Incremental AIFor every AI skeptic and alarmist, there are ten AI dreamers convinced AI will change civilization. In the business world, this fuels high valuations and premature optimization through layoffs or sweeping business changes.
Amazon's CEO, Andy Jassy, listed out all sorts of AI things Amazon is doing. To me, the list suggests AI is great at incremental improvements to existing business processes.
For instance, improving campaign planning and copywriting helps Amazon and sellers.
Posts in "newsletter"
The introverted traveler: Cologne
A reliably good place for a mealArt museum restaurants and cafes can be a great place to hangout for the introverted flâneur. They often have good food, good service, and are in the center of town. Being attached to a museum, they usually feel the need to be mindful of aesthetics, both atmospheric and food quality wise.
Better: there are often very few people in them, especially compared to popular and tourist places.
Resume-driven Development
Good wastebook list this episode, but first…
Even the Germans suffer from RDDSome people actually did a study on resume-driven development. I thought it might be a joke at first, but, no: it appears to be serious. I’m working on refreshing a paper on the pitfalls of building your own application platform (“DIY platforms”),1 so the topic came up and the paper fit in nicely, see below.
Many of the pitfalls we've discussed so far touch on strategic choices and project management challenges.
Re: Still a lot of private cloud, numbers of cloud repatriation (higher than I thought)
The CloudsYou know, I’ve never really looked at the Flexera State of Cloud surveys. I think they’re accepted as legit, and they have many years of data to make those multi-year charts I like. Here’s a quick one my favorite question, “where are the apps?”:
Sources: Flexera State of Cloud Report, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025.So, following up on my “where’s the apps?” post from last Friday, we’re still in the area of 50/50 and definitely very stable.
The next bottleneck for enterprise AI: data
Lots of links below, plus some sovereign cloud thinking from EU people in the Logoff.
Access to data shouldn’t be holding you can from enterprise AI radicalnessTo make enterprise AI useful, you need your data: Gartner Inc. predicts that organizations will develop 80% of Generative AI (GenAI) business applications on their existing data management platforms by 2028. This approach will reduce the complexity and time required to deliver these applications by 50%.
Still a lot - private cloud check-in, Spring 2025
Where are the workloads?Let’s check in on how much private there is nowadays. I think it’s somewhere in the range of 40% to 60% of workloads1 globally. If you narrow down to “enterprises” (let’s say organization that have 5,000, even 10,000 employees), my sense is that the number goes way up, maybe 70%.
The way I think about the question “how much private cloud is there?” is “where are all the applications and services running.
Dark leisure, eating sausage and vodka before a morning run
Relative to your interestsLooks like it’s all AI except one link. Can you find it?
Your First Spring AI 1.0 Application - Making a full AI-driven app with Spring.
Production-Worthy AI With Spring AI 1.0
SEO for AI: A look at Generative Engine Optimization
How does ChatGPT work? What is AI, really? - Good overview of the basics.
Agentic AI delivers measurable value to early adopters - "More than one-quarter of respondents are planning for [AI] budget increases of at least 26% in the next 12 months.
Now's a great time to rediscover PaaS
Norway, leaving OSL.My recap of Cloud Foundry Day is up on the Tanzu blog: check it out!
I gave an opening talk at Cloud Foundry Day last week. I ended up shortening it a lot and, of course, I didn’t exactly give the talk I’d written down. Here’s the script I wrote for myself. It goes over the opportunity the Cloud Foundry community has right now. I gave a talk later in the day that more systematically made the case below.
Minimum Viable All the Things
Max Ernst, 1934.Relative to your interestsMCP Authorization in practice with Spring AI and OAuth2 - Filling in the missing piece of MCP: security.
The Battle For Grounding Your AI Agents Has Begun - Data gravity considerations for AI.
We did the math on AI’s energy footprint. Here’s the story you haven’t heard. - It’s still hard to know how much energy AI uses…until the big AI companies start telling us.
Patience, plumbing, and the pricing of everything
Relative to your interestsWhen was peak message in a bottle? - Only 80s kids will get this: “grandfather clocks; suits of armour; quicksand; spontaneous human combustion.” Also: big foot and UFOs.
Is it Euro-poor, or Ameri-poor? - Checks out on both sides.
Pricing: A List of Tactics - Some mind-tricks to play with pricing.
The coyote trap. - “Call it whatever you will, I don’t care, but we’re on a new path and companies are doing more than ever to extract every ounce of value out of everyone in the payroll system.