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IBM agrees to buy Confluent for $11B - Dec 8, 2025 Co-founder Jay Kreps named to Anthropic Board (2024) Apache Kafka turns 15 - and powers most of the Fortune 100 UCSC alum builds the open-source backbone of real-time data 'I Heart Logs' still on engineering shelves a decade later From NexTag data miner to $11B exit - in twenty years
Issue No. 047 - The Operator

Jay
Kreps

He named a distributed log after a Czech novelist, gave it away for free, and watched the Fortune 100 build their nervous systems on top of it.

Mountain View, CA Co-founder · Confluent Apache Kafka co-creator Anthropic Board
$11BIBM acquisition (Dec 2025)
3,300Confluent employees
2010Year Kafka was open-sourced
1Year of high school attended
The Lead

A literature major's revenge on the database

The Confluent office in Mountain View sits a freeway exit away from where most enterprise software gets built, which is fitting. Jay Kreps spent the last decade arguing the database should be turned inside out - that the log, not the table, is the real thing - and the world quietly came around. In December 2025, IBM agreed to buy his company for $11 billion in cash. He still types like an engineer, blogs in 12,000-word increments, and answers email at jay@confluent.io.

The story of Apache Kafka is the story of an idea that sounded boring at every dinner party for ten years and turned out to be load-bearing for the modern internet. Banks use it for fraud detection. Ride-share apps use it to know where every car is. Streaming services use it to remember what you almost watched. Generative AI shops use it to feed models the fresh data without which a chatbot is a museum piece. The plumbing is Kafka. The plumber, more often than not, is Kreps.

He did not arrive at this position through the usual founder pipeline. He left high school after a single year because he had decided traditional schooling was inefficient, then convinced his parents to let him teach himself the rest. He has admitted the freedom was probably wasted on a teenager. He filled the gaps later at UC Santa Cruz, picking up a bachelor's in 2002 and a master's in 2005, both in computer science. He also took, by his own account, a lot of literature classes - a detail that would become surprisingly load-bearing.

When Kafka was a system optimized for writing, using a writer's name made sense. I had taken a lot of literature classes in college and liked Franz Kafka.- Jay Kreps, on the naming of Apache Kafka

The LinkedIn years

Before Kafka there was NexTag, where a young Kreps spent a year as a senior data-mining engineer working on merchant profitability. The job was an apprenticeship in the dull, expensive problem of moving a lot of data from one place to another reliably. He arrived at LinkedIn in June 2007 and stayed seven years, ultimately as Principal Staff Engineer leading the relevance and data systems work. The professional network was growing fast and breaking in the way fast-growing networks do: too many systems, too many integration scripts, every team reinventing the same pipeline at a slightly different angle.

The fix Kreps and his collaborators, Neha Narkhede and Jun Rao, eventually settled on was deceptively small. Instead of point-to-point integrations between every database, search index, cache and analytics system, every event would be appended to one ordered, replicated log. Subscribers would read from it at their own pace. The log, not the table, would be the source of truth. They called the project Kafka because writers write and writers were on Jay's mind, and because, as he later admitted, the name sounded cool for an open-source project. It is still one of the all-time great pieces of software branding.

The blog post that started a company

In December 2013 Kreps published an essay on the LinkedIn engineering blog called "The Log: What every software engineer should know about real-time data's unifying abstraction." It ran roughly twelve thousand words. It read like a paper and was passed around like one. By late 2014 the essay had become a slim O'Reilly book, "I Heart Logs," and a company. Confluent was incorporated in September 2014 with Kreps, Narkhede and Rao on the founding cap table. The pitch was straightforward enough to fit on a napkin: Apache Kafka was already running inside everything that mattered. Confluent would help companies actually operate it.

For the first few years the business was the kind that engineers like and analysts find slightly confusing - support contracts, schema registries, connectors, an enterprise edition. Then came Confluent Cloud, a managed service that took the operational pain out of running a streaming platform and turned Kafka into something a Visa-toting developer could spin up in fifteen minutes. The managed product is now the bulk of the business and is the reason the company has the size it does.

The Long Arc

Twenty years, one idea

The arc, when you map it, is unusually clean. NexTag taught him how badly data movement is usually done. LinkedIn gave him a place big enough that he had to fix it. The fix, generalized, became Kafka. Kafka became Confluent. Confluent became, in late 2025, IBM's idea of where the AI era's plumbing should live.

2002

B.S. in Computer Science, UC Santa Cruz.

2005

M.S. in Computer Science, UC Santa Cruz.

2006

Senior software engineer at NexTag, working on merchant data systems.

2007

Joins LinkedIn. Becomes lead architect for data infrastructure.

2010

Co-creates Apache Kafka with Neha Narkhede and Jun Rao.

2013

Publishes "The Log," the essay that launched a thousand stream-processing teams.

2014

Co-founds Confluent. Publishes "I Heart Logs" with O'Reilly.

2021

Confluent goes public on Nasdaq (CFLT) at a $9.1B opening market cap.

2024

Joins Anthropic's Board of Directors, appointed by the Long-Term Benefit Trust.

2025

IBM announces an $11 billion all-cash deal to acquire Confluent at $31 per share.

What Makes Him Unusual

Five things that explain the rest

01

He skipped most of high school

One year, then self-taught alongside friends with his parents' blessing. He has said the freedom was probably wasted on him as a teenager, but the habit of teaching himself stuck.

02

He thinks in streams, not tables

The central argument of his work - that an ordered log is a better primitive than a table - has shaped how a generation of infrastructure engineers see their job.

03

He writes like an engineer who reads novels

His essays are long, structured, often funny. "The Log" reads like a manifesto pretending to be documentation.

04

He gave away the crown jewels

Apache Kafka is, and has always been, free and open source. Confluent's value was built around it, not on top of it.

05

He shows up at the next thing on time

Anthropic added him to its Board of Directors in May 2024, well before "agentic AI" became boilerplate. He had been talking about AI as a data problem for years.

06

He stays in the work

Co-founder to CEO to public-company CEO to acquisition target, all in the same company, same chair. Eleven years and counting.

In His Own Words

Voice

Data is at the center of what enterprises need to do to leverage AI, modernize their operations, and develop the next generation of applications.- On the IBM deal, December 2025
IBM sees the same future we do: one where enterprises run on continuous, event-driven intelligence, where data flows freely and reliably across every part of the organization.- Confluent blog, December 8, 2025
Footnotes & Fun Facts

The small print

Naming

Apache Kafka is named after Franz Kafka. The reasoning, per Kreps himself: a system optimized for writing should be named after a writer. Also, he likes Kafka.

Slug pride

Bachelor's and master's both from UC Santa Cruz. Banana Slug all the way through.

Three for three

Original author on Apache Kafka, Apache Samza, and Project Voldemort - and a contributor to Apache Azkaban. A small back catalogue of widely-used infrastructure.

Quietly literary

He has said the literature classes at UCSC were not incidental. They show up in his writing, his naming sense, and the way Confluent's marketing copy reads.

Connections

The graph around him

Neha Narkhede

Co-founder of Confluent and co-creator of Kafka at LinkedIn. Later founded Oscilar.

Jun Rao

Third Kafka co-creator and Confluent co-founder. Long-time Apache Kafka committer.

Dario & Daniela Amodei

Anthropic's CEO and President. Board colleagues since May 2024.

Yasmin Razavi

Spark Capital partner. Also serves on the Anthropic board.

Apache Software Foundation

Steward of the open-source projects he originated. The foundation he chose to give Kafka away to.

IBM

Soon-to-be parent company. The acquisition closed the loop from open-source side project to enterprise standard.

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