Amazon Web Services

Yeah, so Tiger Cloud has a couple of different features around it.

One is just the overall managed service, the ability to take the pain off the team to run a managed service, much like you would have with RDS on AWS, which I used pretty extensively before coming to Tiger Data for our geospatial product.

But within that as well, there's a couple of other features beyond that.

So the ability to have read replicas, HA replicas, all self-managed by their team, having a connection load balancer that sits on the outside.

One of the other features I think that's worth calling out that makes a big difference for users that want to retain a long history of data without keeping all of that data hot is tiered data.

And what it does behind the scenes is it takes a table, and let's say you have 10 years of history, and you want the first two years to be in hot queryable, and then you want the other eight years to be tiered.

And now, that tiers that off to S3 in the AWS case, and then it, it stores that in Iceberg format behind the scenes.

But the entire time range is still queryable as one table.

And so what you have is, uh, Amazon and these big tech companies, uh, lobbying and, and y- basically bullying, uh, these standards so that they are able to make these ridiculous claims.

You're also [clears throat] deeply concerned about Amazon Web Services, um, the Department of Homeland Security recently awarding them a $2.6 billion contract to provide cloud services at the agency.

Talk about how, um, Amazon fits into the, uh, immigrant crackdown in this country.

Yeah.

Amazon Web Services proudly, uh, displays its partnerships with groups like Palantir, and they have hundreds of millions of dollars of contracts with ICE and Customs and Border Patrol.

And we can directly see the way that they are aiding this military surveillance state.

In 2021, they signed, uh, Project Nimbus, which allows the Israeli government to surveil all aspects of Palestinian life and continue their illegal occupation and genocide.

But this humane story illustrates how that might not always be true.

If we were to hypothetically try and block China, Google, Microsoft, AWS, Oracle, and others from serving Chinese models on their cloud, well, we don't want to just be telling everybody, hey, if you want to do Chinese models, who you actually need to buy from is humane.

And so this is the tension.

The more we sell our chips abroad, the more we might be tying our hands or restricting our freedom of movement in other ways that we might try to counterbalance China later.

It also described new possibilities for AI and real-time data processing with Python and Cloudflare workers.

In the comments, the community showed mostly excitement discussing Python workers' performance and cold start times, which still face some challenges compared to other platforms like AWS.

Users debated issues around startup latency and the architecture tied to WebAssembly and JavaScript environments.

There was appreciation for the progress made and suggestions for further improvements, such as support for other languages like Go and Mojo.

So because of AI, you do have a higher propensity for cyber attacks, fraud and social engineering has become cheaper and also potentially much more scalable.

So there's also concentration risk because many financial institutions and banks, they depend on these same cloud and AI providers like AWS, for example.

These are the two key risks created by AI.

But of course, the advantage that Singapore has is that we are a major manufacturer in the semiconductor chain and the downstream segment.

So you have your traditional financial risk, like leverage, liquidity and credit risk, they still matter.

But I think what the AI has actually embedded more deeply now is the risk around cyber attacks and fraud, which I previously mentioned.

So I think what the regulators will have to think about will be, if the major technology provider, let's say AWS goes down, Or if an AI enabled cyber attack maybe hit several institutions at once, what would be the impact and how to actually address this? So I think this is where we might have to tweak the framework a bit to include these exogenous shocks.

Gives me an idea for a future topic.

So yeah, we've talked about WWE counter-programming AW before we've that's kind of been like a thing, right.

Since AWS inception, whether it was NXT.

whether it's some saturday night main event show whether it's anything at this point um and at the time the debate was whether it was fair competition or wwe deliberately trying to make life harder for tony khan and aw but now i think the questions change because if wwe can put another wrestling event in the same market stack it attach major names to it and aw still sells out so then what's What are we actually accomplishing? Is AEW's audience loyal enough that WWE can't really disrupt it anymore? Or are we making too much out of one market and one event? So the question tonight is, does WWE counter-programming even work anymore? So the first question, we'll go around.

I want everybody to have yes or no.

I spent a lot of time thinking about infrastructure.

I think the entire software factory, this isn't going to be AI advice, but I think the entire software factory stack will decompose into good interfaces and open components, kind of like what we saw happen in the Kubernetes world in the last decade of basically the more open and portable you can make these ideas, the more likely they are to get broad adoption And you need a certain amount of momentum to actually become the default solution, just like what happened to VMware, just like what happened with AWS, what happened with Kubernetes.

And so I think a lot of these like walled garden, like you can build a software factory entirely on cloud.

You can use cloud code as the harness.

You know, they invested $5 billion into Intel.

NVIDIA is, you know, setting partnerships with AWS and with Cisco Splunk.

They're all working together to further this anthropic, open AI, Google ecosystem.

And note that NVIDIA just bought or is intending to buy Hugging Face, which is like the GitHub for AI, right? So I think it's $13 billion or something like that.

Siegel, Levasseur, and other experts who spoke with KYCIR say to make these contracts more enforceable, companies should be required to explain not only why they need each piece of student data, but also who they are sharing it with.

Our review of JCPS's agreements found only two vendors shared their sub-processors that receive student data, like Amazon Web Services.

JCPS did not grant an interview, but a spokesperson said the district standard contract requires subprocessors to have privacy restrictions at least as rigorous as those imposed on the primary vendor.

JCPS contracts also have restrictions on so-called de-identified data.