Steve Kamman

Tech, Telecom, Markets, Macro, Ephemera, Etcetera

[Steve Kamman @SteveKamman]

@dok2001 Handled with grace. Really well done. https://t.co/NKcLSRghsA

[Steve Kamman @SteveKamman]

@eastdakota Gru... He's a good daddy and they love him for trying. At least that's what I tell myself :-)

[Steve Kamman @SteveKamman]

@matijagrcic @threadreaderapp unroll

[Steve Kamman @SteveKamman]

Why is $NET always expensive? See exponential growth of comparable AWS. Apply AWS' 2015-2025 growth rates starting in '28 after NET’s $5b revenue guide. AWS grew 59% CAGR in 5y - $8B to $45B. 29% CAGR over 10y to $130B. Smaller, earlier Cloud market then. AWS=green line. 🤔YMMV

[Steve Kamman @SteveKamman]

@conorsen "Congress’s enactment of more narrow, non-emergency legislation, at the very least does not authorize the President to impose unbounded tariffs."

[Steve Kamman @SteveKamman]

@conorsen https://t.co/SPGNnZLPJm

[Steve Kamman @SteveKamman]

@conorsen "The Court of International Trade has exclusive jurisdiction to hear this action..."
"The challenged Tariff Orders will be vacated and... permanently enjoined. There is no question here of narrowly tailored relief; if... unlawful as to Plaintiffs they are unlawful as to all. “

[Steve Kamman @SteveKamman]

@ernietedeschi @conorsen here's the ruling - pretty readable https://t.co/SPGNnZLPJm

[Steve Kamman @SteveKamman]

@ritakozlov Rita, you're a natural - at least on Twitter... 👍

[Steve Kamman @SteveKamman]

https://t.co/KOSXDVszVk

[Steve Kamman @SteveKamman]

@ritakozlov Real insight here. "everything you ship has a 10x or even 100000x effect when you're providing developers with tools to build and the feedback loop can be really tight — the second you put something into developers' hands you will know whether you're going in the right direction

[Steve Kamman @SteveKamman]

@ritakozlov @threadreaderapp unroll

[Steve Kamman @SteveKamman]

@ritakozlov Serverless for dumpsters!!! First 2 Google results on "BB containers" 🤪https://t.co/i1jBoZHeD6 https://t.co/kFAh1dldYr

[Steve Kamman @SteveKamman]

@eastdakota @religionredpill @Cloudflare 1Y ago, "everyone" dismissed Workers AI because CF didn't brute-force the GPU investment...
“[conventional] wisdom teaches that it is better for reputation to fail conventionally than to succeed unconventionally.”
― John Maynard Keynes

[Steve Kamman @SteveKamman]

Best Cloudflare Developer Services pitch I've seen. 11 minutes. Summary at 8:14 but worth listening all the way through. Audio is enough. https://t.co/8nOAwPIPPa

[Steve Kamman @SteveKamman]

@boristane https://t.co/2KPsleYuSD

[Steve Kamman @SteveKamman]

@aronchick FWIW, I've been on the Bacalhau e-mail list for about a year now and still cant figure out WTF whole thing "is" What problem does it solve. Whats the value-added vs alternatives. Not harshing and I'm sure there's a there there, but its been super perplexing

[Steve Kamman @SteveKamman]

@halvarflake https://t.co/UxfxjjdG1D

[Steve Kamman @SteveKamman]

@halvarflake "We also think that sites of any size should be able to determine how they want to be compensated for the usage of their content by AI models.... Cloudflare... will give site owners the tools to set prices, control access, and capture value for the scanning of their content.

[Steve Kamman @SteveKamman]

@JackEllis Cloudflare's other advantage is AWS already blazed a trail for normalizing Cloud consumption. That was hard work in 2006-2015. Cloudflare still needs awareness and consideration, but they don't have to convince people to trust "the Cloud" in abstract.