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Amazon / AWS is very efficient at it. They are the largest cloud by a significant margin. Much larger than Hetzner.

Google and MS may be close behind.

Not sure about Meta but they are also renting from Amazon so...

Anthropic mostly rents from Amazon, Goog & MS.


EC2 may have higher margins than that.

But your point stands, ain't no way xAI competing in that game.


https://en.wikipedia.org/wiki/SOSUS

Both the US and China have newer more advanced capabilities than a 50 year old system...

> [SOSUS] was the primary cuing system that antisubmarine forces used to localize and potentially destroy targets for over forty years, but secrecy largely kept that fact from the fleet. The lack of strong fleet support was a factor when budget cuts after the Cold War fell heavily on the surveillance program.

Driving cars down every street in every advanced country to take photos seems ridiculous, but Google did it (StreetView) and the US DoD has more money than Google...


Yes but the scope limits coverage.


Nuclear weapons are a deterrent against somebody invading the US (or another NATO country) but that doesn't make conventional forces not a deterrent against other kinds of aggression. Many attacks have been made against the US and not resulted in nuclear retaliation, like 9-11.

India and Pakistan have nukes and have fought each other recently so your assertion that "has_nukes() == no_game_start()" is *false*. Nukes, however probably will deter India from doing the full-Putin into Pakistan.


Where you say AWS, you mean "a single AWS region"

But anyway, from your YCombinator blurb:

    "When you’re done editing data, it automatically flows back to S3 within a few minutes"
Does this mean Regatta trades consistency for cost (S3 and EBS and local storage are all CP systems these days)?


Yes, that's correct re: Region -- thanks for the clarification.

In some sense, yes. But, the consistency that you're trading is only for accessing data simultaneously through the file interface and the S3 interface simultaneously. The consistent is CP/strong when you access the data through the file interface. The model that we see most often work is folks will ingest data through S3 (for example, an 'input/' prefix), and then the file system will process that data and place it in a different directory (for example, an 'output/' folder). Then, if it takes a minute or two for those to update on the other side, it's not a big deal.


It async replicates to s3, while providing a consistent interface to storage clients.


The statistics can be found in the public earnings of AWS vs the companies that would get paid for on-prem workloads (Equinix, Dell/HP/IBM, Intel etc).


Amazon loves it when you run idle EC2 instances ($$$) rather than using Lambda.

Most real workloads I've seen (at 3 startups, and several teams at Amazon) have utilization under 10%.


That's really where you see that no answer is right across the board.

I worked at a very small startup years ago that leaned heavily on EC2. Our usage was pretty bipolar, the service was along the lines of a real-time game so we either had a very heavy work load or nothing. We stood up EC2 instances when games were lice and wound them down after.

We did use Lambda for a few things, mainly APIs that were rarely used or for processing jobs in an event queue.

Serverless has its place for sure, but in my experience it have been heavily over used the last 3-5 years.


I think the solution to that problem is usually to have fewer and smaller EC2 instances.

And you only need to get utilization up to like 15% to make reserved instances significantly better than lambda.


Meanwhile, from Q3 Amazon earnings:

* AWS segment sales increased 19% year-over-year to $27.5 billion.

That means AWS brought in $4.3 BILLION more dollars in Q3 2024 vs 2023.

That's a huge amount of incremental revenue growth. If the net movement of workloads were out of the cloud, then it would have to show up in the results of Intel / TSMC / Equinix et. al.

I just took a look, and Equinix quarterly revenue is $2.1B.


Here people like arguing their opinions as if they're facts instead of using evidence (public proof) to support their argument.


Oh, correlation.


This post itself is glorified marketing. I don't know what to call it, something like 'title hacking'.

I have no idea what the OPs company does, but I do agree with the title.


Yes, indeed HN is glorified marketing and networking for YC :)

But I think a16z has spent a lot more time and money on their marketing efforts, especially as it relates to crypto. I for one am sick of hearing news stories, only to find that they're thinly veiled a16z marketing pitches for crypto scams.


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