Blog

What we’re thinking about engineering, AI, and product

Perspectives on engineering, AI, and digital transformation from our team.

Close-up of server cooling fans in a data center, representing local/on-premises compute infrastructure

Artificial Intelligence

Ollama’s $65M Raise Signals Local LLMs Are Enterprise-Ready

Sep 10, 2026

When a developer tool goes from hobbyist favorite to running inside 85% of the Fortune 500, that’s not a funding story anymore — it’s an infrastructure shift. Ollama raised a $65M Series B led by Theo…

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Close-up of source code displayed on a computer screen

Artificial Intelligence

The AI Coding Agent Productivity Paradox, Explained by the Data

Sep 8, 2026

The enterprise AI coding agent market has reached an estimated $9.8–11 billion in annualized value, according to Gartner analysis — squarely core infrastructure, not experimental tooling. Developer ad…

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Team of enterprise employees working together at desks in an open office, reviewing project work on laptops

Artificial Intelligence

Gartner’s AI Agent Paradox: Why 40% Ship, 40% Get Cancelled

Sep 3, 2026

Gartner has put two numbers on the table that seem to contradict each other. By 2026, 40% of enterprise applications will feature task-specific AI agents, up from less than 5% in 2025. In the same bre…

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Rows of illuminated server racks in a dark data center, representing the hyperscale infrastructure behind 2026 cloud capex boom

Cloud

Cloud Sovereignty Becomes the Top 2026 Priority as Hyperscalers Plan $700 Billion in Data Center Spending

Sep 1, 2026

Two numbers define enterprise cloud strategy in 2026, and they are pulling in opposite directions. On one side, hyperscalers are on track to spend roughly $700 billion on data center infrastructure th…

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Monitor displaying source code on a dark screen, representing a developer inspecting a running software system

Artificial Intelligence

DeepSeek Harness: Inside the Open-Source Agent Runtime

Aug 25, 2026

On August 13, 2026, DeepSeek open-sourced DeepSeek Harness (dsh) as a developer preview under the MIT license, the same day its DeepSeek-V4-Pro (build 0813) model went generally available across DeepS…

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Data monitoring dashboard on a laptop screen, representing enterprise visibility into IT systems and AI agent activity

Artificial Intelligence

Agent Sprawl: Why Only 13% of Enterprises Have AI Governance

Aug 20, 2026

Your engineering teams shipped fifteen AI agents last year. By 2028, that number hits 150,000, according to Gartner. Most IT leaders will not see it coming as one big decision. It arrives as a thousan…

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Rows of dark server racks with illuminated status lights lining an aisle in an enterprise data center

Artificial Intelligence

The $401 Billion Problem: Enterprise GPU Utilization in 2026

Aug 18, 2026

Here’s a number that should stop any IT budget conversation cold: enterprise GPU fleets are running at roughly 5% average utilization, while Gartner projects $401 billion in new AI infrastructure spen…

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Artificial Intelligence

Your AI Does Not Understand What “Available” Means

Aug 17, 2026

Why large companies need an ontology before deploying AI agents Large companies are different from medium-sized and small companies, and not simply because of their size. In a small company, senior ex…

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Monitor exibindo código-fonte de programação, representando desenvolvimento de software com agentes de IA

Artificial Intelligence

Inside Meta’s Muse Code: Multi-Agent Coding at Enterprise Scale

Aug 13, 2026

Meta launched Muse Code in beta on August 5, 2026 — a terminal-based coding agent powered by its new Muse Spark 1.2 model, aimed directly at OpenAI Codex and Anthropic Claude Code. The headline archit…

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