得像片中的 Goose。

Roelof 在这里插了一句大公司观察:大公司最大的风险是亲手扼杀自己的点子。Block 能长出 Cash App 和 goose,靠的是 Jack 带出来的实验文化。Dhanji 补了句实话,试的东西远比成的多,跑出来的还有硬件钱包 Bitkey 和比特币矿机 Proto。

安全是早期用户问得最多的问题。Dhanji 的经验是,担心远大于实际。goose 有分档的安全结构,从「每一步都要人确认」到「完全自主」可以调;就算开到自主档,做破坏性操作前它也会自己停下来提醒,随时可以打断它换个路子。更关键的一条:goose 以你的身份行事,权限跟你本人完全一致。销售的 goose 碰不到财务数据,它的爆炸半径被压到和个人一样大。

还有个衍生版本叫 Headless goose,跑在 CI 流水线里。安全团队每提交一个漏洞工单,它就自动去修,修完仍要过人工审查才能进生产环境。

最疯的用法来自 goose 团队自己的一位工程师。他让 goose 观察他做的一切,Slack 消息、Google Meet 会议,全部。然后事情开始变得有点惊人:他跟同事聊了个新功能点子,几小时后发现 goose 已经试着把这个功能做出来并开了 PR,没人叫它这么干。他开会要迟到,goose 会打断他提醒留出路上时间;他说改期,日历自动改好。Dhanji 的原话是,这种用法你得有点胆量。

最大的意外来自不会写代码的人

goose 团队没料到的一件事:用得最有创意的,是一群不会写代码的人。

有人把 Figma 设计稿丢给 goose,让它变成能跑的网站。有位要去巴黎度假的员工,让 goose 做了一张景点地图,还排了一条旅行商问题的最优路线,旅行时当导游应用使。财务的人自己做资金仪表盘,做一键分享的报表工具。Jack Dorsey 的去中心化蓝牙聊天应用 Bitchat,第一版就是用 goose 写的。

销售和财务在给自己写软件,这在以前不成立。Dhanji 说,不会写代码的人靠 goose 也能做出相当能用的软件,因为代理循环会自己试错、自己绕坑。

这里藏着他认为最值钱的一条经验:别为 AI 过度改造你的系统,让代理直接上手干活。goose 有个叫 recipes 的功能,你试出一个顺手的工作流,可以把它固化成脚本分享给同事。但 Block 没专门给内部工具做「goose 友好化」,因为 goose 自己摸索出来的路子经常超出人的想象,还更快。你今天为某个工具搭的脚手架,下个大模型版本发布可能就整个作废,它自己就会了。

他的原话:「你得停止像工程师那样思考,开始更像数据科学家那样思考。」他承认这是自己学得最费劲的一课。

写代码这件事本身也在变。Dhanji 认为 goose 基本上开创了 vibe coding,至少是最早一批。他自己每天写代码,全靠 goose,很少手敲。Roelof 反问:支付系统这种要性能、要密码学、要安全的地方,资深工程师手写的紧凑代码,模型还追不上吧?Dhanji 承认极窄的场景里可能成立,但他坚持就算这种场景,人也该先让模型写个骨架出来再改,跟雕塑先搭架子一个道理。

边界他讲得清楚。上下文窗口装不下千万行的遗留代码库;私有 API 不在训练集里,模型会犯糊涂;竞态条件、高层架构设计、跨系统编排,这些还得人来。数据也分层:最积极用 goose 的工程师,在遗留代码库里能产出 30% 到 40% 的代码;而 AI 优先的团队基本全程 vibe coding,goose 的代码库就是典型。

从 0 到 25%:AI 的价值怎么算

Roelof 抛了一个行业质疑:MIT 有报告说,真正从 AI 里赚到价值的财富 500 强公司寥寥无几。大公司实验做了一堆,价值在哪?

Dhanji 给的答案是那个每周追踪的指标:goose 省下的手工工时。年初 0%,年底目标 25%,目前正按计划走。这个指标混合了多个定性和定量信号,工程师自报每周省 8 到 10 小时,算上 Headless goose 这类系统,他预期还会往上走。

为什么有些地方灵有些地方不灵?他的观察是,大模型本质上是通才。问它苏联历史,秒答;让他妻子那种神经科学研究者查某类痴呆症的细分问题,它就开始吃力。把有深度的人和大模型放在一起,人加模型会跑赢模型单干。所以关键是找到模型的长处,对准企业的活。Block 选的主战场是自动化工作流,把「关于工作的工作」,那些杂活和手工活,先清出去。

再往下一层,是那套代理中间件架构。Jack 在董事会上讲过一个拆法:一家公司由能力和界面组成。能力是收款、转比特币、买股票、开发票、听 Tidal;公司内部的能力是建工单、开 PR。Dhanji 说这个洞察是去年年底他和 Jack 深聊出来的,人们容易高估能力,低估界面。Block 从第一代 Square 读卡器起就把设计和工程供在一起,读卡器漂亮、极简,藏掉了天大的复杂度;Cash App 界面上只有一个余额,后台调度着五花八门的钱。

这个想法最后长成了一套架构:所有能力之上铺一层代理中间件,就是 goose,所有界面逐步改成通过这层代理去调用能力。Dhanji 说这一步解锁的价值巨大,现在才刚开始。

面向客户的部分已经开跑。Square AI 不久前进入公测,商户可以直接跟一个懂自家财务的 goose 类机器人对话。节目里有个真实案例:一个开酒吧的老板问,周四提前一小时打烊会损失多少。一算才发现,服务员小费的大头恰恰在最后一小时,于是打烊计划取消了。

开源的算盘,和蚂蚁造飞船

开源 goose 这个决定,在 Block 内部几乎不需要辩论。Dhanji 本人就是靠开源贡献被招进来的,他的引路人 Bob Lee 是 Block 第一任 CTO。他给工程师算的账很简单:关起门干,是你 3000 多名工程师在干活;开源出去,是 3 万多名外部工程师帮你看、帮你改、顺手把想法送上门。Block 的技术在全世界接近 40 亿台移动设备上运行,goose 走的是同一条路。

模型他也是开放派,希望所有模型都开源开放权重,尽管万亿参数的模型确实没法下载回家跑。他点名夸了 Qwen,最近又快又能打,工具调用能力进步飞快。Block 自己不训大模型,但训小模型,用在客服和风控;还在做一个语音到语音的前沿模型,纯研究性质,将来会开源并发表全部发现。他的态度是,模型该像公共设施一样人人可用,就像互联网当初被设想的样子。

goose 本身用可插拔的供应商系统,任何支持工具调用的模型都能接,官方网关支持十到二十个模型。在乎隐私的人用 Qwen、DeepSeek,一个 token 都不出本机;写代码的场景大家偏爱 Claude 系列;GPT-5 也追得很近了。开源模型普遍没有原生工具调用,Block 写了个叫 Toolshim 的适配层让它们也能用 MCP。Dhanji 甚至在飞来录节目的飞机上写了个嵌入式模型插件,在新款 MacBook 上跑得飞快。

Sonya 问,开源模型会不会永远比最好的闭源模型慢一年?Dhanji 的回答绕开了这个问题:他押的是群体智能。现在的代理是一个副驾驶,goose 的核心工具调用循环平均一轮跑 2 到 3 分钟。他的问题是,如果让 50 个、100 个 goose 实例一起干活几个小时呢?能不能造出 Cash App 规模的应用?到那时,比拼的就不再是单个开源模型追不追得上闭源模型,而是你能不能把一个足够小、足够便宜的开源模型跑上几百上千份,让累积能力压过任何一个单独的大模型。可能的形态是分层蜂群,强模型负责规划和整合,把任务切成小模型啃得动的纳米级任务。

他给这个赌注配了一个哲学问题:

「无数只蚂蚁能不能造出一艘飞船?」

这是他们内部很热的研究方向,答案他也不知道。

明天就能用上的几件事

结尾聊到预测。Dhanji 判断,明年的行业主题会是「解锁实用性」。很多公司一窝蜂冲进 AI,没想明白怎么从里面兑现价值,最后得出 AI 是炒作的错误结论。Roelof 引了 Amara 定律:人们总是高估新技术的短期影响,低估它的长期影响,这条定律来自未来学家 Roy Amara。他猜 2026 年会是幻灭低谷,2030 年前会超预期反弹。Dhanji 基本同意,只留了个小概率:如果扩散模型和 Transformer 的组合让大模型保持现在的改进速度,事情可能直接起飞。他的收尾建议是,盯着核心使命的公司会赢,追热钱和热度的公司会被甩下。

预测归预测,这期节目里能直接搬走的东西不少:

  • 别急着为 AI 改造工具链。先让代理直接上手,观察它自己怎么用你的系统,它经常比你聪明。
  • 把跑顺的工作流固化成 recipe 分享给团队,一个人的摸索变成全组的默认动作。
  • 现在就开始记一个指标:AI 每周替你省下的手工小时数。从 0 记起,Block 记到 25% 用了一年。
  • 给代理配分档权限,先全程人工确认,熟了再放开自主档。代理的权限严格等于使用者本人的权限。
  • 让非技术同事也拿到代理。仪表盘、报表、小工具,他们自己就能做,这是被验证过的最大红利。
  • 能力攒得再多,界面跟不上就等于零。先想清楚用户在哪一步碰到你的 AI。

Dhanji 在节目末尾说,三年后也许「代理」这个词都不存在了,会有新东西接棒。他赌 Block 会站在那波浪潮的前排。至少从 goose 自己给自己开 PR 这件事看,这家公司的实验文化还在生效。

文稿来源:sequoiacap.com;机器转写可能有识别错误,人名与数字请以音频为准。
id="podcast-transcript" data-framer-component-type="RichTextContainer" style="transform:none">Dhanji Prasanna: Our approach has been to not overengineer it. So we like to let goose learn from doing things. So we also have this feature called recipes, where if you try a workflow with goose and you really like it, you can bake it into a sort of script, or what we call a recipe, and then share it out with your—with your teammates. We find that goose is more capable than if you tried to figure out how to make a tool goose friendly. So it figures things out in surprising ways that you wouldn’t think of as a human, and it does it quicker than you might do it as well, which is quite surprising. Sonya Huang:  _Today on Training Data, we’re joined by Block CTO Dhanji Prasanna. Earlier this year Block released goose, an open-source extensible agent that can do work on your computer for you. goose is used widely for everything from Jack Dorsey’s first rev of Bitchat, to non-engineers vibe-coding side projects, to the goose team actually writing the vast majority of net-new code for the goose code base itself (talk about recursion.)_In this episode Dhanji unpacks for us the role of tool use, MCP, and agent middleware in enabling AI to really have an impact, and gives us a peek into how AI is transforming Block, both as a product and as a company. Enjoy the show. Roelof Botha: We’re delighted to have you here today, Dhanji, who’s the CTO at Block. Dhanji Prasanna: Thank you for having me, first of all. Is AI friend or foe?Roelof Botha: I have a thought-provoking question to get us going. There’s a lot of talk about the disruption that AI is going to cause. We at Block, primarily focused on providing financial services and software to consumers and to businesses—largely small, medium sized enterprises. And there’s a lot of talk about how AI might completely disrupt that, that you wouldn’t need a company like Block to exist anymore. So my question to you is: Is AI friend or is AI foe? Dhanji Prasanna: [laughs] Well, I have two answers to that. First of all, I think like any new technology—you can think of nuclear energy as an analog—it really depends on who is developing it and to what purpose they’re putting it. So nuclear medicine saves lives, nuclear energy can be revolutionary for us, but if you build bombs with it, it’s terrible. So I think AI is very similar in that regard. Like, it has a lot of potential to do a lot of good. We’ve already seen that with AlphaFold and all of the great things similar to that. But it can also be used for some nefarious things. So I think that’s one—that’s my answer to friend or foe. It really depends on who’s holding it and what their purpose is. Roelof Botha: But I was thinking about it specifically for us at Block. Dhanji Prasanna: Yeah. Roelof Botha: Is it going to enable disruptors to usurp our position, or can we at Block successfully wield AI to strengthen our business? Dhanji Prasanna: Yeah. I mean, I obviously believe that it’s going to be good for us. I’ve always thought of Block not as a financial services company, but as a technology company. So we’ve always been early to embrace whatever new technology there is, and then figure out how best to serve our customers with it. So I don’t see it as a threat. I mean, it’s only a threat if we’re asleep at the wheel and not doing the things that we’re used to doing. So yeah, going all the way back to the very first card reader that was powered by the velocity of the card going through the reader, which was an incredibly clever innovation on the technology side, all the way through all our work with blockchain, and we’ve always embraced new technology. So I think it’s really good for us, it’s really good for our customers. We’re already seeing the benefits there. Roelof Botha: So you’ve been with Block now for 10 years. You joined in January, 2015. Dhanji Prasanna: That was my most recent stint, but actually my first commit to the GitHub repo and Block goes back to 2011. Roelof Botha: Oh, I didn’t realize that. Dhanji Prasanna: Yeah. Yeah. Roelof Botha: Wow, that’s amazing. But you weren’t a full time employee at the company. Dhanji Prasanna: I did a couple of stints, and then I came back full time in 2018. Roelof Botha: Oh, that’s interesting. Okay. So I didn’t have that full history. That’s really interesting. So I’ve been involved with the company a little bit longer than you have. I joined the board at the end of 2010, so it’s been a long time. So maybe for some of the listeners out there, it’d be useful to level set a little bit. What does Block do today? What is the full range of products and services? And as CTO, you obviously have an incredibly wide view of all the activities at the company. Dhanji Prasanna: Yeah. Roelof Botha: Just to help us understand what are all the businesses we’re involved with today that matter? Dhanji Prasanna: Sure, absolutely. Our two main pillars are Square and Cash App. So Square serves merchants and sellers, and Cash App serves consumers as a financial services app. And they’re both growing as ecosystems. And then on top of that, we also have Tidal, which is our music streaming service, and we have a number of open-source initiatives In addition to that, including Bitkey, which is a new initiative that helps you securely hold Bitcoin. And we just launched Rig, which is our mining hardware. So you can install mining rigs in your home, and it runs bitcoin for you. Roelof Botha: That seems unusual. Why are we doing bitcoin mining rigs? Dhanji Prasanna: [laughs] Well, we had a thesis that we can build an incredibly powerful mining rig that competes with the best in the industry and is also energy and cost efficient. And I believe we’ve done that with Rig. So it’s an impressive first attempt. But yeah, Jack, our founder, believes very strongly in Bitcoin and the power of making it everyday money, and this is one of our attempts to advance it. Sonya Huang: You know, one of the secrets about the AI infra-industry is that many of the top AI infrastructure vendors used to be crypto mining providers, right? So I see an act two for your crypto mining business. [laughs] Dhanji Prasanna: Yeah. Look, it’s not gone unnoticed, and we have talked about that and dual use sort of technology in that sense. Sonya Huang: Hmm. Dhanji Prasanna: But no, we’re focused on mining. Sonya Huang: It’s not got the right specs though, right? Dhanji Prasanna: Yeah, it’s—I think it veers off the core mission as well, which Rig has done a great job at chasing. So we want to focus on that for now. Who’s driving the AI agenda at Block?Sonya Huang: You mentioned that Jack has driven a lot of the kind of bitcoin focus at Block. I’m curious about who’s driving the AI agenda at Block. It seems like you guys are doing so much on the AI side. Is that also a, you know, personal passion project of Jack’s, and/or is it yours, or is it everybody at the company? Dhanji Prasanna: Yeah. I mean, I would say Jack and I are pretty aligned on that one. So before I took on this role, I wrote a long email to Jack saying we really need to invest in AI, and we need to do it centrally, and we need to transform our whole company into doing it. And he a hundred percent agreed, and he flew out to Sydney and spent two days with me and we talked it through up and down. So I would say it’s both of us being aligned and being in sync about what was necessary and how to push AI. And we’ve—yeah, I think we’ve done a pretty good job of getting us off the ground there. Roelof Botha: We have a long history of implementing machine learning at the company. Dhanji Prasanna: Correct. Roelof Botha: So how do you distinguish between what used to be called machine learning or what is now called AI, and is it a ship versus a boat and there’s a blurry line and you’re not quite sure where it crosses over, or how do you frame those two different concepts? Dhanji Prasanna: Yeah, I think that generative AI is the difference, right? It’s deep learning and the ability to do more than just classification or clustering or those common machine learning use cases that traditional ML was aimed at. And our use of ML at Block was always on the risk side, so we would always focus on fraud, on spam and abuse and things like that. And I think we got really good at it, but when you start to look at what deep learning can do, you’re opening up the world to so much more, to literally every single vertical and function that we have at the company and beyond. So that’s where I draw the line. It’s basically deep learning versus traditional ML. Sonya Huang: What was on that email you sent Jack? What was the AI manifesto for how you become AI native? Dhanji Prasanna: I said, “Hire someone—not me—who can be CTO and get our company transformed to using AI, because we’re well behind the eight ball and we need to get ahead.” And he sort of followed half of that advice and the other half he did end up hiring me. Sonya Huang: No good deed goes unpunished. [laughs] What were the other components of the manifesto? And I guess you mentioned it was kind of almost centrally driven to make the organization more AI first. Can you talk more about how you drove that? Dhanji Prasanna: Yeah, we did it sort of progressively. Initially, we invested in a number of special projects bets. So we had maybe two to five engineers working on eight different projects. And some of these projects were ideas that I had had, some of the projects were things that we had already worked on or hack week ideas, things like that. And we funded them and pushed them along, and then progressively we started to unwind our GM structure, which was, I think, keeping a lot of the value of Square and Cash App and Tidal locked away within those silos, and we brought them all together. And actually adding our platform teams to that, which were ironically separate from all of these, made it that much more powerful and gave us a really strong springboard. So as we sort of centralized each part of the company into a functional org structure, we drove engineering excellence, technical excellence, and we could unify policies. A lot of things just fell in line, and the transformation, yeah, it’s proceeding at pace now. Roelof Botha: It’s really interesting. At different points in time, organizational design serves different purposes. And there was a time where our GM structure seemed to have the right merits for the problems we needed to solve at the time. And it didn’t in this case, because centralization and the sort of functional organization is the way that we’re succeeding right now. Dhanji Prasanna: Yeah, you’re exactly right. It’s like horses for courses, as they say. And I was part of the era when we spun out into a GM structure, so when we went from purely functional. So I was the head of engineering for Cash App from when we were about 10 engineers to 200 plus. And I worked very closely with Brian, who was our Cash App CEO, and Jack to help create this separation. And a lot of the reasoning behind that was giving Cash App the autonomy and the focus to go and build what it was after and not muddy the mission with what Square’s mission was and keep that crystalline as well. So yeah, and I think in this era where you need to go deep in technology, and where seismic shifts in the industry are happening on a weekly basis, having this depth and singular focus, singular organizational focus, is really important. And Jack was a huge proponent of that view as well. Sonya Huang: Have you had to embrace a different almost product building mindset to build around LLMs and generative AI compared to how your developers are used to working? Dhanji Prasanna: Well, I would say there are a couple of different approaches that we’ve tried. There’s no panacea to this. There’s no sort of simple answer to getting AI into our workforce. We’ve tried the approach of “Here’s every single AI tool there is. Go ahead and use it, tell us what’s working, what’s not.” And that has had some mixed success. goose is used by the majority of the company now, but they also use several other AI tools, which I’m very happy to do. I think if we can’t compete on goose with those tools, then goose isn’t doing its job. So we’re very happy to provide licenses to any other AI tool that people want to use. And I’d say that the other half of it is we use all of these systems which provide capabilities to the enterprise. So be it something as simple as issue tracking or Salesforce for customer management and everything in between, but using AI with those tools is something that has remained elusive until we started thinking about this holistically. And so we looked at Block not as, here’s an enterprise and here’s some tools and here’s our products and here’s our business, but everything is a capability at Block. So whether it’s the ability to take payments or move Bitcoin or buy stocks, whatever it is, issue invoices, listen to music on Tidal. And we treated the corporate side like that, too, so creating an issue, opening a PR. All of these are just capabilities. And then we put an agent middleware layer on top—so effectively goose. And all our UIs are now evolving to talk to our capabilities through this agent layer. And that’s unlocked an enormous amount of value. We’re just at the beginning of that transition, so I expect it will continue to unlock a lot more utility over time. What is goose?Roelof Botha: You’ve used this word, “goose.” I don’t know if all our listeners are familiar with this. It’s not on the menu, it is a capability that we’ve built and we’ve open sourced. Tell us what it is. Dhanji Prasanna: Yeah. Very simply, goose is a general purpose AI agent. So it’s a program that you can download and use on your laptop. And it’s got a UI, so you can either use it on the command line or in the UI. And it is built using what’s known as the Model Context Protocol, or the MCP, which you might have heard of. And goose was one of the earliest adopters of the MCP. And the MCP is just a fancy way of saying we’re going to create a set of formalized wrappers for existing tools or capabilities and expose them to your AI agent. And goose has been able to connect to all of our systems, so all of our existing systems, be it Gmail or Google Docs, be it Square payments, any of these things, and orchestrate workflows between them completely on its own. So you give it a little prompt and say, “I want a marketing report of how we did in Q3,” and then it goes away, looks in Snowflake, pulls out the data, it might look in Looker, Tableau, any of these other systems, builds a bunch of charts using programming tools that it knows about, and then it can deliver all of that as a PDF or Google Doc and even email it for you. So this kind of gives you a flavor of the orchestration capability of goose. But other than that, it was one of the earliest AI agents, I believe, and certainly one of the leading open source agents. And we helped shape the MCP. In fact, we’re on the initial announcement of the MCP as an early contributor to the protocol, and we’ve extended it in a couple of ways and yeah, continue to see the benefits. Sonya Huang: How did the project come to be, and who built it? How long did it take to build? It’s super cool what you’ve built. Dhanji Prasanna: Yeah, thank you. Well, when I took over as CTO, I kind of rummaged in the back closet to see what all the cool ideas our engineers were cooking up, and goose was one of them. There were about seven or eight others, and they took different approaches. goose was developed by one of our engineers, his name is Brad Axen, and he had been developing this thesis that agents would be the future of how we realize utility from AI. And it turned out to be right, and we ring fenced him and gave him a team of six or seven people, and they’ve really punched above their weight. Roelof Botha: Why is it called goose? Dhanji Prasanna: [laughs] That’s a Top Gun reference. Roelof Botha: Okay, it is. I wasn’t sure. Dhanji Prasanna: Yeah. Brad looks—he’s a ringer for goose. Roelof Botha: Ah. Sonya Huang: That’s awesome. Roelof Botha: There’s a resemblance. Dhanji Prasanna: There’s a couple—yeah. A couple of angles, yeah. Roelof Botha: Well, it’s a great story of how big companies can find talent and give them the space to flourish. I sometimes wonder that bigger companies are more at risk of infanticide than anything. They kill their own ideas. And instead, I think Block has done an incredible job, whether it was Cash app originally or now this with goose, giving that space to individuals to really run with ideas. Dhanji Prasanna: Yeah, that’s exactly right. I think a lot of it comes down to Jack and the culture of experimentation that he promotes. A lot of us carry that same set of values. The reason I get up to come into work is to build something cool, build something that no one else has ever built before, and realize some utility or some value from it that people have been struggling with for a long time. And there are a lot of engineers who are like that at our company, and so it’s been an incredible journey to see that. And just to have the freedom to ring fence and let these people go after crazy ideas. Not a lot of these work out. So, like, we’ve tried many, many more things than we’ve actually hit home runs with. But certainly Cash App and goose are two big ones. I would add Bitkey and Proto to that, too. They started as very simple sort of experiments. Sonya Huang: Is the way that people use goose, is it almost like if you’re using it in the command line, it’s almost like a Claude code, and if you’re using it in the application interface, it’s almost a ChatGPT equivalent? Is that how I should think about how people get value out of it? Use cases for gooseDhanji Prasanna: That’s a reasonable analogy. I would say engineers tend to use the command line, because that’s what we’re used to and we like working in. And it does do a lot more of the coding style of work on the command line better. Both workflows or both UIs are effectively the same underneath, so they both have access to the same MCPs, the same capabilities. It’s just how they’re surfaced. So some of our users, especially our non-technical people, are much more comfortable with a UI, and so that’s why we have the UI, but they use it to build software, too. And this is something that’s been an incredible insight for us. You know, we never expected this. We never expected sort of our sales guy or our financial person to be writing software dashboards for themselves. But it turns out it’s possible, and it doesn’t take long, it doesn’t take much work to do. So that’s been the reason why we have these two UIs. But at its core, goose is very much about pushing autonomy, so we let the agent loop run as far as it can, so if it stumbles, if it hits obstacles, it’ll back up and it’ll try another approach. And this is something that a lot of AI agents learn from us over time as well. And it turns out if you take that approach, you can build some fairly competent software without knowing anything about coding. Roelof Botha: I think we’d love to get some examples, both within engineering and outside, of how it’s used. But maybe since we asked that, or probed that particular aspect, how do you secure it? If it truly is autonomous, how do I know it’s not writing emails that will embarrass me or accessing data it shouldn’t? Is there rule-based access control? How do you prevent it from deleting a bunch of stuff that it shouldn’t? Dhanji Prasanna: So this is something that a lot of goose users, early adopters, were quite worried about. And in my experience, it’s been that the worry is much greater than the reality of what happens. It turns out that goose and the way it’s structured, but LLMs generally, they’re designed to be fairly cautious with tool use. But of course, beyond that, we have a laddered safety structure. So you can use goose in a make-me-in-the-loop-for-everything mode. So it won’t take any destructive action unless you say okay and get to review it. Or once you get comfortable with it, you can push it to fully autonomous mode. And a lot of people start to see the value of how, how strong it is when they start to do that, and especially when they realize that before it does some destructive action, it will sort of let you know, even on its own, even when it’s not in the safety mode, and give you a chance to say, “Hey, don’t do that.” You can also interrupt it at any time and say, “Take a different path,” which is an interesting way of using goose that a lot of our engineers use. And finally, goose acts as you, so it’s not like a wild robot going off, running into our data centers and doing its own thing. It follows the same access controls that each user has. And so its blast radius is highly limited to any actions humans take. Roelof Botha: Or to that individual’s authorization level. Dhanji Prasanna: Correct. Roelof Botha: So if you’re in sales, you’re not going to have access to the finance information and vice versa, just to give an example. So it’s really a sidekick then for the individual. Dhanji Prasanna: That’s the way the core goose application or tool was developed. We’ve since spawned many other sort of goose-inspired tools or extensions to goose, if you want to think of it that way, that do operate outside, you know, being on someone’s laptop. So we have this really cool tool called Headless goose, and it runs, for example, in our CI pipeline. And every time there’s a vulnerability ticket filed by InfoSec, Headless goose will go and try to fix that vulnerability automatically. But all our code follows very strict audit and review procedures. And so a human has to agree, read everything and be sure that this is the right fix before it enters any production environment. Sonya Huang: Headless goose is a great name. You guys have so much fun. Dhanji Prasanna: [laughs] Don’t try to ask an AI to draw it for you, that’s all I’ll say. Sonya Huang: What are some of the most common use cases that people are building with goose? Dhanji Prasanna: So the most interesting thing that I’ve noticed has been non-technical people finding creative uses for goose. So everything from taking a Figma and saying, “Build this into a functioning site,” to I saw someone who was taking a holiday in Paris, who had goose build her a map of all of the interesting sites in Paris, and do a little traveling salesman walk for her to get through all of those sites. And this was just an app that she was able to consult while on her trip. So all of those things are great, but people have also built treasury dashboards, reporting tools that they can then one-click share out to any of their colleagues, and a whole host of things in between. Jack has built Bitchat, which is a completely decentralized chat application, social networking application that runs on Bluetooth. So there have been some incredible things that people have done with goose. Sonya Huang: We were using Bitchat yesterday. It’s amazing. It was built on goose? Dhanji Prasanna: Yeah, the initial version was built using goose, and I think he’s since tried—there have been other contributions to it, so I’m not sure if it’s all a hundred percent goose now, but it’s a big part of it. Sonya Huang: That’s really cool. Dhanji Prasanna: We also use goose to build goose. So the vast majority of goose’s code is written by goose, and so we almost fully bootstrapped it. There’s still some human-written code in there that’s at a level of complexity that goose hasn’t reached yet. But our goal is for it to be completely autonomous, and for each release for it to rewrite itself a hundred percent from scratch. But I’d love to share the craziest thing that I’ve seen someone build with goose. It’s a little hard to stomach, so you really have to be strong about this. So we have one engineer who’s really into goose and AI, and he’s on our goose team. And he has goose watching literally everything he does, including Slack or Google Meet calls, everything in between. And it intervenes for him in really surprising ways. So he’ll be talking with one of his colleagues about a new feature idea, and then a few hours later, he’ll see that goose has already tried to develop this feature and opened a PR for it. He’s not asked it, he’s not sat there sort of telling it anything. It’s just taken the totality of his communications and understood that this is something he might want. It will sort of break him out of a flow if he’s late for a meeting and he needs some travel time to the office or something like that. If he communicates with a colleague or someone else and says, you know, “Let’s reschedule this,” it’ll do it automatically for him on the calendar. So there’s a lot of, like, wild things that are—you have to have the stomach for it, but these are the capabilities that are possible with AI agents. Roelof Botha: Wow, the initiative. Now goose under the hood uses a variety of different underlying foundation models. Is that right? Dhanji Prasanna: Correct. Yeah, we have a pluggable provider system. So we can essentially use any LLM that’s capable of tool calling. Sonya Huang: So should I think about goose as a LLM tool use loop? Is that the foundational architecture? Dhanji Prasanna: I would look at goose as the arms and legs. If you think of the LLM as a brain in a jar that’s not capable of anything except chatting with you, goose gives it arms and legs to go out and act in the real world. So it can take all of that thinking capability, all of that generative text capability, and apply it to real systems, digital systems that we use every day. Sonya Huang: Hmm. And are there any tips and tricks for how you’ve made your systems I guess primed to be usable by goose? You know, if you just take your existing GitHub and Salesforce and kind of connect them over MCP to goose, is goose just immediately able to use those tools effectively, or are there things that you do to make goose more likely to be successful? Dhanji Prasanna: I would say that our approach has been to not overengineer it. So we like to let goose learn from doing things. So we also have this feature called “recipes,” where if you try a workflow with goose and you really like it, you can bake it into a sort of script or what we call a recipe, and then share it out with your teammates. We find that goose is more capable than if you tried to figure out how to make a tool goose friendly. So it figures things out in surprising ways that you wouldn’t think of as a human. Sonya Huang: Interesting. Dhanji Prasanna: And it does it quicker than you might do it as well, which is quite surprising. And with the rate at which LLMs are evolving, that capability is improving rapidly as well. So even if we did find something that we could build some engineering scaffolding around to make goose more effective on some particular tool, the next release of the LLM provider might just blow that capability out of the water. It might just do that on its own. Sonya Huang: That’s so interesting. Dhanji Prasanna: Yeah, you have to stop thinking like an engineer. This is one thing that’s been really hard for me to learn, but it’s a worthwhile lesson, and you have to start thinking more like a data scientist, for lack of a better term. Sonya Huang: Yeah, that’s so interesting. Are different of the LLMs better at tool use and figuring out how to use the tools than others? Dhanji Prasanna: Yeah, absolutely. The big LLM providers are all pretty good at tool calling. And there’s some variation within them, but they leapfrog each other regularly, and they all have native tool-calling support. The open source providers have no tool-calling support, so they just generate text, although some of them are fine tuned to be better at tool use. So we have this system called Toolshim which basically adapts those LLMs to be able to use the MCP, and that’s been pretty effective for us to be able to enable open-source LLM models. Roelof Botha: Could you share the split of underlying model attribution of, you know, inference calls within goose? Is that something you measure? Does it not matter? Dhanji Prasanna: We allow people to use whatever they want. So we have a gateway of, I don’t know, 10 or 20 models that we support. And then goose itself, particularly the open-source goose, has got a lot more plugins to support open-source providers, things like Ollama, and I just built one on the plane on the way here, which was using an embedded model provider, which is blindingly fast on our latest MacBooks. So there are a variety, and people use different ones based on their area of need. So some people are very privacy conscious. They don’t want a single token to leave their laptop. So they’ll use Qwen and models like that, DeepSeek. But I think a lot of coding use cases they like the Claude family of models. And GPT-5 is now getting pretty close in capability as well. Goal metric for AI impactRoelof Botha: So there’s been some talk in the industry that for all the AI experimentation, big companies at least are not seeing a lot of value. You know, there’s a report that came out recently, I think, from MIT that suggests that very few Fortune 500 companies are truly benefiting from AI. We’ve been running it long enough. What is the real impact for us? Are we really seeing a change in developer productivity? Are we seeing faster shipping cadence? Are developers not having to do some of the mundane work? How do we measure it? Dhanji Prasanna: We have a metric internally which we track on a weekly basis, and that metric is very simply manual hours saved by goose. And that metric started at zero percent, and now it’s going to hit probably twenty-five percent of manual hours saved by the end of the year. That’s our target, and we’re pretty close; we’re definitely on target. That’s a complicated metric that takes into account several qualitative and quantitative signals, but I think there is some truth to the fact that these LLMs have general purpose capability. So they’re really good at very general things. So if I want to know some historical fact about the Soviet Union, it’s going to tell me that instantly. But if I am a researcher in neuroscience like my wife is, and she wants to know something very particular about a type of dementia that she’s researching, then it starts to struggle there. And really, when you put people with a lot of depth in an organization together, they tend to outperform the basic LLM capability. So it’s identifying what the strengths of the LLM are and how you apply it to the enterprise that really is going to unlock the value. And for us, I think that is automating workflows and getting work about the work, all the drudgery, manual things out of the way. And that’s really where we’ve seen most of the progress. And then we have another layer of advancement which we’re trying that I described earlier with our agentic middleware layer, that’s, I think, going to unlock a whole lot more utility for us. But it’s early days. I would say the utility phase of LLMs and agents is still ahead of us, and we’re just starting to see some of that. Roelof Botha: So if we have twenty-five percent saving of man hours. Dhanji Prasanna: Manual hours saved. Roelof Botha: Manual hours saved, yeah. Dhanji Prasanna: So engineers report eight to ten hours per week right now with goose in particular, but with the whole suite of AI tools and interventions like Headless goose and other systems that we’re encouraging, I fully expect that number to keep ticking up. Block’s participation in open sourceRoelof Botha: So Block has a long history of participating in the open-source community, not just consuming open-source software, but actually giving back. I know that this is something that matters to Jack a lot, and actually there’s a conversation he and I had a few years ago that inspired us at Sequoia to start an open-source fellowship where we just give funding to people who devote their time to building open-source software, because it has such a massive benefit to all of us in the industry. We made the decision to open source goose, and I think the company does a lot in other aspects of open source, so maybe can you talk more generally about Block’s commitment to open-source development, how we contribute back and then specifically the decision to open source goose? Dhanji Prasanna: Yeah, absolutely. It’s very core to our values. It’s, in fact, how I got hired at Block, through my open-source contributions. So I used to work with Bob Lee, who was our CTO before me, our first CTO. And it’s been a mainstay for us right from the beginning. Not just because these are useful tools that we get to build on—pretty much all tech companies are built on an open-source stack of some kind, whether it’s Linux or using tools like Git and so on. But also I think the quality of code is incredibly high in open source. The bar to keep something open source maintained and available to the community is quite high, and there’s a certain ethos and commitment that goes with that. And it has a very long lineage going all the way back to the early days of GNU and things like that. So it’s really important to us, to Jack. It’s been a part of my career right from the beginning. I’ve always enjoyed contributing to open source. I’ve learned so much from open source. And one thing I tell engineers when they say why would we spend all this time and give this source code away for free is well, we can either have our community of 3,000-plus engineers work on something, or we could have the broader community of 30,000-plus engineers have a look at what we’ve worked on and contribute their ideas and benefit from that, too.  So I think as a core value, it’s really deeply ingrained in our DNA. And particularly in Android is where we’ve had a lot of success with open source. I would say our technologies run on close to four billion mobile devices all over the world. And yeah, we think goose should follow in that tradition, and try to uplift everyone and show the way for everyone like it did when we first released it. Sonya Huang: What about as it comes to the models themselves? Do you have a preference for using open models versus proprietary models? Dhanji Prasanna: My preference would be for all models to be open source and open weights. I think that there’s some trickiness to it just because of the scale involved in that unlike goose, you can’t really download these multi-trillion parameter models and run them. But I think the models that are open source, Qwen in particular, is lately one I’ve seen that’s not just really fast, but really capable with tool use, and improving very fast as well. But there are a whole host of others, and they’re all improving readily. We don’t develop LLMs ourselves, but we do develop SLMs, like smaller language models that are focused around customer service and risk. And we also develop other frontier models that we’re doing purely for research. So we’re working on a speech-to-speech model which we will open source, and we’ll publish all our findings. Yeah, so I think it should all be open source. Everyone should be able to benefit from this core technology. It should be like a utility, the way the internet was imagined to be. Sonya Huang: And I’m wondering if you believe that the open models will always be, you know, just a step, a year behind the best closed models, and if you draw forward the lines, will we be at a point a few years from now where the open models will be fantastic for coding? Dhanji Prasanna: It’s a very difficult question to answer purely as it’s framed. My belief is that this way in which we’re using these models is going to change dramatically. So so far we have one model, maybe like a couple, and we have an AI agent on our laptop or desktop, and it makes calls to that model and it writes code for us. And that’s how goose works as well. But I really think the future of unlocking coding capability from these models is swarm intelligence. So it’s not just one agent doing work with you in a sort of co-pilot-y-style way, it’s how do you unlock 50 instances of the agent or 100 instances of goose—or Geese, if you will—to go off and work with each other to build fairly complex applications? So right now our core tool-calling loop probably finishes on average two to three minutes in each turn it takes, but what if it worked for hours with a whole bunch of other Geese? Like, could it build complex applications the size and scale of Cash App? That’s certainly where I think things are headed. And if we head there, then it doesn’t really matter so much how capable these single-model providers are. So the competition may not be, is open-source model X as good as closed-model Y, but can you leverage open-source model X because it’s small enough and it’s cheap enough to run 50, 60, 500, 1,000 copies of, and that accumulated capability is greater than any single large language model? So that’s my bet, and I think a little bit of this comes down to the philosophical question of can an infinite number of ants build a spaceship? Roelof Botha: I was thinking about etymology, actually. As you had this analogy, I was thinking about colonies of small units that are not that capable, but collectively, they’re capable of so much. Dhanji Prasanna: So I think there is a question around that, and it’s a worthwhile research direction. I’m not exactly sure how it would—how it’s going to play out. It could be a hierarchical swarm where you leverage some large language models, like some very capable models to do the planning for you or to do the reintegration for you, and you break things down into very small, almost nano services that these simpler models can bite off and consume. But yeah, that’s a hot research area for us, yeah. Roelof Botha: That sounds interesting. Wow. What’s on your wish list? I mean, you’re at the forefront of deploying AI at scale in a major corporation. You know, we touch tens of millions of consumers and businesses, we move a lot of money. Dhanji Prasanna: Yeah. Roelof Botha: So it’s fun to do it at scale. There must be things that you wish you had. Dhanji Prasanna: I always wish I could move faster. That’s always been a bugbear for me. Like, there’s a certain responsiveness to tools that you use locally that are really energizing and that let you build momentum. And so I want that for teams, I want that for entire projects or organizational-size initiatives. And so I think these tools can give us that, and for the very first time we can start to crack some of the friction in that. But that’s definitely on my wish list is like, how do we move faster on all fronts? How do we get more feedback from the data that we do have? And ultimately all of this stuff is so we can build useful things for our customers and our community. So being able to do that rapidly and iterate would be the dream, yeah. Working remote-firstRoelof Botha: One of the things the audience may not appreciate is Block is committed to being a remote-first organization. Dhanji Prasanna: Yeah. Roelof Botha: As our CTO, you live in another country, in a different time zone. And our teams are obviously massively distributed. That seems to fly in the face of speed—or maybe it doesn’t. So help us debunk the myths around how to make a remote organization effective. And what are the trade offs that you’ve experienced? What are the good and what’s the bad? Dhanji Prasanna: Look, it’s definitely true that there are trade offs. I’m not going to sit here and say remote is perfect in every way. I think that there’s a very simple fact about remote that gets missed, and that is there are some employees that we can only have because we support remote work. So we have certain employees who, you know, there’s sort of the leading lights in their industries or in their fields, and they would just never work for us if we weren’t able to employ them, say, in Sweden or in Sydney as well. Like, there are people other than me who live in Sydney as well. Dhanji Prasanna: And I think that from the very beginning, especially at Cash App, we’ve had this DNA of working distributed. And while you do trade off some amount of velocity and serendipity, like coming together with the water cooler conversations and those kinds of things really do accelerate work, I think the benefit clearly outweighs that cost, because we’re able to hire these incredible engineers and retain them for six, seven, eight years in markets that don’t have the same level of competition as Silicon Valley, for example. And we were very early to tap into that. So we were in Australia. We opened our engineering offices in Australia pretty much a decade ago, and we’ve never looked back. And the same is true for many other offices around the world. So it is a trade off, but I think it’s a worthwhile trade off, particularly when you talk about the talent involved. Pioneering vibe coding with gooseSonya Huang: I want to ask about whether you all are embracing vibe coding. So we were just with Sebastian from Klarna who mentioned, you know, he’ll notice something is off in the app and he’ll go and vibe code it himself, which is just really, really cool. I’m curious, you know, you mentioned some of your non-technical people are now able to spin up a site or a dashboard on the side. I would imagine you’re not giving them access to the production code base. Do you think that changes over time? Dhanji Prasanna: Well, two questions there. So let me unpack them. Vibe coding? I think goose basically pioneered vibe coding. I don’t think it’s too much of a statement to say that. Or at least it was very early in the vibe coding world, and we were able to experiment with that a lot. I write code every day, and it’s all through goose, it’s all through vibe code, or through some of the other AI agents when I’m evaluating how good they go. So I very rarely manually write code. I might make some edits or comment out things here and there just to see how things work. So we’re already in the vibe coding era. Sonya Huang: And are all your engineers doing that as well? They’re not actually manually writing code anymore? Dhanji Prasanna: A lot of our engineers are still transitioning to the vibe coding way of thinking. Sonya Huang: [laughs] Dhanji Prasanna: I think that it’s a difficult proposition the more complex the code goes. And this is why I think it’s more effective to vibe code these smaller tools like dashboards and reports and interactive kind of systems on, like, a per-individual basis rather than make massive changes to 10 million line code bases. And that’s, you know, purely a limitation of the context window and the ability of the LLMs to scale to that size. So no, I would say there’s still very much a call for manually writing code, but that’s because our legacy systems are so complex. Roelof Botha: You don’t think there are instances where if you want to design something that is truly performant, uses crypto, it needs to be really secure because it’s a financial payment system or something like that, where an experienced developer can write very performant, compact code that the LLMs can’t yet rival? Dhanji Prasanna: I think that’s probably true in some very narrow cases, but I would argue that even there, the developer is better off starting with an LLM to code first and then seeing where they can make improvements. So it’s a little bit like a sculpture, or if you’re writing a short story or something like that. Just having a skeleton to work from is much more productive than trying to sit there and come up with something on your own. The LLMs are surprisingly good at writing performant code. You just have to get them to write it in a particular way. Well, where they do fail is understanding how to call proprietary APIs, because these are not in the training set often. And especially if you have very complex proprietary frameworks, then they can struggle to reason about them. And for that, you definitely need manual intervention. Where I think humans are called for is in the higher-level architectural design in understanding race conditions and coordinating, orchestrating across multiple systems in a topology. Those kinds of things we definitely need people to look for. Roelof Botha: Can we make goose more accessible, by the way? Dhanji Prasanna: Yeah, absolutely. How would you want us to do that? Roelof Botha: Because we’re a registered investment advisor at Sequoia, so we have to comply with all these rules as a regulated entity. And the administrative controls prevented me from fully deploying goose because I don’t have those kind of administrative rights on my machine, unfortunately. So I’ve been negotiating with IT to give me even more access. [laughs] But I guess if you really want to unleash the potential it needs to have access. Dhanji Prasanna: We could do that. I think you could still get a lot of value from goose without that. And we do have experiments of versions of goose that will run, for example, in a browser or in a fully-hosted environment. And those, I think, could be made deployable in an organization like yours, yeah. But happy to do any and all. And it’s all open source, so we can tinker and modify however it needs to be for anyone’s use case, and we encourage people to do that. Roelof Botha: Well, our technology team in Sequoia is actually a customer, by the way. I don’t know if “customer” is the right word. They’re using goose internally to build some of our own applications. Dhanji Prasanna: Right. Roelof Botha: It’s just that I’m not able to—I can’t fully use it myself yet, but I’ll go negotiate with them. I know people. Sonya Huang: I think giving AI access to your machine might be a little scarier than most people’s machines. [laughs] Dhanji Prasanna: Well, it does have a safe mode, so if that helps at all, we’re very happy to show them how to set it up. Sonya Huang: And if you can’t share, it’s okay, but I’m curious if you even look at how much of the code base is being written by goose or being written by AI today. And do you have a guess for how that might evolve over time? Dhanji Prasanna: Yeah, we are measuring it, and there’s different numbers for different teams. Like I said, the most engaged engineers with goose probably generate about 30 to 40 percent of the code they write in existing legacy code bases, which are very, very complex and difficult for agents to work with. Sonya Huang: Yeah. Dhanji Prasanna: As I told you before, in AI-first teams, it’s pretty much all entirely vibe coded. So goose itself, every PR that’s open is written by goose. And there are many other similar, more sort of serious production apps that we have that are also deployed that way. But there’s still a while before you get to the scale of every single app being written by majority AI code. Customer facing AISonya Huang: Really cool. You mentioned at the beginning of our conversation that generative AI is the big difference between what you were doing with machine learning before and how you’re hoping to embrace AI now. We’ve talked a lot about the kind of internal productivity and developed for productivity parts of generative AI, but what about in the customer-facing product? How do you imagine generative AI will reimagine that? Dhanji Prasanna: So I think you’ve got the same types of productivity gains, maybe even more on the customer front. And the challenge is just unlocking all of that utility with the existing systems. And that’s why we’re so excited about MCP, and that’s why we worked so hard to advance that protocol along with Anthropic and others. So we launched Square AI into public beta not long ago. And Square AI is essentially a way in which you can talk to a goose-like bot that understands all of your merchant financials. And so you can say, you know, “Build me a bar chart of Q3 results, sales results.” And you could go much more detailed than that, and you could say like, “Hey, if we wanted to close an hour early—” and I’m running a wine bar or something like that— “on Thursdays, how much would I lose?” And this is actually a real example, by the way, from a business. And it turns out that the people that wanted it closed, who were the waiters, they made a lot of their tips in that last hour. So they decided after talking to Square AI not to do that. So yeah, we’ve got it working for our customers on the merchant side right away. We are working on it on our entire product suite. And then as I said before, we see all of our internal tools and all of our products as essentially collections of capabilities. And so we think tools like goose and AI agents generally can unlock their value by sitting on top of them. And the challenge is just to evolve the interface so that customers understand it, are able to engage with it and get all the value that’s in there. Roelof Botha: That’s actually one of the things that Jack talked about at a board meeting was that when he breaks it down, it’s capabilities and interfaces. Dhanji Prasanna: Yeah. Roelof Botha: And sometimes people overemphasize the capabilities without thinking about the UI and how it delights the user and enables the user to really fully embrace a particular product. And putting a lot of emphasis on that, that’s why we have such a big design culture, and we honor design so significantly at the company. Jack’s also spoken about the potential of voice as an important interface. We haven’t spoken about that. Do you see voice as having a big role in some of our products as well? Dhanji Prasanna: Yeah, absolutely. So, just getting back to the design point, like, we’re very much committed as a company to putting design and engineering on a pedestal. So that’s something that we’ve always done from day one. I think even the very first Square reader that launched looked beautiful in design and worked very, very simply, and it hid an enormous amount of complexity. We did the same thing at Cash App. There’s only a single balance at Cash App, but it orchestrates all sorts of money in the back end. There’s a whole amount of complexity that it suppresses, and that’s the uniqueness of design and engineering coming together. So I totally agree with that. And this insight about capabilities and interfaces with the AI agent as the middleware was something that we talked about quite deeply, and I think we came up with that insight probably end of last year. And we’ve really been pushing to evolve all our products to think like this and to work on the interface first, because the interface is really what the user cares about and what the customer sees. They’re not interested in the fact that you have all of these capabilities if they can’t use them to make a sale or to move money. That’s really what they care about. So that’s where we’re focused, and trying to unlock all of these capabilities to get there as quickly as possible. PredictionsRoelof Botha: Maybe a last question from me. Any predictions? What does Block look like three years from now? Dhanji Prasanna: I think there are a lot of predictions that are possible. I will say that, given our recommitment to being a technology company and really pushing the boundary of open source, but also increasing access for everyone and increasing autonomy for everyone is going to push us much further along the road towards coming up with things like goose over and over again. So watch this space, but I think in three years time, we’ll see the next evolution of what agents are like and how they’re deployed and used, and if they’re even called agents anymore, if there’s some other new technology. And I hope, and I strongly believe that we’ll be at the forefront of that. Sonya Huang: Okay, we’re going to have flocks of geese. Any other predictions? What’s going to be the big topic for next year? Dhanji Prasanna: I think unlocking utility will be a big topic. I do think that many companies have rushed towards AI without understanding truly how to unlock utility from it. And so they’re concluding that AI is hype, or they’re concluding that it’s not worth the investment, and all these incorrect conclusions. And I just think it’s sitting on the curve of capability versus utility, and I think you’re really going to see the companies that understand how to do that next year, and that’s going to be the topic of conversation. Roelof Botha: Well, the pattern historically is that we tend to overestimate the impact of new technologies in the short run and we underestimate it in the long run. I mean, that’s the consistent pattern. There was a Stanford computer scientist who coined this back in the 1970s. Dhanji Prasanna: Yeah. Roelof Botha: And I think we’re there for AI. I suspect 2026, in my mind, will be the trough of disillusionment as people feel it didn’t quite live up to the expectations, and we’ll double down and I think it’ll end up surprising us to the upside by 2030. Dhanji Prasanna: Yeah, I think you’re pretty much on the money. I do think, though, there’s a small chance that the LLMs continue to improve at the rate that they’ve been improving, and that’s a really exciting prospect. So if you look at some of the performance of these models that are coming out, you know, combining diffusion and transformer technologies and all of this, there’s a lot to be had there. So I think there’s a small chance things could really take off. But in the main, I think you’re right. There’s going to be a little bit of a plateau before we pick up again. But I think the companies that realize this and stay the course and really look at value for their core reason for being, that is, in our case, our customers and economic empowerment, they’ll do well, and the companies that are chasing dollars or hype will be left behind. Sonya Huang: I might be too easily excitable, but I’ve been excited about AI at every turn. I’m not in any trough of disillusionment. And when I see what you guys have done with goose and what’s possible with it, and the fact that goose is now writing its own PRs, there’s so many examples of just this is a magical new technology and really great people are building really great things with it. Dhanji Prasanna: Thank you. Thank you so much for saying that. Roelof Botha: And thank you for joining us, Dhanji. Dhanji Prasanna: Yeah, absolutely. Anytime. Mentioned in the episodeMentioned in the episode: Proto rig: Modular, state-of-the-art Bitcoin mining hardware made by Block’s Proto division, which also offers open-source fleet management software for rig goose: Block’s open-source, general-purpose AI agent used across the company to orchestrate workflows via tools and APIs.  Model Context Protocol (MCP): Open protocol (spearheaded by Anthropic) for connecting AI agents to tools; goose was an early adopter and helped shape. bitchat: Decentralized chat app written by Jack Dorsey Swarm intelligence: Research direction Dhanji highlights for AI’s future where many agents (geese) collaborate to build complex software beyond a single-agent copilot. Travelling Salesman Problem: Classic optimization problem cited by Dhanji in the context of a non-technical user of goose solving a practical optimization task. Amara’s Law: The idea, originated by futurist Roy Amara in 1978, that we overestimate tech impact short term and underestimate long term. <div class="framer-mcvrsd" id="

As CTO of Block, Dhanji Prasanna has overseen a dramatic enterprise AI transformation, with engineers saving 8-10 hours a week through AI automation. Block’s open-source agent goose connects to existing enterprise tools through MCP, enabling everyone from engineers to sales teams to build custom applications without coding. Dhanji shares how Block reorganized from business unit silos to functional teams to accelerate AI adoption, why they chose to open-source their most valuable AI tool and why he believes swarms of smaller AI models will outperform monolithic LLMs.

Hosted by: Sonya Huang and Roelof Botha, Sequoia Capital

Mentioned in the episode:

goose: Block’s open-source, general-purpose AI agent used across the company to orchestrate workflows via tools and APIs.

Model Context Protocol (MCP): Open protocol (spearheaded by Anthropic) for connecting AI agents to tools; goose was an early adopter and helped shape.

bitchat: Decentralized chat app written by Jack Dorsey

Swarm intelligence: Research direction Dhanji highlights for AI’s future where many agents (geese) collaborate to build complex software beyond a single-agent copilot.

Travelling Salesman Problem: Classic optimization problem cited by Dhanji in the context of a non-technical user of goose solving a practical optimization task.

Amara’s Law: The idea, originated by futurist Roy Amara in 1978, that we overestimate tech impact short term and underestimate long term.

00:00 Introduction

01:48 AI: Friend or Foe?

03:13 Block's Journey with AI and Technology

04:47 Block's Diverse Product Range

07:04 Driving AI at Block

14:28 The Evolution of Goose

27:45 Integrating Goose with Existing Systems

28:23 Goose's Learning and Recipe Feature

29:41 Tool Use and LLM Providers

31:40 Impact of AI on Developer Productivity

34:37 Block's Commitment to Open Source

39:09 Future of AI and Swarm Intelligence

43:05 Remote Work at Block

45:15 Vibe Coding and AI in Development

48:43 Making Goose More Accessible

51:28 Generative AI in Customer-Facing Products

54:09 Design and Engineering at Block

55:38 Predictions for the Future of AI

本集资源与出处