The $1 Trillion Illusion of AI Productivity

The software industry’s latest fantasy- that AI will deliver a tenfold leap in developer productivity- is now colliding with reality. As the author of the piece notes, the trillion-dollar AI sector still cannot produce reliable, production-grade code. Behind the flood of “breakthrough” announcements lies an epidemic of unmaintainable software, riddled with four recurring categories of error. The classical ones- false positives and false negatives- are joined by two new cognitive pathologies born from model mechanics themselves: entangled logic that turns architectures into spaghetti, and memory collisions that make unrelated functions misfire. What was once branded “hallucination” now looks less like quirk and more like structural failure. ...

October 17, 2025 · 2 min · 301 words · bjr

Workflows are here to stay

Over the last year the workflows vs. agents debate has turned from a niche engineering question into something every product team seems to argue about. New tooling lowers the barrier to spin up an AI agent that can call tools in a loop, so leaders start asking whether they should rebuild processes around these agents, or stick with the safer structure of step-by-step workflows. The conversation heats up because both sides have real wins and real failure modes: agents feel magical when they solve fuzzy, open-ended tasks, but they can be slow, costly, and unpredictable at scale; workflows are efficient and auditable, but can feel rigid when the job needs exploration. That tension between flexibility and control is why this topic is hot and why teams keep getting stuck. ...

October 16, 2025 · 3 min · 567 words · bjr

The Promise and Reality of Text-to-SQL and Agent Meshes

Text-to-SQL technology promised a revolution: natural language seamlessly converting into precise database interactions. However, the practical implementation has revealed significant challenges, particularly with agent meshes—the multi-agent systems designed to parse, optimize, and execute queries. Key Technical Challenges Orchestration Complexity: Coordinating specialized AI agents creates potential bottlenecks and critical failure points in the query processing pipeline. Context & Memory Management: Maintaining coherent awareness across different agents becomes particularly difficult with ambiguous or evolving queries that require nuanced interpretation. Performance Limitations: Delivering real-time, accurate responses in enterprise-scale databases remains challenging, even with advanced LLMs powering the system. Troubleshooting Difficulties: Unlike traditional SQL’s deterministic nature, agent mesh systems often produce inconsistent results, making root cause analysis exceptionally difficult. Path Forward For Text-to-SQL and agent-based approaches to fulfill their potential, we need fundamental improvements in agent coordination frameworks, better model grounding in database contexts, and enhanced database adaptability to different query patterns. ...

March 8, 2025 · 1 min · 186 words · bjr

Another sputnik moment

In the article “Another Sputnik Moment,” Louis-Vincent Gave discusses China’s recent release of DeepSeek, an open-source AI large language model (LLM) developed at a fraction of the cost of its U.S. counterparts. This development challenges the prevailing belief that significant capital investment is essential for technological advancement in AI. Gave draws a parallel to the original “Sputnik moment,” suggesting that DeepSeek could signal a shift in technological leadership and prompt a reevaluation of current investment strategies in the tech sector. ...

January 31, 2025 · 2 min · 262 words · bjr

The short case for nvidia stock

Nvidia dominates the AI hardware market, but The Short Case for Nvidia Stock by Jeffrey Emanuel questions whether that lead is sustainable. While Nvidia benefits from industry-standard GPUs, proprietary software (CUDA), and advanced interconnect technology, several emerging threats could disrupt its dominance. Competitors like Cerebras and Groq are developing alternative hardware, open-source AI frameworks are reducing reliance on CUDA, and tech giants are designing their own custom chips. Meanwhile, AI efficiency improvements could lessen the demand for Nvidia’s high-end GPUs. ...

January 30, 2025 · 1 min · 99 words · bjr

Benchmark partner Chetan Puttagunta about deepseek

Chinese AI startup DeepSeek is sending tech stocks plunging as the market digests what its cheaper and more efficient model means for the AI trade. DeepSeek claims it spent only $5.6 million to train its V3 model, compared to the billions spent a year in capital expenditures by the likes of Microsoft and Alphabet.

January 27, 2025 · 1 min · 54 words · bjr