PeterCorless
https://nationalinterest.org/blog/techland/drone-and-data-ce...
How would you know you've achieved "streamhouse?" What objective requirements does it need to meet?
Disclosure: I work at Redpanda, which was part of the launch, and I will be hosting a webinar soon with some of the companies part of the technical working group. I'll try to raise some of the points made in this blog as part of the discussion if I have the chance.
Scalable Intra-Process Data Redistribution W Ring-Buffer Shuffle (Redpanda Oxla)
The Importance of Out-of-Band Metadata for Safe Autonomous Agents [Redpanda]
[Disclosure: I used to work at StarTree. Still a fan!]
A Peer-Vetted AI Stack for Builders
The agents themselves are not likely going to be doing the high cardinality queries or they will keel over. They have limited memory buffers. They will take many seconds to return results. They are likely going to be limited in terms of QPS.
From the blog: > Apache Iceberg, with data stored as Parquet on S3, and most of the system implemented in Go
You have just ensured that queries will have a p99 >1 second. This is kind of antithetical to having an agent be fast.
You couldn't run any sort of real-time service, where hundreds of thousands to millions of events were occurring per second, and you needed to adjust to that in milliseconds.
The terms "p99" and "QPS" do not occur anywhere in the article. Which leaves the question of scalability to a user's imagination.
I applaud the direction. I am looking for objective evidence.
It's somewhat different from how x86 chips do simultaneous multithreading (SMT),
https://www.redpanda.com/blog/nvidia-vera-cpu-performance-be...
Redpanda pushes the envelope on Nvidia Vera
Redpanda Agentic Data Plane (ADP) now in limited availability
The convergence of AI and data streaming – Part 1: The coming brick walls
kevstev wrote just above about Kafka being written to run on spinning disks (HDDs), while Redpanda was written to take advantage of the latest hardware (local NVMe SSDs). He has some great insights.
As well, Apache Kafka was written in Java, back in an era when you were weren't quite sure what operating system you might be running on. For example, when Azure first launched they had a Windows NT-based system called Windows Azure. Most everyone else had already decided to roll Linux. Microsoft refused to budge on Linux until 2014, and didn't release its own Azure Linux until 2020.
Once everyone decided to roll Linux, the "write once run everywhere" promise of Java was obviated. But because you were still locked into a Java Virtual Machine (JVM) your application couldn't optimize itself to the underlying hardware and operating system you were running on.
Redpanda, for example, is written in C++ on top of the Seastar framework (seastar.io). The same framework at the heart of ScyllaDB. This engine is a thread-per-core shared-nothing architecture that allows Redpanda to optimize performance for hardware utilization in ways that a Java app can only dream of. CPU utilization, memory usage, IO throughput. It's all just better performance on Redpanda.
It means that you're actually getting better utility out of the servers you deploy. Less wasted / fallow CPU cycles — so better price-performance. Faster writes. Lower p99 latencies. It's just... better.
Now, I am biased. I work at Redpanda now. But I've been a big fan of Kafka since 2015. I am still bullish on data streaming. I just think that Apache Kafka, as a Java-based platform, needs some serious rearchitecture,
Even Confluent doesn't use vanilla Kafka. They rewrote their own engine, Kora. They claim it is 10x faster. Or 30x faster. Depending on what you're measuring.
1. https://www.confluent.io/confluent-cloud/kora/
2. https://www.confluent.io/blog/10x-apache-kafka-elasticity/
1. https://www.cio.com/article/4084855/ibm-to-cut-thousands-of-...
2. https://www.newsobserver.com/news/business/article312796900....
And here is a picture of Ben Lorica 罗瑞卡 interviewing Jay Kreps and other industry leaders at The Hive back on the evening of 25 February 2015. I believe they were talking about strategies for implementing Lambda Architecture.
All of which is to say: I have been a big fan of both companies for a long, long time. While today I am at employed at Redpanda Data, a direct competitor of Confluent, I hope to set aside any "team"-based bias to provide a sober and honest appraisal.
First, IBM has been shrinking. They were at 345,000 employees as of their 2020 Annual Report. But the COVID-19 pandemic was only one of many setbacks the company faced when Arvind Krishna took the helm as CEO. By December 2024 the employee base shrank to 270,000 — a drop of nearly 22%.
IBM revenue in 2020: $73.6B.
IBM revenue in 2024: $62.75B — a less-precipitous drop of 15%.
Revenue per employee over that period rose from $213k to $232k.
Confluent on its own? $400k.
And to compare: Amazon earns $580k per employee. Microsoft generates over $1M per. Nvidia? $4M-$5M.
And now, in November, they announced thousands of more layoffs. No one seems safe, regardless of job title. Those cut include positions in "artificial intelligence, marketing, software engineering and cloud technology."
Next, IBM has had a mixed record as a steward of acquisitions. Red Hat has doubled in revenues since their 2019 acquisition. For a while its headcount continued to grow, as much as 19,000 by 2023. But then it was forced into layoffs by parent IBM in April of that year, and then each year since, even while it remains one of the highest margin businesses in their portfolio.
SoftLayer — "IBM Cloud Classic" — also suffered significant layoffs in early 2025, with offshoring sending jobs to India.
DataStax had layoffs in 2023-2024, even before its acquisition was announced. Maybe they were "trimming the fat" to get into a shape to be acquired.
As a person with a long career in marketing, I know that many of the first roles to be jettisoned at a newly-acquired company tend to be in go-to-market organizations. Sales, Marketing, Developer Relations, Documentation, Training, Community, Customer Service. These tend to be seen as "nice to haves" by upper management. But their loss guts organizations and hollows out user-facing teams and open source communities.
My hope is that Confluent is spared as much of the pain and turmoil as possible. That, like Red Hat, it is run autonomously as much as possible.
[Crossposted from LinkedIn here, where you can see the photo mentioned: https://www.linkedin.com/feed/update/urn:li:activity:7404052...]
> 2. Delayed Sync Mode (Default)
> In the default mode, writes are batched and marked with needSync = true for later synchronization filestore.go:7093-7097 . The actual sync happens during the next syncBlocks() execution.
However, if you read DeepWiki's conclusion, it is far more optimistic than what Aphyr uncovered in real-world testing.
> Durability Guarantees
> Even with delayed fsyncs, NATS provides protection against data loss through:
> 1. Write-Ahead Logging: Messages are written to log files before being acknowledged
> 2. Periodic Sync: The sync timer ensures data is eventually flushed to disk
> 3. State Snapshots: Full state is periodically written to index.db files filestore.go:9834-9850
> 4. Error Handling: If sync operations fail, NATS attempts to rebuild state from existing data filestore.go:7066-7072"
https://deepwiki.com/search/will-nats-lose-uncommitted-wri_b...
• French (including Old French: 11.66%; Anglo-French: 1.88%; and French: 14.77%): 28.30%;
• Latin (including modern scientific and technical Latin): 28.24%;
• Germanic languages (including Old English, Proto-Germanic and others: 20.13%;
• Old Norse: 1.83%; Middle English: 1.53%; Dutch: 1.07%; excluding Germanic words borrowed from a Romance language): 25%;[a]
• Greek: 5.32%;
• no etymology given: 4.04%;
• derived from proper names: 3.28%; and
• all other languages: less than 1%
https://en.wikipedia.org/wiki/Foreign-language_influences_in...
Also, one could argue French itself is an agglomeration of Vulgar Latin (87%) as well as its own Frankish Germanic roots (10%), and a few of Gaulish and Breton Celtic origin.
https://en.wikipedia.org/wiki/List_of_French_words_of_German...
KubeCon attendees: check your flights
This is just a note for folks to check your flight information as you prepare to fly to Atlanta next week. Check your flight into Atlanta, and also check any connecting flights to see if they are affected. 40 American airports are going to cut up to 10% of flights.Source: The FAA is set to start cutting flights to contend with delays and staffing shortages:...
KubeCon is going be affected. I can imagine what will happen when speakers, vendors and attendees miss their flights.