The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 15 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
Freedman: pgvectorscale on AWS is 75% cheaper than Pinecone
“The monthly costs of running such a PG vector scale deployment on AWS is 75% less expensive than PyIncome.”
MongoDB's AGPL license prevented AWS from offering it as a managed service
“It's an open source license, it's a free software foundation approved license, but it's the AGPL, and the AGPL gives us a little bit more advantage than other players, so Amazon can't quite do the same thing that they can with, ah, MySQL as they can with, so t…”
AWS is nearly certain to reach $100B in annual revenue
“And I think it's a near certainty Amazon's gonna do a hundred billion in revenue in AWS.”
Amazon Web Services holds about 90% market share
“You have a company that's gonna, ah, it's on its path to be, and it is, about a 90% market share player.”
AWS AI business is growing 3x faster than original AWS
“AWS's AI business is a multi-billion dollar revenue run rate business that continues to grow at a triple digit year over year percentage, and is growing more than three X faster at this stage of its evolution as AWS itself grew”
Katz: ClickHouse will build a multi-tenant cloud-managed service
“And at the same time in parallel, we are going to build A multi-tenant managed service in the cloud, which will inevitably be deployed on a variety of different cloud platforms, whether it's AWS, GCP, Azure, whether we go to China, like I've done in the past a…”
Rauch: AWS started as e-commerce APIs, not spare hardware capacity
“A lot of people believe that AWS started out because it had spare hardware. If you listen to the AWS episode on the acquired podcast, the story is actually way more interesting. The reason that it's called Amazon web services. Is that there was a hypothesis in…”
Evans: Big Tech data center spending will exceed $300B this year
“Google, Meta AWS, not Amazon overall, AWS only, and Microsoft spent about two hundred twenty billion dollars building data centers last year, and will spend about 300, maybe over 300 this year, depending on where their numbers come out.”
Fraser: Amazon Redshift was the first cheap, fast data warehouse
“Redshift was incredibly important because it was, it came out in 2013. It was in the AWS console. It wasn't the first really good fast data warehouse, but it was the first one that was cheap.”
Borgman: AWS Athena runs on Presto under the covers
“Athena actually runs on Presto under the covers, so that is the technology behind Athena.”
Muglia: AWS will remain the leading cloud provider for the foreseeable future
“They're the leading cloud provider. We anticipate they'll be in that role, in that situation for the foreseeable future, perhaps, perhaps in, in, you know, certainly through my career.”
Katti: OpenAI sources compute from all major cloud hyperscalers
“We have compute from, effectively, many sources. So, Microsoft, obviously, is a big partner, important partner. We also have compute, as we have announced, from AWS, Ion Google. So, we have compute from all of the hyperscalers, effectively.”
Levie: Box launched a year before AWS, forcing self-built infrastructure
“We actually had to build out infrastructure for the first decade and a half because merely we started the company six months too early. So we started the company and our first launch was on these co-located servers. And Amazon web services didn't launch until …”