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Comment by me551ah

9 days ago

It’s not just the hyperscalers, it’s also the boom in personal projects being launched. AI has massively decreased the bar to entry, and a lot more people need servers compared to before

Do you believe there are many enough of these at scale to make any meaningful impact?

The vast majority of personal projects are not built by those receiving FAANG salaries.

  • I believe that the explosion of software _production_ in the last 6-12 months in all areas of society is beginning to run headlong into a global bottleneck in the capacity to _deliver_ and _distribute_ that much more software.

    Unlike previous boom/bust cycles, I do not believe that demand that's driving the capacity bring-up that's underway right now is going to level off in the near future.

    I am personally witnessing teams at my employer that were previously unable to produce software - non-Eng teams - that are now empowered to do so, and some of them are building some cool stuff. I think this is happening at every company everywhere, and I think when we and everyone else solve the "how do we deliver and govern this stuff?" problem there's going to be an even bigger unlock.

    Wild times.

  • My personal experience says yes. I doubled my usage of personal servers because it's so easy to self-host when I have an LLM holding my hand.