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Economics

2 posts tagged economics.

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Sep 6, 2026

Seats Are Dying. What the 2026 SaaS Repricing Looks Like From the Compute Layer

A one-day 18% drop in Thomson Reuters, $1.50 per resolution at Zendesk, $15 per human at Microsoft, and a vibe-coding company at $500M run-rate with 200 people. The unit of software changed this year. Here is what it did to infrastructure.

13 min
Sep 2, 2026

What Scale to Zero Cost Me to Build: 50s Sleeps, 14s Wakes

Hibernate took 50 seconds. Wake took 14, not the 1.3 I had reported. The measured price of building scale to zero on a Firecracker fleet, and every fix.

9 min
Ajay Kumar

Infrastructure engineer, 14 years. I build systems that run other people's code safely — and I'm available for consulting.

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