I’m guess you have a fully staffed infrastructure team team, so the reason that has yet to be explained is that they want to downsize that team.

We use cloud services because we have never had a fully staffed infrastructure team.

I agree. I’d like to see some separation between the car manufacturer and the software. Any computers in the car should support whatever operating system you want to put on it. Things like controlling the car’s functions would just be device drivers. If the car company also wants to get into the SaaS business, fine, but you shouldn’t be required to pay for that software to operate the vehicle.

I’m on board with it if people want to change the terminology around these things, but it seems like the core of what the author is discussing is the valuation of these companies and potential bubbles.

I think it makes sense that Disney and Amazon and Netflix who are able to make money through more of a SaaS-like model would have a higher valuation than a car company that has to produce a new car for every unit sold. Maybe there’s a recent example of an over-valued car company we can think of?

Consider that an auto mechanic and a software engineer can have a similar problem-solving skill set, and could both be very intelligent. Why then does an auto mechanic make so much less money? It’s partly because of the economies of scale involved with software. The owner of the software company can sell the software to thousands of clients without having to pay the software engineer to build the software thousands of times. The owner of the auto shop still has to pay the mechanic to perform every job every time and get paid for it.

So while I agree that Disney and Netflix maybe aren’t “Tech” companies, it seems to me the real problem the author is grappling with is whether they should be valued similar to tech companies. So I guess the question becomes, are “tech” companies highly valued because they are expected to make some huge technological leap that shakes up industries, or is it because of the economies of scale inherent in the SaaS-like business model?

This doesn’t change the fact that SaaS is lucrative because unlike producing hardware, you can add users/subscribers without paying to produce additional units.

Yeah, similar to Tesla “full self driving”.

To me it’s clear that these tools are primarily useful as bullshit generators, and I expect them to hallucinate and be inaccurate. But the companies trying to capitalize on the “AI” bubble are saying that these tools can be useful and accurate. I imagine OpenAI is going to have to invoke the Fox News defense in this case, and claim that “no reasonable person would take this seriously”.

Getting strong RE4 vibes

Even Bank of America doesn’t support MFA apps.

Maybe Amazon will develop a system where Ring/Alexa will let the drivers into your house to use your bathroom, in exchange for showing fewer ads on Prime Video.

That’s not even true, they interrupted episode 2 of Rings of Power for me.

I paid for the ad free add-on while Rings of Power is on but after that I’ll just cancel Prime completely until there’s another show I want to watch, so they’re overall losing money from me with this decision.

I think it was 5 to 6 that was a really tough one for me because we had an in-house state management library that broke with the major breaking changes to RxJS. After that was pretty much no issue all the way from 6 to 17.

I’ll never look at my phone the same way again

Does that include running Windows containers? It seems like the alternatives don’t support those.

I don’t think you even need Docker licenses to run Linux containers, but unfortunately I need to deal with this because I have some legacy software running in windows containers.

I was also wondering that

Maybe… but in the long term advertisers aren’t going to be willing to spend as much on a platform if they know that ads are easily blocked.

The charging team thing seems like pretty standard power trip behavior from an exec, not that it’s good… seems like the plan is to hire some of those people back and continue to invest in charging infrastructure.

What seems really braindead to me is the Cybertruck… they could have made a normal mid-size pickup and been absolutely killing it right now. I probably would have already bought one despite my opinion of Musk.

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