I think the problem is it's too risky to utilise a "new" database today that isn't available as a managed option on many platforms.

Neon is just Postgres for the most part -- sure if they shut down it'd be a pain to migrate but you'd mostly be fine just swapping to AWS RDS/Aurora or the plethora of other Postgres providers.

Buying into things like Gel or now defunct RethinkDB mean if the primary company went under you're stuck with a dead DB engine and potentially no managed hosting options.

Gel is Postgres.

I mean sorta? It's value add over something like Aurora or RDS has been it's SDL and EdgeQL layer which makes it a hard pill to swallow not knowing if it's going to go under and you're stuck trying to maintain that yourself or migrate off of it.

Not sorta, quite literally. You can start a Postgres instance and point gel-server at it.

By default, it does start a managed Postgres because that's more convenient, but you can point it to Aurora or RDS or any other pg deployment.

Less than two months for any production users to migrate. Sounds like they've basically got no paying customers otherwise I'd expect to have seen a longer than 2 month period to migrate especially over the holiday season.

This is an insanely good take I never thought of.

They had a second round that was $19m in late 2023. I don't doubt for a second that they had a long runway given the small team.

I don't like all of the decisions they made for the runtime, or some of the way they communicate over social media/company culture, but I do admire how well-run the operation seems to have been from the outside. They've done a lot with (relatively) little, which is refreshing in our industry. I don't doubt they had a long runway either.

Thanks I scrolled past that in the announcement page.

With more runway comes more investor expectations too though. Some of the concern with VC backed companies is whether the valuation remains worthwhile. $26mm in funding is plenty for 14 people, but again the question is whether they can justify their valuation.

Regardless happy for the Oven folks and Bun has been a great experience (especially for someone who got on the JS ecosystem quite late.) I'm curious what the structure of the acquisition deal was like.

I really don't understand why investors poured so much money into Bun, I guess they saw another potential Vercel play? An acquisition doesn't sound like a very good outcome for these investors, even by Anthropic, I would imagine

Farmers don’t care what a clock says at all. They start when the sunlight says they can.

It’s never been about farmers and never will be.

to some degree thats my point for most jobs either

- you don't care about the clock but some time relative to sunrise

- aren't dependent on sunlight on your job anymore

- anyway have to head out very early before sunrise (for most of the year)

sure maybe DST does save a small bit of electric bill in some jobs, but thanks to modern light technology it's not really that relevant anymore, on the other hand the reliable increase in traffic accidents every time we switch to summer time does matter.

Now there still is the argument about what is healthier (ignoring the known unhealthy switching times) but there is so much with way stronger effects in modern life (e.g. TVs, bright white LED lamps etc.) that I'm not sure if the effect if even realistically measurable.

Should clarify that the "hygiene hypothesis" has data supporting it for bacteria and allergens but not viruses.

This right here. AI has no moat and none of these companies has a product that isn't easily replaced by another provider.

Unless one of these companies really produces a leapfrog product or model that can't be replicated within a short timeframe I don't see how this changes.

Most of OpenAI's users are freeloaders and if they turn off the free plan they're just going to divert those users to Google.

AI has no moat - yet here I'm been paying for ChatGPT Plus since the very start.

The real test of a moat is pricing power - would you still stick with OpenAI if they increased the Plus subscription to $40/mo?

Most likely, yes. I don’t see any viable alternatives. And if they increase to $40, I assume others must as well due to similar unit economics.

Apple doesn't tend to enter unprofitable markets early. Name one single AI company that is innovating and profitable?

All the premier modal providers are losing money hand over fist even at $100's a month in subscription fees.

This is the payoff of nearly over a decade of R&D being poured into their chip development.

Apple is a vertical integration company and the CPU/GPU in their devices was a clear sore spot of relying on external vendors they did not like.

You can see their lead continuing and growing with things like their new modem used in some iPhones

You could also just say he was a unaffiliated lunatic who was sick of Kirk's rhetoric and hate speech and took it into his own hands.