For what it’s worth I don’t think we entirely disagree: it has at times felt absurd that it didn’t make as much money as it maybe otherwise could. We made a bet that the type of cloud platform we wanted to build could be well served by GPUs. It wasn’t as good a bet as we thought. There is probably a different type of cloud product we could build that would be better set up to sell gpus but we are still committed to the primitives our machine product has to offer.

I have to agree with this. Look at GPU utilization at AWS, Azure, .. they are running close to 100%.

for our p5 quota I had to talk to our TAM team on AWS, while most of our quota requests are instant usually.

But the people buying GPU’s on AWS are not the same market as the ones on fly.io

The whole thing is sorta antithetical.