If you read hn a lot and built a lot over the past decade it hasn’t been hard to predict better than “a 1000 phds” which companies would win.
NVIDIA, apple, even small plays like twilio. It was obvious these companies had big leads in stuff that made money.
Go back and read the Cloudflare IPO filing thread here. That opened at what, $16?
You read the R2 thread from a few days ago it is again obvious AWS will bleed some of the most influential engineers when this becomes generally available. I don’t have a PhD mind you, but I would presume this will lead to entire companies moving to CF for some primitives, eventually CF pick up entire accounts.
Do PhDs at trading companies get annoyed because some AWS services still will only respond with plain/text in api responses containing json? That they have to write a custom parser as a result?
Or that the UI for AWS SNS in setting up an HTTPS subscriber kinda sucks? Like it was mostly done but worked so people got pulled elsewhere?
Do wall street PhDs realize the bundling of expensive AWS cloud primitives to use other AWS cloud products is anti-customer, and that maybe this is going to translate to devs voting with their feet when CF makes this move?
Heck, even the R2 announcement makes the egress fees issue clear in plain English. There are tons of comments validating that pain. Business people shouldn’t need a lot of convincing.
Do the above observations and experiences working with AWS and reading others experiences add up to more knowledge than 1000 PhDs?
I wouldn’t have thought so, but the value of an academic degree has been on a downward spiral for some time.