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> GCP recently increased their egress pricing

The peering announcement or did I miss something?

I doubt this has to do with the hardware discussion. This is just them increasing their lock-in and trying to curb businesses running to other CDNs (whole point of the peering).


> But VPS providers share the same hardware and overprovision.

Hetzner has a "cloud" offering. The price increases aren't small either.


> You can't possibly mean a glorified editor-shell isn't as valuable as say Nike

That's a glorified feet-shell. So like-for-like?


Say you grabbed a random selection of just 100 million people in the world, then ask them two questions, "Have you heard about Nike?" and "Have you heard about Cursor?", what would you guess the ratio would be like?

Even when you use "Nike the Company" vs "Cursor as a general search term" to compare search history in Google Trends, it's 71/5, so I'm guessing most people would say they've heard about Nike, while probably most never heard about any software program called "Cursor".


If you asked the same selection of people about Saudi Aramco or SK Hynix none of them would know what those are either though, right?

I do think 60B for Cursor is way overvalued. Just not sure how to quantify


Fair point, those are valuable for other reasons. My point was more to illustrate "Nike is valuable because of the brand", without using those exact words :)

They're not building out AI infrastructure

> Does any other place have the infrastructure

That's not the problem.

The US government can export ban GPUs like they do now to more countries if needed. Even if the infrastructure exists, the GPUs won't.


> What limitations does bunny.net have?

A huge free tier (technically, none)



> We often hear that time is of the essence.

Is that like listening to witchcraft? In many cultures e.g. Japanese Anime still clearly shows it you get a cold when you get soaked in the rain. Does it make it true?

> Time to market can be the difference between a customer choosing your digital product over a competitor’s.

Maybe. It depends. Is it 1 month ahead or 10 years ahead.

> faster than competitors is a clear advantage

Yes if faster with the same thing or better not if worse. Faster can be suicide too.

I've seen sales over-promise, consultants make things up and companies pretend for things to work. That's been going on without AI anyway. Are you trying to beat that? So no, Fable isn't changing that at all.

(yes, tried Fable, and Opus / ChatGPT isn't SO far behind the same can't apply)


Yes you have a point.I was looking at faster and better rather than faster and worse. I have not tried ChatGPT's alternate yet. I saw today some comments from others about it. Fable was really interesting.

> I was looking at faster and better rather than faster and worse

Unless you have this moat i.e. you built the model, infrastructure and host it how are you faster and better? Everyone has access to the same tools (well not literally).


> The Chinese government did a terrible job of reducing poverty relative to other East Asian nations like Japan, South Korea, and Taiwan

Your examples ALL had massive help from the US. So not sure if it is a fair comparison.

Japan literally rose to existence back then due to US influence and then has been declining ever since.


What's writing code?

Is importing a library and then calling `sort` means solved?

Is adding a theme to Wordpress meaning you have a website?

i.e. then it was "solved" ages ago.

If not, no.

If the question is will there be less needs for developers then I'd argue most large organizations have always just over-hired; AI or not, especially during COVID.

If the question is do we still need a brain then yes. LLMs have been fed so much crap from the masses that it can be terrible.

You ask it the best solution and it often shills for AWS etc and pushes you in that direction.

There's so much training data from use-postgresql-for-everything spam that 90%. it'll also spit that out (this isn't to say PG is bad but we do have ClickHouse, MongoDB, Cassandra, MySQL/MariaDB, etc and each do still have their use cases).


WAF / firewall rule.

It's a common attack vector. Lots of scanners look for it.


That sounds somewhat plausible - maybe they can reduce CPU time wasted on scanners / crawlers this way.

Exactly. Every single site I've handled got this path scanned.

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