The New Stack Podcast

JetBrains is positioning itself as the last major independent AI coding-tool vendor in a market increasingly tied to hyperscalers and foundation model labs. Speaking at Google Cloud Next, JetBrains VP of business developmentMikhail Vink argued that competitors such as Microsoft Copilot, Anysphere Cursor, and Windsurfare all tied to either AI labs or cloud providers. By contrast, JetBrains says its independence allows customers to switch freely between models fromOpenAI,Anthropic, andGoogle Cloudwithout being locked into one ecosystem.

That flexibility underpins JetBrains’ broader AI strategy. Rather than building its own foundation model, the company is focusing on orchestration and governance through JetBrains Central, announced in March as a management layer for AI agents, usage controls, analytics, and consumption-based billing. Vink said the company’s profitability, 16 million users, and 300,000 commercial customers from its long-running IDE business have allowed it to remain venture-free and model-neutral. JetBrains argues that as developers increasingly swap between AI models, neutrality may become more valuable than owning the models themselves.

Learn more from The New Stack around the latest in AI coding-tools: 

JetBrains ‘Agentic’ AI Agent Helps Automate Coding Tasks

JetBrains: AI agents are about to repeat the cloud ROI crisis 

JetBrains names the debt AI agents leave behind

Join our community of newsletter subscribers to stay on top of the news and at the top of your game.

What began as an internal developer tool atBlockhas evolved into a broader open-source initiative with industry backing. Goose, Block’s AI coding agent, followed a path similar to Amazon’s transformation of internal infrastructure intoAmazon Web Services. After deploying Goose companywide, Block open-sourced the tool under a permissive license, leading to rapid adoption across the developer community.

But according to Manik Surtani, Office of the CTO, Block and Co Founder of Agentic AI Foundation, early momentum exposed governance challenges. Although Goose was technically open source, Block retained trademark ownership, creating concerns for enterprises seeking truly independent governance. To address this, the team partnered with the creators ofAnthropicand the Model Context Protocol community to establish theAgentic AI Foundationunder the umbrella of theLinux Foundation.

Goose, MCP, and Agents.MD became the foundation’s initial projects, chosen largely to accelerate the launch of the new organization and create a collaborative ecosystem around agentic AI development.

Learn more from The New Stack around the latest in open-source AI: 

Anthropic extends MCP with a UI framework

Why the Linux Foundation adopted MCP, with Jim Zemlin and Mazin Gilbert

Join our community of newsletter subscribers to stay on top of the news and at the top of your game.

At Google Cloud Next 2026, Fivetran Chief Product Officer Anjan Kundavaram argued that enterprise data systems are unprepared for the scale of AI-driven analytics. Unlike humans, AI agents can generate exponentially more queries, often routing them through the same expensive compute infrastructure. Kundavaram compared it to “using a Lamborghini to mow the lawn.” To address this, Fivetran introduced its “Open Data Infrastructure” vision and a benchmark designed to expose hidden AI workload costs in closed ecosystems.

Kundavaram said agents can optimize for cost instead of speed, choosing cheaper compute engines when appropriate — but only in open architectures with multiple options. Closed systems force every query through high-cost paths. He also warned that fragmented data and weak context create a “triple whammy” of poor AI responses, soaring analytics bills, and wasted compute. While many organizations respond by tightening controls, Kundavaram argued the better path is investing in open infrastructure, interoperability, and strong semantic data practices before AI costs spiral further.

 

Learn more from The New Stack around the latest in enterprise data systems: 

Enterprise AI Success Demands Real-Time Data Platforms

AI Agents Are Morphing Into the 'Enterprise Operating System'

Join our community of newsletter subscribers to stay on top of the news and at the top of your game.

At Google Cloud Next 2026, Finout co-founder and CEO Roi Ravhon and Google Cloud FinOps lead Pathik Sharma discussed how FinOps is rapidly evolving for the AI era. Ravhon argued that while cloud FinOps had a decade to mature, AI economics are forcing the industry to adapt within a year. Unlike traditional cloud workloads, AI costs are unpredictable because token usage varies even for identical prompts, while advanced reasoning models consume significantly more tokens despite falling prices.

Both emphasized that effective AI FinOps requires intelligent orchestration, routing workloads to the cheapest capable models instead of defaulting to expensive frontier models. Sharma noted that AI costs extend beyond APIs to GPUs, storage, training, and organizational adoption. They also cautioned against relying solely on LLMs for operational automation. Deterministic systems, observability metrics, and human approvals remain essential guardrails. Ultimately, both stressed that FinOps is primarily an organizational and cultural discipline, recommending newcomers start with the FinOps Foundation before investing in tools.

Learn more from The New Stack around the latest in FinOps: 

Why FinOps Isn’t About Saving Money 

FinOps Foundation’s FOCUS 1.2 Expands to SaaS, PaaS 

Join our community of newsletter subscribers to stay on top of the news and at the top of your game.

Managing Kubernetes at fleet scale introduces significant complexity, especially as organizations expand from a few clusters to hundreds or thousands across cloud, on-premises, and edge environments. While GitOps remains the dominant model for declarative management, its traditional one-to-one repository-to-cluster approach struggles to handle multi-cluster realities such as global traffic routing, shared secrets, and unified observability. AsStephane Erbrech, Principal Software Engineer at Microsoftexplains, the challenge shifts from deployment to governance—maintaining consistency, security, and compliance across a vast distributed system without manual intervention.

This need is amplified by the rise of AI workloads at the edge, where inference is increasingly decentralized. To address these challenges,Microsoft Azure Kubernetes Fleet Managerenables coordinated, staged rollouts across clusters, allowing teams to validate updates in lower-risk environments before production. Supporting this,Cilium Cluster Meshprovides seamless cross-cluster connectivity, enabling workload mobility and efficient resource use, especially for scarce GPU capacity. Together, these tools help modern platform teams manage lifecycle, networking, and orchestration at scale. 

Learn more from The New Stack around managing Kubernetes at fleet scale: 

KubeFleet: The Future of Multicluster Kubernetes App Management

Why Microsoft is betting on temporary identities to stop autonomous agents from going rogue

Join our community of newsletter subscribers to stay on top of the news and at the top of your game.