I was working the last weekends on a little new open source project. vibeD bridges the gap between AI code generation and production deployment. It exposes an MCP server that AI agents can call directly, handling the entire lifecycle from source files to running services.
Max Körbächer
@mkorbi
- 9 Followers
- 9 Following
- 37 Posts
The AI Bubble is a $ 1.4T shell game:
1️⃣ NVIDIA invests $ 100B in OpenAI
2️⃣ OpenAI buys $ 100B in NVIDIA chips
3️⃣ NVIDIA reports “record demand” → stock 🚀 → repeat
This is revenue roundtripping, same trick that sank Global Crossing in 2000.
🔥 OpenAI’s 2025 rev: 13Bvs. 1.15T in infra bets
🔥 95% of enterprises see zero ROI from GenAI (MIT)
If AI fails? Ghost data centers, imploding bets, and a NVIDIA demand mirage.
AI is real. The bubble? Bigger than dot-com.
More in here:
https://open.substack.com/pub/mkoerbi/p/creating-a-trillion-dollar-house
1️⃣ NVIDIA invests $ 100B in OpenAI
2️⃣ OpenAI buys $ 100B in NVIDIA chips
3️⃣ NVIDIA reports “record demand” → stock 🚀 → repeat
This is revenue roundtripping, same trick that sank Global Crossing in 2000.
🔥 OpenAI’s 2025 rev: 13Bvs. 1.15T in infra bets
🔥 95% of enterprises see zero ROI from GenAI (MIT)
If AI fails? Ghost data centers, imploding bets, and a NVIDIA demand mirage.
AI is real. The bubble? Bigger than dot-com.
More in here:
https://open.substack.com/pub/mkoerbi/p/creating-a-trillion-dollar-house
Bye Bye Big Tech: How I Migrated to an almost All-EU Stack (and saved 500€ per year) https://open.substack.com/pub/mkoerbi/p/bye-bye-big-tech-how-i-migrated-to?utm_campaign=post-expanded-share&utm_medium=web
Bye Bye Big Tech: How I Migrated to an almost All-EU Stack (and saved 500€ per year)
“Bye bye bye.” It took some time, and a serious amount of research, but I have finally crossed the finish line. I have officially migrated my digital life to pure, EU-hosted solutions, and saved 500€ yearly.
Platform Engineering is 40% Technology, 40% People, Mindset, and Process, and 20% your company's individual demands.
I like to say, to become a platform engineer, you have to master different roles. Cloud Engineer, DevOps, Requirements Engineer, maybe even SRE, Security Specialist or Ops.
My recommendation:
• start with a cloud provider and IaC
• go down on containers and Kubernetes
• learn CI/CD and GitOps
• master security
• manage observability
Dotan Horovits #CNCFAmbassador📢 November episode of OpenObservability Talks🎙️ is out! 📢
I hosted fellow #CNCF Ambassadors @vfarcic @mkorbi to unpack #KubeCon and discuss the highlights, themes and hidden gems.
Check it out on YouTube and all the podcast apps:
🎧 https://creators.spotify.com/pod/show/openobservability/episodes/CNCF-Ambassadors-Share-the-Best-of-KubeCon-2024---OpenObservability-Talks-S5E06-e2rffal
📺 https://www.youtube.com/watch?v=1TrPev5IzB8&list=PLd57eY2edRXz4djMETYTm-2p8WGTdoX3D&index=11
Or read the recap post:
👉https://medium.com/@horovits/the-ultimate-kubecon-2024-recap-the-cncf-ambassadors-edition-1362959030c1
CNCF Ambassadors Share the Best of KubeCon 2024 - OpenObservability Talks S5E06 by OpenObservability Talks
Catch up on everything you missed at KubeCon North America 2024! Join us for a special recap that brings you closer to the action. This is a special episode in collaboration with the Cloud Native Computing Foundation (CNCF), the foundation behind KubeCon+CloudNativeCon and the cloud-native projects. Dotan Horovits, our host and a CNCF Ambassador, will be joined by an all-star panel of cloud-native experts—CNCF Ambassadors Viktor Farcic and Max Körbächer—each bringing their unique insights and takeaways from the conference. Together, they unpack the major project announcements and key themes from this year’s event: the standout talks, co-located events, maintainer meetings and those memorable hallway conversations. Get insights from the experts who know the cloud-native space inside out. Viktor Farcic is a lead rapscallion at Upbound and a published author. He is a host of the YouTube channel DevOps Toolkit and a co-host of DevOps Paradox. Max is Co-Founder at Liquid Reply. He is Co-Chair of the CNCF Environmental Sustainability Technical Advisory Group and served 3 years at the Kubernetes release team. He runs the Munich Kubernetes Meetup as well as the Munich and Ukraine Kubernetes Community Days. Dotan Horovits is a DevOps specialist with special focus on observability solutions and related open source projects such as OpenTelemetry, Jaeger, Prometheus and OpenSearch. He runs the OpenObservability Talks podcast, now in its 5th year. Don't miss this expert-led KubeCon recap, in collaboration with the Cloud Native Computing Foundation’s official channel! The episode was live-streamed on 19 November 2024 in collaboration with the Cloud Native Computing Foundation, and the video is available at https://www.youtube.com/watch?v=1TrPev5IzB8 You can read the recap post: https://medium.com/@horovits/1362959030c1 OpenObservability Talks episodes are released monthly, on the last Thursday of each month and are available for listening on your favorite podcast app and on YouTube. We live-stream the episodes on Twitch and YouTube Live - tune in to see us live, and chime in with your comments and questions on the live chat. https://www.youtube.com/@openobservabilitytalks https://www.twitch.tv/openobservability Show Notes: 00:00 - episode and speaker intro 02:45 - KubeCon Salt Lake City stats and trends 05:26 - The cloud-native stack is maturing up 08:12 - KubeCon’s role in the cloud-native space 11:23 - Platform Engineering trend 14:07 - Open specifications and Kubernetes API 18:44 - Flatcar joins the CNCF with container focused OS 24:54 - wasmCloud moves to CNCF incubation and WASMCon highlights 31:49 - CNCF Ambassador program and recent Community Awards 35:24 - KubeCon event plan and expansion, and local KCDs 43:34 - Environmental Sustainability TAG 47:46 - Dapr and cert-manager reached CNCF graduation 51:11 - Cloud Native Reference Architectures 54:39 - observability updates for Jaeger, Prometheus and more 58:53 - episode outro Resources: CNCF community awards: https://www.cncf.io/announcements/2024/11/14/cloud-native-computing-foundation-announces-the-2024-community-awards-winners/ Dapr graduation: https://www.cncf.io/announcements/2024/11/12/cloud-native-computing-foundation-announces-dapr-graduation/ wasmCloud moves to incubation: https://www.cncf.io/blog/2024/11/12/cncf-welcomes-wasmcloud-to-the-cncf-incubator/ More on wasmCloud: https://medium.com/p/02a5025c6115 OpenTelemetry expands into CI/CD observability https://www.linkedin.com/feed/update/urn:li:share:7259200802689273856 Jaeger v2 unveiled https://medium.com/p/be612dbee774 Prometheus 3.0 unveiled https://medium.com/p/1c5edca32c87 Flatcar joins the CNCF https://www.linkedin.com/feed/update/urn:li:share:7257278073824288768/ OpenCost matured into incubation https://www.linkedin.com/feed/update/urn:li:share:7257826394179522562 New Cloud Native Reference Architecture hub: https://architecture.cncf.io/ CNCF upcoming events: https://www.cncf.io/events/ Kubernetes Community Days events around the world https://www.cncf.io/kcds/ Socials: Twitter: https://twitter.com/OpenObserv YouTube: https://www.youtube.com/@openobservabilitytalks Dotan Horovits ============ Twitter: @horovits LinkedIn: www.linkedin.com/in/horovits Mastodon: @horovits@fosstodon BlueSky: @horovits.bsky.social Viktor Farcic =========== Twitter: https://twitter.com/vfarcic LinkedIn: https://www.linkedin.com/in/viktorfarcic BlueSky: https://bsky.app/profile/vfarcic.bsky.social Max Körbächer ============= Twitter: https://twitter.com/mkoerbi LinkedIn: https://www.linkedin.com/in/maxkoerbaecher BlueSky: https://bsky.app/profile/mkoerbi.bsky.social Mastodon: https://fosstodon.org/@[email protected]
From all the end users and market research, the message was clear: Platform Engineering and IDPs are the solid foundation for GenAI.
Over 50% of corporations are using K8s for their GenAI platforms, while end users like Reddit, Bloomberg, or the Boston Children's Hospital only become better after using cloud-native platforms and releasing their cloud complexity.
Read more in my summary on our @Liquid Reply blog:
https://buff.ly/4fF1fza
You haven't missed anything on KubeCon, sorry
Or have you?
My most exciting discoveries on #KubeCon + #CloudNativeCon Salt Lake City:
• Kueue is just beyond mighty
• Security is so monotonous - we are heading to Quantum-safe apps on K8s
• Platform Engineering is the ground #GenAI is built on
I guess in future KubeCons, we will see an increasing amount of data management (large-scaled DBs and Vector DBs) as well as Gen/AI Platforms with #Kubernetes
What could be better than Kubeflix and chill?
Join my fellow #CNCF Ambassadors and #CloudNative experts Viktor Farcic, Abby Bangser and me - Max Körbächer, at this special Live Stream event hosted by Dotan Horovits 🇮🇱🎗.
This is a special Cloud Native Computing Foundation live stream recap of last week's #KubeCon + #CloudNativeCon NA 2024 🤩 to give you prime perspectives, our highlights and observations.
RSVP now on the CNCF event page and join us today, November 19 - 20:00 CET:
I'm honored to host the #CNCF 's special live stream recap of last week's #KubeCon + #CloudNativeCon NA 2024 🤩
I'll host my fellow CNCF Ambassadors and #CloudNative experts Viktor Farcic @mkorbi and @abangser.
Bring your questions and insights to the live chat, or better yet comment on this post👇 with your questions ahead of time, so we can take in as much as we can into our fireside chat 🎙️
RSVP now on the CNCF event page and join us Tuesday, 10am PT / 20:00 CET:
👉 https://community.cncf.io/j/74nwbaq35kwph/