Moonshot AI is eyeing a partnership with U.S. cloud giants to distribute Kimi K3. This is a massive play, but I wonder if the integration friction with existing React and Next.js stacks will be worth the overhead compared to just sticking with local models or OpenAI.
@MarvellTech just dropped record revenue numbers, but the real story is how the hardware bottleneck is shifting from compute to interconnect. We keep building heavier React apps, but the backbone that actually moves that data is where the real value is getting captured lately.
Zerodha runs India's largest broker on Go and vertically scaled Postgres. self-hosted, barely any microservices, a small team.
folklore says shard long before that volume. they tuned indexes and bought a bigger box.
complexity is the scaling limit, not hardware.
I don't have a good feeling about this. @huggingface is reportedly in talks to sell at 13B, roughly triple its 2023 valuation.
model weights are a commodity now. the hub every training script points at by default is not. distribution was always the moat.
does an acquired HF stay neutral? I don't think it will. Look at how openAI became closed when there was a monetary benefit involved. HF may face a very different future here on.
some skeptics might even keep some good OS open weights models downloaded before they are erased from existence. will you?
Nvidia is weighing an investment in Perplexity at 30B. Perplexity spends heavily on GPUs.
so Nvidia funds the company that buys Nvidia chips, then books the revenue from the chips it funded.
beautiful circle. no notes. clean money multiplier.
@amazon raised Echo, Kindle and Fire TV prices by up to 60 percent and blamed memory costs.
that is the AI buildout reaching your living room. DRAM and NAND are getting bid away from consumer hardware.
what has quietly gotten pricier in your stack?
Uber moving to application-aware traffic management on GCP is a massive reminder that cloud migration is never just about moving VMs.
The real win here is finally treating network reliability as a first-class feature of the application layer rather than an afterthought.
Wilo is pushing for predictive maintenance to keep AI data centers from overheating.
We talk so much about the software stack, but the physical infrastructure is the real bottleneck. Coming from Wilo who have a long lived experience in sustainability projects, I believe this is worth a discussion.
@abouelatta_ali that transition feels so much smoother now.
reducing the friction in the initial setup really changes the entire perception of the app.
@villaumbrosia@Mural The transition from silent text to shared visual context is the real challenge.
We have the speed to build prototypes, but we are missing the canvas where the team actually sees the same logic.
@shl the remote paradigm shift made it way easier to balance multiple stacks, but the mental overhead of switching contexts between two different Next.js codebases is the real bottleneck.
most people underestimate the burnout factor.
@heyblake that second point is the ultimate validator.
when a prospect brings up a specific technical hurdle you wrote about, the sales cycle just gets so much shorter.
@david_perell Writing for a niche is comfortable, but aiming for a massive audience forces you to sharpen your clarity.
It is the same reason why the most effective UI components are often the simplest ones.