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Joined 3 years ago
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Cake day: July 9th, 2023

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  • Sorry afk. Not sure yet. Few days load balancing on cheap/free services that I usually only use for low priority traffic. Due diligence just takes me longer than it used to so I don’t know yet.

    For temporary solutions, DDG and AdGuard-VPN are reliable and check the boxes usually considered most important, but they don’t offer the power user / enterprise features some need to replace mulvad.

    Before Mulvad I used NordVPN. So I may reevaluate them first, but in truth I’m close to just skipping all of this and paying the fuck off fee to run my own servers.



  • Yeah this is a key realization that I suspect most investors aren’t privy to. With proven viable local, accessible, scalable, and energy-efficient 2TB infiniband clusters and routed multi-agentic stacks of open source models constantly nipping at their heals, achieving longterm market dominance for any of these AI developers is simply a tenuous prospect.

    The only legitimate option is to maintain a meaningful lead at the cutting edge of performance and/or offer a superior efficiency/value proposition via SLA guarantees. Beyond that, the brute force options are limited to things like short-term market manipulation (such as outbidding everyone else for existing talent pool, chip manufacturing capacity, etc) or suppression of competition via regulatory capture.

    In every case, above or below board, there is no permanent longterm global breakaway strategy, only treading water as long as investors are willing to inject enough funds to temporarily outrun market efficiency.

    Once that reality sinks in… pop.