JCM9

8 ms·

31.
by JCM9 11mo ago
Zoning guidance generally prohibits land use near an airport that has a high density of people, precisely to limit casualties during an event like this. Industrial would be permitted while residential and commercial use is not. Scarily ther
32.
by JCM9 11mo ago
Yes, the partner resale model of AWS has been a total mess for a while.
33.
by JCM9 11mo ago
This isn’t a binary issue. I disagree with these “abandon the cloud” takes but do agree that most folks spend way way more than they should. The biggest threat to cloud vendors is that everyone wakes up tomorrow and cost optimizes the crap
34.
by JCM9 11mo ago
United is a disaster of a company. Physicians hate them. Patients hate them. I feel bad for anyone forced to deal with their BS. Their reputation is so bad I wouldn’t be surprised if they rename the company at some point in hoping people fo
35.
by JCM9 11mo ago
Fair enough. I guess I’m just like those guys at the investors conference in The Big Short and can’t believe what I’m seeing.
36.
by JCM9 11mo ago
OpenAI is generating $13B a year in revenue. Let’s be generous and say $20B. They’ve signed commitments to spend something like $1.4 trillion on compute. An asset that to date has proven to have a hyper-depreciation cycle. Someone has to co
37.
by JCM9 11mo ago
That’s absolutely insane. I get that folks are now just engaged in “keeping up with the Jones’” FOMO behavior but none of this is making any sense.
38.
by JCM9 11mo ago
And these GPUs aren’t sitting idle either. Nobody is questioning that they “need” the compute, it’s the lack of a viable business model to pay for all this long term that has folks worried. That’s the same as what happened when WeWork was b
39.
by JCM9 11mo ago
Didn’t stop OpenAI doing a mega deal with AMD. They just didn’t like the chips is the most logical answer. Particularly given AWS has been doing everything they can to pump up interest, and this huge PR release doesn’t even mention it at al
40.
by JCM9 11mo ago
This does all smell a bit like when WeWork was buying up seemingly every available office for rent. When it came time to actually pay for said offices… oops.
41.
by JCM9 11mo ago
Reading between the lines of Trainium left out of the announcement says they tried it, weren’t impressed, and wanted NVidia chips instead.
42.
by JCM9 11mo ago
At this point these announcements are more PR posturing than anything that makes financial sense for shareholders. I do worry what the other side of this looks like when the circular feedback loop driving hype up eventually reverses and dri
43.
by JCM9 11mo ago
Does OpenAI have $38 billion to buy this? Does AWS have sufficient free cash flow to pay for this “infrastructure” investment they speak of? Recent analysis shows AWS is burning through Amazon’s free cash on AI buildouts which is very conce
44.
by JCM9 11mo ago
There’s a whole generation now that wasn’t in the trenches for the .com bust or 2008 crisis that’s blissfully unaware of what’s about to transpire when everything that’s been going on unravels.
45.
by JCM9 11mo ago
You just described round tripping. The problem is that no 3rd party seems willing to just invest cash because they believe these companies are currently a good investment. That’s what’s raising alarm bells.
46.
by JCM9 11mo ago
The OpenAI / AMD deal was even crazier. This stuff is all good, until it’s not. Then everything implodes as not only does the “revenue” go away, but then companies take big write downs from the value of the investments they previously
47.
by JCM9 11mo ago
These deals all look like classic “round tripping.” Is there any evidence that this activity is generating actual net new $ that didn’t exist previously? Amazon’s recent earnings was full of apparent round tripping. 1. Amazon “invests” in A
48.
by JCM9 11mo ago
AWS is lagging in AI, but not by choice. Their leadership is in an all out panic at the moment trying to catch up. A lot of folks agree though that the smarter play would have been just just sit more on the sidelines intentionally and wait
49.
by JCM9 11mo ago
Impressive results. Microsoft also reported strong cloud growth yesterday. Amazon reports today. AWS has been slipping and at current growth rates would slip to the number 2 cloud provider in a few years time… let’s see if that trend holds
50.
by JCM9 11mo ago
Not really. The issue was the time it took to correctly diagnose the issue and then the cascading failures that resulted triggering more lengthy troubleshooting. Rightly or wrongly it plays into the “the folks that knew best how all this wo
51.
by JCM9 11mo ago
Legitimate question on if the talent exodus from AWS is starting to take its toll. I’m talking about all the senior long-turned folks jumping ship for greener pastures, not the layoffs this week which mostly didn’t touch AWS (folks saying t
52.
by JCM9 11mo ago
Agree, CloudFront isn’t super competitive with CDN focused vendors. It’s basically the “well you’re already on AWS so may as well just use this” play.
53.
by JCM9 11mo ago
This. When AWS was 10 solid core services it made sense and was exciting. It’s now a bloated mess of 200+ services (many of which almost nobody uses) with all that complexity starting to create headaches and cracks. AWS needs to stop trying
54.
by JCM9 11mo ago
As the author points out AWS can provide a few things that you wouldn’t want to try and replicate (like CloudFront) but for most other things you’re very much correct. AWS is ultimately very expensive for what it is. The complicated billing
55.
by JCM9 11mo ago
Depending on the use case you very much could just use Herzner. A simpler and more transparent customer experience than trying to navigate the mass complexity of AWS for basic stuff.
56.
by JCM9 11mo ago
For smaller operations I’d still go with a rent-a-server model with AWS. Theirs is a critical mass though where roll your own makes sense. The long term app model on the market model is shifting much more towards buying services vs renting
57.
by JCM9 11mo ago
The “full” prices are basically just made up. If this was like the insurance company negotiates a 15% discount than OK. But the reality is crazy stuff like the “full price” is $7,623 but “your insurance company paid” $34.12. It’s totally bo
58.
by JCM9 11mo ago
1. Lots of cracks showing in AWS before he took the big job, lack of focus, bloat of too many services with too few users 2. He then hired Adam to take over AWS which didn’t work out well 3. Good to see he’s cleaning things up, but we’re pa
59.
by JCM9 11mo ago
I’d say leadership should be fired for having so little to show for it
60.
by JCM9 11mo ago
Too little too late

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