JCM9

9 ms·

121.
by JCM9 1y ago
Yes, but those days are numbered. For many years AWS was in a league of its own. Now they’ve fallen badly behind in a growing number of areas and are struggling to catch up. There’s a ton of momentum associated with the prior dominance, but
122.
by JCM9 1y ago
Have a meeting today with our AWS account team about how we’re no longer going to be “All in on AWS” as we diversify workloads away. Was mostly about the pace of innovation on core services slowing and AWS being too far behind on AI service
123.
by JCM9 1y ago
US-East-1 is literally the Achilles Heel of the Internet.
124.
by JCM9 1y ago
Most journalists are pretty bad when it comes to covering aviation so I wouldn’t put much weight on the discrepancies. Half the time they can’t tell the difference between a jet and a Cessna 172. Seriously.
125.
by JCM9 1y ago
Not clear yet what happened but from the exterior photos it’s pretty obvious they struck something. Space debris isn’t implausible, although there are several other possibilities too.
126.
by JCM9 1y ago
AWS isn’t going away, but no question they’ve stumbled badly recently and seem to lack clear direction and strong leadership. Agree with the article’s sentiment that startups no longer look to AWS as the natural place to start building.
127.
by JCM9 1y ago
Getting downvoted. I’m not thrilled by the idea of deploying the national guard, but folks have had a long time to fix the mess in SF and have failed, badly. It’s not crazy to try something new. To those saying we never use the military for
128.
by JCM9 1y ago
I care less about how they fix the problem and more about that the problem is fixed. SF has gone dramatically downhill. I remember what it used to be like, a lovely city. Walking around SF now is depressing.
129.
by JCM9 1y ago
As competition heats up, the relative “enshitifcation” of AWS is real. There just isn’t a compelling story to go “all in on AWS” anymore. For anything beyond raw storage and compute the experience elsewhere is consistently better, faster, c
130.
by JCM9 1y ago
Have ChatGPT write you a sternly worded cease and desist letter and send it to Amazon legal via registered mail. AWS has become rather large and bloated and does stupid things sometimes, but they do still respond when you get their lawyers
131.
by JCM9 1y ago
Folks aren’t seeing measurable returns on AI. Lots written about this. When the bean counters show up, the easiest way to get out of jail is to say “Oh X? Yeah that was last year, don’t worry about it… we’re now focused on Y which is where
132.
by JCM9 1y ago
Because the hype cycle on the original AI wave was fading so folks needed something new to buzz about to keep the hype momentum going. Seriously, that’s the reason.
133.
by JCM9 1y ago
Glad to see this, but there’s a lot more cleanup to do. AWS went from having a few core excellent services with a strong innovation pipeline to a chaotic “jack of all trades master of none” approach with no clear product strategy. Some of t
134.
by JCM9 1y ago
Despite people yelling, vibe coding isn’t going away. Developers whining that they can do it better and that it will ruin software forget that business always goes with the “good enough” option. Human receptionists were far better than IVRs
135.
by JCM9 1y ago
People will study the Amazon devices downfall for decades to come. Amazon managed to get these things in everyone’s home and people generally liked them. The stage was set for Amazon to knock it out of the park on AI and then they completel
136.
by JCM9 1y ago
Honestly looks like a second-rate version of CoPilot. Why would someone use this when they likely already have an access to integrated tooling with O365? Am also confused by AWS’s product vision here. Seems like ya’ll are just throwing rand
137.
by JCM9 1y ago
What most companies and CEOs fail to grasp is that with all the talk of headcount cuts from AI customers are expecting that AI will LOWER pricing and costs, not raise it. Challenge is that the cost cutting story is mostly vaporware (as many
138.
by JCM9 1y ago
In the very short term yeah, but in the long term GAAP still sniffs this out. Eventually Company A will need to use some form of mark to market valuation to assign a value to that $1M they invested. If Company B is a dumpster fire then even
139.
by JCM9 1y ago
CEOs keep taking (mostly misguided) about how GenAI will replace their people. The thing they miss, and this highlights, is that customers will also expect to pay far less for GenAI produced workloads, which likely more than eliminates any
140.
by JCM9 1y ago
The terms of some of these deals now are so completely bonkers it would be funny if it wasn’t so scary. If someone was writing the script to “The Big Short 2” about the AI bubble they might struggle to come up with some of these things with
141.
by JCM9 1y ago
This. It’s basic economics. The second there’s a blip the market will be flooded with cheap used GPUs and there will be zero reason to buy new ones. At that point it will be impossible for NVidia to sustain their revenue numbers.
142.
by JCM9 1y ago
The custom chips don’t seem to be gaining traction at scale. On paper the specs look good but the ecosystem isn’t there. The bubble popping and flooding the market with CUDA GPUs means it will make even less sense to switch.
143.
by JCM9 1y ago
The smartest finance folks I know say that this “irrational exuberance” works until it doesn’t. Meaning nobody really thinks it’s sustainable, but companies and VCs chasing the AI hype bubble have backed themselves into a corner where the o
144.
by JCM9 1y ago
Broader impact, but while the big players will take a hit the new wave of startups stands to take the brunt of the impact. VCs and startups will suffer the most. At the end of the day though it’s how the system is designed. It’s the needed
145.
by JCM9 1y ago
To be clear when I said “finance folks” I wasn’t really referring to VCs. I’m talking more family office types that manage big pools of money that you don’t know about. The super wealthy class that has literally has more money than the King
146.
by JCM9 1y ago
All the smartest people I know in finance are preparing for AI to be a huge bust that wipes out startups. To them, everyone in tech is just a pawn in their money moving finance games. They view Silicon Valley at the moment salivating on wha
147.
by JCM9 1y ago
Any big bust will have broader market implications, but I don’t think this has the broad systemic impact that the financial crisis did. It will likely be really ugly for those caught up in it, but a news story and minor blip to the 401k of
148.
by JCM9 1y ago
Well we’re gonna get, and need, a big correction. I just hope it’s a “big correction” and not a financial implosion that sets the startup ecosystem back a generation.
149.
by JCM9 1y ago
Perkins’ point is valid. It’s still shareholder assets and resources at the end of the day even if via a SPV. The banks did this sort of thing in the financial crisis with all sorts of subsidiaries and circular funding. “Hey it’s OK that mo
150.
by JCM9 1y ago
The current bubble is getting scary. When this thing pops the blast it’s going to be a real mess. The big tech firms will hurt, fire some execs in a show of “making changes,” do a bunch of layoffs across “AI” teams to show the market they’r

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