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a16z@a16z
Engineering leaders told Grepr founder and CEO Jad Naous they spend 5 to 20% of their infrastructure budget on observability, and it's buying less and less reliability. Jad, a former a16z partner, joins a16z's Martin Casado to discuss whether AI can run production systems as well as it writes code. Grepr sits in a company's log stream, can scan a petabyte of logs a day, cuts observability costs by about 90%, and is building AI agents that use those signals to troubleshoot production issues. How AI is changing engineering at Jad's 10-person company: - A data lake feature that once took one engineer about six months took Jad 10 days - The gap between okay and great engineers on his team "just multiplied 10X" - He runs 3-4 agent sessions at once, with a "tech lead" agent reviewing every PR Why running live systems is a harder problem for AI: - Jad: AI can almost tune databases, but can't yet keep servers running on its own - Martin: every bit of code doubles the ways a program can behave, which is why humans still own systems - The real world is messier than AI's training data, self-driving took 20 years and $170B 0:55 From Stanford to a16z to Grepr 7:00 Why observability spend stopped paying off 11:00 From autocomplete to AI that trains engineers 13:10 Why AI widens the engineer skill gap 14:55 Syntax vs semantics 18:00 Inside Jad's AI workflow 22:55 Six months of work in 10 days 24:50 Can AI reason about how systems really run? 30:10 Why AI SRE tools start in the wrong place 32:30 Can AI run a distributed cluster yet? 37:35 Why engineers buy extra capacity over predicting 39:15 How AI could trace failures in production 43:45 Why AI for ops is harder than for code 49:55 Can AI do a VC's job? 52:05 Why self-driving took 20 years and $170B 57:05 Customers skipped the AI pitch for the 90% savings YouTube: youtu.be/blkIGLlZePg @jadtnaous @grepr_ai @martin_casado 🔗 View on Twitter
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---
tweet_id: "2111108183607607364"
author: "a16z"
published_at: "2026-10-16T14:53:08+00:00"
source_url: "https://x.com/a16z/status/2111108183607607364"
---

Engineering leaders told Grepr founder and CEO Jad Naous they spend 5 to 20% of their infrastructure budget on observability, and it's buying less and less reliability.  
  
Jad, a former a16z partner, joins a16z's Martin Casado to discuss whether AI can run production systems as well as it writes code.  
  
Grepr sits in a company's log stream, can scan a petabyte of logs a day, cuts observability costs by about 90%, and is building AI agents that use those signals to troubleshoot production issues.  
  
How AI is changing engineering at Jad's 10-person company:  
- A data lake feature that once took one engineer about six months took Jad 10 days  
- The gap between okay and great engineers on his team "just multiplied 10X"  
- He runs 3-4 agent sessions at once, with a "tech lead" agent reviewing every PR  
  
Why running live systems is a harder problem for AI:  
- Jad: AI can almost tune databases, but can't yet keep servers running on its own  
- Martin: every bit of code doubles the ways a program can behave, which is why humans still own systems  
- The real world is messier than AI's training data, self-driving took 20 years and $170B  
  
0:55 From Stanford to a16z to Grepr  
7:00 Why observability spend stopped paying off  
11:00 From autocomplete to AI that trains engineers  
13:10 Why AI widens the engineer skill gap  
14:55 Syntax vs semantics  
18:00 Inside Jad's AI workflow  
22:55 Six months of work in 10 days  
24:50 Can AI reason about how systems really run?  
30:10 Why AI SRE tools start in the wrong place  
32:30 Can AI run a distributed cluster yet?  
37:35 Why engineers buy extra capacity over predicting  
39:15 How AI could trace failures in production  
43:45 Why AI for ops is harder than for code  
49:55 Can AI do a VC's job?  
52:05 Why self-driving took 20 years and $170B  
57:05 Customers skipped the AI pitch for the 90% savings  
  
YouTube: [youtu.be/blkIGLlZePg](https://youtu.be/blkIGLlZePg)[@jadtnaous](https://x.com/jadtnaous)[@grepr\_ai](https://x.com/grepr_ai)[@martin\_casado](https://x.com/martin_casado)

[🔗 View on Twitter](https://x.com/a16z/status/2111108183607607364/video/1)

## 视频地址

- [视频 1](https://video.twimg.com/amplify_video/2111099494561611776/vid/avc1/1280x720/JVrnzJIbF1A-_eKE.mp4?tag=29)