WhatA cloud platform offering instant-start microVMs where compute and storage scale independently, so users can burst CPU/RAM without losing persistent data when scaling back down.
SignalUsers evaluating hosted microVM services immediately identified a critical flaw: storage that scales with compute means you lose data when you scale down, which defeats the entire purpose of elastic scaling for real workloads.
Why NowAI workloads have extremely bursty compute needs (training vs inference vs idle) making decoupled scaling essential, and sub-second VM starts finally make this technically feasible.
MarketCloud compute market ($200B+); competes with AWS Lambda, Fly.io, and hosted sandbox services; key gap is persistent storage decoupled from ephemeral compute.
MoatStorage layer integration and data gravity create strong lock-in once customers store persistent state on the platform.
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