Howard Marks @[email protected] @DeepStorageNet

Former analyst, journalist and storage bon vivant. Now working @VAST_Data who do not approve of me here. @[email protected] deepstorage.net Laconia, NH Joined May 2009

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Howard Marks @[email protected] @DeepStorageNet

14 hours ago

@SharpNetwork It don’t get better than that

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Matt Turck @mattturck

4 days ago

In Jensen's 5 layer cake analogy for AI (energy, chips, infrastructure, models, applications), the middle layer (esp the software infra part) is much less understood - and thats where @VAST_Data became a $30B company few people know about, powering @SpaceXAI, @CoreWeave, @nebiusai, @MistralAI, @nscale etc My conversation with Renen Hallak, CEO: 00:00 Intro 00:51 The hidden software layer in NVIDIA's AI stack 02:28 What actually makes an "AI factory"? 05:13 Should Walmart and Goldman build their own AI? 06:20 "We infer during the day, fine-tune at night" 13:16 Announcement: frontier models & sensitive data 15:32 From P vs. NP to founding VAST Data 17:32 OpenAI, Navier–Stokes and 10,000 agents 20:25 The pre-transformer insight behind VAST 21:55 DASE: VAST's "shared everything" architecture 25:18 "Storage was where startups go to die" 27:39 Trillions of vectors: why old databases break 29:01 Are S3, Snowflake and Databricks ready for AI 31:29 Data gravity, vendor lock-in and zero churn 33:13 Training vs. inference: why the infrastructure changes 34:46 Model routing, KV caches, RAG & agent memory 36:59 Identity, permissions and security for AI agents 40:27 Can multi-agent systems unlock scientific discovery? 41:55 DataEnclave: how confidential AI protects data and weights 45:16 Who should be AI's trust layer? 46:37 "Sometimes it scares me": 500 petabytes to 2 exabytes 50:08 Is circular AI financing creating systemic risk 51:32 Why VAST is profitable when AI infra isn't 53:24 What separates the winning neoclouds? 55:06 "Their lunch is being eaten": why hyperscalers lag 59:10 Where will the trillions accrue across the AI stack 1:01:18 NVIDIA: "There's no legal document between us" 1:03:59 What VAST learned from xAI and @elonmusk 1:05:36 "Bad things loudly and often": building at AI speed 1:06:53 More change in 10 years than the previous 1,000? 1:08:39 VAST's endgame: all the data in the world

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Howard Marks @[email protected] @DeepStorageNet

2 weeks ago

@_Desmoden @USNavy $175/ton.

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Howard Marks @[email protected] @DeepStorageNet

2 weeks ago

@plankers Brings a whole new meaning to "Making it rain" Bob

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The Husky @Mr_Husky1

3 weeks ago

People say: "I wish one middle-class income could support an entire family like it did in the 1950s." Okay. Then take the entire 1950s package—not just the parts you romanticize. • No Netflix, Disney+, Spotify, or endless subscriptions • One small TV with 3 channels, if you're lucky • One basic car for the whole family • No yearly vacations or cheap flights across the country • No smartphones, laptops, gaming consoles, or internet • Every meal cooked at home from scratch • Kids sharing bedrooms • A house under 1,000 sq. ft. for a family of 4–6 • One bathroom for everyone • Little to no air conditioning in many places • Clothes repaired, reused, and handed down • Eating at restaurants was an occasional luxury, not a weekly habit The comparison isn't just income. The average household today consumes far more space, technology, entertainment, travel, convenience, and services than the average household did 70 years ago. That doesn't mean housing, healthcare, and education aren't more expensive today—they are. But when people compare lifestyles across generations, they often compare a 1950s income to a 2020s standard of living. Those aren't the same thing. If you want the economics of the 1950s, you have to accept the lifestyle of the 1950s too.

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Anonymous @YourAnonCentral

3 weeks ago

Trump offers a bribe of $5,000 in exchange for votes, the bribe is promoted as a dividend and would cost $1.2 trillion dollars. This is a felony under 18 U.S.C. § 597, bribing someone to vote a certain way is a federal crime punishable by prison.

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Howard Marks @[email protected] @DeepStorageNet

3 weeks ago

@slice Your EMAIL is in violation of the CAN-SPAM act. It says you're sending because I was once a customer and has no unsubscribe. I moved out of your service area so the emails are futile except to make sure I don't use your service in my travels. ADD A CLEAR UNSUBSCRIBE