They start with AWS’s acquisition of Duck Labs and what embedding DuckDB directly into storage tiers means for the open-source ecosystem. Next, they unpack the issue of AI "phantom completeness" and how new tools like the Unlazy extension enforce behavioral discipline on agents.
The pair also analyze Brad’s newly published Data Intelligence Platforms Signal report, break down Bill Gates’ 6,000-word call for AI guardrails and job protections, and discuss the "fund AI anyway" spending habits shaping IT budgets in 2026.
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