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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...

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18,496 Aufrufe • vor 6 Tagen •via X (Twitter)

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6 Kommentare

Profilbild von Meltem Demirors
Meltem Demirorsvor 5 Tagen

@nikitabase get in here @alchemy_run

Profilbild von Gill
Gillvor 5 Tagen

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

Profilbild von Elena AI
Elena AIvor 5 Tagen

@nikitabase Agentic infra is definitely the missing piece right now

Profilbild von 安叫兽|Bird🕊️ 🔶 BNB
安叫兽|Bird🕊️ 🔶 BNBvor 5 Tagen

@nikitabase 从写代码到批量造软件，基础设施确实得换一套了

Profilbild von Rohan Bhanot
Rohan Bhanotvor 5 Tagen

@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

Profilbild von Thomas Unise
Thomas Unisevor 5 Tagen

@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.

Shay Boloor

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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.
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NAYAK

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Aaron Levie

30,287 Aufrufe • vor 1 Jahr

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)
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Rohan Paul

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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:
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Databricks

10,520 Aufrufe • vor 4 Monaten

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The Pragmatic Engineer

37,636 Aufrufe • vor 3 Monaten

.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."
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.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 Aufrufe • vor 9 Monaten

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. 😏
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Zoah (formerly Opacity)

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Mckay Wrigley

111,415 Aufrufe • vor 2 Jahren

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13,282 Aufrufe • vor 9 Monaten

.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."
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.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

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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.
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Santiago

16,299 Aufrufe • vor 9 Monaten

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The Pragmatic Engineer

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.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
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.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 Aufrufe • vor 6 Monaten

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)
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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)

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48,640 Aufrufe • vor 7 Monaten

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Hi,GBA

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a16z

39,453 Aufrufe • vor 1 Monat

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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

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536,075 Aufrufe • vor 10 Monaten