"It’s got a kind of retro-futuristic vibe"
Another great read, thanks for keeping this up. I look forward to every new issue and hope you never stop.
The section on Cloudlflare, Prince begins by comparing their severless solution to a bare metal type lift and shift. These two things are not comparable. AWS has a severless option called Lambda that is comparable to Workers.
Then he goes on to claim hyperscale utilization in the mid teens. This is a silly claim and again I have believe he knows better. I can't think of an industry that operates the way he describes. A company may guarantee you capacity but if you're not using it, they'll find someone who will. Airlines, electrical generation/transmission, oil pipelines they all work this way. Here's a quote from the 2019 Amazon shareholder letter discussing AWS and private DC utilization rates :
"AWS is also inherently more efficient than the traditional in-house data center. That’s primarily due to two things—higher utilization, and the fact that our servers and facilities are more efficient than what most companies can achieve running their own data centers. Typical single-company data centers operate at roughly 18% server utilization. They need that excess capacity to handle large usage spikes. AWS benefits from multitenant usage patterns and operates at far higher server utilization rates. "
Its like Noah’s Ark up in here now, this steamboat is packed! ⛴⛴⛴
Congrats on fetching a response from Matthew Prince! Happy for you, maybe he becomes a premium subscriber now ;)
Global decoupling of agricultural land and food production
It would also be wise to plot kilocalories produced because I read somewhere the nutrition in the food has reduced
An orange 75 yrs ago had lot more nutrients than orange today (not sure if it’s true )
Can you share the source link got the cloud flare bit on this newsletter
Why is Cloudflare’s infrastructure so efficient at what it does vs the hyperscalers?
Is there a link to part 2 of the interview with Constellation's CFO? Cheers!