Jul 28, 2026
Some very non-obvious lessons about how the cloud works:
1. There are ~500 services (give or take), each more or less its own independent business. So you've got 500 startups, many of them hypergrowth, operating under one roof.
2. Like all startups, services are governed by the power law. Some are zombies that barely make a few million after many years, some are in the billions and growing very fast.
3. Pace and urgency are very similar to a hypergrowth startup. Every Monday it's hard to remember the previous week because so much has happened.
4. Each service recursively depends on other services. E.g. queues depend on compute, storage, networking, telemetry, and a dozen other services, each of which has its own dependencies.
5. Which means if anything breaks, everything up the stack breaks.
6. All these services are in dozens of regions, so something is always broken somewhere (and thus everything above it is broken)
7. There is a lot of infra to help with reliability-- internal services to help detect failures, trace dependencies, mitigate common problems, etc.
8. Depending on how you look at it, this infra is mature and very helpful, but is also evolving and improving at crazy speed.
9. Everyone is always capacity constrained, despite constant hardware buildouts. Sometimes important customers can't get capacity at any price. (Now that I think about it, I don't understand why we don't auction off capacity. I'll ask around.)
10. Customers buy into an ecosystem, not into an individual service. So once they bought into a cloud, each service gets free tailwind.
11. But the flipside is also true-- when a service falters it puts the whole ecosystem at risk (which you never want to find yourself doing, obviously).
12. Fleets are huge. Just crazy scale.
13. Operational load is extremely spiky. Maybe you normally have to manage a few failovers here and there, but then an availability zone fails and you get swarmed by a zillion failovers you have to handle _now_.
... And lots and lots of other stuff. I'm running out of steam, maybe will pick it up again in another post.