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maxclark

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"The timing of this is coincidental with the large outage on April 27, 2026."

This PS is as impactful as the body of the post.

And almost by happenstance Apple. Turns out they have a great platform for inference and torched almost nothing comparatively on Siri. The Apple/Gemini deal is interesting, Google continues to demonstrate their willingness to degrade their experience on Apple to try and force people to switch.

I know some large AWS environments that run a variation of this

Autoscaling fleet - image starts, downloads container from registry and starts on instance

1:1 relationship between instance and container - and they’re running 4XLs

When you get past the initial horror it’s actually beautiful

$33m/year burn accelerating to $50m+/year

Profitability and exit math just got harder

I love the service and am rooting for them - I just don’t get this cash outlay

I can’t wait to learn what I’m missing here

First I don't believe this is an effective remedy to break up a Google monopoly, but I have no influence on the DOJ.

I'm curious though, if Google can no longer pay browsers for search engine traffic what is the business model that will sustain development and advancement in the space?

How does a non Google owned Chrome support itself and continue development?

What happens to all the applications that rely on Chrome extensions?

As much as I dislike Google behavior, I don't see this as being a good thing.

The FTC action is because GoDaddy claimed to have security when they didn’t - not because they didn’t have security in the first place.

Subtle but important difference.

Also the remedies include having a complete security program within 90 days IIRC, on what world would anyone think that’s remotely possible?

They wouldn’t even have an RFP drafted in 90 days.

There's places where it makes sense to be on the cloud, and places where it doesn't. The two best examples I can give are for high bandwidth, or heavy disk intensive applications.

Take Netflix. While almost everything is in the cloud the actual delivery of video is via their own hardware. Even at their size I doubt this business would be economically feasible if they were paying someone else for this.

Something I've seen often (some numbers changed because...)

20 PB Egress at $0.02/GB = $400,000/month

20 PB is roughly 67 Gbps 95th Percentile

It's not hard to find 100 Gbps flat rate for $5,000/month

Yes this is overly simplistic, and yes there's a ton more that goes into it than this. But the delta is significant.

For some companies $4,680,000/year doesn't move the needle, for others this could mean survival.

I wonder - assuming an alternate App Store or payment mechanisms what is the appropriate billing from Apple?

Things like:

- Developer onboarding and review (Legal and KYC) - App submission and review (standard, priority, exposure, etc) - App distribution (origin storage and download) - Push notifications

I believe that Apple should be forced to change, I just don’t know what we all should expect