tschellenbach

That makes sense, anthropic is in a rapidly changing market. Revenue could crater if a better model is released by a competitor. AI demand could fall behind. Doesn't seem like that will happen, but its definitely not investment-grade debt worthy either.

It's a weird story. There must have been dozens of approvals by the government for this project.

no point in upgrading from m3 max atm. (it seems)

well at the very least it will encourage anthropic to launch their new opus

Fascinating. We used to use it quite a bit. But nowadays its just claude + skills.

Weird that vendors have this whole process that you have to fill in for new campaigns, yet somehow i still get spam all the time.

Remote with that timezone difference seems tricky to find something. Maybe consider starting something on your own? Pro: You can be remote, and dont need to apply, also uncapped upside. Con: It's hard.

I've met a guy who went from software into being a sherpa. Taking people up the mountain for hikes. Kinda fascinating.

But this post is not representative of the state of the market. The market for tech talent is still very hard/scarce. Finding good people is very difficult. You can validate that by seeing the trend of software salaries. It's not coming down.

how did we go from growing up with star trek, sci-fi, apollo program to this boring constant negativity. ugh.

I don't know why people are downvoting this. It depends on what you're building.

AI build me a cost overview of xyz: works perfectly without ever looking at the code

AI build me unreal engine 5 level graphics, or a database, or infra at high scale: this will need some active steering for now :)

It is very possible to use these tools in the wrong way. Companies that understand how to use AI will do better, those that have these 4 problems won't.

- AI should accelerate your understanding of the codebase and technical concepts. - Skills should ensure a higher quality of code than you could create without AI - Engineers should stay responsible for the code they product. - The available time freed up should be used for communication, product and marketing research. The definition of an engineer who just writes code is something that's going away.

Unless something is so simple that the AI can run it autonomously. There are actually many projects like that these days. And in those cases not looking at the code like DHH does is also a viable strategy.

AI has some of the craziest up and down cycles of tech I've ever seen

Definitely looking at using them, you do wonder if such narrow focus is defensible as a business? Probably not.

MongoDB does seem to be in a rough spot. Their pitch is an easier to get started with database, which longer term gives you problems and higher costs. And since we all have AI agents, why would you select that for any use case?

This post is just AI slop. The details of these contracts aren't disclosed as far as I know.

You need to understand the contracts, the acceleration of demand, how the various inputs into supply scale (energy, chips, data centers) etc to say something sensible about this.

New JSON is amazing, and SIMD will be big for json, audio/video etc.

Every release CPU load becomes a bit lower. Love it :)

It's fascinating how well the system recovers. If it works, companies that do remote work will outperform those that don't. And the reverse. If many companies all opt-in to remote work and output declines inflation will correct that.

"Startup, parenting, hobbies, friends. I think you can do 2 of these well. But you'll have to quite light on the others."

Someone on X, don't recall who, but it resonated.

Some good data on this topic: https://ourworldindata.org/co2-emissions

Dutch living in Colorado. You can spin stats any way you like. But if you look at the last few waves of companies. Machines for making chips, manufacturing chips, designing chips, search, social, mobile, AI.

If this was a soccer match the score would be 10-1 (yee ASML). Not only that the winners in these industries tend to compound and grow.

There are many great things about the EU, that are outside of this competitive ecosystem. But I don't think sticking our heads in the sand is really a great idea.

Logical replication solves this. You roll the cluster, downtime is minimal. like 60s maybe.

PgDog, Neki, multigres, awesome to see. And yes this is the main issue with postgres. Well this and not having index hints, looking forward to 19

Imagine you have a SAAS app. Microsoft and Apple are customers. You have a table of devices. Type is either windows or osx. How does postgres know how to handle the query devices, where type = OSX properly? How does it know that this matches ~0 or ~100 of rows depending on the customer?

This is the main thing the planner doesn't handle well. Postgres was built before SAAS was as big. You have different distributions per customer, and thousands of customers. In most cases the query planner will guess right, but sometimes it will fail and scan millions of rows.

We have a stack similar to stainless internally at Stream. Might open source it if there's demand.

I think generally we are going from vector based search, to agentic tool use, and hierarchy based systems like skills.

postgres is great, but its not great at sharding tables.

Google, Spacex, several startups are all doing this. The best people in their fields think it might be viable. I'm skeptical as well, but you do wonder if maybe they are right and how exciting that would be.

Back in the days, I did the first 2m in ARR at Stream myself, it was kinda hard :)

Nice to have a team in place these days, but I still show up for the largest deals to support the team as needed. (140 person company, i think this always stays part of the founder tasks)

Feels like they were first in the space but then somehow Ramp ran away from dev with a higher dev pace. Fascinating to see.