Speculation on whether TikTok will take advantage of new abstractions and mechanisms to enhance their app's infrastructure or simply outsource to cloud platforms such as Azure, GCP and AWS for better financial sense.
The idea that any app of Twitter's scale would use their own data centers made no technical sense. Outsourcing to Azure, GCP, and AWS can raise billions of dollars, while enforcing product hygiene is key to the user experience.
The new CEO of Groupon, Rich Williams, plans to efficiently rebuild the company's infrastructure and significantly reduce op ex and headcount. This will benefit all stakeholders, and it presents a chance for equity holders to make a decent return if the company turns profitable.
The hosts discuss avoiding topics their lawyers have advised them not to talk about and the accuracy of their past predictions.