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The bar for platform reliability has never been higher, and recent headlines have reminded us why. One of the unique aspects of 🦊 GitLab is the cloud neutral, deploy anywhere approach we offer, including our fast growing GitLab Dedicated option, which provides high scale, isolated infrastructure for customers who...

28,378 次观看 • 5 个月前 •via X (Twitter)

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This is why Nebius will be a trillion dollar hyperscaler (Save this). Nebius is not building another GPU rental shop but rather building a vertically integrated hyperscaler that owns everything from the physical data center, to the server rack hardware it designs in house, to the software stack, to the inference delivery layer. Nearly every other neocloud is essentially a reseller of someone else's infrastructure but Nebius owns the full stack end to end and that distinction is the entire thesis. Here is why vertical integration is the winning architecture for the inference era. AWS and Azure were architected for general purpose computing and every AI workload they run sits on top of infrastructure that was never designed for it, patched, adapted and optimized after the fact. Nebius was built from day one specifically for AI which means every layer of the stack is purpose built and co optimized. The rack design, the networking topology, the cooling systems and the software that orchestrates it all are engineered together as a single system rather than assembled from parts that were never meant to work together. That architectural difference compounds with every passing quarter as AI workloads grow more complex and the performance gap between purpose built and general purpose infrastructure widens. The software layer is where the real competitive moat lives. Most infrastructure companies think of software as a wrapper around hardware while Nebius thinks of software as the product with hardware as the substrate it controls. The company is building an AI native cloud platform where the software layer handles model serving, inference optimization, fine tuning pipelines and developer tooling as first-class primitives. This matters because inference efficiency is almost entirely a software problem. Two companies running identical GPUs can deliver dramatically different performance and cost per token depending on how intelligently the software schedules, batches and routes inference requests across the cluster. Nebius is also building for a fundamental shift in how AI infrastructure gets consumed. Today, enterprise developers navigate massive cloud service catalogs spinning up clusters, managing configurations and building deep expertise in AWS or GCP-specific tooling. The next generation of builders will simply provision agents to interface with infrastructure directly. Nebius is architecting its software layer for that future , one where the interface between the developer and the compute abstraction layer looks nothing like what AWS built in 2006. The entire available capacity has been sold out every quarter. And that is the best possible validation that what Nebius is building is exactly what the market needs and that the market is willing to commit at a scale that makes the current valuation look like the beginning of a much longer story. Long Nebius and make sure to follow me Melvin for more overlooked AI stocks.

Melvin

34,306 次观看 • 2 个月前

Marc Benioff just exposed the biggest hypocrisy in the AI boom. The companies building the AI that’s supposed to kill software are some of Salesforce’s largest customers. Benioff: “The AI companies love our products and they can’t buy enough of them. They’re some of our largest customers now: Anthropic, OpenAI, Google, Amazon, you name it.” Let that land. The most advanced AI labs on earth. The companies with more engineering talent and compute than anyone. The ones building the technology that analysts say will make traditional software obsolete. Still buying traditional software. At scale. Benioff: “No one has a company that’s running entirely on a large language model because it’s not real.” Not because they haven’t tried. Because an LLM is not a foundation. It’s a feature. Benioff: “Yeah, Minority Report, I watched the movie. Great guys, fantastic. But I’m in the present-moment reality right now. We’re living in this world. This is 2026.” The analysts writing reports about fully autonomous AI companies have never had to run one. Benioff is running one of the largest enterprise software companies on earth. The gap between those two perspectives is where billions of dollars are being misallocated. Benioff: “How are we doing our financials, our HR, our customer information? How are we doing all of these aspects of our business?” A neural network that hallucinates cannot execute a financial transaction that has to be right every single time. Cannot secure customer data with zero tolerance for error. Cannot provide the determinism that every real business runs on. Benioff: “We need the determinism, and the programmability, and the security, and the sharing.” AI doesn’t replace those requirements. It sits on top of them. Benioff: “I think the software industry is going to be bigger and broader and do more this year than ever before.” The future isn’t AI replacing software. It’s AI making software exponentially more powerful. The smartest people building the future already know this. They’re the ones still buying the software.

Dustin

203,697 次观看 • 7 个月前

Today we’re introducing Base Code. It’s an early preview of how we think software will be built in the future. It’s a product that encapsulates everything we’ve learnt from: - How our users are building software. - How we’re building internally, scaling to hundreds of millions of dollars in revenue while keeping our engineering team very small and focused. Here are some of the principles behind it, which align with how we at Base44 think about the future of software engineering: Cloud: - Software will move past local desktop environments (where current tools are widely used) and move to the cloud. - Moving everything to the cloud is not easy. Setting up dev environments with databases, infra components, services, mock data, etc. is easier said than done. - Base Code first scans your code repo and sets up everything - every infra component (databases, Redis, etc.) - in the cloud. It runs nonstop until your preview environment is ready. - From an enterprise standpoint, it’s also the logical thing to do: a centralized, governed dev environment instead of handing out keys and secrets to all team members. - Once Base Code does that, EVERY team member can work in this environment. No more syncing local environments. Internally, this (cloud) is one of the main things that enabled us to move so fast. Collaboration: - Once everything is in the cloud, everybody can write software from anywhere (any browser, your phone, WhatsApp / iMessage coming soon). - You can easily see what everyone is working on, where they’re at, and how they’re prompting - and jump to their environment in one click. - We’ve built many great collaboration features from the ground up. Loops, automations, software factories: - A full, working cloud environment allows for many advanced capabilities we will unveil soon-think agents running in the browser and testing on every device and in any browser. - It also allows the use of automations to build software factories-e.g., agents reading support tickets, identifying bugs to fix or features to develop, implementing the changes, verifying them in the cloud, and potentially pushing them. And lastly, there’s a real advantage in being model agnostic. -------------- As always, we’re releasing it very early. It’s far from perfect-but we’re looking for early feedback so we can build it together with our great community and make this vision a reality. *We’re giving it away for free for 30 days*. Give Base Code a try. Connect any GitHub repo, get your live preview, and share it with your team. I’d love to hear what works and what doesn’t:

Maor Shlomo

1,433,765 次观看 • 4 天前