Michael Grinich has an unusual vantage point, his company powers enterprise infrastructure for hundreds of companies, so he sees how the AI transition is actually playing out across the industry, not just in the headlines.What he’s noticing: the whole ecosystem is accelerating, not just the AI companies. And most people are misreading what kind of moment this is. Kent and Michael talk about building when the marginal cost of software approaches zero, what the Red Queen theory tells us about AI competition, how engineering leadership is quietly changing, and what drew Michael to the itchy-brained compulsion to make things in the first place.

This season of Still Burning is sponsored by WorkOS and Augment Code.