The weird bastion stuff in D&D 5e 2024 makes a lot more sense after reading Dungeon Crawler Carl.

AI Reality Bites, Wall Street Panics, and Everyone Becomes an Architect

Original ContentA few things since last time: Kubernetes use rising, large organizations slowest to adapt, not many people train their own AI model or deploy new AI models frequently - my highlights from the most recent CNCF state of stuff survey. Enterprise ROI is elusive - maybe ROI is just headcount chopping, not revenue growth and “transformation” - Executives continue to say they don’t know how to measure ROI for AI, and/or that it’s low.

Two theories of the AI investor spook-out

Concerns are growing that AI-generated applications could disrupt existing software companies, leading to significant drops in market value for tech stocks, particularly following major announcements from firms like Anthropic and Amazon.

Relative to your interests, Friday

Enterprise AI reality checks everywhere: no more free lunches, Copilot productivity gaps, agent sprawl, usage control, and OSS maintainers drowning in AI slop. Also: Kubernetes + Greenplum, MCP auth that finally works, EA’s quiet resurgence, AI prompts-as-infra, propaganda via images, and yes, a Chicken McNugget futures market.

Two leading thinkers of the 18th century, the French philosopher Montesquieu and the Scottish political economist Adam Smith, argued that world trade promoted peace and harmony because it advanced mutual interest and interdependency.

Yes, but:

Beckert emphasizes how capitalism has depended at every stage of its development on the military power of the modern state and frequently on practices of extreme violence, such as the outright terror required to build the Atlantic system of slavery.

🔗 Book Review: ‘Capitalism,’ by Sven Beckert, NY Times

one of the values of Pair Programming is that you have to regularly explain things to your pair. This is an important part of learning - for the person doing the explaining. After all one of the best ways to learn something is to try to teach it.

🔗 Fragments: February 4