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Go fast; Break things

I think I've lived through three separate RAM boom cycles at this point. Two for sure...

They were a fairly common occurrence in the late 90s. I worked at an OEM at the time and we would stockpile it during gluts for that reason, then make a killing ~6-9 months later.

What should we be doing now if we want to profit?

Ez, buy low sell high and don't buy high and sell low

Buy what, exactly? GPUs? Are they "low" right now?

My guess is that motherboards, cases and PSUs will be low soon.

They only dominate Ads because they dominate search if everyone leaves Search the ad business grinds to a halt as well. These are the ying and yang of Google.

Kind of. They dominate ads because the dominated search when they bought the successful ads company. By that point in time, they already had your profile built, and the further use of search just continues to enhance that profile. But now that ads has its own persistent tracking that dependence on search is not as strong as it used to be

People have reported a decrease in ROI from spending on Google ads already when they no longer control all the eyes and where you rank in what those eyes see when they search, that ROI will drop even more. People will stop paying for Google ads when the ROI is higher on other platforms.

Couple that with the fact that a lot of folks have moved their search to GPT or Claude once those platforms start taking in ad money... that budget will come from somewhere and that's likely existing Google ad buy dollars shifting.


> when they bought the successful ads company

Could you elaborate on this? What ad company did Google buy?


DoubleClick (2008, according to Wikipedia)

doubleclick.net, about 20 years ago.

> it's not Google Search

...and it really hasn't been for a good number of years now. I left a while ago when results were all SEO copy pasta blogs this is just a final nail in the coffin.


These articles always make me think of the South Park BP Oil episode. "We're sorry. So sorry..."

For easy access: https://www.youtube.com/watch?v=PU4gBzEnQ6M

Statements like that one deserve all the ridicule we can pile upon them.


we must be the same age or have the same sense of humor. This is what my mind went to immediately.

My first tech job coincided with the first season of South Park.

I am truly, deeply sorry for revealing my true feelings on how much I value some of the employees that helped me become utterly, filthy rich. It will not happen again.

We had one do this in San Antonio too. Right across the well labeled low water crossing and whoosh.

Woz is one of the good one.

I mean, it is an amphibious exploring vehicle, so it should be fine, right?

My Jeep is a very capable “off road” vehicle, and I’ll be arrested for driving it off road in many places.

I’ll also quickly destroy it if I go too hard or too far off road.



can I ask why you bought it, knowing these limitations?

Because "decent off road" = "I can navigate someone's overgrown shitpile of a mountain side driveway during mud season with low effort and nearly guaranteed success"

Also it's one of two convertible SUVs on the market so if you want that your options are basically a coin toss.


Because there are lots of places you can legally drive it off road. And driving off road is really fun. He didn't say it's totally illegal to drive off road.

By “off road” I mean, go where no bulldozer or car has ever gone.

Ie off the roads.

Very often illegal


Most jeeps never go off-road

"I have contained my rage for as long as possible, but I shall unleash my fury upon you like the crashing of a thousand waves! Begone, vile man! Begone from me! A starter car? This car is a finisher car! A transporter of gods! The golden god! I am untethered, and my rage knows no bounds!"

I would like to congratulate Meta on this day as they layoff more people for AI. I hope all your platforms burn to ash.

It was one AZ. Kinda surprised those guys are built in a way where a single AZ failure takes them down.


AWS makes it annoying to be resilient as AZs aren't transparent to their users, so I'm more surprised some were prepared for it.

It seems to me these day people are OK with AWS going down and just blaming it on AWS rather than on themselves for not being prepared for big outages.

"Oh, nothing we can do because AWS/Cloudflare is down"


> AWS makes it annoying to be resilient as AZs aren't transparent to their users

What does transparent mean here? AWS is super clear what resources are zonal and provides tons of guidance around making things multi-AZ. AZ outages aren't exactly frequent but they're reasonably likely.

Being susceptible to AZ (or region) outages is very much an architectural decision. Or a bug that needs to be fixed (I'm sure Coinbase didn't YOLO single-AZ, they've undoubtedly learned about some edge case that needs to be fixed). Sure it may not be worth the cost/complexity for some systems but resiliency is like job one for anything in the cloud that costs money when it's down.


> What does transparent mean here?

Transparent as a system/box can be, meaning that you can't see / know about it. (Yeah, I guess you can read that not transparent as obscure in disclosure of how their system works, but it shouldn't make much sense)

> AWS is super clear what resources are zonal and provides tons of guidance around making things multi-AZ.

Yeah, they allow people cheaping out for zonal resources and then going down with their zone.


For a while there was a joke that if us-east-2 goes down it's not as big a deal because everything is down.


Dynamodb going down in us-east-1 essentially causes an all service, worldwide outage


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