Blog
What we’re thinking about engineering, AI, and product
Perspectives on engineering, AI, and digital transformation from our team.
Artificial Intelligence
Why 40% of Enterprise Apps Will Embed AI Agents by 2026
Sep 22, 2026
Less than 5% of enterprise applications had a task-specific AI agent built into them in 2025. By the end of 2026, Gartner expects that number to hit 40% — an eightfold jump in a single year. The patte…
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Artificial Intelligence
Autonomous Coding Agents Are Being Priced Like Infrastructure: What Factory’s $5B Valuation Signals for the Enterprise Dev Stack
Sep 17, 2026
Factory, a startup that sells autonomous “Droid” agents for enterprise software engineering, just tripled its valuation to $5 billion in five months. That alone is a notable data point in a crowded ma…
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Cloud
Google Cloud Next 2026: What the Gemini Enterprise Rebrand Means for You
Sep 15, 2026
At Google Cloud Next 2026, Google folded Vertex AI, Agentspace and Gemini Code Assist Enterprise into a single control plane called the Gemini Enterprise Agent Platform. Google insists it’s a rebrand,…
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Artificial Intelligence
Ollama’s $65M Raise Signals Local LLMs Are Enterprise-Ready
Sep 10, 2026
When a developer tool goes from hobbyist favorite to running inside 85% of the Fortune 500, that’s not a funding story anymore — it’s an infrastructure shift. Ollama raised a $65M Series B led by Theo…
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Artificial Intelligence
The AI Coding Agent Productivity Paradox, Explained by the Data
Sep 8, 2026
The enterprise AI coding agent market has reached an estimated $9.8–11 billion in annualized value, according to Gartner analysis — squarely core infrastructure, not experimental tooling. Developer ad…
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Artificial Intelligence
Gartner’s AI Agent Paradox: Why 40% Ship, 40% Get Cancelled
Sep 3, 2026
Gartner has put two numbers on the table that seem to contradict each other. By 2026, 40% of enterprise applications will feature task-specific AI agents, up from less than 5% in 2025. In the same bre…
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Cloud
Cloud Sovereignty Becomes the Top 2026 Priority as Hyperscalers Plan $700 Billion in Data Center Spending
Sep 1, 2026
Two numbers define enterprise cloud strategy in 2026, and they are pulling in opposite directions. On one side, hyperscalers are on track to spend roughly $700 billion on data center infrastructure th…
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Artificial Intelligence
DeepSeek Harness: Inside the Open-Source Agent Runtime
Aug 25, 2026
On August 13, 2026, DeepSeek open-sourced DeepSeek Harness (dsh) as a developer preview under the MIT license, the same day its DeepSeek-V4-Pro (build 0813) model went generally available across DeepS…
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Artificial Intelligence
Agent Sprawl: Why Only 13% of Enterprises Have AI Governance
Aug 20, 2026
Your engineering teams shipped fifteen AI agents last year. By 2028, that number hits 150,000, according to Gartner. Most IT leaders will not see it coming as one big decision. It arrives as a thousan…
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