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Databricks VP Nikita | Scaling Lakebase Postgres argues Claude Code is just the beginning, and the next wave of AI software factories will require an entirely new infrastructure stack: "Claude Code was all the rage, still all the rage. But now we're talking about AI factories. We're moving from... show more

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18,443 views • 5 days ago •via X (Twitter)

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6 Comments

Meltem Demirors5 days ago

@nikitabase get in here @alchemy_run

Gill5 days ago

@nikitabase Managing database state across autonomous code deployments will be rough.

Elena AI5 days ago

@nikitabase Agentic infra is definitely the missing piece right now

安叫兽|Bird🕊️ 🔶 BNB5 days ago

@nikitabase 从写代码到批量造软件，基础设施确实得换一套了

Rohan Bhanot5 days ago

@nikitabase factory sounds great until you ask who reads what comes off the line. the review queue is already the slowest part of all this

Thomas Unise5 days ago

@nikitabase “We're moving from a tool that helps you generate code better to a platform where you can ship software as a factory." Replit and lovable?

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Software may be starting to show early signs of life but I still think the “hard” side of AI has the cleaner lane for 2026 and probably most of 2027. We're nowhere close to done with the physical AI buildout since compute demand is still ahead of supply, power is becoming the bottleneck and every layer of AI infrastructure still needs more capacity. I own some software names but I still see this as more of an oversold bounce than a true leadership rotation away from the companies building the AI infrastructure layer. Software probably becomes a cleaner leadership group once inference costs fall, enterprise AI budgets expand and AI features start flowing through margins but that still feels more like a 2027 story to me.

Software may be starting to show early signs of life but I still think the “hard” side of AI has the cleaner lane for 2026 and probably most of 2027. We're nowhere close to done with the physical AI buildout since compute demand is still ahead of supply, power is becoming the bottleneck and every layer of AI infrastructure still needs more capacity. I own some software names but I still see this as more of an oversold bounce than a true leadership rotation away from the companies building the AI infrastructure layer. Software probably becomes a cleaner leadership group once inference costs fall, enterprise AI budgets expand and AI features start flowing through margins but that still feels more like a 2027 story to me.

Shay Boloor

122,716 views • 5 months ago

Satya Nadella is basically describing the death of the traditional SaaS model. Explains the AI agentic future, and where the "value" lives. Because business logic is moving from the software application to the AI agents. Currently, you buy software for its specific features and rules. Nadella argues that in the future, software apps will essentially become dumb databases ("CRUD") or simple tools. The AI Agent will hold all the intelligence, orchestration, and reasoning, simply updating the databases as needed. The software becomes a commodity; the AI becomes the "brain" and the worker.

Satya Nadella is basically describing the death of the traditional SaaS model. Explains the AI agentic future, and where the "value" lives. Because business logic is moving from the software application to the AI agents. Currently, you buy software for its specific features and rules. Nadella argues that in the future, software apps will essentially become dumb databases ("CRUD") or simple tools. The AI Agent will hold all the intelligence, orchestration, and reasoning, simply updating the databases as needed. The software becomes a commodity; the AI becomes the "brain" and the worker.

NAYAK

19,269 views • 5 days ago

As AI agents get better at computer and tool use, or writing code on the fly for a task, we're going to be able to solve much broader domains of knowledge work. Here's an example of Box AI with the new Claude Skills to generate a clean powerpoint file from existing data.

As AI agents get better at computer and tool use, or writing code on the fly for a task, we're going to be able to solve much broader domains of knowledge work. Here's an example of Box AI with the new Claude Skills to generate a clean powerpoint file from existing data.

Aaron Levie

30,287 views • 1 year ago

Jensen Huang just said this is the greatest era in history to build software. AI agents will not kill software. They will do the exact opposite: create a massive new wave of software demand. at NVIDIA GTC Taipei 2026 "Click and type. We now replace that with explaining to the AI what we want, our intent, and the AI generates the code or uses tools to produce the necessary output. This is how computers are going to work in the future. This is Agentic AI. For two years, we've been building toward this, and now it has arrived. One of the big breakthroughs, of course, is tool use. A lot of people have said, “Jensen, AI is coming. Agentic AI is coming. Therefore, all the software companies are going to go out of business.” This is exactly the opposite. Because there are going to be so many agents, the world is no longer limited by the number of people. Therefore, those agents are going to use more tools than ever. This is actually an incredible time to be a software company. But the software has to be presented to the agent in a way that the agent can use it. This is a big breakthrough. And in fact, what we have done, as you know, what Nvidia’s treasure..." ---- From 'NVIDIA' YT channel (link in comment)

Jensen Huang just said this is the greatest era in history to build software. AI agents will not kill software. They will do the exact opposite: create a massive new wave of software demand. at NVIDIA GTC Taipei 2026 "Click and type. We now replace that with explaining to the AI what we want, our intent, and the AI generates the code or uses tools to produce the necessary output. This is how computers are going to work in the future. This is Agentic AI. For two years, we've been building toward this, and now it has arrived. One of the big breakthroughs, of course, is tool use. A lot of people have said, “Jensen, AI is coming. Agentic AI is coming. Therefore, all the software companies are going to go out of business.” This is exactly the opposite. Because there are going to be so many agents, the world is no longer limited by the number of people. Therefore, those agents are going to use more tools than ever. This is actually an incredible time to be a software company. But the software has to be presented to the agent in a way that the agent can use it. This is a big breakthrough. And in fact, what we have done, as you know, what Nvidia’s treasure..." ---- From 'NVIDIA' YT channel (link in comment)

Rohan Paul

16,584 views • 5 months ago

After decades of building databases, Databricks VP of Engineering Nikita | Scaling Postgres believes it's time to rethink one of their fundamental assumptions. In this episode of the 𝘐𝘵'𝘴 𝘈𝘣𝘰𝘶𝘵 𝘋𝘢𝘵𝘢 podcast, Nikita discusses why separating compute and storage is the next major architectural shift for operational databases, how storing data on object storage opens it to downstream systems, and why the rise of AI agents is changing how developers build software—and what they need from a database. Watch the full conversation:

After decades of building databases, Databricks VP of Engineering Nikita | Scaling Postgres believes it's time to rethink one of their fundamental assumptions. In this episode of the 𝘐𝘵'𝘴 𝘈𝘣𝘰𝘶𝘵 𝘋𝘢𝘵𝘢 podcast, Nikita discusses why separating compute and storage is the next major architectural shift for operational databases, how storing data on object storage opens it to downstream systems, and why the rise of AI agents is changing how developers build software—and what they need from a database. Watch the full conversation:

Databricks

10,520 views • 4 months ago

What is the “dark factory” that there’s so much talk about, in relation to software factories? dex, founder of HumanLayer explains: “You can imagine a car factory where it’s all robots building the cars, and they don’t have lights. There’s no humans. You walk in there, there’s no lights, there’s not even light switches. And in software, you can have mini loops that are dark in your thing: hey, if the code review agent comes back with a problem, you loop that back to the builder agent, it fixes it and comes back, and that’s a dark factory. You don’t need a human loop for that. But the full dark factory where you don’t read any code: yeah, it’s a good way to maximize your token utilization. If your belief is that ‘my job is to extract as much intelligence out of the machine as I can’, then you go token harder. And my take is token smarter: how do I get as much value out of AI as I can without having to turn the lights off, while still maintaining control and taste and judgment and understanding the system architecture?”

What is the “dark factory” that there’s so much talk about, in relation to software factories? dex, founder of HumanLayer explains: “You can imagine a car factory where it’s all robots building the cars, and they don’t have lights. There’s no humans. You walk in there, there’s no lights, there’s not even light switches. And in software, you can have mini loops that are dark in your thing: hey, if the code review agent comes back with a problem, you loop that back to the builder agent, it fixes it and comes back, and that’s a dark factory. You don’t need a human loop for that. But the full dark factory where you don’t read any code: yeah, it’s a good way to maximize your token utilization. If your belief is that ‘my job is to extract as much intelligence out of the machine as I can’, then you go token harder. And my take is token smarter: how do I get as much value out of AI as I can without having to turn the lights off, while still maintaining control and taste and judgment and understanding the system architecture?”

The Pragmatic Engineer

37,636 views • 3 months ago

.NVIDIA CEO Jensen Huang: "President Donald J. Trump wants to reindustrialize the U.S., and AI is really a perfect time to do it. For AI, you have to build infrastructure, and that infrastructure includes chip factories, computer factories, and AI factories—and we're building all 3 in the U.S."

.NVIDIA CEO Jensen Huang: "President Donald J. Trump wants to reindustrialize the U.S., and AI is really a perfect time to do it. For AI, you have to build infrastructure, and that infrastructure includes chip factories, computer factories, and AI factories—and we're building all 3 in the U.S."

Rapid Response 47

39,280 views • 9 months ago

It's time you all know exactly what we're building here at Opacity. We've been hard at work building a visual-first, full-stack software development platform, that gives you a team of autonomous AI agents to build and grow your software products and businesses. The future of software development is here. 😏

It's time you all know exactly what we're building here at Opacity. We've been hard at work building a visual-first, full-stack software development platform, that gives you a team of autonomous AI agents to build and grow your software products and businesses. The future of software development is here. 😏

Zoah (formerly Opacity)

16,370 views • 3 months ago

This is what the future of software development will look like. AI writes 80% of the code. Human devs finish the last 20%. The next wave of models will begin to unlock the potential of these tools. Massive AI codegen wave incoming.

This is what the future of software development will look like. AI writes 80% of the code. Human devs finish the last 20%. The next wave of models will begin to unlock the potential of these tools. Massive AI codegen wave incoming.

Mckay Wrigley

111,415 views • 2 years ago

Daniel Roberts of $IREN just laid out the brutal reality of the AI infrastructure buildout. He noted we are still in the dial up era of AI. The ultimate choke point is power. It requires steel, concrete, and years of physical construction. Starting a gigawatt AI factory today means you will not see the first compute online until the 2030s. It takes 18 to 24 months just to get a utility company to confirm if a piece of land even has power access. The market is pricing in rapid software scaling, but the physical bottlenecks are severe and unavoidable. The capital moving into power generation and data center infrastructure is a multi year trend. It’s not a sprint it’s a marathon.

Daniel Roberts of $IREN just laid out the brutal reality of the AI infrastructure buildout. He noted we are still in the dial up era of AI. The ultimate choke point is power. It requires steel, concrete, and years of physical construction. Starting a gigawatt AI factory today means you will not see the first compute online until the 2030s. It takes 18 to 24 months just to get a utility company to confirm if a piece of land even has power access. The market is pricing in rapid software scaling, but the physical bottlenecks are severe and unavoidable. The capital moving into power generation and data center infrastructure is a multi year trend. It’s not a sprint it’s a marathon.

Patient Investor

176,637 views • 5 months ago

When it comes to AI, the new hot thing everyone is talking about is Claude Code. Noah Brier, co-founder of Alephic, joins Joe Weisenthal and @‌tracyalloway to discuss the evolution of AI-assisted coding, what Claude Code actually is, and why traditional software firms have been getting destroyed in the stock market lately

When it comes to AI, the new hot thing everyone is talking about is Claude Code. Noah Brier, co-founder of Alephic, joins Joe Weisenthal and @‌tracyalloway to discuss the evolution of AI-assisted coding, what Claude Code actually is, and why traditional software firms have been getting destroyed in the stock market lately

Bloomberg

13,282 views • 9 months ago

.Nick Grossman is betting that in the future, AI agents will look more like cloud infrastructure than digital employees. "Part of the Rebel Alliance thesis for us is that agents are moving from personified people you hire to cloud infrastructure." "We're not just talking about, 'Will there be other agents that compete with Claude or ChatGPT?' I think that's one version of what agents look like. Another version is cloud infrastructure where every company that's building any system is going to have agents and the orchestration of hundreds or thousands of agents built into their underlying platform." "If you think of agents as infrastructure as opposed to agents as employees, I think that's where a lot of these forces come into play."

.Nick Grossman is betting that in the future, AI agents will look more like cloud infrastructure than digital employees. "Part of the Rebel Alliance thesis for us is that agents are moving from personified people you hire to cloud infrastructure." "We're not just talking about, 'Will there be other agents that compete with Claude or ChatGPT?' I think that's one version of what agents look like. Another version is cloud infrastructure where every company that's building any system is going to have agents and the orchestration of hundreds or thousands of agents built into their underlying platform." "If you think of agents as infrastructure as opposed to agents as employees, I think that's where a lot of these forces come into play."

TBPN

30,503 views • 4 months ago

We've built a massive verification bottleneck: • 72% of developers use AI to generate code every day • 96% of them don't fully trust it Writing code is now free. All the work now is verifying that the code does what it's supposed to. According to a new State of Code Survey, almost half of the respondents believe the number one skill that will matter most in the coming years is "reviewing and validating AI-generated code for quality and security". Not prompt engineering or vibe-coding, but checking AI's work.

We've built a massive verification bottleneck: • 72% of developers use AI to generate code every day • 96% of them don't fully trust it Writing code is now free. All the work now is verifying that the code does what it's supposed to. According to a new State of Code Survey, almost half of the respondents believe the number one skill that will matter most in the coming years is "reviewing and validating AI-generated code for quality and security". Not prompt engineering or vibe-coding, but checking AI's work.

Santiago

16,299 views • 9 months ago

AI is changing the software engineering craft. Anders Hejlsberg (Anders Hejlsberg) - creator of C#, TypeScript and industry legend - on why code review needs to get more enjoyable in response: #1 - AI is shifting the craft from writing code, to reviewing code: "In a sense, we're all turning into project managers. We can have an army of junior programmers, called agents, that will just spit out reams of code but someone's got to have the big picture and review all of that. And so, increasingly, our craft is going from one of writing the code, to one of reviewing the code and building the architecture of the code and overseeing the work. It's a different kind of craft. It's a different kind of enjoyment. I've always liked writing the code. To me that was the fulfilling part, seeing it work. In a way, AI robs a little bit of that, because I am less interested in reviewing code." #2 - The code review experience should be improved: "I think we could also make the process of reviewing code much more interesting than it is today. I mean, today, you see a list of diffs in alphabetical order and now it's up to you to make heads or tails of it. There are more pedagogical ways of presenting that. And you could have commentary generated by the AI that tells you what the changes are and whatever, and then tries to guide you along. So that symbiotic relationship, I think we need to work on that more and to keep the enjoyment in there."

AI is changing the software engineering craft. Anders Hejlsberg (Anders Hejlsberg) - creator of C#, TypeScript and industry legend - on why code review needs to get more enjoyable in response: #1 - AI is shifting the craft from writing code, to reviewing code: "In a sense, we're all turning into project managers. We can have an army of junior programmers, called agents, that will just spit out reams of code but someone's got to have the big picture and review all of that. And so, increasingly, our craft is going from one of writing the code, to one of reviewing the code and building the architecture of the code and overseeing the work. It's a different kind of craft. It's a different kind of enjoyment. I've always liked writing the code. To me that was the fulfilling part, seeing it work. In a way, AI robs a little bit of that, because I am less interested in reviewing code." #2 - The code review experience should be improved: "I think we could also make the process of reviewing code much more interesting than it is today. I mean, today, you see a list of diffs in alphabetical order and now it's up to you to make heads or tails of it. There are more pedagogical ways of presenting that. And you could have commentary generated by the AI that tells you what the changes are and whatever, and then tries to guide you along. So that symbiotic relationship, I think we need to work on that more and to keep the enjoyment in there."

The Pragmatic Engineer

39,073 views • 5 months ago

.Ramp Labs (the AI unit of Ramp) has been *cooking* with agentic innovation Here's Alex L discussing and demo'ing code self-maintaining software and the concept of AI software factories #DataDrivenNYC ______________ 00:04 - Intro 01:11 - The shift from writing code to code maintenance 01:59 - Introducing Ramp Inspect, the background coding agent 03:05 - The first experiment: Nightly AI code automation 04:23 - The limits of stateless monitoring in large observability surfaces 05:47 - Using Datadog monitors to give the AI state and focus 07:23 - Real-world example: AI autonomously fixing an authentication bug 08:14 - How to control noise and implement an AI triage pattern 09:27 - The old vs. new paradigm for continuous code observability 10:21 - Key learnings on building autonomous AI software factories

.Ramp Labs (the AI unit of Ramp) has been cooking with agentic innovation Here's Alex L discussing and demo'ing code self-maintaining software and the concept of AI software factories #DataDrivenNYC ______________ 00:04 - Intro 01:11 - The shift from writing code to code maintenance 01:59 - Introducing Ramp Inspect, the background coding agent 03:05 - The first experiment: Nightly AI code automation 04:23 - The limits of stateless monitoring in large observability surfaces 05:47 - Using Datadog monitors to give the AI state and focus 07:23 - Real-world example: AI autonomously fixing an authentication bug 08:14 - How to control noise and implement an AI triage pattern 09:27 - The old vs. new paradigm for continuous code observability 10:21 - Key learnings on building autonomous AI software factories

Matt Turck

68,384 views • 6 months ago

Former Goldman Sachs executive Raoul Pal explains how AI is going to eat traditional software/SAAS. If your product is just software, agentic AI can reproduce it on demand, optimize it, and redeploy it to a better market. "Agentic AI means it’s like having Fiverr, a website of experts you can ask any question. It’ll go away and do the task.... Agentic AI will build, design the website, code it, register the domain name, figure out the branding, figure out the marketing, figure out the email list, figure out the whole thing. So then you and I are in competition. You’ve built this incredible new website. I just go to my AI and say, “Love Steven’s website. Can you just build it better. Boom. 3 minutes. How can we be entrepreneurs in software? Now there’s this theory going around that AI is going to eat software, and I kind of get it." ---- From 'The Diary Of A CEO and Raoul Pal The Journey Man' YT channel. (link in comment)

Former Goldman Sachs executive Raoul Pal explains how AI is going to eat traditional software/SAAS. If your product is just software, agentic AI can reproduce it on demand, optimize it, and redeploy it to a better market. "Agentic AI means it’s like having Fiverr, a website of experts you can ask any question. It’ll go away and do the task.... Agentic AI will build, design the website, code it, register the domain name, figure out the branding, figure out the marketing, figure out the email list, figure out the whole thing. So then you and I are in competition. You’ve built this incredible new website. I just go to my AI and say, “Love Steven’s website. Can you just build it better. Boom. 3 minutes. How can we be entrepreneurs in software? Now there’s this theory going around that AI is going to eat software, and I kind of get it." ---- From 'The Diary Of A CEO and Raoul Pal The Journey Man' YT channel. (link in comment)

Rohan Paul

48,640 views • 7 months ago

What is a "token factory"—and why is China building them? China's first city-level green token factory is taking shape in Changzhou, where renewable energy will power the production of 60 trillion AI tokens each year. Unlike traditional factories, token factories generate the digital building blocks that AI models use to understand and create text. As AI demand continues to surge, China is combining clean energy with next-generation computing to build a more efficient and sustainable AI infrastructure.

What is a "token factory"—and why is China building them? China's first city-level green token factory is taking shape in Changzhou, where renewable energy will power the production of 60 trillion AI tokens each year. Unlike traditional factories, token factories generate the digital building blocks that AI models use to understand and create text. As AI demand continues to surge, China is combining clean energy with next-generation computing to build a more efficient and sustainable AI infrastructure.

Hi,GBA

59,590 views • 3 months ago

TypeSafe AI's Diogo Almeida's elevator pitch for Jev: "Where the f**k is all the automation?" "AI is so unbelievably smart. Not that I hate on chatbots or coding agents, I love them myself, but it's so useless at all other stuff. It's tragic." "TypeSafe is making AI for software. We want to make AI powerful, not just for humans in the loop, but to actually build real software. Jev, to us, is our first model in this whole space to make [automation] way, way better." "I like Claude Code and Codex. I love the description from Garry Tan and them: It's just-in-time software. It makes software on the fly, and you can program software in natural language, but it has the same expressive power as software." "What I want instead is smart software. Instead of automating software engineering, I want to expand what software itself can do, such that things that should be automatable can then be automatable." "I want to express things like intent. I want to expand the vocabulary of what we can do." "Programming is hyper-specifying valuable things and then infinitely replicating them. It's so freaking cool." Diogo Almeida

TypeSafe AI's Diogo Almeida's elevator pitch for Jev: "Where the f**k is all the automation?" "AI is so unbelievably smart. Not that I hate on chatbots or coding agents, I love them myself, but it's so useless at all other stuff. It's tragic." "TypeSafe is making AI for software. We want to make AI powerful, not just for humans in the loop, but to actually build real software. Jev, to us, is our first model in this whole space to make [automation] way, way better." "I like Claude Code and Codex. I love the description from Garry Tan and them: It's just-in-time software. It makes software on the fly, and you can program software in natural language, but it has the same expressive power as software." "What I want instead is smart software. Instead of automating software engineering, I want to expand what software itself can do, such that things that should be automatable can then be automatable." "I want to express things like intent. I want to expand the vocabulary of what we can do." "Programming is hyper-specifying valuable things and then infinitely replicating them. It's so freaking cool." Diogo Almeida

a16z

39,453 views • 1 month ago

Software Engineering Expectations for 2026 - The majority of your code should be written by AI now - Cursor/Codex/Claude Code/Gemini/etc - You should try all the tooling and switch between them, as each one gets an edge over the others depending on the release cycle. - You should be using AI to check the code that is written by AI - Have AI write tests - Have AI read logs - Have AI navigate your browser - I don't do this every time because sometimes it's simple enough to check it myself - You should still skim code changes - This can be a lighter skim on internal tools and a heavier read through on customer facing code - Use AI to help you define specs

Software Engineering Expectations for 2026 - The majority of your code should be written by AI now - Cursor/Codex/Claude Code/Gemini/etc - You should try all the tooling and switch between them, as each one gets an edge over the others depending on the release cycle. - You should be using AI to check the code that is written by AI - Have AI write tests - Have AI read logs - Have AI navigate your browser - I don't do this every time because sometimes it's simple enough to check it myself - You should still skim code changes - This can be a lighter skim on internal tools and a heavier read through on customer facing code - Use AI to help you define specs

Ben Awad

536,075 views • 10 months ago