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Memory is the new bottleneck. Nick Gagnet, Coatue Sector Head, on the AI infrastructure shift and why memory demand could 5x in 5 years.

Introducing Mesa: the most powerful filesystem ever built, designed specifically for enterprise AI agents. Every team building agents eventually hits the same wall: where do the files live? Not the chat history, the actual artifacts the agent works on. > The contracts your agent redlined > The claim files it updated > The 200-page audit report it edited overnight while you were asleep Today those documents live in a sandbox that dies in 30 minutes, an S3 bucket where concurrent writes clobber each other, or a GitHub repo that was never built to absorb agent-scale traffic. So we built Mesa. The world's first POSIX-compatible filesystem with built-in version control, designed from the ground up for agents. You mount it into your sandbox like any other filesystem. Your agent reads and writes files normally. Behind the scenes every change is versioned, branchable, reviewable, and rollback-able — like a codebase, for any file type. Mesa provides – Branches so agents work in parallel without locking – Durable storage that survives sandbox death – Sparse materialization so massive document sets load instantly – Fine-grained access control per agent – Full history for human review and audit Design partners are running Mesa in production across legal, healthcare, GTM, business ops, and coding agents. Private beta is open: link in the comments

This was my favorite on Views. Found out later it was produced by Ye and it made sense

The way we do engineering today is a waste of time. Flow, an ex-rocket company turned software, wants to change that on episode 7 of S³.