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Charles Fitzgerald at Platformonomics just laid out the math on OpenAI, and it's brutal. $115 billion burn through 2029. That was before the latest announcements. $300 billion for Oracle. $22.4 billion for CoreWeave. $10 billion for Broadcom. The FT ...

"We've finished the model... when do we get to the value?" Here's what I'm watching happen in real time: DevOps teams are spending $$$$$$ annually on cloud egress fees just to move ML models between environments, and flow data to centralized hosting....

(Continuing the thoughts from last time...) I'm an enormous fan of Matt Butcher (CEO of Fermyon) - generally - but I loved this quote, "We haven't hit that key Docker moment yet, But we're getting close." He's right that we haven't. But, and I probab...

Legislators across the globe want your data removed from AI models. The EU's "right to be forgotten" under GDPR Article 17, California's CCPA, a dozen other privacy frameworks—all built on the assumption that stored data works like filing cabinets. F...

Nicole Forsgren just dropped a new book, and I absolutely CONSUMED it. It's called Frictionless: seven steps to help engineering teams move faster in the age of AI. Forsgren created DORA. She created SPACE. She wrote Accelerate, the book that fundame...

🎵 On the first day of debugging, production gave to me:An emoji that broke awk's field count tree 🎵 A Holiday Horror Story Friday morning. Coffee in hand. You commit a documentation change before the holiday break. You've decided to get EXTRA cool...

Last week I sat in an executive review where two teams spent forty minutes arguing about "active users." Not about strategy. Not about growth. About what the number meant. One team counted anyone who logged in. The other excluded users who bounced in...

For most folks, you probably don’t think about clothing sizes. There’s a number, you pick it, you try on the clothes, and if they fit, then congrats, you’re that number. But how’d they pick that number? And why does every style/line/person fit slight...
