He's spot on about storage. The whole remote block device model made sense when drives were slow but now we're paying a massive performance tax just so someone else can manage the disk. I've been thinking a lot about what storage looks like when you take the cloud provider out of the equation entirely — where the data just lives across a network of participants and redundancy is built into the protocol instead of bolted on as a product tier. His egress pricing point hits too. If you're paying 10x for bandwidth just because it leaves their building, the incentive is to never leave. That's not infrastructure, that's a trap
He's spot on about storage. The whole remote block device model made sense when drives were slow but now we're paying a massive performance tax just so someone else can manage the disk. I've been thinking a lot about what storage looks like when you take the cloud provider out of the equation entirely — where the data just lives across a network of participants and redundancy is built into the protocol instead of bolted on as a product tier. His egress pricing point hits too. If you're paying 10x for bandwidth just because it leaves their building, the incentive is to never leave. That's not infrastructure, that's a trap