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ISSUE 516
“AI psychosis”

"By the end of 2026, from the amount of compute that’s dedicated to AI workloads, two-thirds of it is going to be for inference, and a third of it is going to be for training. Three years ago, that was completely flipped."

— Jonathan Bryce, executive director of the CNCF, in an interview with The New Stack.

Why Broadcom gave Velero to the CNCF Sandbox — and what it means for Kubernetes data protection

In this episode of The New Stack podcast with Dilpreet Bindra, senior director, engineering, VMware by Broadcom, we look at how Broadcom is extending its support for Kubernetes and key cloud native projects. The podcast was recorded live in Amsterdam during KubeCon + CloudNativeCon Europe 2026.

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“AI psychosis”

The developer experience is shifting faster than anyone can keep up, to say nothing of the documentation. This week’s most-read story from TNS contributor Janakiram MSV explores how Cursor, Claude Code, and OpenAI Codex are forming a modular AI stack in a way that nobody planned. This collaboration between collaboration and orchestration layers hints at the future of programming being composable rather than dominated by a single tool.

As these tools evolve, human developers are feeling the strain. Another widely read story by Matthew Burns reports on Andrej Karpathy’s warnings about "AI Psychosis,” a term for the mental friction that developers face as their daily workflows transform. It is a preview of the disruption likely to hit every industry as AI shifts from a feature to a primary interface.

In the race for the enterprise desktop, Anthropic moved Claude Cowork into general availability with the granular controls IT teams require. The AI giant also launched Managed Agents to remove hurdles in deployment infrastructure. Meanwhile, OpenAI introduced a high-end tier for power users, hitting usage limits on their coding agents.

Thanks for reading, and we’ll see you next week.

— Nick Lucchesi, editor-in-chief, TNS

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