I’ve been far to heads down on a few things, but nice to post again.

AI

  • Netlify CEO Matt Billman and Martin Casado from A16Z dropped a fantastic podcast on Agent Experience (AX). I have some rough notes that I will post tomorrow, but I strongly recommend listening to the entire thing. Agents are taking up an increasingly large amount of my time at the moment. We highlighted AX recently. Matt is really on point on this space.

  • The explosion in interest in Model Context Protocol has been fascinating to watch. Sean Goedecke has written a lovely simple explanation. There are so many pros and cons, and so much obvious enterprise governance missing.

General Interest - Programming Languages

  • Java is 30 years old this year, and rumours of its imminent death still abound, and continue to be incorrect. Anyway Perforce released the 2025 Java Developer Productivity Report. Java 17 and Java 21 rule the roost, the Oracle JDK is still the most commonly deployed, with OpenJDK variants making up the rest. Lots of other interesting data. There are a host of Java surveys at the moment, so expect to see a few more appearing here.

General Interest - Earnings

I follow the earnings of number of companies (yes I am one of those odd souls who will read an entire 10Q/K). Anyway we had a bunch of interesting earnings in the last few month, these are all hardware related ones that that stuck out for me. Everything has a cycle, I’m confident on a number of these companies, but look to financial analysts for stock advice.

  • NVIDIA announced record earnings for Q4FY25 of $39.3Bn, and full year revenue of $130.5Bn. Investors reacted negatively to moderately slowing growth in the Data Center unit. I remember when the DC revenue was a hell of a lost smaller.

  • Juniper ($1.4Bn, +3% YoY, FY24Q4) and Cisco ($13.99B, +9.6% YoY, FY24Q4) beat analyst expectations. Both cited growth in demand for AI networking support as a key factor. Juniper is still expected to merge with HPE.

  • AMD ($7.4Bn, +13.9% YoY, FY24Q4) exceeded earnings expectations, but demand has slowed for AMD data center products, resulting in analyst downgrades.

  • Samsung missed profit expectations by $220M ($4.7Bn) on Q4FY24 revenue of $55.2Bn. Samsung continues to struggle to deliver high bandwidth memory, which is crucial for Nvidia and other AI chip manufacturers.

  • ASML, a supplier of advanced chip manufacturing equipment, reported a record quarter for Q4FY24 with €9.3 in revenue.

General Interest - IoT

  • IoT came up in a chat today. In my past life at RedMonk we ran an IoT conference, ThingMonk. Probably before it was cool. I reminisced a bit about it today on Linkedin, but I am giving the idea of a reunion event serious thought.

Data

  • Netilfy is seeing 10,000 AI Generated sites a day (from the podcast mentioned above).