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What is a tech bubble anyway? (News) episode artwork

Nov 24, 2025 8 min

What is a tech bubble anyway? (News)

from The Changelog: Software Development, Open Source

Cedric Chin says comparisons of our current AI *maybe-bubble* to the dot-com bubble and the 2008 GFC are limiting, Matthew Prince does a post-mortem on last week's Cloudflare outage, "hl" is a fast / powerful log viewer for humans, Enthusiast Guy's Continuum 93 is a fantasy computer emulator, and a list of things that aren't doing the thing.

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What is a tech bubble anyway? (News)

0:00 8:46

Chapters

  1. 0:00 What up, passwd nerds?
  2. 0:51 What is a tech bubble anyway?
  3. 2:03 The Cloudflare outage, unwrapped
  4. 3:22 A high-performance log viewer for humans
  5. 4:13 Sponsor: Namespace
  6. 5:13 Continuum 93
  7. 6:00 Things that aren't doing the thing
  8. 6:38 Changelog News Classified
  9. 7:34 That's the news for now
of matches

Transcript Auto-generated, may contain errors

What up nerds? I'm Jared and this is Change Log News for the week of Monday November 24th, 2025. Turns out Gen Z has a weaker top password choice than every older generation except the 80 plus crowd. Don't get cocky boomers, genaxers, and lineals, it's pretty rocky for us too. According to a new report, the most commonly leaked Gen Z password is 1-2-3-4-5.

While the most commonly leaked password for the other age group says 1-2-3-4-5-6. This proves that you can be a winner and a loser at the same time. Okay, let's get into this week's news. What is a tech bubble anyway? Cedric Chin says, "...comparisons of our current AI maybe bubble to the .com bubble and the 2008 GFC are limiting."

First, the 2008 crisis wasn't a technology bubble. Second, the .com bubble was idiosyncratic for a number of reasons. The biggest one being that going public has since become an order of magnitude more difficult. It shouldn't come as a surprise that the hottest AI companies today are all private companies. Unavailable to the retail investor, that's different enough from 1999 that it should, I think, give you pause."

End quote. Cedric also believes that calling this a bubble or not doesn't really matter. What really matters is, what should I do? And that, of course, depends on who you are and what you are trying to accomplish. But leaving the subjective aside, I'm linking up Cedric's post because he provides five bullet points that lay out a pattern that we can use to see what might come next.

Unfortunately, each bullet point is too long to read here and not long enough to summarize in a useful way. So I'm not going to save you a click on this one. Find that link in the newsletter. The CloudFlare outage unwrapped. File this one under, Stories you most likely already know all about. But I'm telling you about anyways.

CloudFlare CEO Matthew Prince posted an excellently transparent post-mortem of their significant failures to deliver core network traffic last week, which brought much of the internet to its knees and took our AI agents with it. The details are fascinating. Murphy's law was in full effect that day. Quote, throwing us off and making us believe this might have been an attack was another apparent symptom we observed. CloudFlare's status page went down. These status pages hosted completely off

CloudFlare's infrastructure with no dependencies on CloudFlare. While it turned out to be a coincidence, it led some of the team diagnosing the issue to believe that an attacker might be targeting both of our systems as well as our status page. End quote. The smoking gun at the end of this murder mystery was a single line of rust code, which executes a single method, Unwrap. It just so happens that Unwrap, which assumes an operation succeeded and extracts data from its inner value, is considered by many restations to be one of the language's few foot guns.

CloudFlare engineering shot themselves with it and the internet felt the pain. A high performance log viewer for humans. HL is a fast, powerful log viewer, slash processor that converts JSON and logfumped logs into a clear human readable format before we do our own parsing and analysis. It has page built in, can handle streaming logs, lets you filter by fields, log levels or timestamps, includes a follow mode, and more. This isn't the first log viewer for humans on the block, but it does stand out from the crowd in their provided benchmark, comparing HL to alternatives on a 2.3 gigabyte log file. HL opened the 6 million

line log in about 1.1 seconds compared to HLogF, which did it in 8.7 seconds. Human log, clocking in at about 79 seconds, and FBlog, which took 34 seconds. It's now time for sponsor news. Give your GitHub actions a serious speed boost. Your current GitHub action setup is doing the job, but it's also taking way longer than it should. Every time you push code,

you're watching the spinner on 10 plus minute builds, not fun. NameSpace flips the script by giving you infrastructure designed from the ground up for fast builds. All you have to do is point your existing workloads at namespace runners instead of the default GitHub hosted runners, and instantly those 10 plus minute builds drop to minutes. Behind the scenes, namespace is handling incremental caching, parallel execution of independent jobs, and optimized Docker layer caching. The cost difference is also dramatic. NameSpace's model gives you predictable pricing and their built for teams that ship constantly.

Instead of watching spinners, their ship of features head to namespace.so. Stop watching spinners, get faster builds, and get more of your time back for real work. Once again, that's namespace.so. Continuum 93. This is kind of insane. Quote, continuum 93 is an emulator of a classic retro computer

that never existed before and is designed for retro games programming in native assembly code. End quote. Yes, I read that correctly. This is a fantasy computer emulator, which means it is emulated in computer that never was, but certainly could have been, and perhaps should have been, but again, it was not. But now it is, and my head hurts. Continuum 93 was recently open sourced,

runs on Windows Mac, Linux, all 64-bit Raspberry Pi's, and Steam Deck. It's also created by a guy whose online handle is Enthusiast Guy, which is so app-pro-po, my headache went away. Things that aren't doing the thing. The only thing that is doing the thing is doing the thing. You already know that. I already know that, but sometimes we need a reminder, don't we? Well, here's your reminder.

Quote, making a to-do list for the thing isn't doing the thing. Telling people you're going to do the thing isn't doing the thing, and fantasizing about all the adoration you receive once you do the thing isn't doing the thing, and quote, you get the point. But if you want to drill it in your head by reading even more things that aren't the thing, click through, or stop listening to Ching's Log News, and just go do the thing. Ching's Log News Classifieds. This is our new segment, create an opportunity to share your startup, passion project, opinion, big idea, upcoming event, etc. With your fellow 25,000 plus readers and 30,000 plus listeners, feedback is welcome.

Here's this week's Classifieds. Shareable Cloud Code Sessions at Aviator.co. Style Frame Type Safe Composable CSS at Style Frame.dev AI Requirement Software That Just Works Battle Proven at StoryWise.se and Excalibur, your friendly TypeScript 2D Game Engine for the web at Excalibur.js.com. All those links are in your newsletter, including an additional link that you can use to book your own Classified ad. That's the news for now, but go and subscribe to the Change Log newsletter for the full scoop of links worth clicking on, such as building a simple search engine that works. 300 plus MPM packages and 27,000 plus repos have been infected via a fake,

bun, runtime. And Android can now air drop to iPhones. Get in on the newsletter at changelog.news. Last week on the pod, Spencer Chang from the Alive Internet Theory and Internet Sculptures joined me for an interview. And practically I was on Ching's log in friends explaining to us what is and what is not a swarm.

Find those in your feed and stay tuned because we have some great episodes coming up this week. On Wednesday, we are joined by Bill Butler, a real-life Wikipedia expert to figuratively gaze upon the 8th wonder of the world. And on Friday, our old friend, Losh Vickman joins us from the West Coast of Sweden. Have yourself a great week, like, subscribe and leave us a 5-star review. If you take the show and I'll talk to you again real soon.

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This episode is 8 minutes long.

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This episode was published on November 24, 2025.

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