Self-hosting vs monitoreo administrado: ¿cuál sale más
¿Prometheus gratis vs Datadog $15K/mes? El verdadero costo del self-hosting vs monitoreo administrado incluye SRE, upgrades y storage. Calculá antes de ...
https://donweb.news/self-hosting-vs-monitoreo-administrado-costos-reales/
The Substitution Line
The model-layer commoditisation that broke into public view at the end of April kept compounding through this week's earnings calls. Two CTO-level confirmations on different stages put GPT-4-equivale
The model-layer commoditisation that broke into public view at the end of April kept compounding through this week’s earnings calls. Two CTO-level confirmations on different stages put GPT-4-equivalent inference at roughly one-thousandth its early-2023 cost. The released value did not disperse evenly. It flowed up the stack to vendors with proprietary context above the models, and crashed down on vendors whose own labour cost was sitting in the path AI was busy automating. Three Inferential daily posts and four more market events between May 1 and May 7 located the same line, drawn from the same mechanism, with vendors landing on opposite sides of it.
Fabiana Scala from Datadog is now talking about datacenters expansion - More Datacenters, Less Problems
US Top News and Analysis | Morgan Stanley sees these stocks rewarding investors this earnings season based on at least one key indicator each
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Morgan Stanley says the current earnings season offers upside for stocks that beat at least one key performance indicator, even amid geopolitical risks, noting that 88 % of S&P 500 companies that have reported Q1 results so far posted earnings‑per‑share surprises and 84 % beat revenue expectations. The firm’s U.S. equity strategist Michael Wilson highlights gambling platform DraftKings and cloud‑software provider Datadog as likely beneficiaries: DraftKings is expected to exceed adjusted EBITDA forecasts for its Q1 2026 report (due April 30), while Datadog could surprise on revenue when it reports on May 6, buoyed by growing AI‑driven data volumes. Both companies have faced recent stock pressure—DraftKings from increased competition and Datadog from AI‑related disruption—but Morgan Stanley believes their KPI‑driven beats could drive share gains during the broader earnings recovery.
#MorganStanley #S&P500 #FactSet #Datadog #MichaelWilson
AI generated summary, Read the full article for complete information.
Fabiana Scala from Datadog is now talking about datacenters expansion - More Datacenters, Less Problems
Claude Code の週次タスクを安定させたくて、MCPを捨てて公式CLI（bee / Pup）に移行した話
https://qiita.com/ntaka329/items/d7debbc9413b500af19e?utm_campaign=popular_items&utm_medium=feed&utm_source=popular_items
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