Big signal. Companies are realizing that owning their infrastructure and processes beats depending on vendor platforms. The same logic applies at the edge and self-hosted layer.. direct peer-to-peer connectivity with self-hostable coordination lets people keep control instead of routing everything through someone elseβs cloud
Starbucks spends $400 million a year on software. Yesterday they announced they're moving off IBM and Microsoft to build their own custom systems in-house.
IBM dropped 3% and Salesforce dropped 4% on the news.
And honestly this is, unequivocally, the biggest signal I've seen since OpenAI and Anthropic launched their consulting arms back in Q1. The largest companies in the world are done paying for software that half fits how they work.
We saw this coming about a year ago. Moved everything we build off Airtable and low-code tools and went fully custom. Already paying off, and it's only going to compound from here.
This is the opportunity right now.
You get all of a company's data into one system. You build out a single operating system for the entire business. You cut out bad, redundant processes. Then you layer AI on top of it, under the correct processes.
That's the core of AI consulting. Helping companies actually operate better.
There are a lot of fly-by-night offerings circulating right now when it comes to Ai Services.
For example, 'second brains'.
Throwing scattered data into a second brain while the processes underneath stay broken does nothing. The companies who will absolutely destroy their competition over the next 5 years are rebuilding how they work from the ground up.
Starbucks is showing you what other companies will be doing over the next several years.
Your job is to position yourself to facilitate that process for as many companies as you can.
My prediction: in 3 years, 'self-hosted' won't be a category.
It'll be how serious infrastructure is run.. by individuals who value ownership, enterprises with compliance needs, governments with sovereignty mandates.
The niche is becoming the norm.
A year ago I would have said the self-hosting trend was interesting but niche.
Not now..
The communities are too large, the hardware is too capable, and the political/commercial pressure to own your own infrastructure is too real.
Here's what I think happens next π§΅
UK public sector note: the Sovereign AI procurement programme opening this summer is Β£80M directed at infrastructure that doesn't depend on US hyperscalers.
That's not a trend. That's a budget line. The institutional money is following the instinct.
Been paying more attention to the Sovereign AI procurement programme opening this summer.
Β£80M directed at infrastructure that doesn't depend on US hyperscalers.
That's a significant signal about where enterprise buying is heading, at least in the UK public sector.
WireGuard is brilliant. Fast, simple, cryptographically clean.
But it doesn't solve NAT traversal out of the box.
The tools that have won the market (and the ones still being built) are almost entirely about solving that one layer on top of WireGuard's foundation.
Home Assistant just crossed 2 million active installations.
Every single one of those users has a smart home controller running on residential hardware behind their ISP's NAT.
Remote access is the number one community support topic. That's a product gap looking for a solution.
At what point does running your own infrastructure become the economically rational choice vs cloud services?
I've seen the crossover point move a lot in the last two years as cloud costs have risen and local hardware has gotten cheaper.
Where does your line sit?