Reading The Analyst Tea Leaves

This week we have an exciting conversation about harnesses, neoclouds, open weights models, and the current AI infrastructure landscape. We discuss bare metal automation, agent-friendly APIs, CPU comp...

14 Aug 57min

In this episode, we discuss Red Hat’s enterprise AI work, including OpenShift AI, safety guardrails, and router-based model selection. We also talk about smaller AI systems, long-term memory, and the ...

14 Aug 52min

We discuss the acquisition of Mirantis by the neocloud company IREN, and use it to examine the current market for infrastructure and AI deployment. We look at Mirantis’ consulting business, Kubernetes...

7 Aug 1h 4min

In this episode we discuss whether AI and LLMs are changing the role of open source, including the pressure on maintainer review queues and the growing appeal of private forks and internal maintenance...

31 Jul 37min

In this episode we work through a Vibe Coding Operations session using Claude AI inside Digital Rebar as an analysis tool. We describe a three-phase flow of plan, execute, and analyze for inspecting a...

24 Jul 38min

This episode we discuss a failure in vibe coding with Claude and Digital Rebar. We try to build a CloudMD-driven setup for running Claude in a container and analyzing inputs, and we run into some prob...

17 Jul 34min

In this episode, we continue our exploration of vibe coding, this time we build a prompt for installing Digital Rebar. We test and refine the prompt across multiple runs, focusing on readiness checks,...

10 Jul 44min

This week, we continue our Vibe Coding, and use the lessons and prompt instructions we’ve learned from previous sessions to restart the project using the latest version of Vibe Code. We walk through t...

3 Jul 26min