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  "note": "I found this article from Om about the changes happening at the network layer as a result of AI super interesting. The foundational design of the infrastructure of the web is being challenged by the mesh-like needs of AI capabilities versus the more hierarchal structure that powered streaming media and web interfaces.\n\n> In short, all four hyperscalers are giving the fat tree’s economic logic the thumbs down when it comes to AI workloads. Each has its own proprietary response. And you can bet your last penny that none of them is going to license their answer to the others. This is the same pattern that played out with custom silicon (TPUs, Trainium, Maia, MTIA), switches, and other gear. The hyperscalers see the workloads first, at scale, and they build the infrastructure to match. And they optimize, and optimize. The rest of the industry catches up later, if at all.\n\nThis section really hit me.\n\n> The right historical analogy for what is happening with AI is not Web 2.0 or the cloud. It is the railroads of the nineteenth century. Railroad operators understood the freight cars were not where value lived. The value was in owning the rails and everything around them, including the land. Owning the rails meant controlling routes, latency, geography, redundancy, and the cost structure of every customer who depended on the network.\n\nI read this with some historical context. I was building and running large scale public websites before the cloud existed. I spent many years building out data centers in colo facilities. I still remember with a bit of a smirk when we had truckloads of Dell computers being unloaded into AT&T data centers and our crew onsite to 'rack & stack' and get everything going. \n\nWhen you compare that world to the data centers of the hyperscalers there is almost nothing in common. The design of these things is now largely proprietary and at a level of complexity that is only understandable by the most elite infrastructure people in the world. Om goes on to suggest that is a bigger moat that the likes of Nvidia. I think he could be right.",
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