The AI market is sizzling with innovation, but when will market share stabilize? An exploration of switching costs, model improvements, & the moment the fat congeals.
Gemini 3's release and Nvidia's earnings confirm that AI scaling laws are accelerating. Pre-training gains combined with massive infrastructure buildouts signal a new era of model performance.
Production AI is more mature & hybrid than expected : 70% use open source, agents connect to databases over chat, RLFT delivers 16-30% lift, & context remains the #1 unsolved problem.
We achieved 93% Claude parity in tool calling by distilling large model capabilities into GPT-OSS 20B using DSPy & GEPA prompt optimization with curated training data.
A developer's journey through hitting AI code generation limits & exploring alternatives like API billing, other vendors, & local models.
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.
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.
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.
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.
How I moved from local DuckDB to cloud with two letters, scaled from 50 to 2,000+ podcasts, & discovered infrastructure that grows without drama.
