The Toronto connectivity company's monthly active users have doubled to 2.5 million alongside those accounts, and the enthusiasm coming from Silicon Valley builders has no public revenue, valuation or funding figure to test it against.
Reality
- Evidence42
- Adoption68
- Hype gap+24
- Incentives58
- Confidence45
A Latent Space roundup says Databricks' spend rose about 60 percent when its AI engineers moved to GPT-6 Astra, a model many benchmarks rank cheaper per task. The rollout covers roughly 3,500 engineers.
Reality
- Evidence32
- Adoption55
- Hype gap+15
- Incentives60
- Confidence38
Astra is rated cheaper per task on many benchmarks. After putting it in front of roughly 3,500 engineers, Databricks reports about 60 percent more coding spend.
Reality
- Evidence38
- Adoption62
- Hype gap+30
- Incentives60
- Confidence45
Block has published the first hard distribution of AI adoption inside a large engineering org: one agent for most, three to five for the next cohort, and a small team building the orchestrator.
Publishers:engineering.block.xyz
Reality
- Evidence44
- Adoption71
- Hype gap+24
- Incentives73
- Confidence52
Teams now maintain agent context files line by line because tokens are metered. The same teams left the human wiki to rot for a decade.
Reality
- Evidence38
- Adoption62
- Hype gap+22
- Incentives58
- Confidence44