Deep dive on GPU Initiated Networking essential for scaling MoE models developer.nvidia.com/blog/do…
Alex Bortok retweeted
Realtime TTS-2 is GA today, now the #1 model on Artificial Analysis and fastest TTS in the world of its class.
The research preview got far more usage than expected. That experience went back into research and today's GA model represents the biggest leap in Inworld's history.
Alex Bortok retweeted
Netris is hiring a Product Architect in the Bay Area to sit between deep network engineering and product.
You'll translate architecture patterns and operator workflows into requirements, specs, and UX guidance — owning the product intent behind underlay fabric, EVPN/BGP, lossless Ethernet, and multi-tenancy.
You'll need expert-level networking credentials — CCIE, JNCIE, Arista ACE, or NVIDIA Networking, at production scale — plus 7+ years designing and implementing at scale. EVPN/BGP from first principles. PFC, ECN, DCQCN, and what happens to a RoCEv2 flow under congestion. And enough product discipline to write a spec an engineer can build from and a designer can act on.
Netris is the leading provider of network automation and multi-tenancy for AI infrastructure. We've grown ARR 800% in the last 12 months, closed a Series A led by Andreessen Horowitz, and now run 35+ live GPU cluster deployments worldwide — more live deployments than all other network automation vendors combined.
The role is based in the Bay Area, on-site. Competitive salary + stock options.
Apply: linkedin.com/jobs/view/44609…
This is an opportunity for US AI Factory builders to put more thought into working with local communities. Make local small businesses win directly and soon, rather than via elusive benefits of AI reservation systems and such
Alex Bortok retweeted
There’s so much to unpack here, but it’s a huge lesson for startup founders AND for their customers.
For background, ServiceTitan announced that they are no longer integrating with Podium and customers (which it seems like there are ~1,000) have 3 weeks to find a replacement.
This is the definition of platform risk.
Not because one company is necessarily right or wrong, but because it exposes a truth that both founders and customers routinely underprice.... an integration is not a product feature. It is a revocable treaty between two companies whose incentives can (and will) change.
There are a few important lessons here:
1/ Platform risk is an incentive problem, not an API problem.
Founders worry about uptime, rate limits, documentation, and technical stability.
But the largest risk is strategic and has nothing to do with the tech.
An integration remains safe only while the two companies are complementary. The moment the partner begins owning a valuable adjacent workflow, more customer data, or the customer relationship itself, it can (and will) become a competitor.
This happens all the time, and is exactly what is happening in the Podium / ServiceTitan relationship.
2/ The system of record owns the veto.
A partner can have the better product, stronger customer love, thousands of users, and signed annual contracts.
But the platform controlling the system of record still controls the access point.
In platform markets, the company creating the most value is not always the company with the power to decide whether that value may continue flowing.
3/ Platform dependent ARR is contingent ARR.
So many startups I talk to sell customers annual contracts while relying on platform access that can be changed in hours/days/weeks.
Long-term obligations built on short-term permission is a nightmare.
If a meaningful percentage of your revenue depends on one company’s API, you do not just have partner concentration. You have a giant liability inside your business model.
Investors will evaluate platform concentration the same way they evaluate customer concentration.
Not all ARR has the same durability. Although you may be able to grow quickly being a platform partner, the risk and valuation aren't worth it.
4/ Marketplace ecosystems follow a predictable arc.
A platform recruits partners to fill product gaps.
The partners discover demand, educate the market, and build new categories.
The platform watches which categories become strategically important.
Then it decides whether to continue partnering, acquire, restrict, replace, or build.
The ecosystem is often most open before the platform knows which adjacencies are valuable.
Amazon is the king of this.. but it's the same playbook over and over.
5/ Customers ultimately inherit the vendor conflict.
An “integrated stack” feels modular until one vendor can sever the connection and leave the customer with overlapping contracts, stranded workflows, retraining costs, and a rushed migration.
The important procurement question is not merely:
“Does it integrate?”
It is: “Who can revoke the integration, what breaks if they do, who owns the data, and how quickly can we recover?”
At the end of the day it comes down to this..
Founders should build portability before they need it.
And customers should buy continuity, not just connectivity.
Because when platforms and partners divorce, the customer pays the breakup fee.
We need a nice small downtown area next to each data center (choose whatever else the locals prefer) with subsidized rent and electricity. Build one and promote heavily.
Its like pausing building factories in early industrialization years… some places probably did that, I wonder where are they now
Chicago just called for a pause on data centers 🗄️ 🗄️ 🗄️
Worth looking at this in the context of where our tax base is at the moment
Homeowners here just saw the biggest property tax increase in 30 years. Bills up 16.7%. The blame is mainly on downtown commercial values which puts the burden on homeowners
So right in the middle of that, we’re talking about pausing a category of development bringing real $ to the city via tax rev
The concerns in the EO around power, water, noise, etc. are fair. But the tech behind data centers are also changing quickly
I visited QTS in Chicago a few months ago. They use closed loop cooling aka they don’t consume water to cool servers once operational / entire facility uses 600,000 gallons per year
I also couldn’t hear a thing while on site 🦗
AND they pay 100% of their own energy
Make them pay their own way. Set better standards around noise, water, and power. Make sure the economics benefit Chicago
But important to know that the data centers being built today are not the data centers of 10 years ago. They are quieter, more water efficient and more efficient per unit of computing
So a blanket moratorium doesn’t make the demand for compute disappear
It just moves the investment, jobs and tax base somewhere else
Where this wring style that have become a distinct AI signature came from? Anyone? “Phase 1 is therefore voluntary future-proofing, not a forced response to a hardware constraint.” from @SemiAnalysis_ newsletter.semianalysis.com/…
Alex Bortok retweeted
Netris introduces industry-first contiguous integration with @nvidia #BlueField DPUs.
Netris delivers a single fabric that unites every endpoint — the ones with DPUs enabled and the ones without — into one coherent network.
DPUs are important. They unlock granular multi-tenancy, accelerated inference, and enhanced security — the capabilities AI infrastructure operators need to run workloads at scale.
But here is the reality of a production AI cluster: not every endpoint has a DPU or has a DPU enabled.
Storage often runs without a DPU. A tenant's on-ramp — a cable going to their remote data center — has no server behind it at all. A good number of endpoints connect through a switch rather than an active DPU.
With Netris, DPU-enabled workloads and non-DPU-enabled workloads work together. DPUs and switches share a combined control plane that Netris delivers. DPU-accelerated endpoints communicate with non-DPU-accelerated endpoints inside the same physical cluster.
🌟This is critical functionality for anyone building AI clouds and AI clusters.
👉 Read the announcement: netris.io/blog/netris-extend…
@NVIDIANetworkng
#AIInfrastructure #NetworkAutomation #NVIDIA #BlueField #MultiTenancy #NAAM #GPUCloud
This is the best website ever :)
Dear Mr. President,
I’ve been thinking about this in the shower and I have a plan.
The problem isn’t Iran. It’s the ship crews. These are my people.
Merchant Mariners are an odd lot. “Show some guts” doesn’t work because these guys have crossed the North Atlantic in winter. They already know what they’ve got.
We are a practical lot. Common sense, as you often say. So avenging our deaths by carpet bombing Iran, while a a generous token, doesn’t do much to motivate us.
Dead is dead. You can’t collect on a life insurance policy if the underwriter at Lloyd’s has TDS, and most of them do. Plus those supertanker fires are nasty. Think AOC when she’s as old as Pelosi.
Our phrase is Acta Non Verba. Actions, not words. So someone will have to sail through first. And it’s not enough to sail with AIS off under the cover of dark. Someone has to sail in broad daylight with an enormous American flag streaming over the stern.
The biggest flag you’ve ever seen. Huge.
It’s a show of flag exercise so we want something big.
Step one: you need a Captain.
Someone kinda well known. Handsome, ideally, a man of faith of course, debonair would be nice but we can work with what we’ve got.
Here’s what I’ll do. I’m heading to the big CMA conference tomorrow and will recruit a crew. I’m a little rusty but a great crew can compensate for a lot of command failures. Ask any Admiral.
My license needs to be renewed, and I’ll need someone to waive all those stupid classes the UN’s @IMOHQ wants me to take. Seven courses, Mr. President. To do the same job I’ve been doing for 30 years. Pete is a good judge of character, he can vouch for me.
A note from the President to Admiral Lundy should do. Might be the fastest the Coast Guard has ever moved on anything.
But I need a just a few small things in return.
First, I need a SEAL team or equivalent. Just a small platoon but preferably one of those tier one guys if available. They can’t shoot down drones or anything, but they absolutely can tell me to man up when I inevitably say “WTF was I thinking.”
Pete, if you’re reading this, feel free to send your best. I promise I will not make them sit through a PowerPoint.
Also, I fully expect at least one Admiral in charge of the convoy frigates to do something dumb…. like epic level retarded… and SEALs are historically very good at straightening out Admirals.
Consider it an interservice relations exercise.
Next, we need some of those Navy Corpsmen. The crazy bastards who embed with Marines. If we get hit and my leg needs amputation, I want it done by a guy who’s done it before, not a guy who’s got s rusty saw and an ikea manual.
That’s it. You don’t even need to pay me or my crew a cent. Honestly, this might be the best deal ever, and I know you’ve seen some deals.
Oh, just one more thing. We want the same deal y’all gave Bruce Willis’s crew in Armageddon. No more federal taxes. For life.
You’ve seen the movie, sir. That scene is basically a documentary about how to negotiate with the federal government.
And if I don’t make it? I want to be buried next to Dad in Arlington, and my kids and wife get the no-taxes-ever thing. That’s the Captain Konrad family plan. Very competitive rates.
Lastly, we’re going to need a few ships to follow us into Hormuz. Probably no more than ten. I suggest Filipino-crewed ships. They are the best mariners in the world, they are tough as hell, and they will not complain too much. Actually all mariners complain but I’ll have them do that part in tagalog.
For the first ten ships that volunteer to follow me through, each crew gets one of your Golden Visas (brilliant idea, by the way) and a pork adobo cookout at the White House on a date of your choosing.
I’ll even get one of the guys to send you the recipe. It’s delicious. Trust me.
That’s about it. Just let me know what airport I should meet the jet at tomorrow afternoon.
Very Best Regards,
Captain John Konrad
Master, Unlimited Tonnage
US Merchant Marine
Alex Bortok retweeted
As our nrx topology exporter gets more user adoption, we’ve decided to revamp its documentation and created a brand new docs site at nrx.netreplica.com
Naked truth that resonates so well with doers, with several golden nuggets. You’ll be taking screenshots
So what's going to happen to product management anyway?
When I talk to mid-career PMs, I hear the same frustrations over and over:
“I’m looking for a director role but all I see are individual contributor jobs.”
“I want to work for an AI company but there are very few PM roles.”
“I’m too tired to build at night after a day of back to back meetings.”
I wrote 8 hot takes on where I think the PM role is headed next and why I'm actually optimistic.
📌 Read now: creatoreconomy.so/p/so-whats…
Had an opportunity last week to share our research into MoE performance at @OpenComputePrj youtu.be/nLSDrgvu-qw?si=EhGC…
If my rudimentary german doesn’t fail me, the captain just announced after the seat belt sign is off, we can do a pillow fight 😳
Alex Bortok retweeted
Get some Air with Netreplica! New v0.8 release of NRX supports Nvidia Air data center simulation platform as an export target. Now you can automatically clone your production SpectrumX @NVIDIANetworkng into a digital cousin running in Air. github.com/netreplica/nrx





















