Data infra is printing money. Is it sustainable?

Infrastructure keeps winning the funding while SaaS bleeds — but is it sustainable when AI agents spin up databases that die in days? Mehdi and Jacob Matson dig into Supabase's Series F, local AI on personal chips, DuckDB turning up everywhere (MariaDB, MondayDB HTAP), Anthropic's "data is not software" claim, and a wave of people building software just for themselves.

Show notes & links : https://motherduck.com/explain-analyze

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00:00 — Intro: who's on today
00:48 — Supabase's Series F: SaaS vs infrastructure
05:14 — Local AI: NVIDIA's chips for personal computers
09:28 — MondayDB 3: HTAP for a trillion-table system
14:10 — A DuckDB storage engine for MariaDB
18:14 — Anthropic: "data is not software"
24:12 — Delba on feedback loops and less agent babysitting
29:20 — Tristan Handy: I built a (very small) agent swarm
32:54 — Home-cooked apps: software just for you
38:01 — DoomBench: can your database run Doom?
40:41 — A C documentary: languages in the AI era
44:28 — Wrap-up