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Everything is relative, 28.6m gallons per day is nothing.

Golf courses use nearly 100x more water per day than datacenters, nearly 2b gallons per day. [1]

Residential lawn water usage is ~9b gallons per day. [0]

0 - https://19january2017snapshot.epa.gov/www3/watersense/docs/f...

1 - https://www.usga.org/content/dam/usga/pdf/Water%20Resource%2...


Azure migration is the most plausible explanation I've heard. https://news.ycombinator.com/item?id=45517173

GitHub claims that AI development tools have caused a massive surge in demand in recent months. They need to scale by 30X to keep up with demand.

According to GitHub, Azure migration is the attempt at a fix/upscaling, not the underlying cause of the issues.

Addressing GitHub’s recent availability issues: https://github.blog/news-insights/company-news/addressing-gi...

An update on GitHub availability: https://github.blog/news-insights/company-news/an-update-on-...


Github is claiming that a usage spike in 2026 is the cause of availability issues in 2025, so their explanation is clearly incomplete at best. The usage spike may be why things have failed to get better despite them putting effort into improving things, but it isn't the root cause of problems.

But the outages have been getting worse and worse even before anything related to AI took off.

The issue is that they're not a scrappy startup anymore, they are defacto running the internets development infrastructure and are owned by a trillion dollar company.

So the bar they're measured by has changed and they haven't even tried to keep up, paying lip service to reliability when you are critical infrastructure is not going to go well.

There were reliability issues in 2010 for sure, but it feels worse now; the period before acquisition was the most stable (2014-2017).


> GitHub claims that AI development tools have caused a massive surge in demand in recent months. They need to scale by 30X to keep up with demand

They said they're designing for a future that would require 30X of today's scale.

They did not say that they need to scale 30X to meet today's demand.

To be fair, the "demand is up 30X" claim was spammed all over social media so it's easy to see why this topic is so misunderstood


Funny how windows updates are never postponed for lack of "scaling". I know, I know, completely different stuff here - but arent test vms and ci vms being updated constantly?

Im old enough to remember the hotmail migration to win2k (then 2k3) and the postmortem. I was also old enough to look at the rotor source code. Yah, that one, running managed code in freebsd.


Their own greed is causing their issues. They could be doing a million different things to reduce demand, but they don't want to dampen their current growth and have opted to continue scaling up at the cost of quality.

What would you suggest they do to reduce demand? (This is a serious question btw)

They could make people pay for stuff that is free right now.

And yet: GitHub is also getting called greedy and horrible for moving to usage based billing:

https://news.ycombinator.com/item?id=47923357


If demand increased that much they should be imposing rate limits.

Then they shouldn't be encouraging AI development tool usage.

I've never pushed a commit and thought huh, I wonder what copilot thinks of this.


Coupled with this (unsubstantiated but thorough) discussion on the internals of Azure, if even a fraction of this below-linked post is true, Github's abnormally-filesystem-intensive workflows would have wildly unpredictable performance and reliability forced onto Azure.

https://isolveproblems.substack.com/p/how-microsoft-vaporize... https://news.ycombinator.com/item?id=47616242


Azure also regularly has incidents due to capacity issues in several regions, so that many Azure-managed services also go down. Some of those incidents have been open continuously for many months now.

I glanced at zhe thread you linked. And as I understand they are in the process of migrating, which will take more than a year still.

If that’s the case, then it’s not necessarily a problem with Azure itself.


OMG I was a few FAANG-like companies. Most acquisitions failed due to the migration. It always played in the same way:

1. The acquired company was small company to the acquirer. 2. We need to improve scalability and reduce cost!

Then, they migrated. The new system was worse and didn't have parity. It was years. Customers were moving off. The project/product shut down.


My guess is that the telemetry data they can collect from interacting with claude code is the "secret sauce" behind a lot of the improvements we're seeing with coding models right now. Look at cursors Composer-2 release today. Clicking "accept" during plan mode, committing changes and pushing to a remote repo, etc. is a really strong reward signal.

Can't collect telemetry from applications you don't control.


Yeah but they're not owed the telemetry. It's a privilege (if you convince your users to interface with your service via their client), not a right.


Yup, agreed with this as well. Probably also why they've been investing so heavily in the desktop Claude Code experience; very hard to gather great telemetry from a terminal app.


You mean their tool (I use it daily) is so bad despite all the data they collect?


Literally everyone is desperately trying to figure out why it's so bad and how to make it work consistently using harness etc. But in spite of this massive effort things always go awry after a while. Maybe in a year or two someone figures it out.


Yep, I suspect this is the rationale/driver too.


Private aviation.


Depends on your PoV - exerting regulatory pressure to slow use of private jets by Chinese billionaires may well be seen as "doing it better".

* https://www.scmp.com/economy/china-economy/article/3337814/w...


Both. Employer pays for work max 20x, i pay for a personal 10x for my side projects and personal stuff.


mix of promptfoo and ad-hoc python scripts, with langfuse observability.

Definitely not happy with it, but everything is moving too fast to feel like it's worth investing in.


Any takeaways on Promptfoo?


It took tiktok just 5 years to go from ~no revenue to ~$12b annual in the US.

ChatGPT has roughly the same MAU as tiktok. I don't see why their ad business wouldn't meet or exceed what tiktok was able to do in less than 5 years.


Because TikTok is free, had no competitors and network effects given that it is a social media platform. ChatGPT already depends on subscription income, has to compete with companies that can offer the same service for free and has no network effects because you're literally talking to a commodified bot


> TikTok [..] had no competitors and network effects

TikTok, or rather ByteDance, acquired Musical.ly as a competitor to absorb the user base and jump start their network. Their also have been a lot of short-form video platforms before (e. G., Vine) and during TikToks growth (Instagram reels, YT Shorts).


12B and 200B is a HUGE difference...especially in a 5 year time span.


The $200b is 2025 for all of Meta worldwide.

Reuters reported that ByteDance (TikTok parent) in Q1 2025 had $48b in revenue.[0] They should surpass $200b for 2025 which would make them bigger than Meta.

In other words, Tiktok has already caught up with Instagram in terms of revenue.

[0]https://www.reuters.com/business/finance/tiktok-owner-byteda...


> most of which is from the Chinese market as it continues to face political pressure to divest its U.S. arm.

We're not comparing apples and oranges here. Google and Meta don't operate in China, so there is no giant online ad spend (especially for social) already allocated like there is in the US.


> Like, I've seen no sign of OpenAI building an ads team or product

You just haven't been paying attention. They hired Fidji Simo to lead applications in may, she led monetization/ads at facebook for a decade and have been staffing up aggressively with pros.

Reading between the lines in interview with wired last week[0], they're about to go all in with ads across the board, not just the free version. Start with free, expand everywhere. The monetization opportunities in chatgpt are going to make what google offers with adwords look quaint, and every CMO/performance marketer is going to go in head first. 2% is tiny IMO.

[0] - https://archive.is/n4DxY


I have indeed being paying attention, thanks. One executive does not an ads product make, though.

I think that ads are definitely a plausible way to make money, but it's legally required that they be clearly marked as such, and inline ads in the responses are at least 1-2 versions away.

The other option is either top ads or bottom ads. It's not clear to me if this will actually work (the precedents in messaging apps are not encouraging) but LLM chat boxes may be perceived differently.

And just because you have a good ad product doesn't mean you'll get loads of budget. You also need targeting options, brand safety, attribution and a massive sales team. It's a lot of work and I still maintain it will take till 2030 at least.


Google should have to make this disclosure as well. I'd guess >50% of their AdX revenue is from click-trick, fake button, scam ads. Across the board I'd expect Google's ad revenue to be at least 10% from scams, if not more.

Source: a decade of running a website monetized with adx and having to hire people to manually monitor and block scam display ads multiple times a day.


nit: Nestle sold off it's water brands in 2021 to a private equity group.[0][1]

0 - https://www.foodnavigator.com/Article/2025/05/09/nestle-to-s... 1 - https://www.youtube.com/watch?v=3l2Bas81NDY


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