Older posts.
No-Code Didn't Die. It Sold for 2.7x ARR While Its Replacement Raised at 27x
Airtable sold to Bending Spoons for about a quarter of its 2021 valuation on $480M of growing revenue. Lovable raised at $13.3B on $500M. Flowise archived itself and said why. What the 2026 numbers say about visual builders, prompt-to-app tools and agentic automation, and where every generated app still breaks.
13 minSep 7, 2026LLM Inference in 2026: Prefill Is a Different Machine Now, and the KV Cache Has a Disk Tier
vLLM 0.28, SGLang on 400,000 GPUs, NVIDIA Dynamo 1.0 and llm-d in the CNCF all converged on the same architecture: split prefill from decode, route on cached prefixes, page the KV cache to CPU and SSD, and run MoE experts wide across a rack. What changed this year, with the papers, the flags, and the prices.
15 minSep 7, 2026Who Is This Agent? Non-Human Identity in 2026, From the RFCs to the Breaches
Machines outnumber humans 109 to 1 in the enterprise directory, the OAuth working group has 70 drafts in flight, MCP just deprecated dynamic registration, and an agent with an over-scoped token deleted a production database in nine seconds. What actually standardised this year, what shipped, and the delegation chain I would build.
16 minSep 6, 2026Seats Are Dying. What the 2026 SaaS Repricing Looks Like From the Compute Layer
A one-day 18% drop in Thomson Reuters, $1.50 per resolution at Zendesk, $15 per human at Microsoft, and a vibe-coding company at $500M run-rate with 200 people. The unit of software changed this year. Here is what it did to infrastructure.
13 minSep 6, 2026Post-Quantum Migration in 2026: What's Done, What's Stuck, and What to Do This Quarter
Two-thirds of browser traffic to Cloudflare is already post-quantum. Your SSH is too. Your certificates are not, and won't be until 2027. A field guide for infrastructure engineers, with verified commands and hard deadlines.
13 minSep 6, 2026The Worms Learned to Use Your AI Agent: A Year of npm Supply-Chain Attacks
From s1ngularity invoking Claude Code to hunt for wallets, to Shai-Hulud self-publishing across 500 packages, to IronWorm stealing AI API keys — the twelve months that changed how I install software.
13 minSep 6, 2026Neuromorphic Computing in 2026: Real at Microwatts, Not for LLMs
Intel archived Lava and went quiet. BrainChip shipped production silicon. Sandia runs a billion neurons. An infrastructure engineer's honest read of where spiking hardware actually wins, with benchmark numbers and a runnable SNN.
12 minSep 6, 2026MCP Security in 2026: The Protocol Got Hardened. The Ecosystem Didn't.
A year of MCP CVEs, a rewritten spec, an NSA guidance sheet and an OWASP Top 10 — what actually changed, what didn't, and the six controls I'd insist on before an MCP server touches production.
12 minSep 3, 2026Best AI Agent Sandbox Providers in 2026, Compared
AI agent sandbox providers compared on isolation, hosting, persistence and pricing, by an engineer who built one of them. PandaStack is mine and is included.
10 minSep 3, 2026AI Agent Sandboxes: What They Are and How to Choose One
What an AI agent sandbox is at the systems level, the four properties that decide one, and how 15 platforms compare — from an engineer who built one of them.
10 minSep 3, 2026AI Agent Sandbox Runtime: The Six Options and Who Uses Them
Firecracker, gVisor, Kata, containers, V8 isolates and libkrun compared — how each isolates, what it costs in memory, and which sandbox vendors run it.
10 minSep 3, 2026AI Agent Cloud: What the Term Means and Who Actually Has One
An AI agent cloud needs more than a sandbox: state, hosting, triggers, audit. I map 15 platforms against that stack and show where each one stops short.
10 minSep 2, 2026It's 2 AM. Do You Know What Your AI Agent Is Doing?
I run the microVMs that other people's AI agents execute in. At 2 AM almost all of them are idle — and the things burning money are the robots watching them.
11 minSep 2, 2026What Scale to Zero Cost Me to Build: 50s Sleeps, 14s Wakes
Hibernate took 50 seconds. Wake took 14, not the 1.3 I had reported. The measured price of building scale to zero on a Firecracker fleet, and every fix.
9 minSep 2, 2026Sandbox Creation Time Benchmarks Measure Different Things
Every AI sandbox matrix has a creation time column spanning 0.79ms to 2.7s. That spread is definitional, not performance. Here's how to make it comparable.
10 min