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← Renting computers from a cloud provider is mostly a bad deal for medium-sized companies with stable growth.
17 connected korrents · 18 moments from 3 Mar 2017 to 21 Oct 2026.
Everything filed under the cloud
the cloud
Everything filed under infrastructure
infrastructure
Everything filed under data centers
data centers
Everything filed under privacy
privacy
Everything filed under team size
team size
Everything filed under Google
Google
Everything filed under value investing
value investing Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Read this korrent: Renting computers from a cloud provider is mostly a bad deal for medium-sized companies with stable growth. Renting computers from a cloud provider is mostly a bad deal for medium-sized companies with stable growth. Last stated 4 years ago
19 Oct 2022
DH
David Heinemeier Hansson — holds since 2022-10-19 — tap for who they are
Same subject: Not using own servers is financial malpractice for mid-sized SaaS businesses — tap to centre the map on it Not using own servers is financial malpractice for mid-sized SaaS businesses Last stated 4 years ago
21 Feb 2023
DH
David Heinemeier Hansson — holds since 2023-02-21 — tap for who they are
Same subject: Cloud has its place, but most SaaS businesses should own their infrastructure — tap to centre the map on it Cloud has its place, but most SaaS businesses should own their infrastructure Last stated 4 years ago
22 Feb 2023
DH
David Heinemeier Hansson — holds since 2023-02-22 — tap for who they are
Same subject: Owning vs renting is the key distinction for clouds — tap to centre the map on it Owning vs renting is the key distinction for clouds Last stated 4 years ago
3 May 2023
DH
David Heinemeier Hansson — holds since 2023-05-03 — tap for who they are
Same subject: An AI you rent from a big company in the cloud is fundamentally aligned to that company and not to you, which is why the hardware has to be yours. — tap to centre the map on it An AI you rent from a big company in the cloud is fundamentally aligned to that company and not to you, which is why the hardware has to be yours. Last stated 3 years ago
29 Jun 2023
GH
George Hotz — holds since 2023-06-29 — tap for who they are
Same subject: Revenue is outside your control and costs are inside it, which is why cutting a recurring expense is the lever a business owner should love. — tap to centre the map on it Revenue is outside your control and costs are inside it, which is why cutting a recurring expense is the lever a business owner should love. Last stated 3 months ago
26 Jul 2026
DH
David Heinemeier Hansson — holds since 2026-07-26 — tap for who they are
Same subject: The business of the firms discussed depends on companies lacking enough in-house developer capacity and thus renting developers from them. — tap to centre the map on it The business of the firms discussed depends on companies lacking enough in-house developer capacity and thus renting developers from them. Last stated a month ago
19 Sept 2026
GO
Gergely Orosz — holds since 2026-09-19 — tap for who they are
Same subject: A startup does not have to set out to build the greatest business in history; a merely good business is a legitimate thing to aim at. — tap to centre the map on it A startup does not have to set out to build the greatest business in history; a merely good business is a legitimate thing to aim at. Last stated 2 years ago
19 Jun 2024
AS
Aravind Srinivas — holds since 2024-06-19 — tap for who they are
Same subject: Technology companies are the wrong place to look for durable businesses, because someone is always building a better version. — tap to centre the map on it Technology companies are the wrong place to look for durable businesses, because someone is always building a better version. Last stated 3 years ago
20 Feb 2024
BA
Bill Ackman — holds since 2024-02-20 — tap for who they are
Same subject: A company with a huge existing user base can keep funding AI data centers as long as its AI app's download numbers look healthy and it tops the charts, whatever its retention. — tap to centre the map on it A company with a huge existing user base can keep funding AI data centers as long as its AI app's download numbers look healthy and it tops the charts, whatever its retention. Last stated 2 weeks ago
21 Oct 2026
RB
Ryan Broderick — holds since 2026-10-21 — tap for who they are
Same subject: A data centre earns its county far more tax revenue per gallon of water than a golf course does. — tap to centre the map on it A data centre earns its county far more tax revenue per gallon of water than a golf course does. Last stated a year ago
11 Oct 2025
AM
Andy Masley — holds since 2025-10-11 — tap for who they are
Same subject: A data centre powered by solar and batteries alone needs an array so oversized that the design is not worth building. — tap to centre the map on it A data centre powered by solar and batteries alone needs an array so oversized that the design is not worth building. Last stated 3 years ago
18 Apr 2024
AV
Austin Vernon — holds since 2024-04-18 — tap for who they are
Same subject: A company building products should ask how each one affects individual privacy, and aim to be a leader on privacy. — tap to centre the map on it A company building products should ask how each one affects individual privacy, and aim to be a leader on privacy. Last stated 8 years ago
23 Sept 2018
MZ
Michelle Zatlyn — holds since 2018-09-23 — tap for who they are
Same subject: A company can lead its industry on values like privacy and user respect without actually excelling at them — tap to centre the map on it A company can lead its industry on values like privacy and user respect without actually excelling at them Last stated 7 months ago
1 Apr 2026
MA
Marco Arment — holds since 2026-04-01 — tap for who they are
Same subject: A company that leaks private information faces far more reputational and legal danger than one that gives wrong answers. — tap to centre the map on it A company that leaks private information faces far more reputational and legal danger than one that gives wrong answers. Last stated 2 months ago
18 Sept 2026
HD
Horace Dediu — holds since 2026-09-18 — tap for who they are
Same subject: "Food from thin air" is not from thin air: it runs on water, minerals, ammonia and industrial plant. — tap to centre the map on it "Food from thin air" is not from thin air: it runs on water, minerals, ammonia and industrial plant. Last stated 4 months ago
30 Jun 2026
CS
Chris Smaje — holds since 2026-06-30 — tap for who they are
Same subject: A city's first rail line comes in at a reasonable cost and every line after it does not, because the follow-up outgrows the in-house team that oversaw the pilot. — tap to centre the map on it A city's first rail line comes in at a reasonable cost and every line after it does not, because the follow-up outgrows the in-house team that oversaw the pilot. Last stated 2 years ago
7 Dec 2024
AL
Alon Levy — holds since 2024-12-07 — tap for who they are
Same subject: A future where Facebook is the global social infrastructure is a future with no refuge from advertising and number crunching. — tap to centre the map on it A future where Facebook is the global social infrastructure is a future with no refuge from advertising and number crunching. Last stated 10 years ago
3 Mar 2017
ER
Eugen Rochko — holds since 2017-03-03 — tap for who they are