EXPLAIN ANALYZE
Data infra is printing money. Is it sustainable?
45:17
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 :…