Replying to @pavan_ky
@pavan_ky Yeah, I buy the argument that cloud APIs have outpaced Twitter’s previous innovations.
@pavan_ky Tactically it makes sense to accelerate iteration in the short term by buying software.
@pavan_ky Strategically I think it’s a huge miss for Twitter. My white-hot take is Twitter would be better served keeping all infra in-house…
@pavan_ky …and attempting to leapfrog the current state-of-the art in terms of ML and hyperscale data pipelines. (as well as other core platform tech)
@pavan_ky Otherwise Twitter will pay a huge premium to achieve functional parity with every other company running on GCP or AWS.
Ian Brown @igb
@pavan_ky Basically I’d argue that Twitter *has* to execute and iterate faster than @Meta and @tiktok_us and whoever is next.
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@pavan_ky @Meta @tiktok_us And I don’t see how they can do that by paying $$$$$$$$$$$ to cloud providers for the same commodity infrastructure that everyone else uses.