#opinion
27 posts
· min read
$2.59 trillion, 50 million customers
The industry is spending 2.59 trillion dollars a year to etch gen-AI into physical silicon, on the bet that this paradigm is the durable one. The paying base is about 50 million people, the productivity that would pay for it isn't measurable, and no software paradigm has ever been the forever thing.
#ai
#economics
#hardware
#infrastructure
#opinion
#ai-assisted
· min read
Open source survives because it can fork
A project survives not when its company thrives but when its community can't be captured. The history — MySQL, Redis, Terraform, OpenOffice — says the right to fork is the load-bearing property that keeps open source alive.
#open-source
#governance
#databases
#infrastructure
#opinion
#ai-assisted
· min read
Apache Fluss: making the stream queryable
Kafka was never built to be queried. Apache Fluss bolts a columnar, Arrow-native hot store onto the streaming layer and tiers cold to Iceberg — a clean full-stack realtime design whose only real open question is governance.
#data
#fluss
#streaming
#kafka
#lakehouse
#infrastructure
#opinion
#ai-assisted
· min read
The other data catalog: governance, lineage, and OpenMetadata
"Catalog" means two different things in the lakehouse: the technical catalog in your query path (Unity, Polaris) and the governance catalog beside it (OpenMetadata, DataHub). The second is where lineage, ownership, and trust live — and where the next fight is.
#data
#lakehouse
#catalog
#governance
#databases
#infrastructure
#opinion
#ai-assisted
· min read
The 1983 video game crash was a governance failure
The crash erased ~97% of the US video game market in two years. Players hadn't stopped wanting games — Atari lost control of who could publish, the shelves filled with junk, and trust collapsed. Nintendo won by re-imposing the gate.
#gaming
#history
#industry
#opinion
#ai-assisted
· min read
Sierra, LucasArts, and the two deaths of the adventure game
Sierra's catalog — Half-Life, Homeworld, Tribes, plus the adventure canon — reads like a modern major's. The brand is a dormant trademark inside Microsoft. Two distinct forces explain the gap: a financial collapse and a market shift, routinely mistaken for one story.
#gaming
#history
#industry
#opinion
#ai-assisted
· min read
The firewall rule that allowed WireGuard and blocked it anyway
A WireGuard tunnel to a Hetzner VPS sent 670 KiB and received nothing. The firewall had an ALLOW rule for port 51820. Both facts were true — because the rule said TCP and WireGuard is UDP. A debugging war story, and the method that found it: bisect the packet path.
#networking
#wireguard
#debugging
#opinion
#ai-assisted
· min read
Hallucination in LLMs: is it just semantics?
Grade an LLM against the classic linguistic layers — syntax, semantics, pragmatics, social — and the failure lands in one precise place: not meaning, but truth. Hallucination is semantically well-formed falsehood, and the layers that work are what makes the one that doesn't hard to spot.
#ai
#llm
#language
#opinion
#ai-assisted
· min read
Zero-ETL: querying data without moving it
"Zero-ETL" is the data industry's most successful rebrand of the year — and the T never went anywhere. The transformation work does not vanish, it relocates to query time or to the catalog. What is genuinely new is the collapse in data duplication, and that part is worth the hype.
#data
#infrastructure
#databases
#warehouse
#opinion
#ai-assisted
· min read
MCP: the protocol that became as common as a web server
The Model Context Protocol went from an Anthropic side-project in November 2024 to 97 million monthly SDK downloads by March 2026. Here is what it actually is — JSON-RPC, three primitives, a client-server split — why it won by turning M×N integrations into M+N, and why just a protocol...
#ai
#llm
#mcp
#agentic-ai
#standards
#opinion
#ai-assisted
· min read
What 'agentic' actually means, and the agent-washing problem
'Agentic' was the word of the year, and Gartner reckons only about 130 of the thousands of vendors selling agents are shipping one. Here is the precise definition — a loop with tools, planning, state, and retry — the line that separates a real agent from a single LLM call wearing a cost...
#ai
#llm
#agentic-ai
#opinion
#ai-assisted
· min read
MCP, A2A, ACP: the agent-protocol landscape
Three protocols showed up to standardise agentic AI — MCP for agent-to-tool, A2A for agent-to-agent, ACP for lightweight agent messaging. One of them is already dead.
#ai
#llm
#mcp
#agentic-ai
#standards
#opinion
#ai-assisted
· min read
Evals are the new unit tests
The real engineering discipline behind shipping reliable LLM features is not prompting — it is evals. They are to LLM apps what unit tests are to deterministic code, except you measure pass-rates and distributions instead of exact equality.
#ai
#llm
#evals
#testing
#opinion
#ai-assisted
· min read
Context engineering: the job prompt engineering became
Prompt engineering was the 2023 job that mostly meant typing nicely at a chatbot. In 2025 Karpathy and Shopify's CEO renamed the real version of it — context engineering — and the rename was a promotion.
#ai
#llm
#context-engineering
#agentic-ai
#opinion
#ai-assisted
· min read
Vibe coding and the tech-debt bill
Karpathy coined "vibe coding" in February 2025 as a fun way to throw away weekend projects. The 2026 audits show what happens when the workflow leaks into production — the debt is real, it is comprehension debt, and it was deferred rather than erased.
#ai
#llm
#vibe-coding
#productivity
#opinion
#ai-assisted
· min read
How Apache Iceberg won the table-format war
Iceberg did not win on features. Delta Lake had the bigger installed base and Hudi had the better write path. Iceberg won on governance and an engine-neutral spec, and the moment Databricks paid roughly $2B for Tabular the war was effectively over.
#data
#lakehouse
#iceberg
#databases
#infrastructure
#opinion
#ai-assisted
· min read
DuckLake: metadata belongs in a database, not a pile of files
Iceberg and Delta reimplemented a transactional catalog as JSON and Avro files in object storage — and then needed a real database catalog on top anyway. DuckLake's heresy is to skip the file layer entirely: put all the metadata in SQL, keep the data in Parquet. It is both obvious and a little rude.
#data
#ducklake
#duckdb
#iceberg
#lakehouse
#opinion
#ai-assisted
· min read
DuckDB: the single-node engine eating the warehouse
Most companies' data is not big enough to justify a distributed warehouse. A single fat box running DuckDB reads Parquet and Iceberg off S3 directly and answers the median analytics query in under a second, for a fixed bill and no cold start. The big-data era was mostly oversizing.
#data
#duckdb
#databases
#warehouse
#infrastructure
#opinion
#ai-assisted
· min read
YAML vs YML, and what 'markup language' actually means
The .yml extension is a 1990s DOS artifact. The 'YAML Ain't Markup Language' acronym is a 2002 self-correction. Both questions resolve cleanly once you know markup languages and data serialisation formats are different categories with different ancestors.
#yaml
#markup
#history
#data
#opinion
#ai-assisted
· min read
What we mean when we say 'the cloud'
The cloud was a network-diagram icon for two decades before it was a product. Compaq coined cloud computing in 1996, AWS made it real in 2006, and the surrounding vocabulary — VPS, hyperscaler, colocation — each carries its own history.
#cloud
#infrastructure
#history
#opinion
#ai-assisted
· min read
Where database names come from
A short tour of database name origins. Children, code names, predecessors, acronyms, mythology, and at least one pet duck on a houseboat. Most of the history of the field is hidden inside the names themselves.
#databases
#history
#opinion
#ai-assisted
· min read
SQL or 'sequel': a short history of two pronunciations
Two pronunciations of SQL have coexisted for nearly fifty years. Why the language was renamed in the first place, and what each pronunciation preserves, turns out to be more interesting than the debate that surrounds it.
#sql
#databases
#history
#opinion
#ai-assisted
· min read
Review LLM diffs as a team, and draw a deterministic map
A 2026 study found humans are quietly being gentler on AI-authored PRs than on human-authored ones. Single-reviewer review already broke at 400 lines per diff. The fix is two old ideas — distribute the review across the team, and pair every diff with a deterministic map of the code flow.
#ai
#llm
#code-review
#team-practice
#mob-programming
#deterministic-tools
#opinion
#ai-assisted
· min read
Twenty LLMs do not make a team
Brooks said adding people to a late project makes it later. Adding LLMs follows a similar pattern, except the cost lands on a different axis — output rises while shared understanding of the system erodes, and the resulting cognitive debt eventually has to be paid.
#ai
#llm
#productivity
#cognitive-debt
#brooks
#team-scaling
#burnout
#opinion
#ai-assisted
· min read
What this series is
A small series of opinionated hot takes on AI engineering, drafted with LLM assistance and verified by hand. The index post.
#meta
#opinion
#writing
#ai-assisted
· min read
Telling an AI not to hallucinate is like telling a person not to make mistakes
Apple's "do not hallucinate" prompt is funny. The same logic is why AI-written + AI-reviewed pipelines silently approve bugs, why long contexts compound errors, and why the real guardrails are deterministic.
#ai
#llm
#agentic-ai
#guardrails
#hallucination
#code-review
#context-engineering
#opinion
#ai-assisted
· min read
Every new AI IDE is the same model with a different system prompt
Cursor, Kiro, Windsurf, Antigravity, Trae. All forks of VS Code, all wrapping one of three model APIs, all selling a long system prompt that does not move the model's ceiling. The vibe-coding tech-debt numbers were always pointing somewhere else.
#ai
#llm
#ai-ides
#vibe-coding
#agentic-ai
#opinion
#ai-assisted