discodave

The problem for them is that the leading provider of training and inference is actually AWS...

> Here have some of my monopoly money I can print and come join us at Nvidia!

As an example, S3 team was able to migrate from eventually-consistent, to consistent without making any API changes, a complete re-architecture on the backend with 0 API changes.

They're acronyms and they are financial engineering.

Maybe this time it will be different?

Google and MS may be close behind.

Not sure about Meta but they are also renting from Amazon so...

Anthropic mostly rents from Amazon, Goog & MS.

But your point stands, ain't no way xAI competing in that game.

Both the US and China have newer more advanced capabilities than a 50 year old system...

> [SOSUS] was the primary cuing system that antisubmarine forces used to localize and potentially destroy targets for over forty years, but secrecy largely kept that fact from the fleet. The lack of strong fleet support was a factor when budget cuts after the Cold War fell heavily on the surveillance program.

Driving cars down every street in every advanced country to take photos seems ridiculous, but Google did it (StreetView) and the US DoD has more money than Google...

India and Pakistan have nukes and have fought each other recently so your assertion that "has_nukes() == no_game_start()" is *false*. Nukes, however probably will deter India from doing the full-Putin into Pakistan.

But anyway, from your YCombinator blurb:

    "When you’re done editing data, it automatically flows back to S3 within a few minutes"

Most real workloads I've seen (at 3 startups, and several teams at Amazon) have utilization under 10%.

* AWS segment sales increased 19% year-over-year to $27.5 billion.

That means AWS brought in $4.3 BILLION more dollars in Q3 2024 vs 2023.

That's a huge amount of incremental revenue growth. If the net movement of workloads were out of the cloud, then it would have to show up in the results of Intel / TSMC / Equinix et. al.

I just took a look, and Equinix quarterly revenue is $2.1B.

I have no idea what the OPs company does, but I do agree with the title.

But I think a16z has spent a lot more time and money on their marketing efforts, especially as it relates to crypto. I for one am sick of hearing news stories, only to find that they're thinly veiled a16z marketing pitches for crypto scams.

https://aws.amazon.com/ec2/instance-types/i4i/

For me several years passed between thinking 'I would like to lose my virginity' and said event happening. Should anybody feel sorry for me? No. But I can empathize with some of the feelings that lead people down that path.

In 2019, before I left the EC2 Networking / VPC team, we were using M3 instances for our internal services... those machines were probably installed in 2013 or 2014, making them over 5 years old.

With the slowdown in Moore's law and chip speeds, I'd wager that team is still using those M3s now.

Eventually the machines actually start failing, so they need to be retired, but a large portion of machines likely make it to 10 years.

> Do banks require SEC registration to offer interest-bearing Non-Security Deposit products?

No, because they are registered and regulated as banks.

And that is why banks are regulated, must register, follow certain rules etc.

> Kraken has been operating under the money transmitter licensing scheme for a decade

Yeah, but that doesn't give them a license to operate a securities exchange, or a bank. How many other money transmitters (that are not registered securities exchanges or banks) have 'tokens for sale' like Kraken?

There were also other reasons given, like the amount of internal software that used e.g. IPv4 addresses. Also, AWS likes to have 'lots of small things' instead of one big thing (regions, AZs, cells, two pizza teams, no (official) monorepo) so regionalization was part of that.

Another big reason for regionalization, other than IPv4 exhaustion was that AWS promises customers that AWS regions are completely seperate, but with one big giant network, it turns out there were all sorts of services making calls between regions that nobody had realized. I have a couple of funny examples, but that might make me too identifiable :)