Tech on the Rocks

Kostas, Nitay

Join Kostas and Nitay as they speak with amazingly smart people who are building the next generation of technology, from hardware to cloud compute. Tech on the Rocks is for people who are curious about the foundations of the tech industry. Recorded primarily from our offices and homes, but one day we hope to record in a bar somewhere. Cheers!

  1. HÁ 10 H

    Navigating the Future of AI and Data Infrastructure with Bauplan

    Summary In this conversation, the founders of Bauplan, Jacopo and Ciro, share their extensive backgrounds in AI and data infrastructure, discussing the evolution of NLP and the challenges faced in the industry. They highlight the importance of data pipelines in AI effectiveness and the complexities of building data infrastructure. The discussion also covers lessons learned from previous ventures, the shifting dynamics of the AI market, and the need for collaboration between data scientists and engineers. They emphasize the significance of simplicity in data tools and the future of data management focusing on standardization and accessibility. In this episode Bauplan was founded by experienced professionals in AI and data.Data challenges remain significant despite advancements in AI.Lessons from previous ventures inform current strategies.Building data infrastructure is complex and requires careful planning.Collaboration between data scientists and engineers is essential.Data engineering will resemble more and more software engineering.Simplicity in data tools can enhance user experience.The future of data management will focus on standardization and accessibility. If you care about making AI features shippable by regular software teams—not just data specialists—this conversation maps the terrain and the trade-offs. Chapters00:00 Introduction to Bauplan and Founders' Background02:27 The Evolution of NLP and AI Challenges05:05 Shifts in Data and AI Application07:56 Lessons from Previous Ventures10:20 The Search Market Landscape13:05 Behavioral Data's Role in Search15:52 Building Data Infrastructure vs. Applications18:22 The Complexity of Data Management21:03 Bridging the Gap Between Data Science and Engineering23:39 Challenges in Infrastructure Development29:52 Navigating the Infrastructure Landscape32:19 The Pendulum of Centralization and Decentralization34:00 The Need for Standardization in Data Infrastructure36:52 Simplifying Data Workflows40:29 Radical Simplicity in Data Management45:28 Overcoming Resistance to Change48:50 The Future of Data Abstractions and Git for Data

    59min
  2. 18 DE AGO.

    Email as a Knowledge Graph: Micro CEO Brett on Rebuilding CRM at the Inbox

    Summary Brett — founder & CEO of Micro — joins Nitay and Kostas to share how he’s turning email into a knowledge graph and rebuilding CRM right inside the inbox. He traces a path from Google’s M&A and Allo product team to Clearbit and Launch House, then digs into why most “inbox zero” workflows fail, how interoperability and AI agents shift power to the interface, and what it takes to design an email experience people actually live in. What you’ll learn Why email is a system of record—and how Micro converts threads into people, companies, attachments, tasks, and “updates”The wedge: founders’ real workflows (fundraising, hiring, sales) and why CRM belongs in the inboxProduct & UX lessons: skeuomorphic first, flexible theming (consumer vs. enterprise), and copy-the-UI-before-evolving-itM&A realities from Google: talent vs. tech vs. business acquisitions, and why culture kills most dealsBurnout and agency: why founders report less burnout than big-company rolesThe next phase: cross-app “updates” (email, LinkedIn DMs, etc.), Salesforce/HubSpot read–write, and agentic automationChapters 00:00 Brett's Journey: From Consulting to Tech Innovator 02:41 The Role of Strategy in Tech Companies 05:16 Understanding M&A: Successes and Failures 07:55 The Evolution of AI in Corporate Strategy 10:26 Transitioning to Product Management 13:19 Lessons from Clearbit: Culture and Growth 15:50 The Impact of Burnout on Career Choices 18:15 Finding Fulfillment in Entrepreneurship 21:09 Navigating the B2B Landscape 23:34 The Necessity of Products in a Crisis 33:24 The Unexpected Layoff and New Beginnings 34:39 The Launch House Experience 37:16 Transforming Reality into an Accelerator 39:17 The Evolution of Founders and Content Creation 41:52 Introducing Micro: A New Email Experience 47:02 Extracting Information for Better Workflows 53:49 Integrating with Existing Ecosystems 01:01:16 The Future of Email and AI

    1h1min
  3. 28 DE JUL.

    Community, Compilers & the Rust Story with Steve Klabnik

    Summary Steve Klabnik has spent the last 15 years shaping how developers write code—from teaching Ruby on Rails to stewarding Rust’s explosive growth. In this wide-ranging conversation, Steve joins Kostas and Nitay to unpack the forces behind Rust’s rise and the blueprint for developer-first tooling. From Rails to Rust: How a web-framework luminary fell for a brand-new systems language and helped turn it into today’s go-to for memory-safe, zero-cost abstractions.Community as UX: The inside story of Cargo, humane compiler errors, and why welcoming IRC channels can matter more than benchmarks.Standards vs. Shipping: What Rust borrowed from the web’s rapid-release model—and why six-week cadences beat three-year committee cycles.Three tribes, one language: How dynamic-language devs, functional programmers, and C/C++ veterans each found a home in Rust—and what they contributed in return.Looking ahead: Steve’s watch-list of next-gen languages (Hylo, Zig, Odin) and the lessons Rust’s journey holds for anyone building tools, communities, or startups today.Whether you’re chasing segfault-free code, dreaming up a new PL, or just curious how open-source movements gain momentum, this episode is packed with insight and practical takeaways. Chapters00:00 Introduction and Personal Connection00:59 Journey from Ruby on Rails to Rust02:21 Early Programming Experiences and Interests07:20 Community Dynamics in Programming Languages13:59 The Importance of Community in Open Source14:37 How Ruby on Rails and Rust Built Their Communities21:44 Standardization vs. Unified Development Models30:55 Community Debt in Programming Languages36:24 Release Cadence vs. Feature Development37:36 Rust's Unique Selling Proposition43:30 Attracting Diverse Programming Communities52:31 The Future of Systems Programming Languages

    59min
  4. 8 DE MAI.

    Business Physics: How Brand, Pricing, and Product Design Define Success with Erik Swan

    SummaryIn this episode, Erik reflects on his long and storied tech career—from the days of punch cards to founding multiple startups, including a stint at Splunk. At 61, he offers a unique perspective on how the industry has evolved and shares candid insights into what it takes to build a successful company. He discusses the evolution from building simple tools to creating comprehensive solutions and eventually platforms, emphasizing the importance of starting with a “hammer”—a focused, simple tool—before scaling to a broader offering. Eril introduces his concept of the “physics of business,” a framework for understanding go-to-market dynamics, pricing, and the critical role of brand in differentiating a product in a crowded market. He also touches on the challenges of product-led growth, the importance of achieving a strong “K value” (viral or network effects), and the pitfalls of allowing short-term quarterly pressures to derail long-term vision. Toward the end, he hints at his current project, Bestimer, which aims to apply lessons from his past ventures and leverage modern AI to tackle a massive, data-intensive problem. Chapters 00:00 Erik's Journey Through Tech History04:06 The Philosophy of Designing for Success09:49 Understanding the Physics of Business14:29 Timing and Luck in Startups18:09 Lessons Learned from Splunk23:30 The Power of Brand in Business28:02 Leveraging AI for Brand Development32:04 The Resilience of Splunk36:45 Building a Competitive Edge37:28 From Tool to Solution40:59 The Importance of Onboarding44:32 Navigating Growth and Market Fit51:11 Innovating with AI: The Next Chapter

    1h2min
  5. 24 DE ABR.

    Incremental Materialization: Reinventing Database Views with Gilad Kleinman of Epsio

    Summary In this episode, Gilad Kleinman, co-founder of Epsio, shares his unique journey from PHP development to low-level kernel programming and how that evolution led him to build an innovative incremental views engine.  Gilad explains that Epsio tackles a common challenge in databases: making heavy, complex queries faster and more efficient through incremental materialization. He describes how traditional materialized views fall short—often requiring full refreshes—and how Epsio seamlessly integrates with existing databases by consuming replication streams (CDC) and writing back to result tables without disrupting the core transactional system.  The conversation dives into the technical trade-offs and optimizations involved, such as handling stateful versus stateless operators (like group-by and window functions), using Rust for performance, and the challenges of ensuring consistency.  Gilad also contrasts Epsio’s approach with streaming systems like Flink, emphasizing that by maintaining tight integration with the native database, Epsio can offer immediate, up-to-date query results while minimizing disruption.  Finally, he outlines his vision for the future of incremental stream processing and materialized views as a means to reduce compute costs and enhance overall system performance. Chapters 00:00 From PHP to Kernel Development: A Journey07:30 Introducing Epsio: The Incremental Views Engine10:56 The Importance of Materialized Views15:07 Understanding Incremental Materialization19:21 Optimizing Query Performance with Epsio24:53 Integrating Epsio with Existing Databases27:02 The Shift from Theory to Practice in Data Processing29:42 Seamless Integration with Existing Databases32:02 Understanding Epsio Incremental Processing Mechanism34:46 Challenges and Limitations of Incremental Views36:49 The Complexity of Implementing Operators39:56 Trade-offs in Incremental Computation41:21 User Interaction with Epsio43:01 Comparing EPSIO with Streaming Systems45:09 Architectural Guarantees of Epsio50:33 The Future of Incremental Data Processing

    52min
  6. 21 DE MAR.

    From Data Mesh to Lake House: Revolutionizing Metadata with Lakekeeper

    SummaryIn this episode, Viktor Kessler shares his journey and insights from his extensive experience in data management—from building risk management systems and data warehouses to working as a solutions architect at MongoDB and Dremio, and now co-founding a startup. Initially exploring data mesh concepts, Viktor explains how real-world challenges—such as the disconnect between technical data models and business needs, inconsistent definitions across departments, and the difficulty in managing actionable metadata—led him and his co-founder to pivot toward building a lake house solution. His startup is developing Lakekeeper, an open source REST catalog for Apache Iceberg, which aims to bridge the gap between decentralized data production and centralized metadata management. The conversation also delves into the evolution of data catalogs, the necessity for self-service analytics, and how creating consumption-ready data products can transform data functions from cost centers into profit centers. Finally, Viktor outlines ways for interested listeners to get involved with the Lakekeeper community through GitHub, upcoming meetups, and a dedicated Discord channel. Chapters 00:00 Introduction to Viktor Kessler and His Journey04:57 Transitioning from Data Mesh to Lake House09:15 Understanding Data Mesh: Pain Points and Solutions13:47 The Role of Metadata in Data Management18:16 The Evolution of Catalogs and Metadata Management28:14 Stabilizing the Consumption Pipeline31:18 Centralizing Metadata for Decentralized Organizations37:09 Bridging the Gap: Technical and Business Perspectives43:17 Rethinking Data Products and Consumption50:45 Finding Balance: Control and Flexibility in Data Management

    57min
  7. 6 DE MAR.

    Reinventing Stream Processing: From LinkedIn to Responsive with Apurva Mehta

    Summary In this episode, Apurva Mehta, co-founder and CEO of Responsive, recounts his extensive journey in stream processing—from his early work at LinkedIn and Confluent to his current venture at Responsive. He explains how stream processing evolved from simple event ingestion and graph indexing to powering complex, stateful applications such as search indexing, inventory management, and trade settlement. Apurva clarifies the often-misunderstood concept of “real time,” arguing that low latency (often in the one- to two-second range) is more accurate for many applications than the instantaneous response many assume. He delves into the challenges of state management, discussing the limitations of embedded state stores like RocksDB and traditional databases (e.g., Postgres) when faced with high update rates and complex transactional requirements. The conversation also covers the trade-offs between SQL-based streaming interfaces and more flexible APIs, and how Responsive is innovating by decoupling state from compute—leveraging remote state solutions built on object stores (like S3) with specialized systems such as SlateDB—to improve elasticity, cost efficiency, and operational simplicity in mission-critical applications. Chapters 00:00 Introduction to Apurva Mehta and Streaming Background08:50 Defining Real-Time in Streaming Contexts14:18 Challenges of Stateful Stream Processing19:50 Comparing Streaming Processing with Traditional Databases26:38 Product Perspectives on Streaming vs Analytical Systems31:10 Operational Rigor and Business Opportunities38:31 Developers' Needs: Beyond SQL45:53 Simplifying Infrastructure: The Cost of Complexity51:03 The Future of Streaming Applications Click here to view the episode transcript.

    58min

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Join Kostas and Nitay as they speak with amazingly smart people who are building the next generation of technology, from hardware to cloud compute. Tech on the Rocks is for people who are curious about the foundations of the tech industry. Recorded primarily from our offices and homes, but one day we hope to record in a bar somewhere. Cheers!

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