NOVEMBER 12, 2025
Running Out of AI
A developer's journey through hitting AI code generation limits & exploring alternatives like API billing, other vendors, & local models.
AI
NOVEMBER 10, 2025
Datadog: As Reliable as Your Golden Retriever
Datadog's platform transition drives remarkable consistency: 25% YoY growth for 12 straight quarters, 120% net dollar retention recovery, 84% multi-product adoption, & 15 AI native customers >$1M ARR as security suite accelerates to mid-50s% growth.
NOVEMBER 6, 2025
Are We Being Railroaded by AI?
AI infrastructure spending hits $500B in 2024, ranking as the sixth-largest investment in US history. Projected to reach $983B by 2030, surpassing the New Deal but falling short of the railroad era's 6% of GDP peak.
NOVEMBER 5, 2025
A 1 in 15,787 Chance Blog Post
A blog post about AI promotions triggered the highest unsubscription rate in this blog's history - a four-sigma statistical event expected once in 15,787 posts.
NOVEMBER 3, 2025
OpenAI's $1 Trillion Infrastructure Spend
OpenAI has committed to over $1.09T in infrastructure spending from 2025-2035 across Broadcom, Oracle, Microsoft, Nvidia, AMD, Amazon AWS & CoreWeave. Year-by-year breakdown & analysis.
OCTOBER 31, 2025
Small Data Becomes Big Data
How I moved from local DuckDB to cloud with two letters, scaled from 50 to 2,000+ podcasts, & discovered infrastructure that grows without drama.
OCTOBER 30, 2025
$555B of Cloud Spend
Microsoft & Google commit $555B in cloud backlog & $232B in annualized capex, driving unprecedented AI infrastructure buildout despite spending 93-137% of cash reserves.
OCTOBER 23, 2025
Product-Market Fit is No Longer Static
Between 2021 & 2024, classic software companies lost their product-market fit overnight. In the AI era, PMF is like United Miles—you must continuously re-earn it to maintain status.
OCTOBER 21, 2025
Engineering for the AI-Native Era : Office Hours with Calvin French-Owen
Join us for an intimate conversation on building AI-native systems, maintaining velocity at scale, & the future of engineering with Calvin French-Owen, former CTO of Segment & OpenAI Codex leader.
OCTOBER 20, 2025
From Columns to Rewards: Automating the Two Pillars That Drive Modern AI
Just as feature engineering defined success in classical ML, reward function design now determines which AI agents win. Today it's craft—tomorrow it may require entirely new architectures.
