Probably a good idea to do it now, because Trump has made sure SpaceX is about to have yet another European, a Chinese and an Indian competitor soon. 2 out of 3 have already demonstrated landing a rocket, as has Blue origin in the US with the New Glenn launch + landing. Plus a few countries are thinking about it, at least Switzerland, South Korea and Israel if you can believe it. Also the EU has setup a working Starlink competitor (by approving the feature on "old" satellites), and China is already doing launches and theirs should be at least partially operational. Russia claims to have a working Starlink competitor and India is building one. Oh and as for profitability ... not that Starlink hasn't been tried 10 times before, with the most spectacular crash being Iridium, but that was far from the only attempt+bankruptcy building Space internet. Well, the economics are discussed in this video: https://www.youtube.com/watch?v=zaUCDZ9d09Y TLDR: SpaceX is bankrupt, Starlink is a pets.com "We lose on every sale but make it up on volume" style move. So yes, high time to sell the stock indeed. Oh, and Blue Origin has beat SpaceX to Mars and will be the first private company getting a payload to Mars soon (the "ESCAPADE" mission). As in payload is on the way and there's no way SpaceX can catch up anymore. In fact it's pretty tough finding another rocket manufacturer that has not launched a mission to Mars. Boeing has launched payloads to Mars. Blue origin has. Arianespace has. Russia has. Not especially economically relevant* but worth mentioning. Economics are not what determines either rocket building or launches and hasn't ever done so. Which means rocket launches are cheaper than they can be in private hands. * what is economically relevant though is that SpaceX is not even saving the US government money. The US government cannot risk having SpaceX as a single option to get to orbit, so it has no choice developing a publicly funded rocket program. Everyone always makes the point that SpaceX is cheaper than SLS. However ... this fails to correctly compare prices for the only options the US government has: Option 1: pay for SLS Option 2: pay for SLS and SpaceX. So really the price of SpaceX rocket launches doesn't even matter, not using SpaceX will be the cheapest option because math.
You really should take some of your pill. > Instead, it was triggered by changes being made to our body parsing logic while attempting to detect and mitigate an industry-wide vulnerability disclosed this week in React Server Components. > Unfortunately, in our FL1 version of our proxy, under certain circumstances, the second change of turning off our WAF rule testing tool caused an error state that resulted in 500 HTTP error codes to be served from our network. The body parsing logic is in react or nextjs, that's my takeaway, is it that incorrect? and the WAF rule testing tool (control plane) was interdependent with the WAF's body parsing logic, is that also incorrect? > This was a configuration change to change the buffered size of a body from 256kb to 1mib. Yes, and if it was resilient,the body parsing is done on a discrete forwarding plane. Any config changes should be auto-tested for forwarding failures by the separate control plane and auto-revered when there are errors. If the waf rule testing tool was part of that test then it being down shouldn't have affected data-plane because it would be a separate system. data/control plane separate means the run time of the two and any dependencies they have are separate. It isn't cheap to do this right, that's why I speculated (I made clear i was speculating) that it was because they wanted to save costs. > The ability to be so wrong in so few words with such confidence is impressive but you may want to take more of a curiosity first approach rather than reaction first. Please tone down the rage a bit and leave room for some discussion. You should take your own pill and be curious about what I meant instead of taking a rage-first approach.
> They really need to figure out a way to correlate global configuration changes to the errors they trigger as fast as possible. This is what jumped out at me as the biggest problem. A wild west deployment process is a valid (but questionable) business decision, but if you do that then you need smart people in place to troubleshoot and make quick rollback decisions. Their timeline: > 08:47: Configuration change deployed and propagated to the network > 08:48: Change fully propagated > 08:50: Automated alerts > 09:11: Configuration change reverted and propagation start > 09:12: Revert fully propagated, all traffic restored 2 minutes for their automated alerts to fire is terrible. For a system that is expected to have no downtime, they should have been alerted to the spike in 500 errors within seconds before the changes even fully propagated. Ideally the rollback would have been automated, but even if it is manual, the dude pressing the deploy button should have had realtime metrics on a second display with his finger hovering over the rollback button. Ok, so they want to take the approach of roll forward instead of immediate rollback. Again, that's a valid approach, but you need to be prepared. At 08:48, they would have had tens of millions of "init.lua:314: attempt to index field 'execute'" messages being logged per second. Exact line of code. Not a complex issue. They should have had engineers reading that code and piecing this together by 08:49. The change you just deployed was to disable an "execute" rule. Put two and two together. Initiate rollback by 08:50. How disconnected are the teams that do deployments vs the teams that understand the code? How many minutes were they scratching their butts wondering "what is init.lua"? Are they deploying while their best engineers are sleeping?
Trust the science. The World Health Organization on glyphosate in 2016: "The only large cohort study of high quality found no evidence of an association at any exposure level" "Glyphosate is unlikely to be genotoxic at anticipated dietary exposures" "Glyphosate is unlikely to pose a carcinogenic risk to humans from exposure through the diet" "The Meeting concluded that it was not necessary to establish an ARfD for glyphosate or its metabolites in view of its low acute toxicity" https://www.fao.org/fileadmin/templates/agphome/documents/Pests_Pesticides/JMPR/2016_JMPR_Summary_Special.pdf Tptacek in 2018: "There are no credible studies indicating that glyphosate is a carcinogen, and it would be a little bit surprising it if was, since it targets a metabolic pathway not present in animals. Meanwhile, many of the herbicides that glyphosate displace, plenty of which remain in use, are known human carcinogens. The most widely reported declaration of glyphosate's carcinogenicity, by IARC, was disavowed by the WHO, IARC's parent organization...The evidence seems to suggest that glyphosate is basically inert in humans" https://news.ycombinator.com/item?id=17043887 When Dr. Oz in 2015 spoke out against glyphosate, ten prominent physicians wrote a letter to Columbia University in demanding his removal from the faculty for an "egregious lack of integrity" and for his "disdain for science and for evidence-based medicine." He replied "I bring the public information that will help them on their path to be their best selves" and provides "multiple points of view, including mine, which is offered without conflict of interest." https://www.agrimarketing.com/ss.php?id=95305 Here is Reuters with a 3000-word Special Inverstigative Report filed under "Glyphosate Battle" carrying water for Monsanto, after IARC declared the chemical 2A (probably carcinogenic): https://www.reuters.com/investigates/special-report/who-iarc-glyphosate/
Yeah but that's a bit of a motte-and-bailey fallacy isn't it? Just because the chemical in question is safer than the previously existing alternatives doesn't mean that the way that Monsanto promoted it and marketed it for use and the way people ended up using it because they believed that marketing didn't result in a net greater detriment to society and the ecosystem than if we had adopted totally different pest management protocols that didn't require as many chemicals that a company like Monsanto conveniently sells. I had a boss at a greenhouse tell me once that his old-timey agriculture prof at a big university would swear by the safety of glyphosate and he would literally drinking a shot glass of the stuff in every first year class like he was that dude who drank H. pylori to prove ulcers were caused by an infection. This kind of insane grandstanding where a professor openly drinks herbicides for years in university classrooms came from absurd marketing from Monsanto and neither of these things have any place in our society. Monsanto had a financial interest to make that professor into a fervent Jonestown-esque believer of their product and the end result was that spread that fervour to thousands of students who went out into the industry and figured that if it's alright for that guy to drink it then it must be alright to spray that shit everywhere as often as they want. The downstream effect of that is you're on HN in 2018 advocating for glyphosate and then again in 2025 when someone points out how ubiquitous confidentially incorrect opinions about glycophosate are.
> " Microsoft is under stiff competition (they are selling a product, an operating system, that is a commodity competing with free) " Microsoft's Annual revenue from Azure is $75 billion. Office Server is $40 billion. Office Consumer is $6 billion. LinkedIn is $15Bn. Dynamics is $5Bn. Gaming/XBox is $15Bn. Search/Advertising is $14Bn. Devices at $5Bn. Intelligent Cloud at $87Bn. Windows $21Bn. They are a HUGE company with a lot of multi-billion dollar product streams and a lot of business lockin around basically any company on the planet which isn't a new web app startup. Oracle sell an RDBMS. Competing with SQL Server, PostgreSQL, MySQL and the last 15 years of NoSQL. Oracle is what Amazon Retail made a multi-year move away from ending in 2019, and were very happy about it, popping champagne in their announcement video[1]. Oracle license Java which has seen a mass migration to free OpenJDK and Amazon Corretto and all the other free forks. Oracle make a cloud service that you wouldn't touch unless you had a team of Fortune 100 lawyers pressing enter for you because you know Oracle saleslawyersharks are watching on the other side. Why does anyone other than the government give them money? What for? Okay yes they're "the best" at something or other for a Fortune 100 with serious needs, nothing else comes close, ... but 4-5x their valuation in the last 5 years?? > " Tesla suffers strong competition. In spite of the above, Musk is currently the top of the Forbes ranking. Amazon is... Actually wildly successful " Yeah, Tesla is hype-valued and Amazon does a lot of things in a lot of big markets, of course they're valuable. Oracle does some obscure boring IBM style thing that is never hyped and there is never any positive sentiment about it on the tech internet. [1] https://www.supportrevolution.com/resources/why-amazon-left-oracle/
Oracle had $57 billion in revenue in 2025, up 8% from last year. You do make the excellent observation that it's not as high or spiky as other tech companies. It is, however, consistent, and they've been at it much longer than most on the list (founded 1977). That last fact probably matters most regarding Ellison's fortune. Their "boring IBM style thing" continues to grow, slowly, and continues to make him money (a lot of it, given his continually-owned large stake); even if the velocity isn't as high as other billionaires, he started a lot earlier than they did. > Why does anyone other than the government give them money? I asked a similar question of a relative who was all-in on Microsoft in the '90s. His response was simple: "reliability and expectation of business-oriented service." When a company's been around since 1977, there's more trust they'll be around 10 years out. Oracle is many things, but it's not a company with a notorious "killed by" list of abandoned critical projects that other companies were relying upon to prop their revenue streams. And, if you spend enough money with them, they tend to put someone on helping you solve your problems to keep your business; this is something the alternatives do as well, but Oracle's seen a lot more business problems and has a big portfolio of past solutions that worked. I got to be a fly on the wall at one of the FAANGs transitioning off an Oracle DB, and the process took about 3x longer than scoped. The reason? Conservative decisionmaking: all the money flowed through the Oracle DBs, and you cannot screw with the money flow. This goes beyond the need for a business to make revenue; failing to properly track your money flow can put you out of compliance with financial laws and make people go to jail. They trusted their in-house databases for tracking user PII, for keeping the core services running, for doing internal infrastructure monitoring and employee recordkeeping... It took convincing to get every stakeholder to trust it with the money. Companies buy in with Oracle because they have some confidence they won't go to jail for doing so.
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