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// Posts tagged: cloud-native

Thursday Thoughts: FOCUS and the True Cost of a Token

·12 min read

The Linux Foundation just launched the Tokenomics Foundation to extend FOCUS — the FinOps billing spec that normalized cloud cost data — into token-based AI spend. It's the cloud-native parallel playing out again, except this time every knowledge worker who touches an agent is about to become a cost center. Here's what FOCUS 1.4 actually standardizes, what it still can't see on self-hosted infrastructure, and why we're going to try to run it on a homelab anyway.

Thursday Thoughts: Why Anthropic Is the Next AWS, but Potentially Worse

·8 min read

Anthropic and AWS are both, underneath everything else, infrastructure providers renting out specialized compute. But the sharper parallel is behavioral — both built a thriving ecosystem, then started eating pieces of it. Claude Design blindsiding Figma and Canva looks a lot like AWS's Elasticsearch moment, except it's happening at a pace AWS never approached, and one layer higher up the stack.

Thursday Thoughts: How AI-Native Mirrors Cloud-Native

·5 min read

At a C-suite roundtable in Palo Alto last week, ten-plus executives from a mix of gaming platforms, enterprise systems providers, job sites, and other Bay Area titans landed on the same analogy without being prompted: we've seen this before. The lift-and-shift era of AI is already here. The native era — where you redesign workflows from scratch for agents, not humans — is what comes next.