Amir Rustamzadeh retweeted
This means compute futures are about to EXPLODE.
My prediction, Nvidia B300 1-year reservations will go for $9/gpu/hr in March 2027. $7 dollars will feel like the cheap old days. Bookmark this.
@ComputeDesk
Pretty much.
As of the past few weeks, debt markets have almost entirely shut off access to money for any company that doesn’t have substantial revenue independent of AI data centers.
SpaceX closed $40B of debt for GPUs, but we’re investment grade and have Starlink & launch revenue.
That means the 200+ neoclouds are going to see guppy-level death and consolidation. Some will make it through, but not many.
Amir Rustamzadeh retweeted
Daytona is building a cloud for agents that's like giving every agent its own computer. It has attracted founders of Stripe, Perplextity, Datadog, Mercor and others as angels, it says.
spr.ly/6010BHbrem
Amir Rustamzadeh retweeted
We just raised a $60M Series B at a $1B valuation to build @daytonaio into the Agent Cloud.
@FirstMarkCap led the round, with all key existing investors and angels doubling down.
We're also thrilled to welcome the founders of some generational companies aboard, including @patrickc (Stripe), @tobi (Shopify), @AravSrinivas (Perplexity), @BrendanFoody (Mercor), @oliveur (Datadog), @adamdangelo (Quora) and @ericsyuan (Zoom)
We're a 35-person team. But that's about to change; we're hiring across the board, and we'd love for you to join us.
Amir Rustamzadeh retweeted
Previously, to build realtime apps you've needed some sort of special sync system.
With Neon Realtime you now get realtime reactivity built directly into Postgres.
Amir Rustamzadeh retweeted
In early 2022, the first “real” @modal user was using us for processing large scale weather data. We were anxious about going up to them and asking them to pay ~$500 for continuing to run these jobs. (We thought it was a lot!)
Obviously the numbers are much bigger now.
But we’ve also built so much more since then, and our velocity and ambition are growing even faster. This year, we figured out how to scale to millions of concurrent sandboxes, launch RDMA clusters securely and elastically for distributed training, train state of the art speculators for inference, build a whole new sandbox runtime, and more. So many great rabbit holes, and we’re going deeper down all of them.
If this sounds interesting to you, we’re hiring! modal.jobs
Today we're announcing that Modal has crossed $1B in annualized run rate, as well as raised a $750M Series D at a $15.75B valuation, led by @Accel.
Since our Series C, usage has tripled and we’ve grown more than 15x year-over-year.
We are deeply grateful to the developers and companies building on Modal. There's still so much more to build, and we can't think of a better time to be building software.
Amir Rustamzadeh retweeted
Today we're announcing that Modal has crossed $1B in annualized run rate, as well as raised a $750M Series D at a $15.75B valuation, led by @Accel.
Since our Series C, usage has tripled and we’ve grown more than 15x year-over-year.
We are deeply grateful to the developers and companies building on Modal. There's still so much more to build, and we can't think of a better time to be building software.
Amir Rustamzadeh retweeted
There's a misconception:
"a big compute market doesn’t imply a big hedge market. [...] a lot of capacity is locked into fixed-price deals."
The entire compute market today is *FULLY* hedged. Fixed-price deals ARE the hedge. But, it's a horrible *full* hedge.
Compute derivatives will replace the "offtakes" with instruments allowing a finer-grained control over risk.
Sellers hate offtakes, because they want to get better rates on riskier shorter-term rentals. Buyers also hate them, because they want flexibility.
Compute derivatives allow more risktaking and more flexibility. The reason there's a compute shortage is that risk-taking and speculation is not possible.
This is otherwise a fantastic article, thanks for the @ComputeDesk mention.
Amir Rustamzadeh retweeted
Supabase Select 2026 Recap:
◆ we acquired Turso - big plans
◆ Supabase Compute
◆ Declarative Schemas 2.0
◆ Local dev without Docker
◆ Notebooks
◆ MCP Elicitations
◆ Scoped PATs
◆ OrioleDB in Beta
◆ Multigres open sourced
more in here →
supabase.com/blog/supabase-s…
Amir Rustamzadeh retweeted
Team @Mentlio built a great yc startup, pinged me and then got acquired. You can too xitter.cf/maddiehfaulkner/status…
Amir Rustamzadeh retweeted
"Once upon a time there used to be hyperscalers".
I cover @ComputeDesk, our compute indexes (incl. $DESKH100), the wheeler dealer compute traders making millions, and the inevitable consequences of compute capital markets. Along with my friend @BrettHarrison of @Architect_Fi .
NEW POD
We Cover
– Compute still trades in group chats
– Why finding GPUs takes so long
– Paying 2x to skip the queue
– Why compute futures > perps
– What’s really bottlenecking AI?
@BrettHarrison @andrawesbahou @JasonYanowitz
TIMESTAMPS:
00:00 Intro
00:59 Why Does Compute Need Markets?
08:53 Compute Still Trades In Group Chats
13:38 Why Finding GPUs Takes So Long
19:21 How Much Compute Should You Buy?
26:58 Why Are Compute Prices Rising?
33:27 Can Architect Take On CME?
38:13 How Do You Hedge Compute?
43:08 The Risks Behind GPU Lending
52:08 What Really Constrains The AI Market?
01:02:08 What Is Everyone Missing About Compute?
Amir Rustamzadeh retweeted
@supabase has acquired @tursodatabase
i'm been a huge fan of the team and what they've built. we have big plans together. more to share in our keynote in a few hours
this is the tweet that convinced us they'll fit right in
xitter.cf/glcst/status/209307402…
Amir Rustamzadeh retweeted
Introducing Qodo 3.0: the quality and governance layer for the software factory.
Engineering teams are building agentic software factories. Output is up, but code review hasn't kept up.
And a factory with no quality control is just a faster way to ship defects.
Qodo 3.0 governs your software factory from the first line an agent writes through review and into production.
Instead of individual PRs, group your code into work packages as connected changes across repos. Reviewed, ranked, and measured together, with a clear map of impact.
Amir Rustamzadeh retweeted
Edge Compute running globally with 9ms cold starts on average is a really amazing feat of engineering.
Here's how our team rearchitected our Edge Functions from the ground up for better performance, more flexibility and operational resilience.
netlify.com/blog/edge-functi…
Amir Rustamzadeh retweeted
Oren Yomtov of Accomplish AI found two separate ways out of OpenAI Codex's sandbox this year, disclosed September 20. One read an auth token straight out of a shared V8 heap to impersonate a trusted process. The other abused a patch tool to write outside its own directory and append commands to a shell config file.
Different bugs, same root cause: the thing enforcing the sandbox was running inside the sandbox it was supposed to contain.
Containers don't contain, and isolates don't isolate. This is the same failure mode wearing different clothes, whether it's a process boundary, a V8 isolate, or a container runtime.
Every session on our platform gets its own microVM with hardware-level isolation and its own kernel, not a shared one. When a workload needs to execute commands or touch the filesystem, that goes through our *Plugin API* over an authenticated endpoint, not as code the workload can reach into directly.
🔗 Full story here: bleepingcomputer.com/news/se…
Amir Rustamzadeh retweeted
Netlify now runs every tier of Edge Functions as microVMs on our platform!
That product handles more than 20 billion requests a month, for customers from startups up to Figma and Riot Games.
The number we're proudest of: median per-request overhead dropped from about 50ms to 6ms, more than 8x, while Netlify moved from software isolates to hardware-isolated VMs. Usually you trade isolation for speed. Here they got both.
VM startup on Netlify's fleet now runs at 2ms P99: selecting a machine, allocating and booting the VM, and getting the customer's code on disk. The deployment holds 99.998% measured availability, including through traffic spikes of 200x a customer's normal volume.
More this week: the case study behind the migration, and the engineering story our team wrote about building it.
Link to the full story: unikraft.link/netlify-x
