The problem I see: "no-logs" is meaningless if your servers are physically in the US, UK, Canada or Australia. A warrant is a warrant. Even providers I respect like Mullvad and Proton have servers in Five Eyes countries.
What I'm thinking: - Servers only in Iceland, Switzerland, Luxembourg, Romania, Japan - RAM-only — no disk, no logs possible by design, reboot wipes everything - WireGuard - Open source, annual Cure53 audit - BTC/Monero, no account required
Break even is around 200-300 customers. Infrastructure to start is maybe $500-1000/month.
Honest question: does Mullvad already own this positioning well enough that there's no room? Or is "zero Five Eyes + provably no logs" a real differentiator for a specific segment?
Also curious if anyone has experience running infrastructure businesses in Iceland or Luxembourg specifically.
It seems to coincide with the updated UI and the release of the Gemini 3.5 Preview model.
For the better part of this year, Gemini was my go-to model for answering simple questions quickly. The google search plug-in made it super easy to ask, and it seemed to have endless capacity for research and complex answers on the $20/month plan. Meanwhile, I used Claude very sparingly, and saved most of my Pro plan for Claude Code tokens. Now I find that I'm rate-limited by Gemini harder than Claude. Is compute being shifted away from Gemini behind the scenes?
Maybe LLM compute is finally moving away from subsidized direct consumer use. Still, I had previously thought that Gemini would be the last man standing in that use case, as Google seemed to have the most money to burn.