The MonkCast podcast

Why AI Agents Are Blowing Up Your Telemetry Bill with Nikhil Mungel

27.8.2026
0:00
38:09
15 Sekunden vorwärts
15 Sekunden vorwärts

Most conversations about AI agents stay on what agents can do. Less attention goes to what they leave behind: logs, traces, and tool-call chains at a volume nobody's pipeline was built for. Nikhil Mungel, Head of AI R&D at Cribl, talks with Kate Holterhoff about why that is becoming observability's cost and noise problem. They discuss why token prices keep falling while total spend climbs, how employee spend differs from the tokens a product burns serving customers, credit-based versus outcome-based billing, why users always reach for the priciest model, and how the Open Cybersecurity Schema Framework (OCSF) standardizes what agents emit. Underneath all of it sits the question the industry keeps dodging, which is whether to keep scaling the backend or get stricter about what gets collected at all.

This RedMonk conversation is sponsored by Cribl.

Show notes: https://redmonk.com/videos/nikhil-mungel/

Chapters
00:25 Leading AI research and development at Cribl
01:46 Token prices fell, token bills grew
03:39 The research agent that thought all night
06:54 More software, more agents, more telemetry
09:37 Employee spend versus cost of goods sold
12:05 Credits, outcomes, and other ways to bill for agents
14:46 Shadow AI and the cloud governance rerun
17:00 Writing policy: cost, access, and blast radius
17:49 Local models and regulated industries
18:40 What Cribl collects, plus Cribl Guard
21:24 Token gateways as the enforcement point
24:56 Model anxiety and automatic routing
27:29 What OCSF is and why it caught on
30:15 Observability as an information compression problem
33:48 Zero data retention versus model safety
35:45 Should agents know what they cost?
36:35 Where to find Nikhil and Cribl's research

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