Viewing profile — donavanm

> I have no financial stake in AI-related companies so zero exposure to any popular index? Even “ex-US” is tsmc and sk-hynix in a trenchcoat. I think it was BHP exclaiming that the…

Nope, different service. We were introducing new methods using POST and (iirc) some differential pricing based on the actual request params. Which made it a different code path, me…

It was the same old kona files for metering until at least a ‘23-24 when I last did metering/pricing work. “Luckily” the size of the EC2 pricing plan was so stupidly large that it …

Thats not really how estimates work. The actual metering data is ingested in near real time. The metering * pricing plan is processed within a few hours; thats what youre seeing fo…

> After 14 months I got a $7,000 refund. I was told it had to be approved by the head of AWS. $7,000 of credits is no problem. At that time a friendly neighborhood PM or director c…

Ive dealt with this error at AWS. It’s a unit error. In my case we _meant_ to charge like 5¢/GB, but missed the unit (GB), and then the billing system defaults to bytes. 5¢ per Byt…

That’s not quite fair. As I recall there were about 1,500 people in that part of the hardware org circa mid 2000s. Before PA Semi there were pretty established teams already doing …

Youre out of date. The revenue numbers from cloud infrastructure (iaas) are HUGE the past few years. DB licensing etc are mixed in to “ Cloud services & license support” so it is h…

I dont think those points are in conflict? I certainly read it as yet another example of centralization of power and advisors/advisees who are only interested in “yes.” I read the …

> maybe the Israelis managed to sell a story This was already reported a month or so back. It also matched some of the early, unprepared, statements along the lines of “acting befo…

The VM layer gives you an aspect of fungibility that commodity hardware doesn’t. It’s being able to over provision, dynamically reallocate hardware resources, or do things like liv…

Ive been out of the authoritative dns game for a while, but asi recall… Larger providers can also get bulk zone access for TLD’s and whois/registrar data. For this use case it’s re…

As mentioned defaults do shockingly little to change future funding. Its been years since i looked but its something like a few years of “cool down” on issuance and a few points of…

> I would think for compliance reasons hospitals would not want to alter the records and only go by transcripts, but what do I know... Transcription is both too good, and not good …

Nice! Awesome coincidence, happy to hear from you. I feel like that team was somehow both the tail end of the system admin hacker era and on the forefront of what would become “dev…

AWS took limited data retention very seriously starting around 2015. Before that it was reasonable controls and a strong culture preserving customer privacy. After 2015ish they sta…

Hah. I actually had opendirectory, OSX clients, and CentOS/RedHat clients running krb5 NFS off of netapp filers circa … 2008? Lots and lots of NFS in the (mansfield) hardware org a…

You're conflating operational efficacy and strategic incompetence. Operationally, and tactically AFAIK, the US has been dominant. Strategically it appears to be a massive failure, …

Your causality is backwards. The relatively loose monetary policy is because inflation (and economic activity) is too slow.

FYI "convertible" instruments aren't new, I suspect its just unusual phrasing that's tripping up your search. "Convertible bonds" or "convertible securities" are more common terms …

Weird, why wouldnt this fantastic startup want to report on their performance in a standardized and accountable manner for six months after collecting public money to pay out insid…

Dude. SPACs are structurally a _terrible_ idea for any non-privileged investor. The sponsors 20-25% comp, the early warrants, etc. All of those costs are taken out of the bag-holde…

I worked at a previous listed company where a single $6MM order of hardware being pushed out a week made quarterly p&l positive. Im absolutely sure the same situation occurred ever…

For the gp: the other side of the risk/reward coin is that private credit has limited upside. They're going to get the margin between the private 6/7/8/9/10% loan and their funding…

Yes. Nat gas -> ammonia -> urea. Theres some efficiencies that vary by site but its a hundred year old process of a true commodity. The price per therm _is_ the input. Was listenin…