• 52 Posts
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Joined 2 months ago
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Cake day: November 25th, 2024

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  • Yeah. I don’t believe market value is a great indicator in this case. In general, I would say that capital markets are rational at a macro level, but not micro. This is all speculation/gambling.

    My guess is that AMD and Intel are at most 1 year behind Nvidia when it comes to tech stack. “China”, maybe 2 years, probably less.

    However, if you can make chips with 80% performance at 10% price, its a win. People can continue to tell themselves that big tech always will buy the latest and greatest whatever the cost. It does not make it true. I mean, it hasn’t been true for a really long time. Google, Meta and Amazon already make their own chips. That’s probably true for DeepSeek as well.






  • Better federation and search. Make it easier for content creators and instance runners to monetize. Make it easier to script your own feed/recommendations.

    All of the above is true for all software on the fediverse. But monetization especially for PeerTube. Pay to watch, donations and ads should all be options in the official implementation. Because of the high cost of running a large high bandwidth instance (if that wasn’t obvious).

    Seems like the only ones who really benefit from PeerTube right now are right-wing extremists. The only large Swedish instances are far-right. And they are big because of content supply and demand.






  • Yeah, maybe that was a bad example. I believe my point is that if the quality of the product and/or the number of users is large enough, it doesn’t matter if you don’t have a viable business plan yet.

    The big risk when it comes to the fediverse is that it still is so small that big tech could just highjack the whole thing, and it wouldn’t even be a bullet on the weekly board agenda. I.e. it’s still pocket money we’re taking about.



  • Instead of writing the same answer to all sceptics, I’ll just write one answer here:

    I believe that you greatly overestimate the rationality of VC at a micro level and greatly underestimate the number of business cases that can be made on top of popular open standards. Developing a fediverse software like Pixelfed is basically free if you’re with the big money. The question is if it will hurt your other investments and strategy. Right now it looks like the answer is “no”. The risk of putting too many eggs in the oligarch basket seems quite high.

    Is it not possible to make money of the internet because you don’t own the infrastructure and the standards are open?